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: TonyL who wrote (40886)	3/2/2000 1:39:00 PM
From: Andre Williamson	Read Replies (1) \| Respond to of 45548

That's a no brainer. At the moment you can pick up Palm for $37 share (IPO price!) by buying 3COM. [In 6 months you will get 1.5 palm and you can sell your leftover 3COM for $20-$30.] Or you can pay the going rate of $107. If you're a long termer, and you think the Palm will still be above IPO price come Aug/Sep, then this a no brainer. Andre

To: TonyL who wrote (40886)	3/2/2000 1:53:00 PM
From: djpfive	Respond to of 45548

Quick Question... If I wanted to buy PALMS today for long term investment, should I buy COMS at 87 or Palms at 105. Thanks The question to ask yourself is, would you be willing to pay $40-55 for PALM right now? If the answer is yes, you buy COMS. On this day when the Naz is down, my question to myself is do I want to put more of my money on the cheap side of this huge spread? Absolutely. Think how much downside risk this spread protects you from...PALM has to get cut at least in half for you to break even.