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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00160

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Jan 9 9:30 AM EST

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To: sunfish who wrote (38762)	2/2/2000 10:09:00 AM
From: Andre Williamson	Read Replies (2) of 45548

He may actually be right on the three-digit number. The market IS crazy enough IMO to make Palm worth $100/share ($50 billion - making COMS worth about $180/share!!). But that's still a far cry from $200+ per share. Crazy conversion factor: From here, every $33 Palm goes up is a 1-bagger for COMS. If Palm does hit $200/share in a few years' (months'????) time ($100 billion), COMS becomes a 6-bagger. You're right though. I hope I'm wrong! It's planning an exit strategy that's tricky to me. Should one cash out of COMS at $100? $125? $150? $200? <g> The things I keep reminding myself are - there are 5.5 million of these things out there, - in 5 years the numbers will dwarf these figures - it is the de facto standard with overwhelming developer support - the darn things will get more and more integrated WITH EVERYTHING! - They will sell all over the world - users will upgrade - Palm owns the operating system - Palm has a fledgling portal All this and - Palm, unlike COMS, will likely have stock as currency in a MONSTER way So my gut right now says "dont' sell, don't sell, don't sell." Wait this one out and you've got a multi-bagger. Andre

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