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

To: Harold S. Kirby who wrote (31092)	5/21/1999 7:14:00 AM
From: Al Cano	Respond to of 45548

Harold, totally agree w/your article. Thanks for the great brief. Did you read the IBD Tuesday May 18 issue??? Did you read the short article "Lucent Business Lines Up Behind System on Chip (SOC)"? Anyway, John Dickson, President of Lucent's Micro-electronics group are focusing their energies communications (sending voice and data). He states that it is one of the fastest growing sector on the market. In any case. IBD asked the question. What acquisitions are you looking for??? Dickson's response: "We're looking to fill out our portfolio in Technologies to meet system on a chip requirements. We're looking for places where we have gaps in our portfolio. We bought a company in Canada called Sybarus that gives us broadband capability. And, we bought a company in California, Enable, that gives us Ethernet switching capablilities. We will continue to look for appropriate acquisitions. "" End of Quote. As you know my postion, valid or not, 3COM might not be an appropriate acquisition for Lucent, however there are several technologies which Lucent can benefit or improve from 3COM. Lucent has start to do something NOW if it want to acheive it 50 to 60 billion dollar revenues goals. They need to position themselves with a company that is generating positive cash flow.(again NOW). Honestly, I can't think of one company in the same industry that can generate millions beside CSCO and the little giant 3COM. In short, the article from Dickson again backs my 3COM/Lucent theory. Lucent is trying to "fill" their technology portfolio and "meet" their SOC REQUIREMENTS. 3COM can provide both. I still believe Lucent can buy out 3COM since it undervalued at this stage, and sell (ie..or restructure) other divisions not contributing to their mission. Finally, I believe 3COM can do it alone however "Eric B. can not take it to the next level" from 200 million customer to billions of customers. Take care. Al.... Did you win anything in Vegas?