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

To: David Lawrence who wrote (30219)	4/26/1999 6:40:00 PM
From: Tim Luke	Read Replies (1) \| Respond to of 45548

sure seems like the european don't mind spending the big bucks. go siemens

To: David Lawrence who wrote (30219)	4/26/1999 6:47:00 PM
From: Tim McGee	Respond to of 45548

Very good point wrt relationship of RAS products - its potential profitability and how that relates to accretive-ness of a potential deal with LU. The combination of the revenue/income numbers with strategic need for switching biz would offset the negatives of losing the revenue/income from the ras biz, imo. Moonray's formula probably still holds true but rather than 2x you might just say 1.75x if they sell off RAS biz first. Besides, COMS holders still receive the other .25x for the RAS biz in that sell off. Tim