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

To: lkj who wrote (955)	7/30/2000 9:05:42 PM
From: Ian	Read Replies (1) \| Respond to of 6784

lkj, Maybe you have a point. A quick check on the net shows it's a lot easier to find a Palm IIIc in stock than a palm V. However, i suspect it depends on when shipments arrive at these internet retailers. For example, when I checked last week, it was nearly impossible to find a Palm V, however today about a third of the retailers have them in stock. For the record, here's what was said about the IIIc during the conference call (available on Palm's website): Our device revenue reflected shipments of over 1.1 million units. Looking at the unit shipments in our three product families, the PalmTM III, V, and VII families, growth was strongest in the Palm III family, driven by sales of our Palm IIIc handheld, the color product that we introduced in February. We did not change any prices in the fourth quarter. That coupled with higher sales of our Palm IIIc as well as the Palm VII handhelds resulted in our blended average selling price increasing by more than 5 percent to over $260 in Q4. Accessory sales were strong during the quarter, comprising just over 9 percent of our device revenue. --They seem to have sold at least well enough to bump up the ASP of the Palm family by 5%, which isn't bad. Ian

To: lkj who wrote (955)	8/1/2000 8:40:04 PM
From: milkenshair	Respond to of 6784

As a non-sequiter example, I own PALM, but use a Cassiopeia 115 PDA. I chose the Cassiopeia because of its better TFT active matrix color display and because it can accept CompactFlash II, meaning my 340Mb IBM microdrive fits in it. I said 6 months ago that for Palm to stay competitive they had better get into color fast, and not with the 256k model coming out then. It seems Palm's low sales of its only color model emphasizes what I said 6 months ago. Right now Palm is benefiting from selling the unit to uninformed consumers, the type of consumers who use AOL because it's brainless compared to a non-AOL ISP [sorry AOL fans]. As computer users become more informed they are going to demand that the Palm PDA have what its competitors offer, otherwise Palm will go the way of Netscape [meaning loss of market share even though they were somewhat first on the block with technology that garnered mass appeal]. Just some thoughts.