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

To: Mang Cheng who wrote (41542)	3/9/2000 3:59:00 AM
From: greg nus	Respond to of 45548

Coms thread, In a recent interview Coms chairman stated Coms would continue to have access to Palms OS technology after the spinoff to incorporate into coms future products. If the majority of Palms future value is the software componets of the business( something like $50 billion vs hardware component (6 to 10 billion) it is logical to conclude that coms could end up with a Palm equilivant valuation in Coms marketcap. This is a concept that has been completly been overlooked by Analists. It may be apparent to the underwriters who are under the gag order, my guess is they are the ones quietly buying up all the shares from the skeptics.

To: Mang Cheng who wrote (41542)	3/9/2000 8:40:00 AM
From: sportsman	Respond to of 45548

Has the possibility of having Palm units in automobiles ever been mentioned? This seems like another huge possibility to me. Just a thought. Sportsman

To: Mang Cheng who wrote (41542)	3/9/2000 10:02:00 AM
From: cordob	Respond to of 45548

Mang I also read the rather good article, at least the writer knows what he is talking about. I also agree that THE major thing will be the entering of all kind of data into corporate databases. HOWEVER, Palm is not the only solution for that. The WAP enabled phones now already coming out can do this just as well. Some older models like my Nokia communicator phone 9110 (internally driven by geoworks GWRX) has full internet access and email. Also on this one and many other phones I have seen the callback feature mentioned in the article already exists. Here in Europe the phone detects the number calling it automatically and if you want to call back you can at the press of a button (also if you have not picked up the phone you get a list of numbers, time they have tried etc). I still believe PALM is a great product but there is major competition from the web enabled phones a.o. Do not try to look for reasons why PALM should win just because you have a lot of shares of COMS (which I also do). It is so easy just to see the good news. I try to remain critical at the same time very long COMS. Cor

To: Mang Cheng who wrote (41542)	3/9/2000 10:06:00 AM
From: Daniel	Respond to of 45548

The article didn't discuss another major usage for Palm - that's for aggregation of data into the servers. I think this will be a major use for Palm in the business world in the near future. Salesmen or customer relationship people can tap in their service orders or sale contracts directly into the Palm and send them back wirelessly into the backend Palm servers. People will get more and more mobile and not tie down to any PC. This should be the starting point of M-Commerce. Don't you think salespeople would carry laptop computers with wireless connections? Wouldn't they be carrying laptops anyway for product presentations, or catalog information, things that benefit significantly from a larger display? Then, wouldn't they rather type data in on a full-size keyboard than tap and/or write? Daniel