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Technology Stocks : PALM - The rebirth of Palm Inc.
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To: Crystal ball who wrote (4005)3/5/2001 7:02:13 PM
From: Mark Fleming  Read Replies (2) of 6784
 
Those Palm's will eventually all be wireless. And, they won't be connecting with GSM or GRPS--it'll be CDMA. Qualcomm's market share will approach 100% vs. Palm's hoped for 50%.

I'm extremely long QCOM since around 5
I'm a little long on Palm with about 5,000 shares in the low 20's.

I think Palm will do well, but Qualcomm's rise will be insane.
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