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

To: David E. Taylor who wrote (39780)2/24/2000 10:13:00 AM
From: The Phoenix  Read Replies (1) | Respond to of 45548
 
DT,

I think Mangs chart only works if you own PALM and COMS. If you own only COMS I think you have to factor in that 20% of PALM is sold on the open market... so you need to factor down the PALM contribution by 20%.... Does that make sense?

OG



To: David E. Taylor who wrote (39780)2/25/2000 12:27:00 AM
From: Uchos  Respond to of 45548
 
David, thanks for the link. Mang's numbers do look better than mine! The hole in my calculations was the 1.5 ratio.Too bad i didn't log in to SI this morning :-).
With a conservative (?!) PALM valuation at 30 billion, there is still a good upside in coms. I really have a tough time with 68 billion market cap though, but who knows.

thanks again
Uchos//


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