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


To: The Phoenix who wrote (34362)9/21/1999 6:52:00 PM
From: miklosh  Respond to of 45548
 
Gary, I agree completely with your seven points! I wish that coms management would read posts like yours and take heart. I am amazed at how they can be so wrong on so many levels, and continue to find new ways of totally frustrating and disrespecting shareholders. The way coms has decided to handle the palm spinoff is offensive.

regards



To: The Phoenix who wrote (34362)9/21/1999 7:11:00 PM
From: Mehrdad Arya  Respond to of 45548
 
Gary, I have a question, should the BOD be looking out for the interests of those that invest in the long term interests of COMS or those that try to benefit from its volatility, such as day traders?

A speculator has no interest in the survival or health of the company it buys, nor does it care about the future of its share holders, so why should the company pay attention to the interests of speculators in it's stock? The benefits of the spin off are for those who have faith in the stock, not for those that wish day trade. I have no sympathy for any day trader or for that matter any gambler.

If any day trader is looking for sympathy he can find the word between Sh_t and Syph-l-s in the Oxford Dictionary.

Don't take this personally. LOL ;)-<



To: The Phoenix who wrote (34362)9/21/1999 7:57:00 PM
From: Mehrdad Arya  Respond to of 45548
 
Gary,

With all due respect and deference, English is not my mother tongue, hence I should be given a little margin for error. It is difficult to speak 4 languages fluently every day and some times I do make slips here and there. Nevertheless, the thrill of victory is ever so sweet, no matter what language it is cogitated in.

The Captains diatribes will be greatly missed if he decides to continue being an apostate and jump ship. I implore you to try to keep him going by apprising him of all the Bugbears at 3Com. He needs to have some support, considering that the stock will be blitzkrieging forward to a higher plateau. I have to inform you that the specter of the desert fox and his panzers will be mowing down the skeptics at an alarming rate starting tomorrow. Don't tell me we did not give you ample warning.



To: The Phoenix who wrote (34362)9/21/1999 8:11:00 PM
From: Tim McGee  Read Replies (1) | Respond to of 45548
 
7 points to success

I agree with 97.6% of what you post however i'm not sure about two of your points.


1. Kill the PALM IPO and provide one share of PALM for each share of COMS. Then IPO the remainder.


As you know I agree that the preceeding IPO should be scrapped. But there is no way there should be a 1 to 1 share swap. We don't want a PALM with 344m shares outstanding. We will hopefully get .2 -.25 shares per COMS or we will get robbed by mgmt one last time and get less.

2. Sell the modem business NOW!
3. Sell the NIC business NOW!
4. Stop development on G.lite and non-DOCSIS compliant cable modems



I don't understand the G.lite comment and I don't think 3Com every marketed a non-DOCSIS compliant cable modem. They passed the DOCSIS compliance tests months ago (after failing the first time).


5. Build their wireless business and focus on high end routing and optics. NOW...before it's too late. Maybe buy MRVC??? Heck a couple of good acquisitions would be invaluable...maybe COMS will get some good people.
6. Get rid of the USRX people on the board
7. Get rid of Eric.

All the rest lets put into action.