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Technology Stocks : PALM - The rebirth of Palm Inc.
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To: Crystal ball who wrote (4245)3/16/2001 3:24:56 PM
From: David E. Taylor  Read Replies (2) of 6784
 
CB:

Your math is OK but some of your "data" are out of whack:

(1) As of 12/1/2000, Palm had 571.6 million shares outstanding, not 355.5 million.

(2) Palm sold 2.1 million devices in Q2 (a run rate of about 8-9 million/year going forwards), to bring the lifetime total to almost 11 million. Handspring has sold about 1 million total on top of that. I don't know where you get 33 million sold from.

(3) Palm's blended ASP for its devices is $212, not $400.

(4) So to get to a P/S of 2 (the number you came up), and allowing for accessories, OS, content and access revenues, Palm needs to sell around 160 million Palm's this year. That's a lot of Palm's - about 35% the number of wireless handset sales expected worldwide this year.

David T.
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