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

To: Al Cano who wrote (30744)	5/9/1999 11:25:00 PM
From: bythepark	Respond to of 45548

What kind of future will there be for 3COM's cable modem now that ATT is doing its best to lockup the Cable Business? --alan

To: Al Cano who wrote (30744)	5/10/1999 2:32:00 AM
From: Harold S. Kirby	Read Replies (3) \| Respond to of 45548

Al: Thanks for the info. . Yes...I agree we are on the same wavelength regarding the protection of our mkt. Everyone needs to realize that top mgmt is paid to maintain/increase their mkt share in their particular segment. If necessary...those that have a stake in their segment do not want others to challenge/take away their position(s)...far better to keep the Europeans out of the area. Ericsson is out of the picture specifically for the reason(s) you mentioned...lack of CAPITAL to pull off the deal and the concurrent restructuring costs. That leaves only you know who...Siemens. Siemens wants the technology to sell to the European telos...that is why I believe we will see some sort of news prior to coms shareholder mtg in Sept. Coms mgmt has about a month and a half "window" or wiggle space to come up with a strategy/sell out position. Board is still under considerable pressure to restructure mgmt...stock has to break into mid 30's long before shareholders mtg...MM are awaiting some sort of announcement within the next week/two. They, as you know receive impending news before you and I and volumn may be indicative of this.The month of May historically is a slow time for the mkt...coms will most likely move sideways during this period and pick up during June & July in anticipation of what I have stated. There is no doubt in my mind that the investment community will opt to keep technology firmly in the USofA, by driving up the value of these networking concerns! Investors are not going to allow an "inexpensive entry" into our mkt only to compete with them not only here but also abroad! Investors will expect a considerable return on "Intellectual assets"!I will be taking a trip to Vegas this coming tuesday to get a personal look at new products in networking, and possible to hear some news (grapevine) as to 3com sellout/restructuring. Still consider 3com undervalued and an excellent entry point with great upward movement than Cisco. Regards, HKirby

To: Al Cano who wrote (30744)	5/10/1999 7:53:00 AM
From: polarisnh	Read Replies (1) \| Respond to of 45548

Al, I have no idea what world that you live in but rest assured that Lucent doesn't need to do something fast or die. And for the 10 time there is so little that Lucent could actually use from 3Com that to purchase them would be foolish! So Lucent is the now the largest cable operator and 3Com is the largest cable modem manufacturer. Big deal! So Lucent works out an incredible purchase agreement for cable modems and 3Com gets a high volume with a low margin on them. Remote Access equipment - Lucent has purchased Livingston and Ascend. I don't see anything that 3Com could add to this equation. PCMCIA, Modems, Interface cards - Decent volume with low price structure. Not exactly the kind of product line that would expanded Lucent's margins. I don't see the synergies. Palm Pilot - This is a neat series of devices. But this would be totally out of character for Lucent's product line. Do you really think that Lucent wants to move into this new consumer market? Token Ring & Ethernet legacy products - If Lucent wanted this market they would buy Cabletron and get the best network management software in the business, Spectrum, for free. I have tried to explain to you before that if there is a 'White Knight' out there for 3Com it isn't Lucent. Cheers, Steve