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

To: sam who wrote (22851)	10/16/1998 12:22:00 PM
From: gfr fan	Respond to of 45548

<<COMS' Total Control product line is starting to get a lot more respect. COMS' modem business will see nice gains with less competitors and coming computer upgrade cycle.>> Was reading Computer Reseller News yesterday re: V90 modems. They said in January'97 manufacturers' forecast was for 20MM units - actual total was 11MM. Forecast for this year is 40MM units, per CRN. Also, CSCO just cut prices on their 8510 line by about 40%. 8510 competes with the CB3500, and even with the price cuts it's stil about 35% more expensive. Price cuts on new products like the 8510 usually only occur when they are out of whack with competitive products and they're sitting with a ton of inventory. I think both are true. CB3500 on the other hand, is one of COMS' toughest products to get right now.

To: sam who wrote (22851)	10/16/1998 2:14:00 PM
From: joe	Read Replies (1) \| Respond to of 45548

sam, >>COMS' Total Control product line is starting to get a lot more respect.<< My understanding is that this product is just as good if not better than ASND's and CSCO's, but for some reason it wasn't selling as hot. Sounds like it's starting to get the recognition that it deserves. What was the problem with it before? Was it too advanced<g>....not enough PR on it's quality? >>COMS' modem business will see nice gains with less competitors and coming computer upgrade cycle.<< Yes, I'm looking forward to this!! >>Eric is a big picture guy who understands the future of networking as well or better than anyone I've listened too.<< I'm not a networking expert, but I'm getting the sense that he's the one who will make the difference if COMS gets a chance to get to CSCO's level (which I think they will one day). The comparison to J.Chambers is sort of startling. Eric B. seems miles ahead in understanding the networked future. OTH, Chambers has the business savy, but Eric B. is catching on to that also, IMO.