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To: Mehrdad Arya who wrote (35604)	10/18/1999 2:05:00 AM
From: JDGarza	Read Replies (1) \| Respond to of 45548

MA, What I can't figure out is why some of these folks don't see this market and what it means to a company involved ... spearheading it's creation - better said. If CSCO goes for roughly 18 times revs. Why not Palms? And if Palms OS is going to be the Standard .... Palms OS will be the Microsoft of the wireless world. Add that to the equation and your looking at 27 to 36 times revs for the foreseeable future (3 years out) to establish Palms market value. While MS is a concern, they have thus far shown no ability to follow their own example as set with Netscape. Overnight MS created Explorer as an equal and like in quality as Navigator. To consider MS's CE a threat to Palms OS is a bit of stretch if you compare these efforts empirically.