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

To: TechieGuy-alt who wrote (2247)	10/19/2000 12:56:07 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 6784

TG: You make a good point, but I can't find any unit sales data for the TRG and Symbol Palm OS based products. My admittedly qualitative guess is that the numbers are small compared with HAND's, and I'd be really surprised if they're anywhere near 50,000 units/Q, partly because in PALM's Q4 CC, Judy Bruner said; We expect Handspring and Sony to be the two biggest contributors to our licensing revenue in FY2001 That doesn't say that revenue from other licensees is zero of course, but from the perspective of forecasting licensing revenue for my revenue/earnings model, it's reasonable to use just the unit sales from HAND and Sony and the $13/unit figure. If I had the unit sales from other licensees and used a smaller per unit fee, I'd probably get a similar final result. I'm waiting to see how many Clie's Sony shipped in September before finalizing my estimate of Palm's licensing revenues for Q2, and we'll see how good this approach is in December when Palm reports Q2. Bottom line is that I use the numbers I can get my hands on. I've looked into purchasing the monthly reports from Dataquest or IDC on handhelds, but they're priced to sell to the big guys and are prohibitively expensive for an individual. Sometimes I mull on the possibilities of individual investors getting together and pooling resources to buy this kind of market intelligence! David T.