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

To: Home-Run who wrote (30050)	4/25/1999 1:49:00 PM
From: Serge Collins	Read Replies (2) \| Respond to of 45548

The market is asleep on COMS. Compare 3Com to its peers and you will see that the market is valuing the company as though it were a big money loser with no potential. Comparing COMS to ASND, CSCO, NN and XYLN on a Price to Sales and Cash per Share basis and you quickly realize this company is very cheap relative to the group. COMPANY... P/S... Cash/Share ASND..........13.67....$3.08 CSCO..........19.34....$1.45 COMS...........1.66....$4.70 NN.................5.62....$3.50 XYLN............5.04....$1.41 Takeover or no takeover, this stock is a cheap. The company remains profitable, has lots of cash, and any improvement in its fortunes and the stock could easily be back above $50.

To: Home-Run who wrote (30050)	4/25/1999 3:54:00 PM
From: G.F.	Respond to of 45548

From the recent Forbe's article about Intel moving on to new horizons:..."Barrett insists Intel won't go head-to-head against Cisco Systems in building sophisticated routers, but he is willing to take on others, such as 3Com, by building ready-to-use packages of hardware and software to link PCs in homes and small businesses." Maybe they meant to say "take IN others, such as 3Com"... GF

To: Home-Run who wrote (30050)	4/25/1999 11:46:00 PM
From: ed	Read Replies (1) \| Respond to of 45548

Well, there are lots of companies need COMS's product to make themselves big. Intel will need palm to make sure that the platform of next generation PDA< which now owns 60% to 80% of the PDA market, will not use AMD or NSM's chips, or it will be a nightmare to Intel. Microsoft will need PALM to make sure that palm will use CE as its OS , or Microsoft may not succeed in the CE market, because, for now PALM has its own OS, which is not CE, and PALM owns 0% to 70% of the PD market ad is continuing growing. IBM, CPQ, DELL, HWP ... etc, those box makers will need PALM to extend their business into the next generation PDA market which will be huge. The Cell phone makers will need PALM to make sure that they have a big bite on the Cell Phone market where PALM will have the cell phone implemented. The networking companies will need COMS to bite the home networking market. The ISP will need PALM to make sure that all the palm users will access the internet through their service. PALM had more than 60% to 70% of the PDA market , and most likely, pretty soon, people will access the internet through PALM anytime , anywhere, wirelessly.