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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-67.5%

Nov 7 11:47 AM EST

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To: KyrosL who wrote (36204)	11/13/1999 11:16:00 PM
From: peter grossman	Read Replies (1) of 45548

I think we both forgot that 3Com will own 80% of the new Palm; therefore, our valuations should be $44 and $68 per share. We used apparently rational yardsticks; there are reasonable means to arrive at even higher numbers. So why hasn't COMS really jumped since they announced unlocking this value. What are we missing here? What is the lowest value you can imagine Palm being valued? Can the spinoff be worth only whatever it deducts from the 3Com value? Many times investors might not reckon that the sum of the parts is worth more than the whole, but why would this be the case when the spinoff is announced. Not to mention, I imagine that the reason for the spinoff is to unlock value for any of a number of reasons, not the least of which is rectifying poor past decisions and performance in the eyes of important stakeholders. If this is a committed mindset, there are other ways to increase value of both Palm and the new 3Com.

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