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Technology Stocks : 3Com Corporation (COMS)
COMS 0.001600.0%Jan 2 9:30 AM EST

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To: Racso who wrote (29235)3/25/1999 9:24:00 AM
From: DRRISK  Read Replies (2) of 45548
 
RACSO,

<<<<<<<<<<"While they concede frustration at the company's low stock price, 3Com executives say there is no reason to bust up the firm. They deny recent reports that they had discussed selling the access-equipment business, as do the two companies with which 3Com was reported to be talking.

Mr. Benhamou says the access business has "natural synergies" with 3Com's corporate-networking equipment and Palm units. "I expect the business to enjoy very rapid growth for the rest of the year," he says.">>>>>

His problem is that he can not admit that the only reason to have payed the premium for USR was because of the Pilot. If he could then he would sell the crap and low margin businesses and move on. Maybe the new Pres will convince him or better yet maybe the market will do it to him. He is deluded if he thinks the "natural Synergies" BS will fly the street already knows that it has not.


DrRisk

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