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

To: Victor Lazlo who wrote (4471)	3/28/2001 9:02:43 AM
From: Harry J.	Read Replies (2) \| Respond to of 6784

Ilsa's husband, Victor, said: "Palm is selling more and more of the LOW END end models, and FEWER HIGH END ones," and recommends staying away from PALM at this time. Hhhhmm. A recent poster (I forget who) whose PALM recently crashed, said he was going to look for a replacement on eBay while awaiting the new releases. I have the bad fortune of having a VIIx that's working just fine, darn it, or I might be tempted to replace it and my VZ StarTac with the new combo, thus reducing "pocket-sag". Bidness purchasing for users is down where I am for smaller toys like pagers, cellphones, and PALMs as we play the float and hope that (a) laptop users won't yell too loudly about not getting replacement batteries for a month or two, and (b) the working smaller toys don't break in large numbers for a couple months. when the new models come out, but our regular work goes on with these slightly soiled, well-handled, perfectly functional "older" toys. Maybe there are good, practical, albeit anecdotal reasons for low-end sales to grow while high-end ones sink. Could this be temporary? On the investment front, if one's horizon is two to four years for this market segment, and if no one knows when the bottom will be reached (but which cannot be more than $10 or so away from where we are), but if we believe that PALM specifically and the market generally will look, in the worst picture, like David T's bathtub (i.e., an elongated "U"), is there somewhere else we should be putting our riskable long-term money? The macroeconomic analysts (and not just those working for brokerage firms who may have a vested interest in seeing silver linings) see the rising end of the bathtub in the second half of this year. That's just a few months away - not a lot of time to wait to see if we're going down the drain at the other end. But with a dominating market share in hardware and an even greater share in the OS market for handheld devices, I think PALM may be facing the shallow end, and we should know in a couple months if it has started walking. Just some ruminations over here after reading all the posts and links following the announcement. Regards, Harry J. PS - David, just how big is this tub? 8-)

To: Victor Lazlo who wrote (4471)	3/28/2001 9:35:29 AM
From: Souze	Read Replies (2) \| Respond to of 6784

Palm is selling more and more of the LOW END end models, and FEWER HIGH END ones That is not true. Per the CC, unit sales of high end products continue to grow. In the mix of PALMs sold, the number of low end models is growing faster than the high end, but both are growing.

To: Victor Lazlo who wrote (4471)	3/28/2001 12:05:23 PM
From: Crystal ball	Read Replies (1) \| Respond to of 6784

Sell Offs end when BUYERS STOP SELLING. Buy Low. The company and product line is sounder than its managment's blind eye to improved CONSUMER CONFIDENCE NUMBERS. They are wrong, the 4th quarter will be better than they fear. Foward, the company is perhaps the most oversold high tech comlany around, that means BUY LOW. Of course, I don't mind if you also buy higher 6 months from now after it doubles or triples. Even then, those higher prices will be great buys because the GROWTH will continue. I am, Truly your$, -Crystal Ball