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

To: Tim McGee who wrote (4382)	3/22/2001 2:50:03 PM
From: Win-Lose-Draw	Read Replies (3) \| Respond to of 6784

I hope they bring this Chahil in for a grilling Well, I did raise a flag about this guy...

To: Tim McGee who wrote (4382)	3/22/2001 7:19:55 PM
From: FNS	Read Replies (1) \| Respond to of 6784

Tim McGee: <<``It's still 50 percent growth,'' Chahil said. ``How do you declare that as the sky falling down?''>> is also what he said...but I agree with you! Carl Y should palm him in the 'u know what"! - just not good marketing! I do hope someone emphasizes that Palms growth estimates are on target, (am assuming they are!). Also, concerned that any negative item in earnings report and subsequent guidance will tumble the stock... Further, we need to clear up this potential color screen problem with the new M. Palm color screen must be top quality to compete with CPQ's and stay on top! Also not impressed with only 25% projected growth from O/S rev's. This means that PALM will be commodity driven for some time, which means hardware margins will be become more lean as competition increases, and it is, big time! I think smartphones will put a dent in future PDA sales, which will be both good and bad for PALM. I think most PDA prices will come down drastically by Christmas. imho! Nice to see the double bottom hold today...hope we can now move up from here. fns