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

To: TechieGuy-alt who wrote (2234)10/18/2000 11:14:44 PM
From: Andre Williamson  Read Replies (4) | Respond to of 6784
 
This will probably be taken as obnoxious, and I don't have the wherewithal or true inclination to do so anyway, but here goes: HAND is looking to me like it would be a tasty short (for people who do that sort of thing). Well, ok, I'd wait for sentiment to stall/turn first :)

It's just that $11 billion for a company that doesn't look to be turning profitable soon, with no IP advantage of any kind, with its "core" price point now undercut and glamorous and deep pocketed 'big gun' competition at the high end it is trying to enter. I cringe at that. Plus, didn't someone recently mention that Hand's probably losing share to the MS camp (presumably iPaq)?

Andre



To: TechieGuy-alt who wrote (2234)10/19/2000 8:31:14 AM
From: David E. Taylor  Respond to of 6784
 
TG:

It was the Q/Q comparison (first two Q earnings releases since IPO) that I found interesting from the perspective of what they have to do to eventually get profitable. If their two new models sell well through the end of the year, I believe they'll post a blow out revenue Q in January, +45% to +60% over Q1. IMO, that would give the stock a major boost.

David T.


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