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

To: William Wang who wrote (19071)	7/14/1998 12:26:00 AM
From: Box-By-The-Riviera™	Read Replies (2) \| Respond to of 45548

Given the mysteries of COMS leadership of late.... I gave up attempting to understand their behavior...rather focusing on TA as well as looking at the commodity issues in their fundamentals.... presently....given all that....and the present climate in general...you can imagine my choice for the time being... Joel

To: William Wang who wrote (19071)	7/14/1998 9:06:00 AM
From: Bruce L	Read Replies (1) \| Respond to of 45548

<I still don't understand why the leaving of Palm Pilot's inventor is a positive news to COMS according to some posts...It only shows the incompetence of COMS's management team.> No one that I can recall has said it is a positive. What some have said (including myself) is that the leaving of these people is not necessarily a negative. It is a known fact that some entrepreneurs and eccentric inventor sorts do not fit well/are not comfortable in the button-down white collar world. That being said, the leaving of these people from COMS - from everything that's been reported - has been on the best of terms. In fact, before they left they signed with COMS a licensing agreement that allows them in their new entrepreneurial endeavors to develop further software applications for the "Palm." It is exactly this independent software development (that COMS does not have to pay for) in an "open" environment that has given Palm the overwhelmingly dominant position and momentum that some analysts feel Microsolft can never overcome. Donna Dubinski when she left said that COMS was "tremendously undervalued." This was apparently based on her knowledge of Palm sales and profits - andshe should know. As I recall, this is the second time you have posted to the effect that the "inventor's"leaving was a new disaster for COMS and further proved the incompetence of COMS' management. Do you have any reasoning or facts to support either or both of these two opinions? (That is, that it(the leaving) is bad, and that it proves incompetence.)

To: William Wang who wrote (19071)	7/14/1998 1:00:00 PM
From: joe	Respond to of 45548

>>I still don't understand why the leaving of Palm Pilot's inventor is a positive news to COMS according to some posts on this thread.<< I don't think it has been portrayed as positive. It has been portrayed as non-threatening. The Palm Computing Division and all other supporting companies not related to 3Com, are all much bigger than the two people who left. 3Com's Palm Division is no longer a startup, IT'S HUGH. A few people leaving are not a problem, especially when they are just as interested in the success of the Palm Computer as much as before. >>It only shows the incompetence of COMS's management team.<< Last earnings report has started to change that image. Of course one report does not make a trend, so they will have to do it again...the jury is still out. joe