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Technology Stocks : 3Com Corporation (COMS)
COMS 0.00130-87.0%Nov 7 11:47 AM EST

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To: Harry J. who wrote (43970)7/15/2000 10:55:50 PM
From: Mang Cheng  Read Replies (1) of 45548
 
<Mang Cheng, as I posted awhile ago in response to a Mr. Mark comment, I don't really see anything wrong with holding PALM as the investment and using COMS as the vigorish for the long term. Other than short term trading profits (which, I admit, look like a fairly low risk activity), do you see a
reason *not* to sit tight for a couple months with COMS & PALM?>

Harry, coms and Palm are all good long-term plays - especially Palm. I think Palm is the young-cisco-microaoft-intel and as mrmark like to point out it's the young-Yahoo too. I don't see any problems with sitting tight with both for the next two months.

But next week is option expiry and things will get ugly after all these run ups - not only coms/Palms but many other stocks. A short minor pull-back in the market maybe in order.

On the otherhand, Palm will probably issue some positive news in the next two weeks. It hadn't say anything for quite a while since earning report.

Then, Palm may keep quiet before distribution so as not to drive the Palm to high and cause too much dilution to coms.

Mang
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