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

To: joe who wrote (24947)	11/20/1998 10:14:00 AM
From: Moonray	Read Replies (2) \| Respond to of 45548

LAN Switch Revenue Is Soaring - Dataquest NewsBytes - November 19, 1998: 3:30 p.m. ET SAN JOSE, CALIFORNIA, U.S.A. (NB) -- Research published this morning by Dataquest, a division of the Gartner Group [NYSE:IT], suggests that, despite the falling cost of hardware, revenues from local area network (LAN) switches are going through the roof. In research that could make PC vendors' jealous, Gartner says that, during the third quarter of this year, revenues topped the $2.1 billion mark. The report notes, however, that, while the routers and LAN switch markets are doing very nicely, the shared media hubs marketplace is struggling. Delving into the research, which is published as part of Dataquest's Networking Worldwide program, the $2.1 billion revenues for the third quarter were some 28.7 percent higher than for the same period last year. Breaking down the figures reveals that Fast Ethernet switches accounted for the lion's share, $1.2 billion, of the $2.1 billion market. According to John Armstrong, a principal analyst for Dataquest, this area of the market, also known as the layer 3 switch market, is performing very strongly. "Layer 3 switches have grown to account for $188 million of the LAN switch market. Layer 3 switches are poised to be one of the fastest growing segments in the coming quarters," he explained. According to Dataquest, during the third quarter, the worldwide router market grew 19.3 percent with revenue reaching $1.6 billion, while shared media hubs revenue slipped to just $516 million in the quarter -- down 44 percent on the same period last year. Armstrong noted that demand for multigigabit routers is continuing to increase, with the result that the networking industry should look out for changes in the multigigabit router space as new market entrants begin to ship products later this year. "Shared media hub port shipments have declined as the lure of higher- performance switching solutions becomes stronger," he explained. Further details of Dataquest's research in the networking marketplace is available on the firm's Web site at dataquest.com . o~~~ O

To: joe who wrote (24947)	11/20/1998 11:00:00 AM
From: Bruce L	Read Replies (1) \| Respond to of 45548

Joe: Historically speaking, COM$ is in "no man's land", a sort of vacuum: it's never spent more than a day or so (sometimes only minutes) in the area of 40. It's rocketed through this zone on the way up and plunged like a rock on the way down. EXAMPLES Week of 8/2/96: Opened at 39 and closed the week at 43 One month later it touched 67 Week of 5/23/97: Opened at 37 1/2 and closed the week at 43 1/4 The very next week it was trading in the 50s I would give you examples on the downside except it's too depressing. CAVEAT: There's no guarantee of any sort that history will repeat. (On the other hand, to paraphrase Churchill (I think),those foolish enough not to study their history are destined to relive it.)