Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: KyrosL who wrote (34559)	9/28/1999 11:17:00 PM
From: Mehrdad Arya	Respond to of 45548

Foundry Networks (FDRY) surges after IPO to $8.7 Billion. This company has developed a competitive edge in high performance, low-cost switches. Does this justify such a lofty market cap? It is confounding to see that the market assigns such a ridiculous price to the likes of FDRY, which possesses less than 1% of the intellectual property and assets of 3Com. Lets assume the current value and potential of 3Com without the Palm vs. FDRY. Which company would you bet your life savings on, a company that makes a competitive switch, which more than likely will not be as competitive a year from now, or a company with 3Com's fundamentals. It is almost insulting to ponder the idea that 3Com and FDRY are capitalized equally. OT - Fidelity Investments at $14.95/trade is offering the following services. 1. Palm VII trading 2. Level II services 3. 6.75% for Margin balances. 4. Like Schwab they have walk in offices. 5. Company is still privately owned. BTW - Schwab better wake up before it loses any more clients to Fidelity.