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

To: Moonray who wrote (24009)	11/4/1998 11:19:00 AM
From: joe	Read Replies (2) \| Respond to of 45548

More doubters. I guess it is pre-announcement month, and some folks are jittery, or WANT TO CREATE JITTERINESS.

To: Moonray who wrote (24009)	11/4/1998 11:29:00 AM
From: Shroder Wertheim (Hijacked)	Read Replies (1) \| Respond to of 45548

<<NIC sales contribute between 25 percent to 30 percent of 3Com's total revenue, he estimated>> Wrong, it is less than 20 percent as last quarter. NIC + PC Card would then more than 33 percent. I agree COMS NIC division needs to be more aggressive in terms of products delivery. It old model of not entering the market first (such as Gig NICs), wait for the market size to increase, then goes into it, clearly does not show leadership. I also think NIC division could cut some fat out. I think COMS is in much stronger position than CSCO in the enterprise/ISP system business.