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

To: bhuvanarama who wrote (27157)	1/20/1999 6:30:00 PM
From: W.F.Rakecky	Respond to of 45548

Siliconization.........ICS...leading edge ahead of the curve.Eric will take a nickel on high volume rather than a buck on low volume!

To: bhuvanarama who wrote (27157)	1/20/1999 6:30:00 PM
From: Josh Carroll	Read Replies (1) \| Respond to of 45548

I saw this interview as well. After he [benhamou] was asked "are you ready to grow the company again and reach these old [$75] highs?" his reaction was humorless and depressing. Basically he hedged. What did he mean when he said "long term we will converge on 15% profits." Does he mean margin? In any case It wasn't inspiring. I'm long the stock, just a bit peeved that this guy seems utterly unwilling or unable to spend some time and learn how to do PR in an interview - instead of realizing he's talking to his investors, he acts like he's talking to a banker who's interviewing him for a loan.

To: bhuvanarama who wrote (27157)	1/20/1999 6:44:00 PM
From: joe	Read Replies (1) \| Respond to of 45548

>> NO comment on whether it will ever reach $75 again << Boy, this is a retarded response. I heard the interview over the phone. The problem with Eric B. is that he sounds like an engineer because he is an engineer. But, the questions were business related and if you just listen, it's obvious there was absolutely nothing wrong with what he said. It's basically, cut costs, cut costs, improve distribution methods, improve distribution methods, cut costs some more, get better margins, blah, blah,blah... Absolutely nothing negative. He is not a rah,rah, rah, type guy, but like Andy Grove, he's a engineer/scientist that is trying to make his company a well oiled efficient machine. The other thing he might be accused of was stating that CISCO, and NT, etc. are in another area of competition, and COMS is working on the "edge". Probably, not many people understood this, but he did try to say that he was honing in on consumer gadgets, and small business gadgets, etc...basically saying there's a huge untapped market in this area. The thing is he and the company have to educate the rest of the country on this - no easy task. But even CSCO is making an attempt at it for the sake of PR, but COMS is way ahead in the appliace-networking PR game. Once it gets rolling, COMS will be miles ahead of anybody, because they all will have missed the boat completely (we hope). This is not to say that COMS is "not" in VoIP. It is most definitely, but they are playing the soft touch. Much better than going head-to-head with CSCO and LU at the moment. That would be a rude PR game to play with them. Let COMS build up some success at first. Networking people and IS managers know who's products are good. They don't have to listen to jerk-off-interviews on CNBC to figure it out. They just read the trade journals and talk to people who buy/use the equipment day-in and day-out and they find out there's no question COMS is a quality leader in the field. joe