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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Paul A who wrote (5627)	12/21/1999 7:08:00 PM
From: Bill Wexler	Read Replies (1) \| Respond to of 10293

When I first thought about the COMS/Palm thing (thanks to Mr. P$nk for the idea), I thought that the combined businesses would translate to about $90 a share. That's a bit unrealistic in the short term! However, assigning a much lower multiple to the COMS core business, I think you can reasonably expect to see the equivalent of $60 per COMS share if you wait for the Palm distribution. Of course, I could be seriously undervaluing Palm right now because the revenue streams from Nokia and Sony may be enormous - and palm is (thankfully) gunning for the software licensing model. In the longer term however, I expect that my $90 (equivalent) target will be reached. I'm buying a little more COMS here afterhours and I will buy on any significant pullback.