more from our yahoo friends....
1/7/01 3:20 pm
"Palm will be big.....
It's clearly evident that Palm will be the leader in the wireless computing space over the next 3 - 5 years. Palm is the best of software and hardware, kind of like Msft and dell combined.
What Palm is doing with genious is executing on the Palm economy theme - it's not about selling the hardware - oh, not even close - it's about enabling the Palm economy - and they'e doing it with beauty. If you don't undersand this, then you don't need to be invested in Palm. If you do, then if you thought $165/share was crazy, then give it 3 years and we'll be there easily! Palm with a $17B market cap? HA! The CES announcements are clear that they are going to enabling everything from phone calls to IM to credit card purchases. Ironically, it was Bill Gates in his book several years ago that prophecized on the coming "ewallet" - well, Palm isn't just thinking about it - they're doing it! And this is just the consumer apps. Think about the B2B apps - the inventory control, the hospital utilization - and then the P2P apps - the true killer app of the Palm. I used to think that beaming a business card to fellow Palm users was a neat thing, but not that big of a deal. Ha. The potential of beaming is HUGE. Think about it. No more need for cash. Just beam money to others. Beam addresses, phone numbers, pictures, directions, gosh - the potential is only as limited as the imagination of the developers making programs for the Palm OS - the hundreds of thousands of developers out there right now.
BUY AS MUCH AS YOU CAN DURING THIS MARKET WEAKNESS. YOU WILL BE REWARDED FOR YOUR COURAGE. (Courage: doing what isn't easy and what no one else will do.)"
messages.yahoo.com |
