Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: joe who wrote (22930)	10/19/1998 5:13:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 45548

>I'm very interested to see how their Remote Access Equipment is doing. IMO, COMS will overtake them in that biz sooner or later. You can bet they'll paint a very rosy picture. They always do, even when business is not so good. As far as who is leads in RAS, it depends on who you ask.

To: joe who wrote (22930)	10/20/1998 1:17:00 AM
From: Steve Porter	Read Replies (2) \| Respond to of 45548

All: 3Com severly supplied constained at current with regard to NICs!!!! Please note these are my observations only. 3 weeks ago I order a 3c905b-tx nic (10/100 base t) PCI. After 2.5 weeks I received a box from HP!!!!!!!!!!!!.. The box was labeled HP 3COM905B NIC. Well I was a little stunned. It turns out the teh distributor couldn't get any from COMS and resorted to buying one that HP resold for it's vectra line. That package included HP floppies and an HP manual. The card (although clearly 3com) had an hp sticker over the part number. There is so much demand for 3com cards from the OEM market that after OEM orders are filled, there is nothing left over for retailers. (btw. my distrib is Ingram Micro, the biggest we have in Canada). This bodes well for the comming quarter IMHO. Steve