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Technology Stocks : Personal Digital Assistants (PDA) -- Ignore unavailable to you. Want to Upgrade?

To: mr.mark who wrote (492)	11/7/2000 12:53:59 AM
From: Jan Johnsen	Read Replies (1) \| Respond to of 817

Hi mr.mark, yes this race of the PDA players will be very interesting as they jockey for position. I remember reading a commentary/rating about PDAs by Walt Mossberg in the Wall Street Journal a few weeks ago. In the article he indicated that if anyone was looking to buy a PDA that they should wait until next year for new, and improved technologies to become available. Naturally, when I saw the Motorola ad his article came to mind. Recently my employer and no doubt like many others, just made Palm a standard issue for the office personnel. Everytime I see that PALM on someone's desk I have to wonder how long before the PC is displaced altogether. These are exciting times to be an investor.:)

To: mr.mark who wrote (492)	11/7/2000 9:56:42 AM
From: Win-Lose-Draw	Read Replies (1) \| Respond to of 817

Compaq CPQ and Dell DELL have prospered Company Market Cap ------------------- DELL 82B CPQ 51B PALM 35B One easy to overlook fact is that DELL has had a very nice run over the years, but they didn't start with ~500M shares on the table. They didn't get to that many shares until lat '98, and that was their 7th(?) split. Ok, so maybe PALM is more like MSFT than a box maker and MSFT has a marketcap of ~350B...but PCs sell for 10x the price of PDAs and there is no way PALM can get 60 bucks (or whatever) royalties on each handheld (or handset) sold. I love PALM, but I've already sold half my position and will look to sell half of the rest as we run into (what should be a) blowout Xmas. At that point what's left will be "free" shares and I'll let those ride into the sunset. Just my thoughts...