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


To: P.M.Freedman who wrote (1285)8/20/2000 1:22:19 AM
From: Mang Cheng  Respond to of 6784
 
P.M., my projection of 60-70% revenue growth rate is based on management conservative guidance. In real results, they are showing 100+% year over year growth and the momentum is still building. But the strictly PDA market will one day get saturated. For Palm to get to the 300% growth rate that you are projecting, they must enter the cell-phone data market. Palm's strategies in this area is quite murky at this time. I'm waiting for them to show us Palm's roadmap on the cell-phone-pda front, their relationships with Nokia, Motorola, Symbian and some Janpanese and Korean phone makers. Hopfully we'll hear something soon - preferably before the coming earning report.

Mang