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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-18.8%

Nov 7 11:47 AM EST

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To: mr.mark who wrote (43649)	6/30/2000 3:46:03 PM
From: Mang Cheng	of 45548

Yes mark, I agree with you that there is no reason the coms/palm combo will not get back to $120 together - after distribution. The fundamentals of Palm rigtht now is four times better than pre-ipo. The reasons I say this: 1. we have already gone thro' two qtr reports since IPO and they were both spectacular to say the least. 2. Revenue projection is triple that of pre-ipo. 3. Revenue and earnings visibilities are very good whereas pre-ipo it was blurry 4. Visibilities of the Licensing and Palm.net are also coming into clear focus - pre-ipo they didn't even dare to talk about them 5. Sony as the licensee - didn't have that pre-ipo 6. The four-prong approach - devices, servers, licenses, Palm.net - are comeing into shape - pre-ipo this was not clearly defined. 7. 80,000+ developers, hundreds of web-clipping sites, wireless kit for all Palms, beating wince .......... all non-existed pre-ipo 8 smart product differentiation and Palm OS upgrades I think Palm is worth $111 based on a psr of 30 and revenue of 2 billions. Mang

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