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

To: mr.mark who wrote (2095)	10/12/2000 8:59:28 AM
From: David E. Taylor	Read Replies (2) \| Respond to of 6784

Mark: I'd like more info on this key point, but the only "hard" number I have is that 30% of total revenues come from enterprise sales, and I got that from the proprietary Goldman Sachs report. It may actually be closer to 40% of device sales, since they represent just over 80% of total revenues. I wonder what the source was for the 40% number mentioned in the the article you linked? "Palm states" isn't much of a source, and Palm hasn't said anything publicly. I had my name on the list for the Q1 CC to ask that (and a couple of other) questions, but they never got to me! Maybe I'll get to ask something in the Q2 CC, some of the analyst Q's are a little anal and don't elicit any useful info. David T.