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

To: kech who wrote (29760)	4/18/1999 4:05:00 PM
From: Doug	Read Replies (1) \| Respond to of 45548

Tom: Our suggestions are complimentary. Whilst I did highlight the user end, you have correctly identified the NSP as the other end which also provides higher margin opportunities. To achieve these goals, they need to step up their R&D directly or by Acquisition. They also need to develop a very strong Marketing strategy using the best talent and promotion schemes available. Eric may well be the man to head R&D; (all on Option Bonus for successful completion.). As for Marketing they need a Brand new team with greater visibility, acceptance and vigor. Sometime ago, I suggested to COMS the need to indoctrinate the Youth of the world with the Brand name COMS just as NIKE is known throughout the world. I had suggested that they should have a Fleet of 5 Busses with 20 Palms all Networked by Wireless/Cable Modem. This Fleet should visit each City in turn ; 5 schools at a time. The Students at each school could be allowed an hour to connect to other schools and the Net and allowed to buy a Palm at 20% discount. Clubs could be formed and national Competitions sponsored thereafter. The Investment is minuscule for the downstream rewards. COMS is in Consumer related technology. It is no use emulating LU and CSCO who dominate the big Enterprise end. Instead COMS need a new approach fashioned after the great Maestros of the Consumer market viz Gillette, COKE, NIKE and even the Auto makers. To dominate the Consumer Market you need a great set of Products and even greater marketing.