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

To: Steve Porter who wrote (25374)	12/1/1998 12:12:00 PM
From: joe	Read Replies (1) \| Respond to of 45548

Steve, >>These 2 companies sure seem to be cozy don't they<< Something's cooking it seems. I would think, though, that AT&T still has a lot of strings attached to Lucent and will be working with them through their "legacy relationship". I could get a glimpse of this from how the CIEN/TLAB fiasco seemed to be affected by the LU/AT&T relationship. This is something I need to think about...how much of the future involves these two working together. >>In fact if I had to bet on a buyout for COMS I would not rule out AT&T,..<< It makes a lot of sense. The thought occurred to me also. AT&T could get a "close" relationship with customers through COMS control of the edge and its focus on the Small Business Enterprise. But, I think big mergers don't really work well. I've hear Chambers say this over and over, and I have to agree. It just seems so much simpler to have good partnerships, alliances, etc. There is more than enough opportunity for all of them if they decide to coordinate efforts. Sometimes, it seems like there is too much emphasis on competition, and not enough on working together to push forward the big technological themes of the future. btw...I expect some Motorola deal to get mentioned eventually. Remember this was buzzing a few months ago. Also, I'll try to get the com.com.com chart up soon, now that preannouncement is over. joe