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


To: Patriarch who wrote (29556)4/7/1999 10:55:00 PM
From: Gary Korn  Read Replies (3) | Respond to of 45548
 
Yes, I meant ASND in late 1997. Time flys!

As I PMed someone, one difference between ASND and COMS is that the former was much less diversified. The benefit of diversification (and hence a factor favoring COMS) is that having all ones eggs in one basket isn't particularly safe.

On the other hand, having all ones eggs in a very hot basket (ATM) worked out very well for ASND and its shareholders.

Perhaps COMS management will find a way to generate shareholder value out of their own hot commodity, Palm Pilots.

Gary Korn