Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Freeflight who wrote (31143)	5/21/1999 8:55:00 PM
From: polarisnh	Read Replies (1) \| Respond to of 45548

Freeflight, Give it a break! NIC cards aren't dead yet. I'm not saying that won't be in the future. Steve

To: Freeflight who wrote (31143)	5/22/1999 10:39:00 AM
From: Shroder Wertheim (Hijacked)	Read Replies (2) \| Respond to of 45548

INTC in networking BigTime - No way, not in the next couple of years. INTC is doing so poor in networking, after pouring so much $$, it is still losing $$,it has no importance in networking and it is in commodity networking business. If you ever deal with INTC on "networking system" issue, you know INTC does not know networking. INTC knows and focus is Microprocessor, nothing more, nothing less. Years ago Analyst used to say big computer companies are going to dominate Networking business, it never happens, in fact, CPQ, HWP, IBM are all doing poorly with their networking business. Eric made lots of mistakes, but he also get lucky with PALM. Eric problems lies in stubbornness (not willing to join the Internet Hype, not willing to admit being outsmart by Johnny Chamber, Chamber made a head fake, Eric moved around to do other things and let Chamber owns all the InterNet market) softness in dealing with lazy 3com culture, try to be visionary. Look at CSCO in the last two years, CSCO is slow to bring products out and COMS is as slow as Cisco in terms of product delivery. Every startup competing head-to-head has success. The old "Big 4", only CS is more aggressive in compete with its SSR line, SSR line is growing 30%-40% annually, too bad CS has other problems. Chamber big direction is right, its main revenue is still from the old product lines, but Chamber keep talking the future to build a great image, and he has achieved the market perception of Cisco is the MSFT of networking. Eric failed miserably to bring values to shareholder, its stock is ONE OF THE WORSE in a bull market. Yet he keeps referring the number of analysts recommend COMS stock. Action speaks louder - COMS stock performs so bad, it is time for Eric to tough on employees, it is time for shareholders to be tough on Eric. COMS will have much great value by breaking up. If PALM is a separate company, it will be worth more than 5B in today's hot IPO market.

To: Freeflight who wrote (31143)	5/22/1999 2:07:00 PM
From: Harold S. Kirby	Read Replies (1) \| Respond to of 45548

Freeflight: Wellllll...with your logic...all of us should short everying we have in 3com and make tons of money on the downside. I'm willing to put money on the table in Vegas that you won't short 3com and wait for "doomsday"! You, in my opinion are a "paper investor" and most likely a Cisco shareholder..."running scared" that 3com will "outperform" your sweetheart in the near future and on. Look at the numbers...upside for 3com much more than for Cisco! Cisco will drop in value because she is "overvalued" and the Mkt will react to that fact! You certainly are in "Freeflight"...out of the plane without a parachute! Of course there is the possiability that you are a "lightweight (feather)" and will hit the ground "softly"! HKirby