SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: gfr fan who wrote (26651)12/27/1998 11:40:00 PM
From: pat mudge  Respond to of 45548
 
However, COMS is positioned to lead in cable and xDSL modems which will go out at higher margins in their early life cycles.

It's possible COMS may lead in these markets some day, but they aren't high margin products out of the gate. Quite the opposite. Every company bidding ADSL is losing money as they're expected to seed the market. Alcatel actually backed out of the DT competition b/c ECI bid so low. As for leading in cable modems, recent DataQuest figures have them ranked number 4.

Here's the link to my earlier post on the CMTO thread.
Message 6906419

Incidentally, I own COMS and CMTO, so hope both succeed.

Pat



To: gfr fan who wrote (26651)12/28/1998 1:25:00 AM
From: jach  Respond to of 45548
 
Message 6991650



To: gfr fan who wrote (26651)12/28/1998 1:57:00 PM
From: Judy  Read Replies (1) | Respond to of 45548
 
grf fan, high margins are not sustainable on commodity items, so time will tell. xdsl has not propagated as anticipated and acquisition of USRX was COMS attempt to enter that segment.

Thanks for your views, and you too Eric.



HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News