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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: Amir Desai who wrote ()1/26/2000 10:18:00 PM
From: Mehrdad Arya  Read Replies (1) of 45548
 
$5 Billion in liquid assets, yes 3Com!!

$2+ Billion in cash
$2 Billion in Investments (JNPR,EXTR,AETH,FDRY,No Wires Needed, OmniSky etc.
$800 million in receivables
More patents than Cisco
Palm Computing
Emerging Markets - VoIP,LAN telephony, Wireless, Broadband and Home Networking.

This is what I call value investing in the technology sector.

Book Value - $10.3
PE ratio - 35
Market Capitalization - 16 Billion
Revenues - $5.7 Billion
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