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: Kunal Taravade who wrote (38483)	1/27/2000 10:15:00 AM
From: Mang Cheng	Read Replies (1) \| Respond to of 45548

Up 2 1/8 now at 48 7/8 on 1.5 million shares ! Looks like the ipo is still on track. The Fortune article must have raised some awareness of the benefits of buying coms now to own Palm. Sometime these arbitrage values are not easy to detect if you don't follow a stock closely. for example, I just missed out on Bell Canada / Nortel. Mang

To: Kunal Taravade who wrote (38483)	1/27/2000 1:10:00 PM
From: chirodoc	Respond to of 45548

kunal..i agree, coms is still a sad company and palm has the lead to lose. coms still has to prove that it is more than a stagnant old fashioned manufacturer of low growth, low margin products. during the greatest bull market of all time, during the great run-up in stock price by networkers, coms could not execute. i say history repeats itself. the odds of EB doing anything out of character are slim to none. i bet most of us hold palm and sell coms in 6 months. those stock options will make the palm employees tell all their smart friends to work for a company that pays huge salaries in stock options. the exodus of employees will stop--mark my words--most smart engineers are as greedy as anyone else. they left in the past because EB inspires the confidence of chainsaw al dunlap. i bet most of us hold palm and sell coms in 6 months--the fortune story was written by a terrific journalist, but not someone savvy about silicon valley and EB's lousy management skills. just my opinion. curtis

To: Kunal Taravade who wrote (38483)	1/27/2000 11:21:00 PM
From: Mehrdad Arya	Read Replies (1) \| Respond to of 45548

Kunal, with all due respect and deference I have to disagree with you on the issue of the Palm being the saving grace of 3Com. To the contrary, a company should be judged by its whole not on its distinct parts. Again I would like to state with emphasis that it was 3Com that made the Palm what it is today not the makers of Handspring. Did you forget the Dragon ball chip is Motorola's and almost every other component was out-sourced to another company. Even its design was done by an outside company. Yes, it was 3Com's money and wherewithal that enabled this product known as the Palm to reach the success it is today. Prescience, marketing and wherewithal are what enabled the success of the Palm, not not not not not not not not not Handspring. I am absolutely dumbfounded by how naive the public is in accepting the idea the founders of Handsping were the cause of Palms success. This is absolute RUBBISH!!!!!!!!! Grislee is correct, the real gem is 3Com, nevertheless the Palm is the gem that is currently glittering the most. 3Com's patents, investments, cash, distribution channels and future in the Emerging markets of VoIP,LAN telephony, Wireless,Broadband and Home Networking are all gems in the rough that will soon glitter like the Palm.