COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

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Nov 7 11:47 AM EST

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To: Jeff Sheeran who wrote (19989)	2/10/2000 3:11:00 PM
From: mr.mark	Read Replies (1) of 22053

jeff, this strong, early action on COMS two weeks ahead of the ipo indicates to me that a) people want PALM as a long term hold, not just a flip, and b) there is a growing, albeit an underlying, perception that COMS is improving its business. yesterday cory johnson from tsc said it well when he made some comparisons... " I think that Palm is really creating some distance between it and its rivals now... In every new technology, something emerges as an unshakable standard, a monopoly even.... Microsoft did it. Intel, to some extent did it. It's not illegal... It's just natural that consumers want a standard. Palm seems to be clearly on the way towards that." #reply-12827114 i agree with your suspicion that eb hasn't shown us all his cards. but i do think that he has gotten up off his visionary butt and begun to implement some solid plans. :) mark

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