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

To: Stockman_77079 who wrote (22269)	9/25/1998 10:39:00 AM
From: joe	Read Replies (1) \| Respond to of 45548

>>This is MY rumor. How about Intel buys 3com and keep the Nics/Modem/Hubs business and sell the high-end corebuilder stuff to Lucent. Or vice-versa.<< I bet you it's been thought about. I wonder if there's been any similar type breakups. DEC comes to mind with part going to CPQ and another part going to Cabletron (I think). But, I really believe that Eric B. has his "vision" and does not want to sell the company at all. Also, I believe that there are enough people supporting him. So, I doubt it will happen. I read the interview with him on yesterday's post by Moonray. I found it very instructive. In there, he laid out some definite alliances and partnerships that we will see very soon. When I get time, I will try and make a digest of things that we need to be watching for and expecting in the near future. To give an example, Microsoft's NT operating system will feature 3Com as a big part in it. It's one way in which MSFT can ease into the enterprise systems, which is it's main deficulty. 3Com has more enterprise contacts, I think, and they are growing rapiidly because of the corebuilder switch they've recently come out with.

To: Stockman_77079 who wrote (22269)	9/25/1998 12:55:00 PM
From: John F. Dowd	Read Replies (2) \| Respond to of 45548

Stockman et al -How about this speculation: INTC is having firesale on their NICs so that when they merge with COMS there is not the bloated inventory problem. Evidently NICs of COMS are better for various reasons that make them appear as a better value and hence INTC must have clearance sale. INTC to concentrate on their mother board implementation of networking while newly acquired COMS takes care of everything outside the motherboard. JFD