PALM OS software zero cost for each additional unit sold = higher profit MARGINS which means higher EARNINGS in a GROWTH MARKET. Do you really think the world is going to go backwards to bein chaind o a telephone wire, or desktop cable, NO. The future is these PDAs like PALM and since it licenses its PALM OS to others like handspring, DoCoMo, and Kyocera smartphones with PALMs on them etc., it will make more and more money, maybe not so much like MSFT, but maybe more akin to the AAPL model in Apples early MAC days, before MSFT took the GUI to WIndows. AAPL however, never shared its Operating System, so it lost the chance to make the very dollars that PALM will make. AMZN however, if it can hold on to its patent for one click shopping carts, may have something, but its CEO has to stop telling everyone to sell, unless of course, he has buyers lined up for the whole company if the price goes wholesale. Even AMZN has to buy STORAGE, so when it makes its business plan 2 years from now, it will have paid, and will continue to pay for STORAGE of all that DATA and CONTENT and CUSTOMER INFO, and companies like NTAP will have ben profitable, and will continue o make more and more money on the other survivors.
I am,
Truly your$,
-Crystal Ball |
