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


To: mr.mark who wrote (43144)5/9/2000 1:16:00 PM
From: David E. Taylor  Read Replies (1) | Respond to of 45548
 
Mark:

You are absolutely correct that the statements I made are not factual and are not based on any kind of analysis, so I apologize to anyone misled. They are however a reflection of the qualitative impression I have from the press (mostly neutral to negative) following the reorganization announcements, the posts here and on the Palm and Ghost threads, and the feedback I get from my broker, who not only has many people in COMS, but keeps me plugged into how the brokerage community views things.

Certainly the sentiment that I hear from my broker is that his clients are holding COMS to get PALM and have no interest in COMS until/unless COMS can show progress with their revamping of the company into non-competitive markets vs. CSCO. The recent analysts recommendations for COMS I have seen are between a "hold" and a "buy", but you can't tell if those ratings are for COMS to get PALM or COMS sans PALM.

Your idea of a poll on SI is a neat idea, any idea how that could be set up?

David T.



To: mr.mark who wrote (43144)5/9/2000 2:45:00 PM
From: Rick Bernabe  Read Replies (2) | Respond to of 45548
 
Mr. Mark,
My unsolicited input. I'll be holding on to my 1,000+ shares of COMS way past distribution. I believe there's a lot of value in this company contrary to what many posters say. Good luck!
Rick