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To: Kevin Podsiadlik who wrote (38915)	2/4/2000 12:01:00 PM
From: Souze	Read Replies (1) \| Respond to of 45548

But we haven't found out what the distribution ratio will be, have we? Kevin, I'd be interested in hearing your guesstimate of the distribution ratio given the numbers in the most recent S1, per: Message 12767843 Thanks

To: Kevin Podsiadlik who wrote (38915)	2/4/2000 12:11:00 PM
From: Andre Williamson	Respond to of 45548

Will people please quit it already about the distribution ratio? They CAN'T POSSIBLY announce the ratio prior to the Palm IPO since they don't know how many Palm shares there will be. And even later, the precise ratio will depend on COMS shares outstanding at the time of the actual spinoff, won't it? People, all that matters is that about 93% of the shares will be held by COMS post IPO, and these will supposedly be spun off in their entirety to COMS holders, so assuming outstanding COMS shares remain around the same the ratio will be around 530/340 ~1.55, give or take .1 or something like that. Onto another topic... Did you see the CNET article on Palm slashing prices? How about this for unbelievable spin?: >>>>But although Palm has enjoyed a sizeable lead over competitor Microsoft products in terms of market share and developer loyalty for handheld devices, the company has lagged behind the software giant in a few key areas. Microsoft, which has placed a premium on delivering more functions over simplicity or ease of use, has offered devices with color displays for almost a year, along with digital music players and some digital imaging applications. Palm now finds itself in the unusual role of playing catch-up to Microsoft, striking deals and developing technology to integrate these features into its own devices, as well as into products based on the Palm operating software. Along those lines, the company is now finally set to release the Palm IIIc, and more powerful multimedia and wireless devices are in the works from partners like Sony.<<<< Palm playing catchup? How could they possibly turn this on its head like that? Those CE devices don't sell for squat and are losing market share. Just because you have a product out there first doesn't mean others are playing "catch up." Most competitor products offer "more memory" and have for years, but that doesn't mean that Palm is playing "catch up" either. Geesh. Andre