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To: Ausdauer who wrote (9367)	2/28/2000 11:58:00 PM
From: Tumbleweed	Read Replies (1) \| Respond to of 60323

Kind of OT; -since palm doesnt do CF :-( but correction to your comment about Palm at $16 a share. The pricing is now up to $30 -32 per share. $100 seems to me a realistic target. Where the word 'realistic' is defined as what people will pay, rather than what it is worth. fwiw, $100 for palm equates to $150 COMS. COMS is currently $84 or so. Handspring does have add-on CF, and I cannot understand why Palm doesnt currently offer any sort of easy expansion. Apart from anything else it would give them the chance to sell CF at high prices, since a number of people would always pay extra for CF with a 'PAlm' logo on it. Joe

To: Ausdauer who wrote (9367)	2/29/2000 9:19:00 AM
From: Art Bechhoefer	Respond to of 60323

Aus, the BARRON'S article on palm computing is another example of poor quality, one-sided journalism that is becoming a feature of BARRON'S, unfortuntely. Imagine writing the cover article on the theme that wireless data access is the coming thing, without even mentioning the company that holds most of the key patents - QUALCOMM! I disagree with their view that the bulk of data access will go through cell phones. With cell phones you can get stock quotes and simple messages, and possibly short text passages from web sites. With a palm computer, and particularly one that has a usable keyboard, you can do many of the things you would do on a desktop or portable computer, with less space, more portability, and lower cost. I think there are two markets here. Simple messaging might very well remain part of cell phones. But many users will want both the cell phone and a dedicated small computer with keyboard. This is another market niche for flash memory. For BARRON'S to knock palm computing on the grounds that they've "only" sold about 5 million units (in just a couple of years), when there are obviously more cell phones around, is just the sort of biased statement that reveals either that the reporter is an idiot or that the reporter or his editor is under the influence of the very companies that don't have palm type computers, like Motorola, for instance. Just for the record, BARRON'S printed another gem about April, 1994, stating that QUALCOMM's patented CDMA system would never succeed. They wrote that article without even talking to anyone at QUALCOMM. The thing that makes wireless data access a serious technology is the patented technology developed by QCOM, allowing data rates of the order of 2.4 mbps -- more than enough to accommodate data needs that are now handled mainly by networks connected by twisted wire. Art