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


To: Mang Cheng who wrote (14047)2/22/1998 8:50:00 PM
From: The Duke of URLĀ©  Read Replies (1) | Respond to of 45548
 
Mang: Your probably right and I HAVE NOT DONE THE RESEARCH, so I am suspect in advance, but:

1) I remember that PalmP is currently 5% of revs. (maybe that's current Q?)
2) I smell that COMS will do at least 2MM PPs in sales; and,
3) With all the add-on gizmos now being generated I think the Gross rev attributable on a per PP to the company will be more like $500.

And unlike modems, there is at present, No competition.

I will bet you 5 shares of RMIL on it? And I don't mean this as cheerleading, just an estimate for the business plan.

Best Regards,

Duke