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: VinWood who wrote (43831)	7/13/2000 11:24:01 AM
From: David E. Taylor	Read Replies (2) \| Respond to of 45548

VinWood: We've had a lot of speculation about possible arbitrage positions with all the options available, I'm not sure I'd call it "advice". Since I personally am not selling PALM under 40, I haven't yet considered selling my PALMV entitlement. And since I'm not selling my COMS portion until it gets up around 20 (which we may not see until after 7/27), I haven't yet considered selling my COMSV. I don't plan to do anything until after the ratio is announced after the close on Friday, since I expect it to be around 1.51, vs the 1.40-1.45 the market is currently pricing in. If I'm correct, we get another pop Monday. Until then I'm watching, just in case PALM falls apart. David T.

To: VinWood who wrote (43831)	7/13/2000 6:39:27 PM
From: buyties	Read Replies (1) \| Respond to of 45548

COMSV is a tremendous value play This stock is trading at about 1.2 revenues, they have about $9 per share cash. I understand they are restructuring but there is no tech company(and very few non-tech) companies with the type of revenue and cash that COMSV has trading at such a value price. I currently have 10k shares of COMSV. The reason I did buy COMS is I have no desire to own PALM, a 400 to 1 PE ratio is too high for me and I have reservations about what the increase in float may do to the company short term.