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

To: KevRupert who wrote (4193)	3/14/2001 8:18:30 PM
From: KevRupert	Read Replies (1) \| Respond to of 6784

Tom, one final question: You have apparently performed a lot of sales research on Palm. For the purpose of my question, we can assume 23 - 25 cents will be the earnings figure for 2001. Could you please share your opinion of Palm's valuation with us? We no longer live in the 10-20x sales valuation of the dot-com world. What is a fair value for Palm, based upon typical valuation standards? I feel that is a fair question to ask -- from anyone. A company is only worth a value based upon earnings. I happen to love the company, but refuse to follow blindly the stock. Hopefully the current stock market has taught everybody that issue! :) I simply want to listen and learn the understanding of how investors are pricing Palm. I want to make money with any stock (Palm or Nabisco - it doesn't matter). But if you say that a stock trading at a 114 P/E should trade at a 228 P/E -- without any fundamental stock valuation techniques -- then your valuation falls on its merits.