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

To: KyrosL who wrote (40349)	2/29/2000 4:12:00 PM
From: The Phoenix	Respond to of 45548

I agree... there are significant challenges however in migrating from a hardware manufacturer to a software manufacturer.. it's not trivial. Also still 95%+ of PALM revenues are from handheld sales - not from software or services.. so the transition will be one to watch. That said I agree 100% with the model and if they can execute then SM's prediction of multiple splits may come true... if not... who knows. I prefer to look at less speculative plays now that I'm a little more "comfortable". OG