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


To: KyrosL who wrote (33778)9/10/1999 12:33:00 PM
From: Stockman_77079  Read Replies (1) | Respond to of 45548
 
I absolutely agree, it's the platform and the service revenue that is repeatable. I would put more value on repeatable revenue stream than the one time hardware profit.



To: KyrosL who wrote (33778)9/10/1999 12:37:00 PM
From: Captain Jack  Read Replies (2) | Respond to of 45548
 
K--- <<"So what?">> Are you on the same page? The ONLY growth COMS has is the PALM and it will soon be a follower. The only thing left is the OS and Donna and Jeff have made it better already according to reports. When they are number one they will dictate pricing etc or move into something they design that is a lot better,,



To: KyrosL who wrote (33778)9/10/1999 12:57:00 PM
From: Souze  Respond to of 45548
 
KyrosL, Thanks for the information. My news service didn't find that article. I agree that the software licenses are what's important, both from a revenue standpoint and a competitive one (ace out CE on pure volume of PalmOS users).

I picked up some more COMS calls today. Many on this thread say COMS is a dog; if it is a dog, it sure is a beautiful one. Buying a good financial dog is the best investment, IMnsHO.

I am really glad you're on this thread!