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

To: lkj who wrote (3301)	1/6/2001 6:54:18 PM
From: Mang Cheng	Respond to of 6784

Palm actually wanted to go up Friday morning. It stayed unchanged while the Nasdaq and Dow were obviously tanking. Finally it could not withstand the bad market and just gave up and caved in. Right now the movement of Palm seems to be just tracking the movement of cisco - the big-daddy of high PE stocks. Currently, Csco and palm have almost the same Price/sales ratio - trailing 12 mos for 14. For the next 12 mos, palm's psr will shrink to 7, in 2003, the psr will be 3.5 which is very low for a 100% growth stock. Any stock with a revenue growth rate of 30% can get a psr of 3. Short sellers are really having some field days these days attacking stock with high pe. They never bother to analyse why the pe of some companies are high, for that matter why are pe of some companies low. But right now when everything is on a downtrend, no bull can fight this trend - bulls are all dead. These short sellers are just doing their job in spreading more panic and screaming "fire" when the market is weak. Two important things now are 1) intel won't come out with another warning next week and 2) cisco won't warn. Once these two issues are settled, man, don't fight the fed, we are going up ! mang

To: lkj who wrote (3301)	1/6/2001 6:55:32 PM
From: mr.mark	Read Replies (1) \| Respond to of 6784

so far, so slow.... "January 4, 2001 Sprint Shakes Hands With Palm The companies would release cobranded services that link Palm phones to Sprint's wireless service, a move that would further Sprint's drive to add Web features to its network. By Lydia Lee Sprint (PCS) , the U.S.'s fourth-biggest wireless carrier announced Thursday that it would combine marketing and technology efforts with Palm to create cobranded services. Sprint has been the most aggressive carrier to date in launching Internet-based services on its network, and the Palm partnership further signals the company's sense of initiative. Sprint and Palm would sell cobranded services that link Palms and Palm OS-based phones to the specialized portal Palm.Net, as well as Sprint's wireless Web sites, via Sprint's wireless network. To date, Palm's official offering in wireless has been the Palm VII, the top-of-the-line Palm with an integrated Palm.Net service. Palm.Net, which has a monthly subscription fee, offers a carefully culled subset of the Web. Many have disdained the service for its "walled garden" approach and the slow connection speed (Palm.Net uses the Bell South's Mobitext packet-data network, which provides a rate of about 8Kbps) So far, so slow. As of last quarter, Palm reported 149,000 subscribers to Palm.Net. Outside of Palm, OmniSky and GoAmerica offer connectivity through AT&T (AWE) Wireless and other carriers to Palms and other handhelds, accounting for roughly another 60,000 subscribers. While these kinds of numbers don't sound impressive, some 4 million mobile users have accessed the Web from their phones at the end of 2000, according to research firm Ovum, despite the limitations of speed and screen. The speeds Sprint offers initially won't be much faster, but as Sprint builds out its 3G network, it is thinking about the kinds of devices that people will want to access data at rates up to 2Mbps. By hooking up with Palm, Sprint is anticipating a world where the pocket communications device may look more like a Palm than like a phone. Among the initial products available from Sprint will be an adapter to connect existing Palms with Sprint phones, available early this year. The company also announced that it would offer phone-Palm combos by the first half of 2001. Samsung recently showed a early version of a mobile phone that combines a Palm, and Sprint already distributes Samsung's Uproar, a phone with a built-in MP3 player. Whether Sprint offers that vendor's phone or another, it would be a substantial step in taking Palm-phones from a technical proof-of-concept to a mass market. Handspring (HAND) , Palm's competitor for handheld market, recently made its own stride toward wireless, announcing the acquisition of the software developer Bluelark Systems. Bluelark makes Web browser and server software, which squeezes content designed for the big Web down to Palm size. Handspring has said that this year it will start bundling the browser with its VisorPhone, which is designed to enable people to make phone calls from their PDAs, and it also has a modem for wireless Internet access." idg.net

To: lkj who wrote (3301)	1/7/2001 7:34:52 PM
From: mr.mark	Read Replies (1) \| Respond to of 6784

more from our yahoo friends.... 1/7/01 3:20 pm "Palm will be big..... It's clearly evident that Palm will be the leader in the wireless computing space over the next 3 - 5 years. Palm is the best of software and hardware, kind of like Msft and dell combined. What Palm is doing with genious is executing on the Palm economy theme - it's not about selling the hardware - oh, not even close - it's about enabling the Palm economy - and they'e doing it with beauty. If you don't undersand this, then you don't need to be invested in Palm. If you do, then if you thought $165/share was crazy, then give it 3 years and we'll be there easily! Palm with a $17B market cap? HA! The CES announcements are clear that they are going to enabling everything from phone calls to IM to credit card purchases. Ironically, it was Bill Gates in his book several years ago that prophecized on the coming "ewallet" - well, Palm isn't just thinking about it - they're doing it! And this is just the consumer apps. Think about the B2B apps - the inventory control, the hospital utilization - and then the P2P apps - the true killer app of the Palm. I used to think that beaming a business card to fellow Palm users was a neat thing, but not that big of a deal. Ha. The potential of beaming is HUGE. Think about it. No more need for cash. Just beam money to others. Beam addresses, phone numbers, pictures, directions, gosh - the potential is only as limited as the imagination of the developers making programs for the Palm OS - the hundreds of thousands of developers out there right now. BUY AS MUCH AS YOU CAN DURING THIS MARKET WEAKNESS. YOU WILL BE REWARDED FOR YOUR COURAGE. (Courage: doing what isn't easy and what no one else will do.)" messages.yahoo.com