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

To: Steve Porter who wrote (25250)	11/26/1998 10:16:00 AM
From: Joe S Pack	Read Replies (1) \| Respond to of 45548

Kirby, This added comment is about your last sentence "you won't regret after a few years for being a COMS". People are under the impression that routers and bridges are the future. But in reality a recent study in one of the premier telecom research lab found that current internet's bottleneck occurs at two ends: servers and user. But to my surprise it is found that the single most bottleneck is at the server end- not at the at the in-between pipes and to some extent at the user end. So the market in future is for powerful servers and of course larger pipes at the user end. Infact most of the backbone networks are under utilized. Unless a killer application such as video conferencing over TCP/IP at household level comes to furution within a year or so the in-between pipes segment doesn't have a rosey future. Think hard about why CSCO is now wanting to get into voice market? The current non-voice market is getting saturated due to lack of killer apps and in-between pipes are under utilized. So the point is "edge is the future" as more and more intelligent can be packed at the user devices including handheld ones. All the best. Note: I am long on COMS. -Nat