You nod and continue reading the recap, then pause. The Fools only did well buying those, and continue to do well. Those companies both held proprietary technology and AOL was quickly emerging as a leader in its field. Iomega also had market-leading promise with its dynamic new products. The train slows, passing through a small town on a river-bank with a tall cathedral and tight homes on a hill.
Trees hang low over the river and two men fishing watch the train pass.
It very much leads its market. You look at him and nod. 3Com had to follow suit. The company needs to focus on more high-end networking products, as Ascend and Cisco Systems do. But in the past, large drops in 3Com have been strong opportunities.