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To: Mark Oliver who wrote (54)	7/18/1999 3:08:00 PM
From: gdichaz	of 332

Comments anyone? Chaz Talk : Semiconductors : SanDisk: What are their prospects ? \|To: Ausdauer (6403 ) From: Gary Spiers Saturday, Jul 17 1999 1:00AM ET Reply # of 6427 Aus, " I hope that 3COM is listening. They might hear some munching noise. It is Casio eating their lunch. That has to be an awful lot of munching, according to July 5th Forbes the US palmtop sales for 1998 were as follows: Company Units shipped Market share 3Com 1,200,080 56% Sharp 425,097 20% HP 123,050 6% Phillips 106,200 5% Psion 76,587 4% Other 230,852 11% Although WinCE devices are highly visible (and have been for sometime) they are not being bought in the numbers the visibility would imply - less than 40% of the market last year. GaryS

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