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

To: KevRupert who wrote (3693)	2/6/2001 9:13:43 PM
From: Win-Lose-Draw	Respond to of 6784

the devices will contain new, lithium polymer rechargeable batteries These are awesome. Have one on my mobitel, it's not even the size of a credit card (in all dimensions) and powers the thing for three days.

To: KevRupert who wrote (3693)	2/7/2001 2:21:43 AM
From: lkj	Read Replies (2) \| Respond to of 6784

Colored Palm V Hi Ad, I agree with you, 8MB is too small. The color screen will require a display buffer that's 3 times as large as before, and colored content takes a lot more space. For a colored device, multimedia should be one of the key applications, such as viewing color images, so this model should have at least 16MB of RAM if it wants to be comparable to the 8MB mono Palm V. (Didn't someone say that the current OS maxes out at 8MB?) A more important question, in my opinion, is how does the OS treat the SD storage? Is it addressable by any application? Can any application be launched off of it? What other expansion devices are planned for this slot? I am still worried about battery life. If the m505 dies too fast, it would not fair better than any CE devices out there in this market. Also, does the colored device give the user the option to choose "black-and-white" to save power? ----------I love the 3.25 oz. weight size & expansion slot, but am concerned about the 8 MB issue. -------------This is the same as current Palm Vx models. I would appreciate anybody's view on, assuming -------------the specs are true, if this product would move the stock. It's been difficult to figure out this market and this stock, but I agree with most of the Sound View report that the current quarter is the toughest quarter for Palm. New hardware are coming off of the assembly line next quarter. Supplies are getting handy. (I hope the new battery has good supply.) More profitable is a software product that Palm Inc. can sell to current Palm users. I am talking about an OS upgrade with a whole new batch of applications. If Palm can package this in a nice $50 box, it would sell like hot potatoes, and the profit margin will move up instantly. Sure, this is just a guess, but I look for the company to get very creative to make money from the current 10 million user base. So what am I say? The m505 may move the stock and it may not move the stock, but it's just the first of a whole new batch of products coming out of Palm. Following it will be new hardware/software/services. As a result, bottom line growth will be significantly enhanced. I have a large position in Palm, and I am looking to purchase some OTM May Calls on Palm just to add leverage. Hell! I can probably get May $30 Calls for $2, I would not be surprised if PALM moves to that level by the next conference call, which is only 5 weeks away. Come on guys, lighten up! Khan P.S. Did you find the Palm-phone from Kyocera practical as a cell phone?

To: KevRupert who wrote (3693)	2/7/2001 9:37:21 AM
From: David E. Taylor	Read Replies (1) \| Respond to of 6784

Ad: I have no problem with The Register when it sticks to factual reporting and unbiased informed opinion, as it does with the M50x's in your post. But whenever they do a piece on Palm vs Psion/Symbian, their UK bias shines through. For example, I'd be surprised to see them publish a negative piece on Symbian like the one you posted from Wired a few posts back: Message 15309250 As for the rumors and leaks on the M50x specs, they seem to be in line with what Palm has been talking about - that future Palm's would all have the SD expansion slot and would provide more color options a la Handspring. I'm don't think the 8MB RAM base memory will be a limitation since the SD slot can provide gobs of memory (as well as I/O capability), and other SD expansion modules will presumably carry their own memory as well. I think the SD expansion slot that Palm intends to put in all its new models, Palm OS4, and the easing of component constraints which will allow more aggressive marketing, are going to be the big drivers this year. I don't see much happening to the stock this month, but I would expect a slew of announcements beginning in March and leading up to earnings, including the Michael Jordan endorsement. Anyone know when CeBIT starts? David T.