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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130+1,200.1%Nov 7 11:47 AM EST
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To: FNS who wrote (38599)1/29/2000 2:44:00 PM
From: Sawtooth  Read Replies (2) of 45548
 
<<My point is that the street will put a value on COMS w/o Palm! and a peak value for PALM...so at IPO time the price of PALM will be already discounted...hence, any further increase or decrease in PALM will be reflected proportionately in COMS/PALM stock>>>> OMHO!!!..... Bottomline, if one could estimate a reasonable market price for COMS w/o Palm and a "hot" (???) market cap for PALM ipo might,, we would be able to predict some numbers for COMS/PALM at IPO time!!!>>

Interesting comments, FNS. One of the general assumptions many are making w/valuing COMS sans Palm is that COMS continues on it's current business path, sans Palm. Of course, there are many things that could happen afterward that could significantly alter the direction, for instance:

1. A sale or merger of the company (pre or post-IPO (not likely); pre or post-Palm distribution)?

2. A change in leadership?

3. COMS will have even more $$$ after the initial Palm IPO; how will they use the cash? An acquisition?

4. A complete change in the business model?

5. Other?

While Eric B. has been reported to have said (my recollection - loosely) the post-Palm Coms will focus on the core business of networking, does this necessarily mean what we think of it as being today? Seems it's certainly open to change.

Just some musings. Others thoughts?

........VVVVVVVVVVVV
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