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

To: David E. Taylor who wrote (43873)	7/14/2000 3:46:37 PM
From: Bill Coenen	Respond to of 45548

David, Like you I was strongly portfolio unbalanced in COMS, so I sold some off today around 72. In my head I was giving coms at distribution $15 - 20 a share and palm 38. So, at the low end of that equation, I put a little balance back. In then what could be considered skitzo, I also bought a small amount of palmv in the 39's. A kind of half- assed arb. It's going to be a wild and wooley fortnight. I don't think almost 40 years in the market has made me too much smarter, but I hope a little luckier. Luck to us all, Bill