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

To: Shroder Wertheim (Hijacked) who wrote (22824)	10/15/1998 6:49:00 PM
From: Glenn D. Rudolph	Respond to of 45548

COMS: FAHNESTOCK reconfirms the recommendation as Strong Buy on 09/30/98

To: Shroder Wertheim (Hijacked) who wrote (22824)	10/15/1998 7:11:00 PM
From: Mang Cheng	Respond to of 45548

"3Com preps for voice over IP with gigabit modules" By Jim Duffy Network World Fusion, 10/14/98 3Com is attempting to deliver telephony-like reliability to next-generation enterprise packet networks with this week's rollout of Gigabit Ethernet for its high-end backbone switch. 3Com announced pricing and availability of Layer 2 Gigabit Ethernet modules for the CoreBuilder 9000, a frame- and cell-based enterprise backbone switch that 3Com says can scale to 140G bit/sec. With the redundancy built into the CoreBuilder 9000, 3Com says its can now offer PBX-quality reliability for the "next wave" of business applications, which will run voice and video over data networks. The CoreBuilder 9000 is a 16-slot, high-density switch that aggregates Ethernet and ATM links from desktop, workgroup and wiring closet switches. It features redundant switching fabrics and management controllers, up to four power supplies, and every module is hot-swappable. This architecture delivers 99.99% reliability, 3Com claims, which is vital for running voice and video applications over a data infrastructure, commonly referred to as a multiservice network. The new Gigabit Ethernet modules will ensure that this resiliency is available for users running multiservice applications over Ethernet. The modules include two-port 1000Base-SX, two-port 1000Base-LX and 9-port 1000Base-SX. The National Institutes of Health (NIH) in Bethesda, Md., has been beta testing the two-port Gigabit Ethernet modules for months to connect 64 Pentium Pro-based PCs in a cluster to achieve supercomputer-type performance for simulating biological molecules. "It's worked out so effectively, we're getting an additional 64 Pentium IIs," said Eric Billings, a staff scientist at NIH. "Of course, higher density will help us out. You only have so many blades, and we can't get to 128 ports like we'd like with the current density. So we're looking to the next higher density combination." Ostensibly, that would be the nine-port blades, but Billings said they are not shipping to beta sites yet. 3Com said they will ship to customers in the first quarter of 1999, which is when Billings expects to receive his. The two-port SX and LX modules are shipping now. They cost $3,950 and $5,950, respectively. The nine-port module will cost $14,000. 3Com also rolled out Layer 2 and Layer 3 Fast Ethernet switching modules for the CoreBuilder 9000. They support from 10 to 36 ports and range in price from $7,950 to $19,950. A couple are shipping now, but the 36-port modules and the Layer 3 blades will ship in December. The company also announced a 48G bit/sec switching engine for the CoreBuilder 9000. It costs $12,950 and is shipping now. Layer 3 Gigabit Ethernet modules for the CoreBuilder 9000 will ship in the first half of 1999, 3Com said. Ohio State University is anxiously awaiting those for a campuswide multicast video application. "It's supposed to be a (CoreBuilder) 3500 on a blade," said Kurtis Lindemann, network specialist for Ohio State's Fisher College of Business. The CoreBuilder 3500 is 3Com's low-density Layer 3 switch and it supports the Distance Vector Multicast Routing Protocol (DVMRP). DVMRP will allow Ohio State to more efficiently control multicasts by containing them to one building or one subnet if desired, Lindemann said. 3Com did not disclose pricing or port density for the Layer 3 Gigabit Ethernet module. nwfusion.com Mang

To: Shroder Wertheim (Hijacked) who wrote (22824)	10/15/1998 7:14:00 PM
From: joe	Respond to of 45548

Hi Shroder, Amazing isn't it. COMS has a potential gold mind with the Palm. MSFT so far is not handling their Windows CE OS very well. The real killer, IMO, was when NOKIA rejected using the Windows CE OS with their latest handset. NOKIA said it was too complicated. Major rejection from a big player. MSFT wasn't even capable of redesigning the OS if it tried. Just seems like their goals are somewhat delusional - they've feel they've got to control the whole world, but they can't. As I've said before, I just hope COMS executes with the Pilot and all it's other products. I was a little disturbed when the originators of the Palm left COMS to form their own company. But after reading about it, the inventors say that they are going to work closely with Palms and I think mainly create new software applications. They will in effect create a support community for the Palm Pilot. I just hope COMS has the expertise, experience, whatever it takes to control the Palm. It scares me that the darn thing is so successful, that possibly other more "talented people" will somehow steal the idea/product from COMS. I think one good thing is that COMS is in "control" of the Operating System, but also makes it "open software"...similar to the way the Linux software community has developed.