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


To: TechMeister who wrote (22330)9/27/1998 2:11:00 PM
From: Mang Cheng  Respond to of 45548
 
"As Restrictions End -- What's on deck for Lucent?"

"So which networking company will Lucent pick? Most industry observers
point to Ascend Communications Inc., Alameda, Calif.

Ascend's Cascade switches would be its most valuable asset to Lucent.

But Ascend would not help Lucent build its channel because Ascend has
relationships with only five VARs, the largest of which is Solunet, said
analysts. This leads industry observers to favor a purchase of 3Com, Santa
Clara, Calif.

3Com "would make a very nice strategic fit for Lucent" because it has
enterprise data networking products and a strong indirect channel, said Dave
Passmore, research director at NetReference Inc., Sterling, Va. In addition,
there would be little product overlap from a 3Com purchase, he said.

Another possibility is a combination of 3Com and Ascend, which would give
Lucent a strong product set with which to compete against Cisco.

techweb.com

Mang



To: TechMeister who wrote (22330)10/1/1998 10:11:00 AM
From: Shroder Wertheim (Hijacked)  Respond to of 45548
 
Quote from PCWeek. Casio and Everex are going to bail out WinCE handheld device, the return rate on their puppies are greater than 50%. Palm III dominates.