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

To: William Wang who wrote (20006)	7/31/1998 2:03:00 PM
From: Doughboy	Read Replies (2) \| Respond to of 45548

William, I'm skeptical about a LU/COMS combination. It certainly won't happen before October(?) when LU is allowed to do a "pooling of interests" merger. More importantly, LU is likely scared off by COMS's business model. Just as the Ericsson executive said a few months ago, while COMS has attractive businesses, the NIC and Modem products are too volatile to handle. If Ericsson, which has more synergies with COMS, is scared off by COMS, then why would LU want anything to do with the combo? I suspect that LU will get the pick of the litter: ASND. If there is a feeding frenzy after that, then maybe COMS will get scooped up by Alcatel or Ericsson or some other foreign giant. I think it's more likely that COMS will turn around on its own and go it alone. I am still of the belief that COMS should divest itself of its consumer products--i.e. palm, modems. COMS has huge value broken up. Less value as a whole.