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

To: Mang Cheng who wrote (31082)	5/20/1999 8:43:00 PM
From: Grislee bear	Read Replies (1) \| Respond to of 45548

3com soon to be Internet play, The anticipation of the Palm.net could also add fuel to the fire under COMS. Palm could be spun off just think what a bloated Internet valuation on palm.net would do to COMS market cap! Grizz

To: Mang Cheng who wrote (31082)	5/21/1999 12:58:00 AM
From: Harold S. Kirby	Read Replies (1) \| Respond to of 45548

Mang & all: Excellent news....as I stated when I returned from Vegas...the buss word was "wireless,wireless etc."! I intend to upgrade to a Palm VII asap...my Palm III has spoiled me considerable and everyone in the family has one and are quite pleased with them. I remember when the ball point pen came out and how expensive they were...look at them now. The same is going to occur with the Palm's...everyone is going to want one and will have one when mfg and other costs come down...same pattern as the ball point pen. Years from now...many will be looking back and will be wondering how they "missed the opportunity" whereas those of us who recognize what is coming down the road will be rewarded substantially for taking the risk(s) involved. No doubt in my mind that one's money in 3com will double and triple in the years ahead...given that mr.benhamou doesn't make a "repeat performance" similiar to USRX fiasco! As far as I am concerned I do not believe he will survive the shareholder's wrath if 3com does not break into the upper 30's low 40's come September shareholder mtg! So...I expect we will be seeing some very positive developments coming out of Corporate during these next 3mo. Stock is still "undervalued" should be selling for around 36-38/sh. That would equate to a 25% drop from 52wk high. If forthcoming earnings meet or exceed expectations and WS senses that mgmt has "heard the wake up call" and is "focusing" on new strategy and new product(wireless) quick to mkt...we could certainly see upper 30's rather quickly! Alot is going to depend upon the Microsoft alliance...I foresee a much more closer relation- ship with "Bill Gates & crew". Sent a Palm III to daughter and son-in- law in Germany....response from Germans is absolutely positive. The "in crowd" are buying them like crazy and the typical guy on the street is showing some interest...price is holding them(common guy) back because of the strong dollar....many will definitely purchase them when present prices drop 15-20%. That is what is being reported to me. Asian mkt is coming out of their slump and we could see some strong sales of the Palm beginning during the later part of this year...couple this with a strong Christmas season and 3com could challenge the old 52wk high (51.125)! I don't agree with the 40/sh end of year projections of many analysts...they are being conservative so that they will look good when it passes 40/sh. That is my opinion... Regards, HKirby