3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-58.1%

Nov 14 9:30 AM EST

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To: Andre Williamson who wrote (36661)	11/29/1999 1:14:00 PM
From: gfr fan	Read Replies (1) of 45548

Once PALM is gone........What does COMS do on its own? Wireless, VOIP, LAN telephony is currently about 10% of the non-PALM revenue mix. Analog modems, though maybe doing well, turn the street off as it's a shrinking but profitable business. What the street will want to see is growth in COMS core systems business at industry rates - along with leadership positions in some emerging businesses - wireless, IP telephony, etc. If these can't be achieved, COMS may end up as part of another company. I think PALM after first day of trading will have a market cap close to COMS as a whole right now. That's why people are buying COMS.

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