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


To: Mehrdad Arya who wrote (38112)1/11/2000 11:41:00 AM
From: Mang Cheng  Respond to of 45548
 
This report is from last week, but illustrates the relationship between mot and palm quite well :

Thursday January 6, 2:50 PM

"Motorola announces Palm deal"

"But will also continue to support Psion (LSE: PON.L - news) 's EPOC operating system for wireless devices "

British palmtop computer group Psion (quote: PON) and US telecoms equipment maker Motorola said on Tuesday that Motorola is still fully committed to the Symbian operating-system alliance, in the wake of Motorola's deal with handheld company Palm.

Also on Tuesday, Motorola announced an agreement with handheld computer maker Palm Computing, a unit of 3Com, to license its Palm operating system. Motorola also took a minority equity stake in Palm.

The announcement comes just days after mobile phone maker Ericsson, also a Symbian member made a deal with Microsoft to jointly develop wireless Internet applications. The deal was seen as a big victory for Microsoft, with its Windows CE handheld operating system, a rival to EPOC. (See: Microsoft v Psion on wireless Internet.)

Announcing the Palm deal, Motorola emphasised the breadth of the emerging market for wireless handhelds, or personal digital assistants (PDAs). "We see a whole new category of wireless devices emerging that combine popular PDA platforms with wireless
communications,"
said Merle Gilmore, president of Motorola's Communications Enterprise, in a statement. "By combining the widespread appeal of the Palm operating system with the exploding demand for wireless communications, we will be able to provide people with the personal networking capabilities they want and need."

But Motorola stressed it will continue to develop plans to use the EPOC operating system promoted by Symbian in future technology. Psion created EPOC for its handheld devices.

"Motorola remains committed to the Symbian alliance, and is working with both Symbian and Palm to provide the leading platforms customers demand," the company said in a statement.

uk.news.yahoo.com



To: Mehrdad Arya who wrote (38112)1/11/2000 11:46:00 AM
From: Terrapin  Read Replies (1) | Respond to of 45548
 
I almost hate to give credence to a Yahoo! post but somebody there claims that 3Com has updated their S-1 to reveal an distribution ratio of 1:0.8. The message was brief and I have no way of verifying it. If anybody has real-time access to SEC filings (freeEdgar is delayed a day) then please help clear this up.

The distribution ratio, as I have posted previously, is critical to the break-even point for investors buying COMS in order to establish a position in PALM. I have been anticipating a ratio closer to 1 COMS: 0.25 PALM.

Any help would be appreciated. I am trying to fend off rumor mongering not perpetuate it.

Terrapin