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To: robbie_nw who wrote (7678)3/27/2001 5:03:10 PM
From: Tom Hua  Read Replies (1) | Respond to of 19633
 
Rob, PALM beats estimate by a penny, top line of $470 million was at the lower end of its previous guidance. The killer is the company lowers Q4 revenue to just $310 million, or 35% sequential decline, sees a loss of 8 cents in Q4 vs. 3 cents profit expected by WS. PALM sweats and HAND got its hands chopped off in AH, giving back all the impressive gain in regular hours.

Regards,

Tom



To: robbie_nw who wrote (7678)3/27/2001 5:12:56 PM
From: Tom Hua  Read Replies (1) | Respond to of 19633
 
Rob, we're seeing an entirely new set of warnings, re-warnings I should say. NT warned last month blaming on the slow U.S. economy. Today the company adds global impact as a culprit for further deterioration. PALM down to 11s now.

Last night VTSS warned for the second time this month.

I look forward to MU's spin when they report on Thursday.

Regards,

Tom