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

To: Harold S. Kirby who wrote (28338)	3/1/1999 8:49:00 AM
From: KM	Respond to of 45548

08:40 ET 3Com Corp (COMS) 31 7/16: CS First Boston concerned about promotional and discount activity in the channel during the last few weeks of the qtr. Believes issue partially offset by comments by component vendors that COMS business healthy and improving. Although firm still anticipates earnings of $0.30 to $0.35, it does so on reduced confidence. Based on First Call survey of 26 analysts, COMS expected to turn a profit of $0.36 for the qtr. Stock flat in pre-market.

To: Harold S. Kirby who wrote (28338)	3/1/1999 9:48:00 AM
From: Moonray	Respond to of 45548

Dell'Oro Group Releases 4Q98 Report; Router and Remote Access Market Grew 4% in 4Q98; Hybrid Voice and Data Products from Cisco, Lucent, and Nortel Drive Growth - BW, 08:10 a.m. Mar 01, 1999 Eastern PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--March 1, 1999--Total sales of Routers and Remote Access devices grew 4% ($80 million), to $2.1 billion in 4Q98, according to the Dell'Oro Group's 4Q98 report, published last week. Access Router sales were up $100M Q/Q (23%), as enterprises upgraded their branch offices to hybrid voice and data Access Routers. In turn, legacy Midrange and Low End Router sales were down $76M Q/Q (14%). Access Concentrator sales from Lucent and Nortel were up sharply. Each firm's platform has double the backplane capacity of many competing products and are optimized to handle voice and data traffic. Market Leaders -- Routers & Remote Access Quarterly Total Market 4Q98 Growth MFG Revenue ($M) - Routers $1,071.5 + 0.1% MFG Revenue ($M) - Access Routers $475.0 + 23.1% MFG Revenue ($M) - Remote Access $556.1 - 1.8 Vendor - Routers Rank Growth Cisco 1 + 2.3% Nortel 2 - 8.8 3Com 3 -11.7 Vendor - Access Routers Rank Growth Cisco 1 + 29.2% Motorola 2 + 16.3% Nortel 3 + 1.2% Vendor - Remote Access Rank Growth Ascend 1 - 11.3 3Com 2 - 7.7 Cisco 3 - 0.7 The Dell'Oro Group's Router and Remote Access report provides in-depth data and analysis of the Router and Remote Access markets. The report contains hundreds of tables of data on the performance of approximately 30 manufacturers. In addition to covering Routers and Remote Access devices, the report now includes coverage on Cable Modems and will soon cover Digital Subscriber Loop (DSL). The Dell'Oro Group is a research and consulting firm specializing in business planning and strategic competitive analysis in the networking industry. Copyright 1999, Business Wire o~~~ O