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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: Steve Porter who wrote (21264)	9/7/1998 3:22:00 PM
From: FUZFO	Read Replies (1) \| Respond to of 45548

Briefing.com says COMS about to come out of hibernation: "Computer Networking Brief: Mighty Cisco (CSCO) finally looking vulnerable, as stock's technical tone deteriorated materially last week... Big cap, sector leader will do well if market rebounds as investors will come back to quality companies first... However, in uncertain earnings environment don't want to own to portfolio of high valuation stocks... Would lighten position on any near-term gains... Supports are at 80 and 74... Of course, if Cisco starts to stall out how will rest of sector do? If you guessed not well than you are correct. Exception might be stock like 3Com (COMS) which looks like its ready to emerge from its very own 2-year bear market.

To: Steve Porter who wrote (21264)	9/7/1998 8:28:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 45548

Hi Steve: I agree with you that ATM would indeed be the "best" solution. You stated... "The next logical step for DTV is over IP/ATM. Why should I have seperate protocols, equipment and transmission lines for these..." Do you think AT&T and TCI see it this way? IF so who would make the ATM switches and other equipment for their digital network back bone? I understand that 3COM submitted a proposal to AT&T over a year ago for a digital (ATM) IP network design but was turned down as (1) too expensive and (2) too sophisticated ..... perhaps with the TCI deal this proposal may be revisited. (note: I heard this at the San Jose ATM trade show this year and confirmed by an engineer who worked on the proposal). I also heard that CSCO was selected as the primary vendor of equipment for the build out of the SPRINT digital network. Therefore, I would think AT&T would utilize a different vendor and design. From your understanding of 3COM technology, does 3COM have the leading edge ATM technology that an AT&T/TCI would buy into for their integrated digital network? Do their products provide for an "open system" design built around the latest ATM standards? EKS