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

To: mr.mark who wrote (43881)	7/14/2000 2:28:08 PM
From: Mark Iguchi	Read Replies (1) \| Respond to of 45548

It looks like today is the first day COMS is tracking PALMV exactly, at 1.5 to 1. This implies COMSV at $12 and change. Knowing that on 7/28 you'll see a large increase in the PALM float, and that is likely to push the price down, is anyone still buying COMS? Or is COMSV the better bet? It's hard to see only upside in COMSV, trading at 1x sales and only a few dollars above book value, vs. COMS (which has the risk associated with a PALM move downwards). Or would most people consider the risk/reward still good with COMS? Ah, if only Merhdad hadn't bailed at 40 1/2 (which was the day I decided to buy more, phew :) I wonder how his MSFT investment has done in comparison...