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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: Edwarda who wrote (34030)	9/14/1999 6:21:00 PM
From: KyrosL	Read Replies (1) of 45548

Edwarda, it is my understanding that Visor will be sold from Handspring's web site until early next year. I think this means they will have essentially no revenues this year, so Palm has a clear shot of dominating Christmas sales. Do you agree? What do you think will be Visor's margins during 2000? It took 2 years of 100%+ revenue growth for Palm to reach profitability. I think Visor is following a "give the razor free and charge lots for the blades" strategy with their cute attachments. Do you think this is viable in the consumer PDA market?

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