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

To: joe who wrote (24113)	11/6/1998 3:21:00 PM
From: Steve Porter	Read Replies (2) \| Respond to of 45548

Joe, Well okay, let's straighten out the SAN stuff. (I hope you are feeling up to this). When I say high margin, I am referring to the network aspect of it. COMS will not likely be selling the hard-disks etc. In a typical installation, overall margins are small.. why, well quite simply because it involves disk-drives and disk-drives are no margin products these days (take a look at QNTM, SEG, WDC, on a 12 month chart and you will see what I'm talking about). The other stuff (i.e. not the physical storage) is where all the money in made in a SAN setup. This is the area that COMS is interested in. They don't give a rats a$$ about the disk drives. The wanna sell the networking side of the equation. Steve PS. Sorry for my lack of psots but I have been busy today (weird huh) Steve