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Strategies & Market Trends : Z Best Place to Talk Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Larry S. who wrote (42597)	8/8/2002 7:21:21 AM
From: DanZ	Read Replies (1) \| Respond to of 53068

Larry, I can see PALM disappearing in 2 to 3 years, but only if they are acquired. I would think that a PC company such as Dell, Gateway, or Hewlett Packard would be interested in them. HP would be the least likely candidate because I think that they sell a competing product, and I think that Gateway is the most likely purchaser. PALM has a strong brand name and the stock is cheap. They seem like a good fit for one of the big name PC makers because they could grow their sales by more than $1 billion, diversify their product line, and contribute to earnings by reducing Palm's cost structure through consolidation and economies of scale. INTV is the last stock that dumped on index fund selling and it more than doubled in the following month. I don't know if PALM will do that well, but I think that the stock is an interesting buy on weakness because it appears to be cheap and will be artificially depressed due to index fund selling. I wouldn't buy it for the takeover, but think that there's a good chance that will happen over the next year or two.