Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark Iguchi who wrote (43814)	7/12/2000 3:46:15 PM
From: Mang Cheng	Read Replies (1) \| Respond to of 45548

Mark Iguchi, to tell you the truth, I really don't know how to profit from those arb values. I'm just a dumb investor who holds on to a stock hoping it will go up ! :-) and sometimes it does. Mang

To: Mark Iguchi who wrote (43814)	7/13/2000 2:54:45 PM
From: David E. Taylor	Respond to of 45548

Mark: IMO, you could make a decent short term profit of 40-50% by buying COMSV at these levels. Not a bad place to park some short term risk capital. But you'll get a better return by buying the August COMS calls, which profit both from any additional runup in PALM plus any runup in COMSV, before or after 7/27. If PALM stays where it is and only COMSV moves up, then the options return = the return on COMSV (more or less, depending on which strike price you buy, how much COMSV moves, etc). Only if PALM sells off while COMSV picks up is the COMSV short term investment return greater than the COMS options return. My risk capital is in the options, but if you don't like/use options, COMSV is a great short term play. JMO. David T.