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

To: Mang Cheng who wrote (27181)	1/21/1999 9:34:00 PM
From: Wigglesworth	Read Replies (1) \| Respond to of 45548

<< spin off a company let say call 3mazon.com >> Mang, I hate to find out how you'd name your children. 3mazon.com?? Isn't this a little bit too close to 3moron.com?

To: Mang Cheng who wrote (27181)	1/22/1999 12:32:00 AM
From: Moonray	Read Replies (1) \| Respond to of 45548

Mang, I asked you what you thought of the story that 3COM is shooting for 80% of '99 revenue through e-commerce because I thought it quite likely that anything approaching this will lead to an expansion of PER (and stock price) even absent an upward bump in earnings. As you have said: ......maybe they should spin off a company let say call 3mazon.com then we should see our stock up to $400 in no time <g>. and Harold pointed out in his #reply-7410454: ...only a fool would expect Internut performance! But, currently there is no premium whatsoever built into this stock for the economics of being able to sell Internet Equipment worldwide, 7 days a week with just a small staff. If they are able to pull it off, a COMS PER of 50 is not unreasonable. 3COM will, of course, never be considered an "internut" stock because it has earnings.<g> But, in light of this projection of 80% revenue through the e-tail, I may have to raise my sights from 50-60 to closer to 100. o~~~ O