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

To: joe who wrote (19349)	7/18/1998 3:03:00 AM
From: craig crawford	Read Replies (4) \| Respond to of 45548

Palm's chief tells why she left sjmercury.com (excerpt) Just how good is unknown because 3Com is stingy about discussing Palm's progress. On the one hand, unit shipments have exploded from 360,000 in 1996 to 1.2 million last year even as the company introduces new, higher-priced versions of the Pilot. On the other hand, copycats that use Windows CE software from Microsoft Corp. (Nasdaq, MSFT) loom as competitors once the ''palm-sized'' devices catch up to Palm in quality. Dubinsky, who knows Palm's revenues, earnings and growth rates -- and therefore has a gauge on how Wall Street would value Palm -- suggests that ''3Com has a tremendously undervalued asset. I guess since we're not disclosing numbers, that's understandable.''