3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

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Nov 7 11:47 AM EST

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To: Bux who wrote (36812)	12/3/1999 2:40:00 PM
From: Mehrdad Arya	Read Replies (2) of 45548

Bux, you unequivocally hit the kernel, Gary's contentions are all supported with the past, ours looks into the future where 3Com will prevail. Time is on our side as it has been for the latter two quarters. Phase II of our BALLISTIC shift will happen on Dec. 22, when their stellar earnings are reported. I am expecting a 20% gain above expectations. All my inside sources have apprised me that 3Com is doing very well. An unreliable source, that has on occasions been correct, informed me today that LU is about to make a $65 tender for 3Com with out the Palm. Take this with a grain of salt, but I wouldn't be surprised if this had any veracity. 3Com's behavior in the latter two quarters is indicative of the company readying itself to be bequeathed in a buyout. Their internal restructuring, cancellation of JV with Seimens, selling of manufacturing plant in Utah, Palm IPO etc., and reluctance to make any significant purchases manifests an impending deal.

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