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

To: KyrosL who wrote (34420)	9/22/1999 10:34:00 AM
From: Herc	Read Replies (2) \| Respond to of 45548

I raised my sell stop to 32 1/4, slightly below the June high. I wonder how many brokerage/mutual fund conference rooms are being used right now to discuss upgrading/buying COMS?

To: KyrosL who wrote (34420)	9/22/1999 1:26:00 PM
From: Mehrdad Arya	Read Replies (1) \| Respond to of 45548

Summary of events: 1> Network Systems: Revenues grew 9% while earnings leaped over 300% 2> Palm Computing Unit Earnings grew 100% 3> Personal Connectivity Revenues declined while earnings remained relatively static, this can be attributed to more efficacies in operations and cutting expenses. 4> Gross margins improved from 43% to 47% 5> Cash cycle shrank to 43 days from 123 days and could contract to 30 days. 6> Buy back price increased- Q4 1998 @ ave. price of $23.625 to Q1 1999@ ave. price of $25.000. Despite this cash reserves grew. Request for buy back to be increased to 15,000,000 shares. 7> Cash reserves increased another $167 million 8> Commands leading position and continues to grow in installed base with largest carriers in North America with nearly 40% of the internet access concentrator market. 9> Company doing well in Broadband and DSL which is slated to grow exponentially in the coming years. The company is positioned extremely well in both technologies. Don't forget they have brand recognition that the upstarts don't. 10> Will announce Broadband and DSL deal with two large regional Bell operating companies. 11> They are the only company shipping a LAN telephony solution for small businesses in North America. 12> Continues to win accounts for data access concentrators, VoIP, and Wireless access products. Company selected to provide Sprint PCS with an integral part of the underlying wireless access data technology for their new PCS Wireless Web services. Has a leading position in the fast growing wireless sector. The competition at this moment is all talk. My question to the competition is "where is the beef?" 13> Spin off of Palm to allow 3Com to get closer to MSFT and continue their partnership in the home and small business lines of networking. 14> Spin off will benefit stock holders by manifesting the hidden assets of 3Com. If you value the Palm relative to the rest of the IPO market the Palm should easily command a market capitalization of $25 Billion; the benefits of which shall be distributed to the faithful stock holders commensurate with their holdings. 15> The impending nationwide release of the Palm VII will handsomely increase revenues for next quarter. Fidelity and Schwab are installing the infrastructure for their clients wireless access to their accounts. Its success in NY tells me that it is going to be a major boon to future earnings. 16> The PalmOS is currently the undisputed king of PDA operating system. The action of its competition stand as proof, MSFT's Windows CE has been deemed inferior by all the pundits, for this reason MSFT has gone back to the drawing board and is slated to come out with a replacement code named Rapier. The other competitor from the Symbian clique; NOK, ERICY,MOT and Psion, does not appear to be doing well, evidence of this is that NOK, the wireless telecom behemoth from Finland has licensed the PalmOS, so that speaks for itself. QCOM has also licensed the PalmOs for it's new phones, despite its alliance with MSFT in Wireless Knowledge. Predicated on the aforementioned it appears that almost everyone is gravitating toward the PalmOS. 17> Unlimited Licensing Fees from the PalmOS could be a tremendous boon and quite possibly put the Palm in an enviable position similar to that of MSFT with its Windows operating system. 18> Revenues that could be generated from the Palm.net portal could be substantial when the company rolls out its Palm VII in the next couple of weeks. 19> Lots more but I just don't have time... ;)-< to all you lucky fellas