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

To: STEVE who wrote (43833)	7/13/2000 12:21:34 PM
From: David E. Taylor	Respond to of 45548

Steve: The 20/40 levels for COMS/PALM are just my personal near term targets, and IMO they're realistic valuations. I think I've said previously that I think PALM could easily be at $100 a year from now, so IMO, it's a no-brainer long term hold. So if I bail PALM at 40+, I'll certainly buy back in at the first opportunity (and may wind up paying more than I got!). But near term, things could easily escalate into la-la land, just like they did with the IPO run up. The market has shifted from fear of losing in a sell off to fear of being left out of a run up, so we could wind up anywhere north of 80 on COMS+PALM. There's probably a hefty short position in PALM to take care of. David T.