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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-23.5%Nov 7 11:47 AM EST
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To: glennperkins who wrote (43670)7/2/2000 7:58:30 PM
From: Mang Cheng  Read Replies (2) of 45548
 
Just a few quick responses:

(1) Do you think 3Com will buy back COMSv post 11 July.. or will they invest in COMS and get some PALM as an investment opportunity?

- coms allocated 1 billion just to to buy back coms not palm. I think comsV should fall into the coms' category and they should be soaking comsv up. There are still four trading days before comsv started to trade so the next four days should be very interesting. (Is July 4 no trading day?).

(2) Curious about what data you have been looking at that shows institution buying of COMS .. is it Thompsons I watch?

- I have no fact to support that. Just that all analysts in the last few months recommended people (that includes institutions) to buy coms to own palm.

(3) I still did not see you comment on the probability that institutions want to own COMS post distribution. I am just a bit afraid that many people (retail
and institutional investors) will unload COMSv (July 11-27) and COMS (post July 27). Too much supply can only drag down the price.

- too much supply never drag down coms, only profit warnings or bad qtr results will. I don't know if institutions would want to hold coms after distribution, I guess it all depends on how much it is selling at that time.

(4) My real dilema is should I re-invest in COMSv (between July 11-27) or wait to look at what happens

- no idea how to trade these stocks. Situations change hourly.

Mang
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