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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (31364)9/10/2000 3:32:39 PM
From: Eric L  Read Replies (3) of 54805
 
OK DS,

Re: Palm - Handheld Game

Ya done <deleted> your post so presumably you are editing.

I think you said something about whether or not the Palm Platform architecture proprietary and open.

My gut is it is sufficiently proprietary and it sure is VERY open which is the advantage they have enjoyed over MSFT (CE/Pocket PC) which is why MSFT is starting to open things up to compete.

BTW: I got into Palm after IPO at on 3/6/00 at $70 and exited one week later at $67. It is at $45 today.

Actually I had 25 shares at IPO so my actual loss was a tad less than $3 per share, maybe $2.80.

I was parking some QCOM sold at $143 (the good old days). The $ wound up adding to NTAP so they wound up being sagely invested.

Reason for the quick in and out was threefold. 1.) Mr. Market was going whacko. 2.) I had done insufficient DD. 3.) This august body had not sliced and diced it.

Certainly a Project Hunt Report is in order (as I think you said before you so rudely deleted <g>).

Price looks right on this sucker (maybe) if we can substantiate the proprietary open architecture and verify the tornado.

I tend to look at this Handheld Game as a sector of the 2.5G wireless voice and data tornado that I'm trying to get a fix on.

- Eric -
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