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

To: Captain Jack who wrote (40017)	2/27/2000 8:02:00 PM
From: Jon Khymn	Read Replies (1) \| Respond to of 45548

Yes sir Captain, let's take 12% then... 45 x0.88 =39.6x1.5=59.4 plus 20= ~80 Which means palm price at 45. = ~25 billion mkt cap for palm... Do you really think palm's worth that much? I would say 10B is pretty fair value, and given the hype, let's double it to 20B. What do you think captain? Any thought on palm mkt cap? I bot both calls and puts (since I'm bearish, 60% puts and 40% calls) so I really don't care which way COMS move... as long as it moves hard! (and I believe it will!) I'm betting COMS will move to either 60 or 100 by the end of next week. web

To: Captain Jack who wrote (40017)	2/27/2000 8:07:00 PM
From: kcmike	Read Replies (1) \| Respond to of 45548

Cap'n Jack, I will have to agree with you on the ARB's. Except for the recent ETEK/JDSU, which I was stupid enough NOT to play! That baby probably started out in the 40% range, but is now more like the normal 10%. Did you get in on the ETEK Arb? Mike