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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: HG who wrote (21594)3/3/2000 6:38:00 AM
From: Rande Is  Respond to of 57584
 
Happy, Regarding COMS: That calculator is faulty. . .and does not consider many factors. . . one of which is the distribution of PALM shares later. . .

What I like is that no matter what the PALM company is worth, the COMS company will always be worth COMS + 93% PALM. . .that is good for COMS, in that they have big bucks now to spend on R&D in an industry that is only in its first generation. Prior to the PALM spinoff, COMS was an OK company. Since all those bucks were generated for the company, virtually doubling their market cap overnight. . .[and remember they SOLD those shares, so they have the cash for the sale]. . now COMS is a fine company with loads of possibilities. . .through the PALM division and through the COMS products, which needed an injection of cash to keep them on the cutting edge. . . now they should sell-off their older tech, like Lucent and start anew.

Thats what I see.

Rande Is