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


To: Mehrdad Arya who wrote (32664)7/27/1999 9:58:00 PM
From: Grislee bear  Respond to of 45548
 
WORD (eom)



To: Mehrdad Arya who wrote (32664)7/28/1999 9:15:00 AM
From: Sawtooth  Read Replies (1) | Respond to of 45548
 
<<the prudent investor looks deeper than the front veneer of a company and sees what is brewing from within>>

Have appreciated your posts redirecting focus from next four hours to next several years. Obviously, Coms is having a challenging time assimilating new products and redirecting strategic direction; no surprise to anyone who has ever done it with even a much smaller company than Coms. They've made some questionable decisions. They also have some excellent products and are positioned for the future. My prediction: three years from now, those who bought Coms at $25 will have a very good return on investment.

'Course, I've been wrong before. ; )



To: Mehrdad Arya who wrote (32664)7/29/1999 7:53:00 PM
From: E_K_S  Read Replies (3) | Respond to of 45548
 
Palm Plans to Adopt Rivals' Technology
11.32 a.m. ET (1532 GMT) July 29, 1999
By Joseph Gallivan
(http://www.foxmarketwire.com/072999/palmpilot.sml)

"...NEW YORK — The market leader in the hand-held device business is giving up on its personal technology and adopting the standards used by most of its lesser rivals in the business...."
<clip>
"...Palm is a latecomer to WAP, which now has 125 member companies. In May it announced the Palm.net "web clipping" service which works with the Palm VII, the new Pilot with built-in cellular modem. For a monthly fee users can receive limited amounts of web-like content from certain providers. Far more content providers prefer the WAP system..."

=============================

This indicates to me another management blunder. There is no integration of their Palm Pilot with any other 3COM devise and now we find out that they never intended to develop to the WAP standard.

I hope they are not too late with this one too. Changing technology moves fast.

EKS