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

To: KyrosL who wrote (40337)	2/29/2000 3:55:00 PM
From: mr.mark	Read Replies (1) \| Respond to of 45548

ever since anton wahlman told a national CNBC audience that a. he missed the COMS run up, and b. PALM should trade on a par with NOK the stock has rocketed. plus he did it all with a bow tie and a straight face!! :) mark

To: KyrosL who wrote (40337)	2/29/2000 3:56:00 PM
From: The Phoenix	Read Replies (2) \| Respond to of 45548

Kyros. The ones with no earnings and no revenues are the ones that I stay away from due to irrational exhuberance... you can't pick those. This one is up on the same but reality will settle in. Still you may be right. I may just take the money and say thank you very much and move on. But.... $50B...... I don't know... COMS (and PALM too) will have to show some goods this quarter to make this one hold. Think about it.... COMS+PALM was under $10B - yes too low - only in Sept. Everyone was dumping on the company then. Now COMS spins of PALM...earnings outlook hasn't changed... revenues are still flat.. yet everyone thinks it's worth 5 times more!!!! And clearly many on the thread think it's a dangerous short. Think about it..... what's changed???? What is it that supports a 5 times greater valuation than last September???? I'll tell you ---- It's the IPO hype and the PALM prospects... but the reality of PALM's challenges are now becoming more clear. Now... I'm not saying that PALM will not be a huge success.. just that they have a lot of challenges that many don't yet understand. That all said we're seeing a mad IPO rush... as we have seen with many stocks. The difference here - there are reveneus and earnings and expectation of the same. In previous IPO's there wasn't so investors were more forgiving. I don't expect the same here. OG