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

To: Win-Lose-Draw who wrote (3715)	2/7/2001 4:32:48 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 6784

WLD: Palm estimates that it has 66 percent of the $25 billion market for handheld devices I believe the word projected is missing in front of the $25 billion number. The numbers I've seen projected are for the annual PDA market to be around $24 billion three years hence, which would be consistent with the market doubling each year from its current $3 billion/year base. I have no idea what those projections assume for ASP's, which are unlikely to remain at the $200+ level for the next three years, unless businesses take to these $500-$600 PDA/phone combinations in a big way and keep the ASP's up. At the consumer level, the M-100 is presently pitched about right, though even it will have to get under $100 before it becomes a consumer "must have" item like current low end cell phones. Remember Iomega? $200+ for a 100 MB ZIP when they first came out in 1995, and $20 for the disks, but they couldn't make them fast enough and they made money like gangbusters. Then they got competition, lots of it, started reducing prices to hit the "consumer price points", and now that same drive is around $60 and they can't make a dime. Hopefully not Palm's fate thanks to OS licensing, content & services, but might be Handspring's. David T.