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

To: Lost in New York who wrote (21608)	9/18/1998 1:43:00 PM
From: joe	Respond to of 45548

Dave, >>how palm beat microsoft ONE OF THE PALMPILOT'S PARENTS EXPLAINS ITS SUCCESS. salonmag.com; Nice article. Here's some excerpts I liked. Today, says Dubinsky, the Pilot enjoys 80 percent market share in the personal information manager market, and 3Com is still having trouble manufacturing enough Palm IIIs to keep up with demand -- although Palm hasn't announced sales figures since the first million units. . . . Eighty percent market share, I have to say. All the developers are just glomming onto the Palm platform, and they're not developing for the CE platform. They don't want to develop for something that's not selling. . . . The volume Palm is doing is absolutely stunning. The growth is spectacular, and that's what's exciting to developers. 3Com just added a third factory. It's been extraordinary. . . . Nobody would get funding for anything in the hand-held market before. Now, all sorts of Palm developers are getting funding for developing on the Palm platform., because everybody's beginning to understand that there's a big market here. If it's this big this early, it only means that it is enormous. It's just the tip of the iceberg today. I've plotted it against consumer electronics adoption rates, and there's virtually nothing that touches the adoption rate of these things -- not phones, not pagers, not televisions, not video cameras. Literally the only thing you can find that's got a steeper curve is CD audio.