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

To: David E. Taylor who wrote (4249)	3/16/2001 3:58:11 PM
From: Crystal ball	Respond to of 6784

Thanks for the share info, that's still 80 million PALM Vx or VIIx at $400 each (always buy the best) a small world if thats everyone, and less than 10% of the estimated GROWTH of all hand held devices that will be sold world wide this year. Eventually most will be PALM OS with CONVERGENCE like the Kyocera, and Sony has like plans for its CLIE and VAIO lines, even the PALMVII should be able to do it. Anyway, PALMs in the hands of a world of 80 million people is a far better world than we live it, but one which will come quickly, especially in an 8 billion person planet. I am, Truly your$, -Crystal Ball

To: David E. Taylor who wrote (4249)	3/16/2001 4:50:24 PM
From: FNS	Respond to of 6784

David: Market shows no signs of wanting to move higher or to stabilize to build a base...DOW just broke a double bottom and undoubtedly will test 9700...the NASD can't even reverse course a lousy 150 points and has just made a new low....and so the story goes with PALM - straight down from 22 to 12-13 area. To make matters worse PDA's like HAND are RIMM are getting clobbered and perhaps THEY SHOULD cause their PE's are out of sight if one judges them as a commodity company -- but should NOT be so with PALM! Unfortunately, PALM may be getting unfairly classified and hit as a commodity company and, thus, it is critical that Mr Y recognize this and do something about it! I would suggest that Monday he clarify this; i.e., that the company is two-tiered ... and perhaps consider SPIINNING OFF the HARDWARE side from the O/S side QUICKLY!!! Perhaps sell the hardware side and concentrate on the O/S side ------ this is where the GROWTH is, imho! I think DELL would love to pick up the HARDWARE side and push out PDA's worldwide using the PALM O/S! Ok guys, chew on this for a while and call me "nuts" - I can taaaaaake it! (i hope!) (Well, i gotta tell you that I picked up some PALM AUG 15 calls at 3, so maybe I'm a little CRAZY! But why not, Crystal Ball says the stock is going to 20 Monday..."C/B which month did you say?" LOL! Am anxiously awaiting for Mr G to speak! .75 factored in ... so no big deal! Anything less tanks the market....100 BP's will be some real good psychological medicine and help longer term! with bias to cut again in next month as req'd! Have a great week end... fns