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Technology Stocks : PALM - The rebirth of Palm Inc.

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To: KevRupert who wrote (4456)3/28/2001 10:19:30 AM
From: Tom R. Clarksburg  Read Replies (1) of 6784
 
Hello folks.....yes I am stunned!!! I would like to extend my apologies to this board for being so bullish on this company. I was truely WRONG!!! I don't know where my analysis went wrong. They really did sell alot of the higher end products in the quarter such as the Viix and the VX so am am completely stunned that their ASP was only $196 when I was projecting $230. My units shipped for the quarter was about 2.25million son I was close, but I did not, I guess factor in the extent of the 2 $50/rebates on the IIIxe and the Viix. I am still leary that they may have discounted upfront the $100 for the Viix, but I ma too sure.

Anyway, even if they had meat my original bloated numbers, they stock still would have gotten killed because of their forward guidance....something I had no way of predicting.

If you guys will excuse me, I am running late for labodomy exam..... I will report back If I get smarter.

TOM (the idiot)
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