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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001600.0%Nov 26 9:30 AM EST

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To: craig crawford who wrote (19351)7/19/1998 7:51:00 PM
From: joe  Read Replies (3) of 45548
 
Mang and ALL;

Previously, Mang had calculated about 4% revenues from Palm
Pilot...just a guestimate as he said.

We are all curious as to how much of 3Com's revenues the
Palm Pilot is generating. (I'd say about 1/3 the
3Com advertisements I see are for the Palm Pilot)

I have a new figure: 6.00% of revenues for Fiscal 1998.

Here's the math:

5.5billion - total revenues for the year
(got this from IBD interview with Claflin)

($400 + $150)/2 = $275 = average selling price of PP device.

1.2million devices at $275.00 = $330million

$330million/$5.5billion = .06 => 6 % of revenues
for the year.

Another note:

last year, 3Com sold 1.2million, and the forecast is
for 2million this year ==> 66.66% growth for Palm Pilots

Another note:

What Donna Dubinsky and Palm founder Jeff Hawkins will
be doing in the future:

"Dubinsky and Palm founder Jeff Hawkins plan to start a
company that will market consumer devices using the Palm operating software."

~~~~~~~~~~~~~~~~~~~~~

Big competition with MSFT Windows CE coming up. 3Com owns
the Palm operating system
.

So, who knows, if 3Com can't ever get it together on the
Network side, they can have a flourishing business with
the future most popular operating system in the world<g>.

(Maybe 3Com is quiet about this so as not to attract attention
from MSFT<g>)
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