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

To: KevRupert who wrote (4162)	3/13/2001 8:37:30 PM
From: KevRupert	Read Replies (2) \| Respond to of 6784

Sony plans debut of new CLIE on Wednesday Tuesday, March 13, 2001 - 2:06 PM EST "Sony is expected to announce a new CLIE PDA tomorrow for the Japanese market in hopes reversing the trend of poor sales that has plagued the device recently. Although the original color CLIE sold out when it was released in Japan on September 9th, sales have steadily dropped as have the sales of the monochrome US version. Poor sales have forced Sony to cut back on their monthly production of CLIE devices which was originally targeted at 100,000 units a month. Sony has given no hints as to what changes or enhancements this new CLIE device will sport but I'm sure many hope it will be a brighter, more crisp color display. Latest word on a color CLIE for the US market is that a June/July release is in the works." news.cnet.com "New Clie handheld to debut in Japan"

To: KevRupert who wrote (4162)	3/14/2001 9:34:05 AM
From: Tom R. Clarksburg	Read Replies (5) \| Respond to of 6784

Advalorem, You rely too much on consensus and forward guidance revenue and EPS estimates (and Value Line?). Sales will come in at 2,275,000,000 and EPS will come in at $.20 to $.23 for FY 2001. FY 2002 EPS -----I have not crunched the numbers fully but they look like somewhere between $.39 and .45. I also look for just over $1.00/share of EPS in FY2003. Once I tie in my assumptions for FY2003 and 03, I will make adjustments to the financial model. You guys are under-estimating this company! Regards TOM