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

To: Steve Porter who wrote (22497)	10/4/1998 9:18:00 PM
From: Daniel Liberty	Respond to of 45548

Steve, Thanks for the good post. You've clarified a number of things. I hope you are right about COMS growing at Cisco's expense. I have thought for a long time that Cisco was wildly overpriced and still do. Time will tell. Good trading. Dan

To: Steve Porter who wrote (22497)	10/5/1998 10:42:00 AM
From: joe	Read Replies (2) \| Respond to of 45548

Steve, Good post! See, you do better when you're ranting and raving about technical aspects of the network sector. :-) Keep ranting and raving!! Couple of things I would add for further understanding, and please correct me if I'm wrong. 1) Because LU, NT are becoming obsolete in a sense, that's why they're trying to acquire companies in group 4. 2) CSCO as of late is being compared to group 1, and since some of group one has had preannoucements, CSCO is being lumped in with them. They eventually would like to take over group 1's line of business, but they are essentially doing the work of group 3 and 4 (and like you said, "suffering a death of a thousand cuts". But they will be strong for a while because they have that encumbent customer base, similar to how IBM had theirs. CSCO is not dumb, so I expect them to come up with adjustments. One of them might be getting into the SME space (small and medium sized enterprises) which is a big focus of COMS. 3) I thought you might talk about all these companies that are "rumored" to buy COMS. As you said, COMS is very different from the companies in their data networking sector, this is no accident, it's been Eric B's strategy for a while. So, to suggest buyouts by the companies you mentioned or by companies outside even the group you mentioned is a royal pain in the butt to the buyer. It's just not a "nice" solution in anyway. I would appreciate it if there was some intelligent talk about COMS merger rumors. joe