3Com Corporation (COMS) Message Board

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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)	11/15/1999 6:33:00 AM
From: KyrosL	Read Replies (2) of 45548

Given the Sony deal, my $10 Billion valuation guess just for Palm OS, web clipping, and Palm application software (see msg 36204), sounds more and more conservative. I hate pointing out the parallels between Palm and Qualcomm again, because at present QCOM is held in such exalted state by the investment community, but this new deal reminds me very much of where Qualcomm was right after the Ericsson agreement early this year. Seems to me that Palm OS is becoming the mobile device operating system standard guys & gals, just like QCOM's CDMA technology is being accepted as the wireless air interface standard. Palm Computing smells more and more like an emerging Gorilla.

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