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Strategies & Market Trends : Ask DrBob -- Ignore unavailable to you. Want to Upgrade?

To: iowamann, Spam Queen who wrote (5666)	9/21/2000 7:13:28 AM
From: Louis V. Lambrecht	Respond to of 100058

Iman PALM again. Reason why I haven't followed that stock krept back from my memory: Company has a good product, but only has one product. Only And that product is trying to set a standard for PDA's, but is incompatible with others. Untill further known, they will, IMHO, fill their market segment and have no other market left for their products. NOK and QCOM have also a big market share problem: NOK, they have about 40% market share of the handhelds. They have competition. Their market share can only shrink: no MSFT type monopoly possible here. Off course, handhelds will be replace sooner everytime: large screens, colour screen, adding functions as GPS, Bluetooth... but all the handheld manufactures can do the same. QCOM: all foreign revenues about exclusively from Korea (40% Korea - 60% domestic). This is the reason why, at each press release about the possible opening of a new market, the shares rally (only to ease back in the weeks after). NOK and QCOM are companies with a market history and can be traded on TA patterns, PALM is too young for this. But all three definitely on my very short term trades list.