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

To: Eric L. who wrote (22540)	10/6/1998 4:23:00 PM
From: joe	Read Replies (1) \| Respond to of 45548

>>A couple quick questions, is OC-12 the next level of speed past the gigabit ethernet?<< It's a higher level, but I forget which one. I think there's OC-4,8. Somebody with more network background can answer off the top of his head. RE: Voice over IP >>How do you think COMS is positioned in this market?<< It's tops. Lots of people argue COMS is the best in this area. >>What is the market?<< Telephone companies that will be turned into part of the internet networks. Anything that can be connected to the internet will be able to transmit voice (and more such as video). >>This to me seems to be huge as we're looking towards the future.<< Yes, it's huge. If only the world economy could get a little healthier. It's the next major technological change in society, similar to TV and radio. joe

To: Eric L. who wrote (22540)	10/6/1998 5:51:00 PM
From: gfr fan	Read Replies (1) \| Respond to of 45548

<< A couple quick questions, is OC-12 the next level of speed past the gigabit ethernet?>> No - OC-12 is 622Mbps actually a slower speed than Gigabit Ethernet. OC-12 is currently the fastest (realistically) available speed for ATM LANs. After Gigabit Ethernet the current options are to link multiple gigabit streams together. Terrabit Ethernet is still a ways out. <<Also, it seems to me that the Voice over IP and Voice over Network is the next great opportunity for companies such as COMS, CSCO, LU, NT, etc. How do you think COMS is positioned in this market? What is the market? This to me seems to be huge as we're looking towards the future.>> COMS has invested heavily in VOIP technology and VO-ATM. Their installed base of Total Control with the large carriers is part of this strategy. PathBuilder products handle VO-ATM. EB has referenced large bids COMS is competing for with analysts - no word on outcome.