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To: Rangle who wrote (5569)	3/11/1999 8:32:00 PM
From: Straight Up	Respond to of 10081

Hi Rangle I thought this was an interesting article. Call me a dreamer but I could see the next article say "And all this by Voice" Please note the quote form Neil Clemmons in the second to last paragraph. Thursday March 11, 12:01 am Eastern Time 3Com and Microsoft to develop networking products PALO ALTO, Calif., March 11 (Reuters) - 3Com Corp (Nasdaq:COMS - news), a leading maker of computer networking equipment, plans to join forces with Microsoft Corp (Nasdaq:MSFT - news) to develop a line of home networking products to make it easier for consumers to connect their computers to the Internet and set up multiple computers to share the same printer or Internet connection. The companies, which will announce the agreement Thursday, say home networking is an area of explosive growth as more and more households acquire a second, or third PC. They said their new products will include software that automatically configures computers without complicated instructions or technical jargon. ''Given the trend toward multiple PCs in homes and the growth of broadband Internet access, we anticipate tremendous growth in the home networking arena this year,'' said Rick Thompson, vice president of the hardware group at Microsoft. ''The products we are building with 3Com let consumers get the most out of their PCs with little effort or technical savy required.'' With a single connection to the Internet, two or more family members can simultaneously surf the Web, send e-mail, and share online files. ''Our feeling is that networking in the home can open a whole new range of applications that we haven't even thought of,'' said Neil Clemmons, a 3Com vice president. DataQuest recently projected that the home networking industry, fueled by the popularity of the Internet and falling PC prices, will be a $2 billion-a-year market by 2002. Straight Up

To: Rangle who wrote (5569)	3/11/1999 10:03:00 PM
From: Sea Otter	Respond to of 10081

Rangle, You might also want to stay away from sharp objects. However, I find proximity to a fine wine is good thing. I continued to be bothered by that cc. Above and beyond the actual numbers and stated plan, it still doesn't sit right with me. Can't quite put my finger on it. Maybe the general attitude, or the part where they carped about the yahoo board (red flag, when the CEO in an important c, feels he should take on a stock discussion board. It should be beneath notice), or the sort of dismissive response towards financing. It just seemed off. I seriously considered selling half my shares today (at a sizable loss), but decided to hold back and see what develops short term. I've always treated gmgc as a longterm hold, but I really did believe it had short-term breakout potential. Now I don't think that likely. I'm not sure I want such a large part of my portfolio tied to a 2000 play, even a potentially very lucrative 2000 play. Nonetheless, I was pleasantly surprised we didn't dive right into the tarmac today. Still, I have the sinking feeling that we're going to see further downward pressure. The info about the convertibles, and the need for dilutive financing, adds fuel to my concerns here. Sorry for my venting and that this is such a negative post. I'm just not feeling happy. Maybe I should have more wine. Sea Otter