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

To: Mang Cheng who wrote (3759)	2/12/2001 11:49:05 PM
From: mr.mark	Read Replies (1) \| Respond to of 6784

TECHNOLOGY & YOU -- Phone That Wants to Be More Monday February 12, 8:32 pm Eastern Time BusinessWeek Online By Stephen H. Wildstrom in Washington, D.C. "My most important conclusion is that the PDA, not the phone, is the key starting point for design. This implies that phone manufacturers will be much better off partnering rather than trying to beat PDA makers at their own game. The logic is simple: It's a lot easier to design a good phone than a good handheld computer. At least a dozen companies sell phone handsets with some success, but only Palm (NasdaqNM:PALM - news) and its licensees have succeeded in the PDA market, though Microsoft's Pocket PC (NasdaqNM:MSFT - news) is mounting a challenge." biz.yahoo.com

To: Mang Cheng who wrote (3759)	2/13/2001 11:08:34 AM
From: mr.mark	Read Replies (1) \| Respond to of 6784

hi mang, you're welcome, for sure. i wanted to call attention to something neff said in that interview that may have been missed by a few.... "We have Palm rated as a buy. We have a way of looking at it. We break it up into a device company and a software company. Because they own the operating system, we have a 45-dollar price target on that. is this not the recognition, and thus the valuation, we have been seeking and hoping for? that PALM not be valued as a hardware company? :) mark