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: David Lawrence who wrote (30038)	4/25/1999 2:23:00 AM
From: Mang Cheng	Read Replies (2) \| Respond to of 45548

Some thoughts about buy-outs : 1. Everybody said coms paid too much for usrx but it was a stock swap merger and both stocks tumbled and rose after the announcement. Both stocks rose above pre-announcement levels when the deal was closed. So to say coms paid too much for usrx is really meaningless. I do think the merger made coms stronger. Coms wouldn't be able to go after the highest growth area of "cable-modems/Xdsl/Total-Control-RAS" market without usrx. Eric B saw the internet explosion coming and he was exactely going after this market that he merged with usrx. 2. I agree with Murphy that coms will eventually be bought out. The problems with sieman, ericy or nokia to buy out coms is that they are European countries and they don't seem to be able to use pooling of interest to buy out coms. They may not be able to come up with 15-20 billion of cash to buyout with cash and will lose the tax benefits that come with pooling of interest. One thing I don't understand is that NT (Canadian company) was able to buy Bay based on pooling of interest, why ? That could be due to some Free-trade treaties between Canada and US. Mang