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

To: David E. Taylor who wrote (43165)	5/9/2000 6:31:00 PM
From: kcmike	Respond to of 45548

David, Thanks for the excellent post! I didn't realize there would be separate classes either. One thing for sure .... I think I'll be buying COMSv Puts on 7/11, if they are available that is. I want to hold onto my shares, but am afraid of the selling pressure. Let us know if you come up with a grand plan. WOuld sure beat my holding through the IPO debacle! Mike

To: David E. Taylor who wrote (43165)	5/9/2000 7:44:00 PM
From: THE WATSONYOUTH	Respond to of 45548

Can anyone confirm that Palm intends to move to a StrongArm processor (probably from Intel) by year end? I hear they (Intel) expect 400MHz at .18um groundrules by year end at around 1W. I don't feel comfortable at all with current Palm hardware capabilities long term. With StrongArm, Palm will not be at a disadvantage from a CPU point of view. THE WATSONYOUTH

To: David E. Taylor who wrote (43165)	5/9/2000 9:11:00 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 45548

Thread: Corrections to my previous post: (1) The PALMv shares will trade on a "when-issued" market, while it's the COMSv shares that will trade on the "ex-distribution" market. If you sell any PALMv entitlement shares between the record date and the D-Date, the buyer gets the shares on D-Day. Can the buyer re-sell the PALMv entitlement shares prior to getting them? The Q&A don't say, but I guess so since there'll be a market in them. (2) The PALM web site says in the "overview" that the PALMv and COMSv will trade between 7/11 and 7/27. The Q&A indicate that the PALMv and COMSv shares will trade from 7/7 (2 business days prior to the record date of 7/11 when the ratio will be fixed) through 7/27. I can't tell yet whether the 7/7 or 7/11 date is correct, presumably we'll find out sometime soon. David T.