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Technology Stocks : PUMA Technology -- Ignore unavailable to you. Want to Upgrade?


To: Rarebird who wrote (777)5/1/2000 9:29:00 AM
From: Stoctrash  Respond to of 851
 
38-40..then,,, lets see what happens.



To: Rarebird who wrote (777)5/13/2000 5:59:00 PM
From: gravity rules  Read Replies (1) | Respond to of 851
 
For me looks like it's Christmas in May! Found this today searching for some new TECH plays. Will take an entry buy Monday.



To: Rarebird who wrote (777)6/5/2000 4:08:00 PM
From: jhg_in_kc  Respond to of 851
 
Are we good to go, Rarebird? I bought some today.

<<<Monday June 5, 1:54 pm Eastern Time
MotleyFool.com - It's been a volatile first half of the year for Pumatech (Nasdaq: PUMA - news), a developer of software to serve the needs of today and tomorrow's mobile Internet. The company and its technologies exploded onto investors' radar screens last year and its stock become one of the year's bang-up performers in the process. The gains continued well into the early part of this year, until the stock fell out of bed with a thud amid the well-recorded general investor sentiment shift away from many of last year's high-flyers over the past few months.

As of Friday, the company's shares had been declawed for a 59% year-to-date loss. But this morning, Pumatech's stock reversed course and climbed its way higher. The catalyst behind the move came in the form of a press release announcing the firm's Browse-it software, which permits rendering and browsing of Web pages on mobile devices from handhelds maker Palm (Nasdaq: PALM - news). Browse-it is the third element of a troika of capabilities that will be offered under the firm's Mobile Application Platform (MAP) common server platform for the mobile Internet. The software compliments Pumatech's mainstay Sync-it multi-party mobile data synchronization technology and its Mind-it data change detection and notification offering.

While many investors new to Pumatech will no doubt initially latch-on to the company's extraordinary share price run last year and its current market valuation north of $1.2 billion, those factors are just part of the story. Understanding Pumatech's technologies and future value proposition from an investing point of view requires a firm grasp of the coming role that devices such as personal digital assistants (PDAs) and cell phones will play in the multitude of interactions and processes that we call everyday life.

Analysts are fond of expressing their expectations about the future with all kinds of facts and figures. We've all heard this line of reasoning before -- there will be such-and-such gazillion users of device X by year Y, or the compounded annual growth rate of market Z is seen exploding at the rate of this-or-that hepta-kagillion. Numbers-based analysis has a great deal of value as an analytical tool, but breaking down everything into numbers has its flaws as well. Most obviously, the numbers themselves are not facts but forecasts, like projections for tomorrow's weather. But perhaps more importantly for investors, spouting off five-year growth forecasts for a variety of markets does little to describe the drivers behind those markets or why they will be a source of home-run investments.

Like looking at the world through numerically colored glasses, trying to explain Pumatech's mobile computing model in terms of the PC computing models that have worked in the past may also be a trap. MAP isn't a standard or protocol by itself, but rather an open platform. Internet protocols such as TCP/IP, HTTP, and Bluetooth will be fully supported by MAP, as will language standards such as HTML, WAP, and XML. For example, Browse-it doesn't care what programming language is used on a particular Web page; pages will be rendered on a Palm handheld's screen without re-authoring by the website operator. That's a big step toward the eventual realization of Pumatech's vision of the "Anywhere Internet."

With its technology-neutrality stance, the real value of MAP lies in its ability to aid in making the mobile Internet accessible, easy-to-use, and extremely relevant to the largest amount of potential customers. Thus, determining Pumatech's sweet spot inevitably gets back to figuring out how ordinary folks will use the mobile Internet and why.

In a classic sense, this is the information distillation process. Mobile users could want any of a number of things, from updated bidding on an in-progress eBay auction to anytime, anywhere wireless gaming. As the world of the mobile Internet condenses from a myriad of "wants" to a compendium of a few highly personalized "needs," the true potential of Pumatech's technologies and the business' value creation ability will be revealed. >>>