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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 (1329)	8/24/2000 1:02:53 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 6784

P.M.: Interesting snippet from that article - Palm has 65% of the retail market, Handspring 21.6%, and all others (presumably Pocket PC's and maybe RIMM's) 13.4%. I assume these are unit sales. According to the Goldman report, 30% of Palm's revenues come from enterprise sales, whereas Handspring has probably zero enterprise sales, and all others small (for now at least). If you ignore for the moment the fact that Palm's enterprise sales are probably the higher ASP/higher margin Palm V's and VII's and you combine all these numbers, you wind up with Palm's share of the overall handheld market being around 73%. That's in line with my earlier conclusion based on the retail market share numbers in the PC Data report and Palm/Handspring unit sales/revenues. Hopefully we'll start to see more extensive publicized coverage of the rapidly growing PDA market by Dataquest and IDC similar to what we now have for PC's, servers, laptops and workstations, so that we can stop "guesstimating" what Palm's market share is. But for now, it looks to me like Palm is hanging on to around 73% of the overall market, and a commanding lead in the enterprise market, which is the key to future "gorilla" status for Palm. David T.