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

To: KevRupert who wrote (41608)	3/10/2000 12:48:00 AM
From: Andre Williamson	Respond to of 45548

I don't think that's right. MA simply points to the absurd valuation disparities between COMS and CSCO. And I fully agree with him. Also, it's convenient to keep bashing COMS and management. Only the tune keeps changing - first it's COMS sucks. Then well ok, Palm's worth something but the rest of COMS sucks. I agree that after removing PALM, new short-term areas that will drive profit growth aren't obvious. But COMS has many assets (besides all that cash) which it can leverage into new business ventures, so to say the company is history is pure FUD. As for these self-styled analysts putting a conservative value of $15/share on COMS, they're just plain morons. COMS has close to that in cash and investments alone. Since we were in the 20s last year COMS has pulled in craploads of cash, has made investments that are up by mind-boggling amounts, has pulled off an absolutely enormous IPO which brought in close to another billion dollars...I see shareholder value being created all over the place - plus they have a quite profitable cash cow business and fingers in many nascent areas. No, they're not CSCO, but then again, they're not valued at half a trillion dollars. Andre