3Com Corporation (COMS) Message Board

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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

0.0%

Nov 7 11:47 AM EST

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To: djpfive who wrote (41416)	3/6/2000 3:35:00 PM
From: sunfish	Read Replies (2) of 45548

It seems to me there should be little or no discount applied to 3Com. The only thing that is slated to happen in six months is that 3Com shareholders get their interest in Palm severed Look at LU, they are going to divest their slower growing businesses and their stock shoots up. Same thing here, COMS, though perhaps a good company in its own right, is a millstone around the neck of PALM because COMS + PALM cannot achieve the same high rate of growth. If PALM isn't distributed, the interest in COMS (with PALM inside) will be much less than the interest in PALM alone. Hence PALM can command a much higher P/E as a standalone and the sum of the parts IS greater than the whole in this case.

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