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

To: Steve Powers who wrote (1947)	9/26/2000 6:49:40 PM
From: mr.mark	Read Replies (1) \| Respond to of 6784

lol! i knew there had to be somebody out there who lightened up! <g3> i hope you made nice dough, and good luck with this part... "Still feel the need to sell more PALM if it keeps going up... only question is when?" it'll keep going up. knowing when to exit is the fun part. or is that, the agonizing part? :) mark

To: Steve Powers who wrote (1947)	9/26/2000 6:56:08 PM
From: Mang Cheng	Read Replies (3) \| Respond to of 6784

Something I found interesting from the news report is that Average Selling Price of Palm was $262 Q4 and $240 Q1. Given Palm sold 1.5 million devices in Q4, i.e. they got 1.5 million x $240 = $360 million Total revenue for Q4 was 401 million, 401 - 360 = 41 millions That means they got 10% of revenue ($41 millions) from licenses and subscriptions. With this month Sony starting to sell their Clie, they should be able to increase this 41 millions significantly. Palm should be able to get 5 to 10 million from Sony in Q2 (just a wild guess). Palm as of now is still 90% hardwares and only 10% OS related softwares. Another piece of interesting statistic is that ASP dropped by 8.4% from $262 to $240. At the same time, unit sales increased by 36.4% from 1.1 million units to 1.5 mill units. Since these two numbers are inter-related, I havn't been able to figure out a correlation yet. Mang