3Com Corporation (COMS) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

0.0%

Dec 18 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mr.mark who wrote (39244)	2/13/2000 2:09:00 PM
From: David E. Taylor	Read Replies (1) of 45548

Mark: You're absolutely right, I left out all of the risk factors, (which take up over 17 pages of the S-1/A) not the least of which is the fact that PALM will have to increase its head count substantially from the present 660 and develop its own corporate support systems, so SG&A will go up significantly. I urge everyone to read the S-1/A for themselves. But hardware sales will drive PALM for several years yet, and I see the software license revenues as additive to the hardware sales. The key to PALM's near term success will be the introduction of new and innovative products and services, partnerships with major players in the wireless/internet worlds, and execution on their business plan. And I'm an optimist by nature, so while I've read the entire S-1/A, and parts of it several times, I see nothing to stop PALM from flying right out of the gate. David T.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next