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

To: Mang Cheng who wrote (38066)	1/9/2000 2:55:00 AM
From: mr.mark	Read Replies (3) \| Respond to of 45548

three questions... 1) is it true that we will know the distribution ration of PALM for COMS before the ipo? 2) won't there be an "x" date, a cut-off date for owning COMS in order to get the PALM shares? 3) when will that date be known? anyone? thanks :) mark

To: Mang Cheng who wrote (38066)	1/9/2000 11:15:00 AM
From: Captain Jack	Respond to of 45548

Mang-- your HWP/A comparison was the same type of comparison I did. PALM is expected to me 'the' IPO of the month. It will be yuppie hot. COMS should track within 5%-8% of the total valuation. The reason for the discount is time frame of the distribution and the risk of the distribution. My recent play like that permitted me to buy MSFT Fri at $77.30. That discount was due to 'perception' the DoJ would stop a merger. No matter how certain the split there will be some discount and IMO this will be around 10% due to the S1. Since I do not want COMS and believe PALM will be available cheaper after DAY1 I'll bail. I do not want it either. It should be cheaper once all the COMS holders can bail also. Just my BS looking at the history of the mkt. The hype and 'perception' of PALM may prove me wrong ESP in the LT that I know nothing about.,,, but I really want NOTHING EB has a hand on... Usually LT holders do better than traders and I hope everyone makes a decision in a few weeks that makes them happy...

To: Mang Cheng who wrote (38066)	1/9/2000 10:35:00 PM
From: Al Cano	Read Replies (1) \| Respond to of 45548

Agree w/your theory. Excellent 3com report on Dateline, Jeff Hawkins developer of Palm o/s talks about he new palm product (handspring visor). He did not mentioned, that his New products uses the palm o/s (ie... operating system that he developed...) . Also, reporter did not mention that visor uses Palm o/s either. It did mention that Hawkin's palm products would compete with 3com's Palm Pilot. As you know, the real money maker is the Palm operating system.. .. In any event, 3com should move up tomorrow based on this excellent report concerning all the "Palm" "future applications". Opinion, -=== about a minimum 2point pop... . In any case, Palm.com IPO should double shortly after initial offering. And, as you say, Palm IPO explodes and doubles within 1 - 2 days of trading. . I'll be surprised if 3com doesn't POP tomorrow, based on the Dateline report... Al ..