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 : PALM - The rebirth of Palm Inc. -- Ignore unavailable to you. Want to Upgrade?

To: KevRupert who wrote (908)	7/26/2000 8:50:25 PM
From: KevRupert	Read Replies (2) \| Respond to of 6784

Generic Spinoff Article: cbs.marketwatch.com 3Com to distribute remaining Palm shares By Jody Brennan, CBS MarketWatch.com Last Update: 7:27 PM ET Jul 26, 2000 NewsWatch Latest headlines SANTA CLARA, Calif. -- 3Com late Thursday will finally distribute 532 million Palm, Inc. shares to its shareholders on record as of close of market that day. Last month 3Com (COMS: news, msgs) announced that the final distribution ratio is approximately 1.48 shares of Palm (PALM: news, msgs) for every share of 3Com. "A lot of shares will hit the public market, so I think there could be some selling pressure, possibly in the near term," said Chris Sessing an analyst at Crowell Weedon in Los Angeles. "But it's unlocking some value and we like the spin-off.".........

To: KevRupert who wrote (908)	7/27/2000 9:41:51 AM
From: David E. Taylor	Read Replies (1) \| Respond to of 6784

Advalorem: Sounds like things are getting tighter on the components front. I hope that Bruner's forward guidance for Q1/Q2 was conservatively based on committed parts supplies, so they at least meet the guidance and maybe have some upside surprise if they can get more. But bigger fish than PALM are having problems too, like NOK, ERICY, A, etc., so I guess there's the possibility that some of PALM's commitments from suppliers may get reneged on, or that they may have to pay a premium to get what they want. A big test for the fledgling company for sure. David T.