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

To: The Phoenix who wrote (38909)	2/4/2000 11:56:00 AM
From: Scott Heaton	Read Replies (1) \| Respond to of 45548

Re: "The only thing I'd add is that if EB can't get the COMS business off the ground that the PALM holding makes a purchase more attractive. And if COMS is purchased the suitor may indeed not want to let the PALM shares go. He protects that possibility as well." I disagree. The Palm IPO prevents a purchase of COMS for 2 years for tax reasons.

To: The Phoenix who wrote (38909)	2/4/2000 4:08:00 PM
From: gfr fan	Respond to of 45548

<<First let me go on record as saying that I think you're absolutely right... about.. Basically, he's protecting his a$$, and rightfully so! I think if COMS sans Palm can survive and show increased rev in 1-2 QTRS then EB will distribute Palm shares...if COMS can't pull off a solo flight then EB holds PALM---simple as that!!! As long as COMS alone is viewed as a sinking ship, Palm stays on board! When COMS can fly SOLO, PALM shares will be distributed and BOTH PALM and COMS will fly! The only thing I'd add is that if EB can't get the COMS business off the ground that the PALM holding makes a purchase more attractive.>> Gary - COMS rumored to have hiring freeze in effect as of today. The ship w/o PALM may still not be steady.

To: The Phoenix who wrote (38909)	2/4/2000 4:33:00 PM
From: FNS	Read Replies (1) \| Respond to of 45548

Gary, your additional comments are on target...i.e., purchase by other CO including Palm shares...this is brilliant!!! A company can pick up COMS for book and buy 93 % of PALM at discounT! Also, <<A pull back to 54 would be very healthy.> - Yup! Profit taking in here is expected...lots of time left before IPO date!!! Weak hands will leave and die hards will stay and speculators will charge in last few days!!! OMHO! Have a great week end! OT: (I will dumped a bunch of calls on NT...nice breakout at 108...up 10+ pts....MOT also broke out and check out CS - to break out at 29....and it will!) FNS