To: Mang Cheng who wrote (30444 ) 5/1/1999 11:52:00 AM From: Al Cano Respond to of 45548
Tremendeous market growth potential w/Cable Modems. Very,Very "HUGE" Thanks for the good article cabledatacomnews.com Do you know the tremendeous market value of the Cable modem market? In any event, it would be very very difficult to quantify however it should be "HUGE".....Very HUGE". (((Now, vision both TV and computer markets as one group..as a result a tremendeous potential.))) Especially, for the companies for being one of the first to pass the tests. Of course, Cisco, Notel, General Inst., and the others will follow. Note: this development should be telling WS and MMs something!!! This is an indication that 3COM is at the forefront in these new technologies, broadband etc. & they has an edge on some market areas. Again, in my opinion, this development alone would be a very good reason for a buyout by any major company. Also, in my opinion, Lucent is one of the only US companies with the money to buy 3COM. As you know, Lucent's moto is "We make the things that make communications work" is my reason for 3COM to be a vital part of Lucent. Because, 3COM makes the things that make communications work. That statement alone, means alot in areas like internet, data, voice, optical, and wireless networks working together and 3com has the technologies in all these areas. Lucent has huge goals for future growth and they need a cash cow to generate money. Again, 3COM is a cash cow and a money maker & the ideal candidate is 3COM. Of course, Lucent would act like a "corporate raider" and sell most areas not related to their objectives. This is all for now. My theories & opinions..... Look at what AT&T is doing!!! Lucent will be doing the same. They have the money. Al