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

To: Bux who wrote (36657)	11/29/1999 12:50:00 PM
From: Bill Coenen	Read Replies (1) \| Respond to of 45548

Gary, I would second Bux's sentiments. The capital appreciation through investment, Palms strategic partnerships that have all but buried the CE MS monolith, improvement and focus in wireless, even a supposed improvement in the analog business (we'll see), and the rise of a properly focused Corporate leader, are all significant changes or at least amplifications for a company headed in the right direction. I've learned a lot from your posts and it's why I harp on the windshield, not the rear view mirror analogy. You, more than most, deserve to be at the pay table as COMS finally gets its act together. Luck to us all, Bill

To: Bux who wrote (36657)	11/29/1999 1:19:00 PM
From: The Phoenix	Respond to of 45548

BUX, Spinning off PALM doesn't make COMS networking business a winner. HOwever you have echoed my point...that people are buying COMS for the PALM IPO - not for what will be left. 6 months from now unless SOMETHING CHANGES WITH COMS, COMS will tank. A good PALM IPO will cause people to hold COMS until shares are distibuted. In that time should COMS not perform investors will get their PALM shares and drop COMS like a hot potato. Bux, don't argue for agruments sake... I know you don't agree with my posts.. but even when you do you make it adversarial. Grow up. oh...btw.. no I would not consider a split a fundamental change in the company. What I would consider a fundamental change is COMS beging able to maintain or grow market share in a strategic networking business...or divesting (selling off) low margin product lines. OG

To: Bux who wrote (36657)	11/29/1999 1:28:00 PM
From: Mehrdad Arya	Read Replies (2) \| Respond to of 45548

Bux, I think some one should remind Gary of the things that have taken place in the latter two quarters. 1. Palm has unequivocally defeated Windows CE, by a TKO 2. Nokia, the largest cell phone manufacturer, has agreed to licensed the PalmOS 3. Sony, the most respected consumer electronics manufacturer, has licensed the PalmOS 4. 3Com has done more than hold ground in the NIC area 5. 3Com won 5 awards at Comdex 6. The Palm booth at Comdex was the most congested area of the entire convention and this is indicative of what will prevail in the coming months, in matters concerning the Palm and its' IPO. 7. The company has begun to shed excess capacity in manufacturing. Inventory levels are drastically down. 8. Investments in JNPR,EXTR,AETH and OmniSky have added $1.5 Billion to the companies equity position, just in the last two quarters. 9. Operational expenses have been drastically reduced 10. The company's sales in Asia have improved markedly. 11. The company's estimations regarding the latter two quarters was overly conservative. As can be seen with earnings beating the consensus estimates by 38%. If it were not for an upward revision of estimates they would easily have beaten estimates by at least 50% this 2nd. quarter. As I have said the company will beat earnings estimates by about 20% this quarter. This will be cogent enough to compel the pessimists to upgrade the stock. 12. 3Com's position in the Emerging markets appears to be getting stronger. They are continuing to register more patents in Wireless, Broadband and VoIP etc. 13. Currently they have taken a lead in the deployment of wireless CDMA infrastructure, as manifested with Sprint. 14. Signed up two RBOC for Broadband connectivity. 15. Continuing to capture market share in Broadband 16. Alliance with MSFT in Home Networking 17. The company has bought over 30 Million share at an average price of $23.5, this translates into a profit of approx. $600 Million. I unfortunately don't have enough time to continue my list. Be my guest and continue the list of merits or demerits (if you can find any, other than hyperbole). ;)