PALM - The rebirth of Palm Inc. Message Board

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Technology Stocks : PALM - The rebirth of Palm Inc.

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To: BobInBush who wrote (1554)	9/5/2000 9:36:49 PM
From: David E. Taylor	Read Replies (1) of 6784

BinB: Where do you get your "facts"? (1) COMS trailing 12 month revenues (including $1 billion from PALM) were $4.3 billion, EPS was $1.88. Forward 12 month revenues are estimated at around $3.4 billion, EPS will be negative (i.e. a loss). (2) PALM trailing 12 month revenues were $1 billion, EPS was $0.09/share. Forward 12 month revenues are estimated at around $2+ billion (100%+ growth rate), EPS will be higher than last year but estimates are all over the place due to spending on corporate infrastructure, brand building, and business segment expansion as fast as they can take it. So on revenues it wasn't 5-10%, not even close - more like 23% for last year and 37%+ if the two companies were still combined. P/E a concern? Not for me, not right now. I'm looking for them to hold decent market share in the face of the increasing competition, establish the PALM platform as the de facto standard, and grow their licensing, content and enterprise businesses as fast as they can. The "E" can come later, and it will if they can execute and manage the growth. David T.

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