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The China Factor: Bain-3Com Deal Withdrawn

Posted on Wednesday, Feb 20th

I reported on Bain’s proposed acquisition of 3Com when it was announced in late September. The deal has been withdrawn due to objections from the Committee on Foreign Investment in the United States (CFIUS). 3Com’s Tipping Point business unit supplies sensitive monitoring equipment to the US Government’s Defense Department.

Online Video Beneficiaries: Synthesis

Posted on Friday, Oct 12th

Online Video is a clear growth market, and many parts of the ecosystem are benefiting as a result. I have done a series called Online Video Beneficiaries, which you can catch up on here: * Online Video Beneficiaries: Introduction * Online Video Beneficiaries: Polycom * Online Video Beneficiaries: Cisco * Online Video Beneficiaries: 3Com?

3Com Is Now REALLY Going After Cisco

Posted on Friday, Sep 28th

I just got off the phone with Eric Benhamou, with whom, as you know, I have been discussing 3Com and Palm recently. I said earlier, that 3Com is trying to take on Cisco with its Chinese JV H3C in my Online Video Beneficiaries series, and that Cisco is a fat company that deserves to be

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