3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.0001000

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Jan 23 9:30 AM EST

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To: Tim McGee who wrote (39468)	2/17/2000 10:25:00 PM
From: Mehrdad Arya	Read Replies (2) of 45548

Tim, I have a feeling that the company has reinvented itself and will have definitely turned itself around by the time the spin off is complete. According to you the company is only worth $20 a share, well if that was correct that leave us with a market cap of $6.8 billion. Now how in God great name is that possible if their liquid assets are more than $6 billion dollars. Lets see if I am exaggerating: $2.5 billion in cash $2.6 billion in investments [{JNPR(5%) + AETH(13%)} = $43 billion Market Cap.] $800 million in receivables More patents than Cisco % of the Palm Investments in FusionOne, No Wires Needed and many other upstarts. IBM doesn't think their patents are useless nor do a lot of competitors that are willing to pay lofty prices for them. 3Com sans Palm has a conservative market value of ($16B)/342mill = $47 a share. This is extremely conservative. Now if their Emerging market continue to perform at their current rates of 47% Q on Q, the value will be way north of $47.

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