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


To: Scrapps who wrote (21884)9/22/1998 3:55:00 PM
From: joe  Read Replies (2) | Respond to of 45548
 


update to the "com.com.com last call" earnings estimate



MONIKER EARNINGS BEST GUESS.
------- ---------------------------
Arnold $.24
Bill Coenen $.30
Brad (Phoenix) $.23
Bruce $.28
Dan $.29
David Halliday $.23
David Lawrence $.23
FUZFO $.23
Jim Bender $.23
joe $.26
johnathan $.23
Karun $.21
madtyrolean $.25
Mang $.22
Matt $.25
Mark Gilbert $.23
Pat Hughes $.27
Scrapps $.25
Steve P. $.325
Tech M. $.22
Tim Luke $.24
TWICK $.26
...............................

Number of estimates: 22

Average $.248
Low $.21
High $.325

First Call $.21
Reported Whisper $.23




To: Scrapps who wrote (21884)10/31/1998 11:52:00 AM
From: Moonray  Read Replies (1) | Respond to of 45548
 
ADSL Faces Service Snafus; Cable Connects in More Areas
Computer Retail Week - November 02, 1998, Issue: 225 Section: News

Waltham, Mass. - ADSL standards are here, but a workable retail model
for the technology has yet to emerge.

Telephone companies are trying various models for delivering ADSL to
consumers, such as including it in PC bundles and in packages sold by
Internet service providers. Few sell their products and services in
retail stores.

"The U.S. market is taking longer than we'd hoped," said Al Brisard,
director of marketing and business development for 3Com. Brisard said
a major obstacle is obtaining accurate information about ADSL deployment.

"The last thing we want to do is have [a customer] buy a modem and find
they can't get [A]DSL, and have it returned," he said.

Placing its ADSL modems on retail shelves is 3Com's eventual goal,
Brisard said.

Marshall Toplanksy, a consultant with the Chicago-based Core Strategies,
said telephone companies are unfamiliar with the channel.

"They're technical people. They've probably not thought [distribution]
issues through," he said.

The cable industry, meanwhile, is testing retail programs in several
cities.

Toplanksy said that the cable companies "seem to be doing all the right
things." Brisard agreed, saying that the cable industry is moving
quicker than telcos to provide service to consumers.

Pilot programs launched during the past two years in Jacksonville,
Fla.; the San Diego area; New Brunswick, Canada; and other places have
made cable modems available to consumers.

Cable service provider MediaOne launched the largest such deal in New
England last month, with 17 Circuit City outlets in the region. In
those stores, customers may buy a Bay Networks cable modem for a $199
suggested retail price.

TCI.Net, a subsidiary of cable operator TCI, this month plans to start
offering the AtHome Internet service to customers in Spokane, Wash.
3Com will sell its cable modems at area stores, including CompUSA,
said William Markey, director of marketing for 3Com's business
development unit.

Meanwhile, few relationships among ADSL providers and retailers have
been announced, even though the International Telecommunications Union
earlier this month approved ADSL standards.

The highest-profile deal, between Bell Atlantic and CompUSA outlets in
Pittsburgh and Washington, D.C., does not include the sale of ADSL
modems.

Participating CompUSA stores sell ADSL service over the phone with the
participation of a Bell Atlantic representative. Customers at those
stores buy the modems from Bell Atlantic. CompUSA could not be reached
for comment at press time.

Other Baby Bells are taking different approaches. Bell Canada sells its
ADSL service through ISPs. BellSouth sells its service through
Bellsouth.net, its ISP unit. Both companies said they do not intend to
offer ADSL through retail.

Direct-seller Dell Computer, meanwhile, plans to launch ADSL service as
an option for consumers early next year. Dell has service agreements
in place with Bell Atlantic, SBC Communications and US West. Cisco
Systems will provide ADSL modems for that venture.

Copyright ® 1998 CMP Media Inc.

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