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

To: pat mudge who wrote (28562)	3/2/1999 11:18:00 PM
From: hitesh puri	Read Replies (3) \| Respond to of 45548

Yes Pat, this is what I gathered from the CC. 1. They definitely wanted to retain credibility by not stuffing the channel. 2. They themselves admitted that they cut the price on NICs too much as it seems that Intel is too busy battling its processor market share in the low end that they never bothered on NICs. 3. Enterprise spending slowing was somewhat seasonal along with something else , maybe Y2K freeze. 4. Going forward there are lot of opportunites. 5. Business (hence stock) is very volatile and depends on demand and lack of backlog decreases the dampening effect. This is very similar to the chip business. 6. Cisco was bluffing in claiming gains in market share. All market reports showed 3Com retaining or increasing share specfically in the SME segment. Cisco could be using more channel partners and hence see more product flow. Not the first time Cisco has twisted numbers and fudged data in terms of share. Cabletron was the main victim of Cisco. -hitesh