PALM - The rebirth of Palm Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PALM - The rebirth of Palm Inc.

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Rob C. who wrote (5218)	6/26/2001 10:45:39 AM
From: David E. Taylor	Read Replies (1) of 6784

Rob: That same IDC report forecasts worldwide shipments of handhelds at 70.9 million in 2005. If Palm can work through its current woes, get its manufacturing based on standardized components and its cost structure under control, maintain some decent market share in both handhelds and handheld OS, plus grab some of the cell phone GUI/OS market vs MSFT/Symbian, we could be looking back on this period as the low spot in Palm's development as a major corporation. I'm reminded of Dell in 1993 when they had a couple of disastrous quarters, posted their first (and only) annual loss, abandoned an ill-fated attempt to compete by selling through retail channels, suspended all laptop sales for 6 months while they re-designed the entire line, and were generally written off as road kill from the the IBM/Compaq PC juggernauts. It's crucial for market perception of Palm's future that Carl Y & Co. get back on track quickly. Seriously thinking of adding back the Palm shares I sold off between $10 and $8 on the way down, but think I'll wait and see what the tone of the earnings PR and CC are first. David T. David T.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next