Andre,
For trading purpose, people might want to buy PALM, because when PALM goes up, COMS doesn't get 100% of the deserved movement. But for anyone with a 4 months horizon, I agree with you, it is a no-brainer to buy COMS, not PALM.
Take a look at the latest Red Herring, it has a whole section on PDA trends and the convergence with wireless connectivity. If Red Herring is right that wireless connectivity is much more important for PDA users than multimedia applications, CE has just struck out for a third time.
I am still waiting for the day that COMS hits $150. Palm is executing to near perfection. Patience will pay off.
Thank you for the story on your Palm VII. If not that I have to carry a cell phone, I would picking up a Palm VII.
How's the coverage for Palm Net?
Regards,
Khan
P.S. HP and Compaq are no comparisons to the creative Apple and quality-driven Sony. When these two players get into the PDA market, HP and Compaq might just get out. By then, Microsoft will have to make its own PDA to stay in this market. |
