| T.R | Title | User | Personal
Name | Date | Lines |
|---|
| 763.1 | | ASABET::SOTTILE | Get on Your Bikes and Ride | Thu Sep 01 1994 09:14 | 3 |
|
we use their stuff here in Maynard. I like their products.
|
| 763.2 | Be Careful With Hub Vendors..... | POBOX::PATEL | | Sun Sep 18 1994 14:01 | 13 |
| A major commodity item by now, even though the stuff is good. They are
hiring people by the truck loads and their product is same as their
competitors (+/-). This makes them vulnerable to any EPS/REV changes
from their expectations. Everyone in the brother is making a SNMP
based Hub for all topologies. I would be a short term investor if I
like the company a lot, but nothing more. Do not have the charts on it
to tell you more technically.
Good Luck.
Ken
|
| 763.3 | Rating Chipcom today? | HPCGRP::HODGE | Peter Hodge Technical UNIX Marketing Group | Tue May 16 1995 10:02 | 9 |
| What is the prevailing wisdom regarding Chipcom these days. I heard a
tip from a friend that they have dramatically decreased their debt.
Their stock is not participating in the myriad hi-tech stocks bursting
through their 52 - week highs. Does the wisdom of .2 still apply, i.e.
very stiff competition in a commodity business without much
differentiation?
Comments?
|
| 763.4 | | NETCAD::GALLAGHER | | Tue May 16 1995 14:19 | 18 |
| Chipcom stock took a hit recently. I read in the WSJ a month or so ago
that it was because shareholders were concerned about their relationship
with IBM. IBM is a very large customer of theirs.
Digital used to be a very big customer of theirs. We resold their hubs
as "high end solutions" until the introduction of the DEChub900 a couple
years ago. Digital still sells Chipcom equipment into accounts that
already have a Chipcom installed base.
In my opinion they don't have much to differentiate them from the rest
of the hub players and need a company like IBM behind them.
One of the supposed "next big things" in networking is integrating switching
and routing into hubs. Wellfleet (routing) and Synoptics (hubs) have teamed
to form Bay Networks. Cabletron (hubs) has allied with Cisco (routing).
Chipcom will have to do it on their own or through an acquisition.
-Shawn
|
| 763.5 | Chipcom is like everyone else.... | POBOX::PATEL | | Fri May 19 1995 02:25 | 14 |
| I can personally tell you that everything that made me recommend
ChipCom a couple years ago is what Digital has now in it's hubs.
Customers also feel very good about DEChubs.
Views from re.-1 were accurate and I can personally testify by saying
that all my designs and installs include DEChubs instead of Chipcoms.
Prices have stabilized and that is not good for Chipcom that absorbed a
lot of people during their growth phase.
Once again the demand has not slowed, so do not interpret this as a
Short Sale "logic" - it's more a short term play if you LIKE it, but
have your stops close to current prices.
Ken
|