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

To: serious_stuff who wrote (41006)	3/2/2000 5:07:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 45548

Serious: Thanks. We can speculate all day about the discrepancy and it might be entertaining but the media will be full of opinions on what is going on with Palm/Coms over the next few days so I'm kickin' back until I can get a clearer view. Best. ......VVVVVVVVVV

To: serious_stuff who wrote (41006)	3/2/2000 5:21:00 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 45548

Amir: I have a WSJ online subscription and I can't find the article you cited. Could you post a better pointer w/o violating copyright? Thanks, David T.

To: serious_stuff who wrote (41006)	3/2/2000 5:25:00 PM
From: Don	Read Replies (1) \| Respond to of 45548

I subscribe but can't find the article. Would you mind posting the URL? Thanks

To: serious_stuff who wrote (41006)	3/2/2000 5:28:00 PM
From: opalapril	Respond to of 45548

Good post. In other words, this is a First Principle: After 3/2/2000 COMS should not trade below price of 1.5 PALM shares, less a discounted factor for time and remote uncertainty, plus the intrinsic value of COMS sans PALM. Why is this so hard for the media and other types to grasp?

To: serious_stuff who wrote (41006)	3/3/2000 12:18:00 AM
From: sunfish	Read Replies (1) \| Respond to of 45548

From WSJ: Is the market telling us those other 3Com businesses are worth a negative $62 a share? No, I think the market is saying that there is uncertainty about 1) the valuation of PALM six months from now (if in six months PALM trades below IPO price, then COMS will not be worth more than it is trading for today), and 2) whether 3COM will actually distribute PALM then (or ever). I am confident that these uncertainties can be discounted making this a great buying opportunity for COMS.