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


To: The Phoenix who wrote (34087)9/15/1999 11:16:00 AM
From: Andre Williamson  Read Replies (3) | Respond to of 45548
 
I was thinking about what Tim said and the proposal for the Palm spinoff does seem like it will screw shareholders. IPO and options people will get the pop, then as soon as shareholders get their piece the PALM stock price will tumble on mass sales. Shareholders then get the smallest benefit from PALM and are left with less attractive 3COM stock.

What if...3COM spun 60% of PALM off to current COMS holders PRE-IPO, sold 20% to the public in the IPO itself, and kept a 20% stake? Wouldn't this be much more equitable and desirable for COMS holders? It would

- give current COMS holders an equal shot at the IPO pop
- retain some value for current COMS holders from this growth market (why not? doesn't 3COM have equity stakes in many other growth companies - including AvantGo, which is basically software for PALM?)

Thoughts?

Andre



To: The Phoenix who wrote (34087)9/15/1999 12:51:00 PM
From: Mehrdad Arya  Read Replies (3) | Respond to of 45548
 
<misinformation>

1> By insinuating that the company is losing market share in every aspect of their business.

2> By insinuating that the IBM transaction was of no benefit to the company.

3> By misinforming everyone that the company is in 3rd. or 4th. position in Broadband, when in reality they are number one. Broadband is ISDN modems, Cable and DSL.

I am not here to prove points, but I do not like to listen to misinformation from the likes of many so that they can pursue their ulterior motives.