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

To: mr.mark who wrote (1609)	9/8/2000 12:33:59 PM
From: lkj	Read Replies (2) \| Respond to of 6784

Relationship between Palm and Hand: Palm executives love Hand, because Hand is helping Palm shifting its business model closer to that of Microsoft. Hand executives hates Palm people, but love the technology. They are hoping to ride it, and become the Dell of PDA. Palm sales people hate Hand, because they are competing directly in many markets. Palm marketing people like the challenge posed by Hand. From a timing stand. Palm and Hand don't like each other much right now, but they are helping each other defining and transforming its business model for the future. In a couple years, they will love each other like how Gates loves Dell. Who knows, we might even sell the Palm PDA line to Hand. The above is based on the assumption that Hand will survive for a couple of years. I am not sure if Hand can survive being squeezed by the giants such as Kyocera, Sony, and Palm.