Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Steve Porter who wrote (21312)	9/9/1998 8:58:00 AM
From: W.F.Rakecky	Respond to of 45548

Anybody...a" converged" question. In Tues IBD Cisco's Estrin comments that on a scale of 1 to 10 Cisco is at stage three in moving towards converged networks. If they are at stage three where is COMS?? The article also relates "Cisco...is heading into turbulent waters as a maker of products for converged networks. Hmmm...whats that mean?? Coms has a lot of under roof intellectual property where as Cisco has purchased a lot of disconnectd intellectual property from seperate companies.Does anyone feel that COMS has an advantage in having "at home" technological intellectual expertise??

To: Steve Porter who wrote (21312)	9/9/1998 11:49:00 AM
From: joe	Read Replies (2) \| Respond to of 45548

Steve, Your a ranting luny<g>...it's great though!! >>All in all the cost to go piece meal is about twice that of end to end. Plus, end to end is easier to upgrade than piece meal. Usually a company will bring out products all at the same time that support each other. With different vendors I can't be guaranteed that they will have compatible solutions within a year of each other. That's a big gamble when your business depends on it's network.<< With a serious network (and all enterprise networks are getting bigger and bigger), it's crazy not to go with one or two well known, established name brands. Just maintenance and future scalability will be a huge problem if not going with hardware from a reputable company and good planning of future network requirements. As usual, 3Com needs to keep pushing this through very agressive marketing. I think this is why CSCO is so successful. They don't necessarily have the best products, but they hold the customers hand through the whole network transition and installation, even considering future transitions. Companies are addicted to CSCO for this. Problem is, this is very expensive and the Fortune 500 companies are the only ones that can afford these solutions. COMS will take the CSCO approach, make it less expensive, and give all businesses around the world a chance to have Fortune 500 type networks. It's all these subtles things that COMS will do that will give it the edge. Eventually, we will see it in the "bottom line". Analysts will never be able to pick up this type of customer service until they see COMS profits improving consistently. >> I wouldn't touch CS crap with a 20 foot pole.<< Never realized CS was that bad. What do you think of ASND products? joe