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

To: Mark Fleming who wrote (4008)	3/5/2001 8:27:49 PM
From: lkj	Read Replies (1) \| Respond to of 6784

Hi Mark, Remember what triggered QCOM to skyrocket from $5 to $200? * Selling the infra unit * Getting Ericy signed up to CDMA license * Getting rid of the service unit * Selling the handset unit Palm is getting close to the point that Q was at a few years back. One day the Palm OS unit will stand on its own foot, and that's the day you will see Palm splitting into two (or even more) companies, and the stock price will appreciate nicely. Investing in QCOM is more like a sure shot these days, where you know the stock will do fine for many years to come. Investing in Palm is closer to venture investing, where you can hope for a 10x or 20x gain in the next few years, just as QCOM did a while ago. Best regards, Khan

To: Mark Fleming who wrote (4008)	3/6/2001 11:30:35 AM
From: Crystal ball	Read Replies (2) \| Respond to of 6784

PALM's 50% market Domination will be worth more than QCOM's blunder in Asia, especially China. Those that do not learn from history are bound to repeat its mistakes, and QCOM CDMA technology will not be an asset but a liability as its contracts get stuck in a protracted land war in Asia for market share, this is the same mistake that Napoleon made, Hitler, even the British and French and Japanese as they all tried to conquer not just militarily, but with it, supply and communications, the markets in China. This is the chief historical mistake empires make, and QCOM like them is making the same mistake. Rice paddy peasants and 12 cent and hour WTO trade slaves in communist "union" factories may compete with our factory workers in producing "commodity" goods, but as consumers they will have little buying power, and that market is not worth much, its infrastructure costs will outweigh any long term earnings there. PALM on the other hand, in the recent DoCoMo deal just captured with the stroke of a pen, 50% of the Japanese market for hand helds. I am going where the money is. Not where the money was. I am now only long on PALM. I am, Truly your$, -Crystal Ball