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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 (4318)3/19/2001 11:31:19 PM
From: FNS  Read Replies (1) | Respond to of 6784
 
David: re <Maybe the markets and investors will have short memories and forget this last 6 months pretty quickly!>

I agree,,,history repeats itself.... and while the "M " word; i.e., "momentum", may be forgotten for a while, a little euphoria may help out a lot! But right now, 'earnings. earnings, and earnings' for current and next few quarters are keywords.

Wouldn't it be nice for PALM to follow QCOM's lead! ,,, up about 8 points positively impacted by Verizon/LU 5 billion deal....

OT: RE market: Some good news re WCOM and now LU looking better for telecoms, wireless, etc. May indirectly help PALM. But a little disappointed that Carl Y didn't emphasize the software growth side more so...with software only 25% of future revenue's, this leaves Palm more as a hardware commodity player... and I doubt that we're going to see any real pop until after earnings are announced (assuming that they exceed!).. and Carl Y should know by now that if the street doesn't like the earnings and guidance, then PALM can go camp with HAND!

Hoping the numbers and guidance will 'exceed'!

fns



Tom