Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Shroder Wertheim (Hijacked) who wrote (28822)	3/7/1999 8:03:00 PM
From: Mang Cheng	Respond to of 45548

"Setting The Stage: New 'Intelligent' Nics To Ship Midyear -- Price Cuts Precede 3Com NIC Segmentation" Kimberly Caisse March 08, 1999, Issue: 832 Santa Clara, Calif. -- 3Com Corp. has been dropping prices on its network interface cards (NICs) during the past three months in preparation for a new segmentation of its NIC line, a 3Com executive said. In the span of three months, 3Com, based here, reduced its NIC prices 6 percent to 35 percent, on average, according to pricing provided by the company. Pricing had been stable for the preceding three or four quarters, said Tom Werner, vice president and general manager of 3Com's LAN connectivity division. For example, a 100-pack of 3C905B-TX-M PC management NICs is now $90, down 10 percent from $100, and a 20-pack of 3C980B-TX 10/100 server NICs is $124, down 35 percent from $190. The key ingredient to 3Com's NIC segmentation strategy is high-end cards that perform IPsec security, network and PC function offloads and network management at the network edge. The new "intelligent" NICs are expected to begin rolling out by midyear, Werner said. They will work with 3Com's Edge Monitor software, a subset of its Dynamic Access management software, which is loaded onto a customer's management console. "I think it's the way to go," said Michael Speyer, analyst at The Yankee Group, Boston. 3Com must find a way to differentiate itself in a commodity market, and one way to do that is by creating high-end products, he said. In addition, this is now 3Com's chance to deliver on its mantra that intelligent networking begins at the NIC, Speyer said. 3Com has partnered with Microsoft Corp., Redmond, Wash., and VLSI Technology Inc., San Jose, Calif., to add the PC offloads and encryption to its NIC hardware. The company recently entered a partnership with ARM Ltd., Cambridge, England, to add an embedded RISC processor to its NICs and place network traffic optimization and prioritization into silicon. Copyright ® 1999 CMP Media Inc. techweb.com Mang

To: Shroder Wertheim (Hijacked) who wrote (28822)	3/7/1999 8:43:00 PM
From: W.F.Rakecky	Read Replies (1) \| Respond to of 45548

Schroder...you said,Some startups choose to fight Cisco are having great success – Juniper is only shipping M40 for 4 months, and it is in the run rate of 100M annually. Isn't Juniper a co-operative effort? 3Com is one of the major investors and should give them a lock on M40. I've forgotten the other principles.

To: Shroder Wertheim (Hijacked) who wrote (28822)	3/7/1999 8:57:00 PM
From: W.F.Rakecky	Respond to of 45548

Schroder......Financing/Partners Total financing of $62 million, comprising: $46 million in third-round equity financing raised from many of the world's leading communications companies: AT&T Ventures, the Anschutz Family Investment Company LLC, Ericsson, Lucent Technologies, Nortel (Northern Telecom), The Siemens/Newbridge Alliance, 3Com, and Worldcom/UUNET Technologies. techstocks.com

To: Shroder Wertheim (Hijacked) who wrote (28822)	3/7/1999 9:19:00 PM
From: Joe S Pack	Read Replies (2) \| Respond to of 45548

I have one more cure for 3COMS dismal performance. As I demanded in my earlier mail about firing CFO, here is the solution: This CFO has no clue as to how to manage their financial model. They know that this quarter is going to weak they should withheld some earnings to smooth out these up-down cycles. For example there was no need to trumpet a large margin over analysts expectations in the previous quarter and then go like duck this quarter. They should realize that the steer expects consistency. -Nat

To: Shroder Wertheim (Hijacked) who wrote (28822)	3/8/1999 8:30:00 AM
From: STANLEY COHEN	Read Replies (4) \| Respond to of 45548

MR.B AND HIS MANAGEMENT TEAM HAVE LOST THE CONFIDENCE OF WALL STREET AND INVESTORS. IT IS TIME MR. B. BRINGS IN AN OUTSIDER TO TAKE THE REINS OF THE COMPANY TO TURN IT AROUND. LOOK AT AT&T, UNISYS,IBM AMONG OTHERS. MANAGEMENT RECOGNIZED THE COMPANIES SHORTCOMINGS AND PURSUED AND HIRED THE RIGHT TURN AROUND SPECIALISTS ALSO , FLOYD HALL CAME INTO K-MART AND LOOK AT WHAT HE HAS ACCOMPLISHED. AGAIN, 3-COM'S BOARD OF DIRECTORS MUST RECOGNIZE MR. B AND HIS TEAM ARE NO LONGER QUALIFIED TO LEAD COMS, SINCERELY STANLEY COHEN