SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?


To: Mehrdad Arya who wrote (33810)9/10/1999 6:38:00 PM
From: The Phoenix  Read Replies (2) | Respond to of 45548
 
I don't invest on luck and bets. But I do agree that the downside on COMS is limited and the upside given the access to businesses they have is very good. $65 is not out of the question as long as (and I said this before) they do something... just about anything!

Sell the modem business - stock goes up!
Sell the NIC's - stock goes up!
Sell 'em both - stock goes up!
Spin off PALM - we get PALM shares - valuations go up!
Sell networking to LU - Stock goes up!
Sell the entire mess - We're worth more!
Shoot the BOD - stock will go up!
Take out Eric too - Stock goes up!

They can do no wrong from here...there is only upside. Dosen't stop me from pointing to the fact that they have succeeded in doing nothing for so long that they MAY not do anything and the stock will go sideways. Sideways is bad.. it's tough to make money on a stock that goes sideways. Down is OK.. Up is OK.. sideways - YUK - I'm lousy at playing the cycles. I can't even do that right with this one and COMS has been very predictable... and I still mess it up.

SO my new mantra for COMS - DO SOMETHING!

OG