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Technology Stocks : PALM - The rebirth of Palm Inc.

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To: KevRupert who wrote (3853)2/20/2001 8:31:45 PM
From: KevRupert  Read Replies (1) of 6784
 
Compaq's 4.1% December Share vs. 2% January Share:

I believe this is, currently, a non-issue. Compaq can't manufacture their products in significant size. It was very annoying to be on backorder for months for an iPaq H3650. Compaq can't produce the products in a large enough quantity to make a dent in Palm's marketshare.

Until Compaq can produce their product to satisfy customers (instead of the 20x backlog for the iPaq) and offer a lower price for the product ($499/$399 is significantly higher than the $200 for Palm IIIxe), then Palm will continue to dominate in market share.
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