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: Tim McGee who wrote (39475)	2/17/2000 11:10:00 PM
From: Daniel Simon	Respond to of 45548

Tim, <<I expect the market to undervalue 3COM >> WADR...expect what you want, but I disagree that COMS will be valued at the lowest point that it traded during the last year. I think COMS is finding a new start in some very promising and hot new areas. At any rate we have 6 months of palm madness to support us while we wait and see if/how well the "new" coms works. In about ten days I think we will all be amazed at the market cap of little old PALM... Good luck and better profits, Daniel

To: Tim McGee who wrote (39475)	2/17/2000 11:17:00 PM
From: Bill Coenen	Respond to of 45548

Tim, "Therefore we could see a price of $14 - $21." I'm more conservative than most in evaluating COMS value but I think your figure is way too low. My dd on COMS liquid assets coincides with M's. Consider that and sales without Palm and a dozen companies would buy them out at way over your estimate for just those two reasons alone; to say nothing about patents, distribution channels, name brand recognition and a great head start into the red hot wireless sector. We all have to stop trying to drive this car from the rear view mirror and start looking out the windshield. It's a rather encouraging site. Luck to us all, Bill