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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: Mang Cheng who wrote (32105)	6/24/1999 2:41:00 AM
From: miklosh	Respond to of 45548

Mang, everything that you said in your last post, in particular, switching direction into enterprise and wireless and other high growth areas leads me to believe that even if a takeover doesn't happen, coms is finally shaping up. I listened to the conference call, and although E.B. avoided specific numbers, he did say that palm alone was now more than 10% of sales, and the gist was that this number would increase substantially as new palm products and licensing deals came about. If coms would just dump the analougue modems and nics, the street might price the shares higher based solely on palm, systems, and wireless sales. I think it is near sighted of the street to punish coms based primarily on lousy year over year revenues when a turnaroud is in place... but then we've heard that one before. If (when) shares can get picked up in the low to mid twenties, money will be made after the dust settles. JM2C Miklosh