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

To: KevRupert who wrote (43242)	5/14/2000 3:51:00 AM
From: Ian	Respond to of 45548

The whole thing is really quite a fascinating occurence......this is one for the textbooks..... Ian

To: KevRupert who wrote (43242)	5/14/2000 11:56:00 AM
From: David E. Taylor	Read Replies (1) \| Respond to of 45548

Advalorem: Depends on how fast the arb gap closes. There was a 35% arb gap on AOL/TWX on the first day of the merger announcement, but it narrowed pretty quickly, and once it did, people were buying AOL instead of TWX. As the gap narrows, the motivation to sell PALM to get COMS will disappear, and the arbs will think about short covering. At some point, both PALM and COMS will start up again, and it may be sooner rather than later. And we still have things like CPI's, Greenspan's, and lots of anti-PALM FUD to watch out for. David T.