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

To: Glenn D. Rudolph who wrote (29058)	3/18/1999 9:16:00 AM
From: Shroder Wertheim (Hijacked)	Read Replies (1) \| Respond to of 45548

Cisco can be beat, and many startups have success. Too bad Eric played avoiding Cisco. Do get me wrong, 3COM is doing OK (its stock is not), it could do much better. But 3COM biggest mistake for the last two-year is not USR acquisition (it is an excuse for not performing 3COM employees), it is the wrong focus. NICs should focus on cutting expenses, first to market with Gig Adapter; instead it was focus on adding not so many people will care software value. System business is where the R&D focus, instead not enough energy was put behind it. At least 3COM realizes now, and it is not late at all. Because in an OPEN Standard networking world, most do not Cisco only solutions and Cisco is not delivering good products today. Examples in recent articles: Cisco could lose IP edge ATM switch delay making company vulnerable to rivals "...At least one such vendor, Juniper Networks Inc., of Mountain View, Calif., appears to be making inroads with its M40 Internet backbone router, which competes with Cisco's 12000 router.".. zdnet.com nwfusion.com Foundry steals Cisco load-balancing customers Complete Foundry switch has an edge over dedicated Cisco box. "...New Watch's Helms puts it this way: "We've got the Cisco Local Directors as paperweights right now, if anybody wants to buy them." Cable&Wireless is going to spend 50M on Juniper M40 to (beat out cisco Carrier class router GSR). - March 15 Network World New 3Com president: A lot more than NICs nwfusion.com