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

To: mr.mark who wrote (43660)	6/30/2000 9:32:59 PM
From: Alski	Read Replies (1) \| Respond to of 45548

Yeah, well there's always an arb discount. This is interesting though. Depending on how confident you are with the 1.5:1 ratio, it appears as though you could buy 10,000 shares of COMS @ 57 5/8, sell 10,000 shares of COMSV @ 10 3/4, short 15,000 shares of PALM @ 33 3/8, and pocket $31,875 with "zero" risk. I'm guessing we'd have to be in pretty tight with a broker to be able to sell COMSV early and get shares of PALM to short though; and there is that pesky detail of the margin requirements, :-( Jeez, I wonder who you have to be to get a deal like that? Probably ought to do it Monday morning though, I'm guessing that arb discount is gonna shrink pretty fast in the next 7 days or so.

To: mr.mark who wrote (43660)	7/1/2000 7:30:41 PM
From: Mang Cheng	Read Replies (2) \| Respond to of 45548

This is so funny, the $10 dollar rise of coms in the last two days must have caught this so-called aNalyst Jim Seymour guy's pants totally down. He wrote an article called "3Com: Not Much Left" on Street.com and in the beginning it was on their paid site. Then finding nobody cares to PAY to read the article, he opens it up for free. But this is such a low quality piece of work that I think trying to write something to refute him is a total waste of my time. for example, in his whole article pretended to be an overall review of 3com, he didn't even mention coms is into 3G wireless in a meaningful way. And writing something like the following is so annoying and don't tell me he doesn't have some sort of grudge to settle: "This was strictly blind luck. As the old saying goes, "Even a blind pig occasionally finds a truffle." " The above statements can be applied to ANY successful companies. Any successful company starts out like some luck. That's include cisco, intel, msft you name it. thestreet.com Mang