Personal Digital Assistants (PDA) Message Board

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Technology Stocks : Personal Digital Assistants (PDA)

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To: mr.mark who wrote (492)	11/7/2000 9:56:42 AM
From: Win-Lose-Draw	Read Replies (1) of 817

Compaq CPQ and Dell DELL have prospered Company Market Cap ------------------- DELL 82B CPQ 51B PALM 35B One easy to overlook fact is that DELL has had a very nice run over the years, but they didn't start with ~500M shares on the table. They didn't get to that many shares until lat '98, and that was their 7th(?) split. Ok, so maybe PALM is more like MSFT than a box maker and MSFT has a marketcap of ~350B...but PCs sell for 10x the price of PDAs and there is no way PALM can get 60 bucks (or whatever) royalties on each handheld (or handset) sold. I love PALM, but I've already sold half my position and will look to sell half of the rest as we run into (what should be a) blowout Xmas. At that point what's left will be "free" shares and I'll let those ride into the sunset. Just my thoughts...

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