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

To: sportsman who wrote (3862)	2/21/2001 9:01:00 AM
From: David E. Taylor	Read Replies (1) \| Respond to of 6784

Sportsman: I didn't say they were going to make it - my preliminary number from my model right now is right in the middle of their guidance, and I haven't factored in the latest reports or those to come in the next four weeks yet. It's the seasonally weakest Q, they have to sell around 2 million units to make the number due to lower ASP's and probably flat licensing revenues, and if they didn't hold some revenue over from Q2 to Q3, they may in fact miss. The reason for my previous post was to point out that the PC Data numbers are only a portion of the total revenue. We'll see come 3/27. David T.