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To: Paul Haynie who wrote (38765)	2/2/2000 12:34:00 PM
From: mr.mark	Respond to of 45548

paul, thanks for the heads up on the tsc PALM article. here are a couple excerpts i particularly enjoyed: A recent cartoon in the The New Yorker featured a prostitute leaning into the passenger-side window of the car of a would-be customer, a dopey-looking guy driving a snazzy model. "For an extra 50 bucks," she says, "I'll let you show me your Palm Pilot." and... Outlook. To someone who reads lots of IPO documents for Internet companies, perusing the Palm document is like watching a contemporary drama after seeing a bevy of sci-fi flicks. Palm's gross-profit margins are consistently about 43% or 44%. That's nothing special compared with a successful software company, but worlds better than an Amazon.com (AMZN:Nasdaq - news) or a more prosaic manufacturer. For comparison, Cisco's (CSCO:Nasdaq - news) most recent quarterly gross margins were 64%. Dell's were 20%. As Ross Perot might say, Get it? :) mark