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Technology Stocks : PALM - The rebirth of Palm Inc. -- Ignore unavailable to you. Want to Upgrade?

To: silverstein who wrote (698)	5/23/2000 9:41:00 AM
From: Alski	Read Replies (1) \| Respond to of 6784

SDS, who supplies the displays? Prolly only one of many, but you might want to check out TFS. They're a pretty pure play in LCD's for cell phones and the like. FWIW...Alski

To: silverstein who wrote (698)	5/23/2000 2:21:00 PM
From: GS_Wall Street	Read Replies (1) \| Respond to of 6784

This mean that PALM is selling everything they can make, plus the channels are empty. Keeping the channels empty means that they will take everything PALM can produce over the short term. If PALM is getting an ever increasing allocation of componenets they will show growth, but it will be limited by components problems kinda of a dual edge sword so to speak.

To: silverstein who wrote (698)	5/24/2000 8:00:00 AM
From: David E. Taylor	Respond to of 6784

SDS: From the S-1/A section on "Manufacturing and Supply Chain", it looks like the displays for PALM were being single-sourced to Sharp, though this may have changed by now: We currently outsource all of our manufacturing operations to Manufacturers' Services Limited and Flextronics..... The components that make up our devices are supplied by a number of vendors such as AMD, Fujitsu and Toshiba, who each supply DRAM memory chips, and Motorola, the supplier of our microprocessor. Although we generally use standard components for our products and try to maintain alternative sources of supply, some key components, such as the Motorola microprocessors we use, are purchased from sole or single source suppliers for which alternative sources are not currently available in the quantities and at the prices we require. Key components of our handheld device products that we obtain from sole and single source suppliers include displays, power supply integrated circuits, digital signal processors, Motorola microprocessors, crystals and several radio frequency and discrete components. We obtain displays from Sharp, integrated circuits from Anadigics, Analog devices, Burr Brown, Fairchild, Linear Tech, Linfinity, Lucent, Maxim, Micro Linear, Motorola, Seiko Epson, Sharp, Siemens, Toko and others, digital signal processors from Lucent, discrete components from Murata, Coilcraft, Sumida Electronics and Toko and crystals from KDS and Murata. David T.