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To: Gottfried who wrote (11943)	10/2/2003 12:59:24 AM
From: StanX Long	Read Replies (1) \| Respond to of 95383

Palm: Corporate Handheld Demand Improving Wed Oct 1, 7:46 PM ET story.news.yahoo.com By Jennifer Tan and Franklin Paul SINGAPORE and NEW YORK (Reuters) - Loss-making Palm Inc. (Nasdaq:PALM - news), the world's top maker of handheld computers, on Wednesday said corporate demand for handheld products was beginning to recover after a two-year, industry-wide slump. Demand for handheld devices, which can hold thousands of phone numbers and diary entries, has cooled in recent years as a slowdown in the global economy caused consumers to rethink splashing out on the pricey pocket-sized digital organizers. "We've started to see growth again in the corporate space, which is a positive sign -- we are cautiously optimistic," Todd Bradley, chief executive of Palm Solutions Group, Palm's hardware unit, told Reuters during a visit to Singapore for the ix2003 technology conference. Palm hopes to capture some of that market with the launch of three new handhelds and additional accessories in much of the world on Wednesday, including the high-end Palm Tungsten T3. About 10 percent of Palm's total sales come from business users, known as the "enterprise (news - web sites) market," industry analysts say. The vast majority of the California company's worldwide sales are from consumer and retail channels, said Bryan Ma, analyst with International Data Corp (IDC) Asia-Pacific. Revenues in the latest quarter to Aug. 31 rose 3 percent to $177.4 million. Palm is buying Handspring Inc. (Nasdaq:HAND - news), uniting pioneers of the handheld computer industry in a bid to reignite demand and stave off competition. Bradley is to become president and CEO of the combined company. Palm is also spinning off its PalmSource unit, which makes the software for handhelds. Bradley said Palm, which has nearly 40 percent of the global market for pocket-sized digital organizers, had met all the regulatory requirements for the merger and the final hurdle was shareholder approval during a meeting on October 28. "We're in the process of soliciting votes from shareholders, and I'm fairly optimistic the vote will go well." NEW PRODUCTS UNVEILED Industry figures showed that sales of handhelds slipped sharply in the first quarter of 2003 from a year earlier. Handhelds are used widely in only a few industries, including healthcare, pharmaceutical and insurance. "I do think there is room for growth, but the main inhibiting factor is constrained corporate IT budgets right now," IDC's Ma said. Palm faces new competition from top personal computer maker Dell Computer Corp. (Nasdaq:DELL - news), which entered the handheld market late last year. Traditional rivals include makers of smart-phones -- handsets that double as digital diaries -- like Finland's Nokia (news - web sites) (NOK1V.HE) and Motorola Inc.(NYSE:MOT - news), and models driven by Microsoft Corp.'s (Nasdaq:MSFT - news) PocketPC software. Bradley said he expected a seasonal boost toward Christmas, though he ducked questions on when consumer spending was likely to rebound. "We're optimistic about the holiday season," he said. The addition of Handspring products such as the Treo 600 combination phone and organizer would be growth drivers for the remainder of its financial year to May 2004, he said. The company launched its new models on Wednesday, including the Palm T3 at US$399. The model sports a high-resolution, large color screen that can flip its perspective from tall to wide, or portrait to landscape, and boasts wireless (news - web sites) Bluetooth capability and faster processing speeds. It also unveiled the Palm Tungsten E at $199, with hopes the low price and beefed up information management software will spur the millions of current handheld owners to upgrade. Palm also introduced the Zire 21, a new handheld in its entry level line, at $99. Palm shares closed up $1.24, or 6.4 percent, at $20.57 in Nasdaq trade on Wednesday. The stock has gained about 23 percent since the start of the year.

To: Gottfried who wrote (11943)	10/2/2003 7:32:09 PM
From: Gottfried	Respond to of 95383

bpNDX dropped 2 to 72% [ALTR SNPS] Sep19 Sep22 Sep23 Sep24 Sep25 Sep26 Sep29 Sep30 Oct01 Oct02 AAPL AAPL AAPL ADBE ADBE ADBE ALTR AAPL AAPL AAPL ALTR ALTR AMAT ADBE ADBE ADBE AAPL AMAT AMAT AMGN ALTR ALTR ALTR ADBE AMGN AMGN AMZN AMAT AMAT AMAT ALTR AMZN AMZN APCC AMGN AMGN AMGN AMAT AAPL APCC APCC APOL AMZN AMZN AMZN AMZN ADBE AAPL APOL APOL BBBY APCC APCC APCC APCC ALTR ADBE BBBY BBBY BEAS APOL APOL APOL APOL AMAT ALTR AAPL BEAS BEAS BMET BBBY BBBY BBBY BBBY AMZN AMAT ADBE BMET BMET BRCD BEAS BEAS BEAS BEAS APCC AMZN AMAT BRCD BRCD CDWC BMET BMET BMET BMET APOL APCC AMZN CDWC CDWC CHIR BRCD BRCD BRCD BRCD BBBY APOL APCC CHIR CHIR CHRW CDWC CDWC CDWC CDWC BEAS BBBY APOL CHRW CHRW CIEN CHIR CHIR CHIR CHIR BMET BEAS BBBY CIEN CIEN CMVT CHRW CHRW CHRW CHRW BRCD BMET BEAS CMVT CMVT COST CIEN CIEN CIEN CIEN CDWC BRCD BMET COST COST CPWR COST COST COST COST CHIR CDWC BRCD CPWR CPWR CSCO CPWR CPWR CPWR CPWR CHRW CHIR CDWC CSCO CSCO CTAS CSCO CSCO CSCO CSCO CIEN CHRW CHIR CTAS CTAS CTXS CTAS CTAS CTAS CTAS COST CIEN CHRW CTXS CTXS DELL CTXS CTXS CTXS CTXS CPWR COST CIEN DELL DELL DISH DELL DELL DELL DELL CSCO CPWR COST DISH DISH DLTR DISH DISH DISH DISH CTXS CSCO CPWR DLTR DLTR EBAY DLTR DLTR DLTR DLTR DELL CTXS CSCO EBAY EBAY ERICY EBAY EBAY EBAY EBAY DISH DELL CTXS ERICY ERICY ERTS ERICY ERICY ERICY ERICY DLTR DISH DELL ERTS ERTS EXPD ERTS ERTS ERTS ERTS EBAY DLTR DISH EXPD EXPD FAST EXPD EXPD EXPD EXPD ERICY ERICY DLTR FAST FAST FHCC FAST FAST FAST FAST ERTS ERTS ERICY FHCC FHCC FISV FHCC FHCC FHCC FHCC EXPD EXPD ERTS FISV FISV FLEX FISV FISV FISV FISV FAST FAST EXPD FLEX FLEX GNTX FLEX FLEX FLEX FLEX FHCC FHCC FAST GNTX GNTX HGSI GNTX GNTX GNTX GNTX FISV FISV FHCC HGSI HGSI HSIC HGSI HGSI HGSI HGSI FLEX FLEX FISV HSIC HSIC ICOS HSIC HSIC HSIC HSIC GNTX GNTX FLEX ICOS ICOS INTC ICOS ICOS ICOS ICOS HGSI HGSI GNTX INTC INTC INTU INTC INTC INTC INTC HSIC HSIC HGSI INTU INTU IVGN INTU INTU INTU INTU ICOS ICOS HSIC IVGN IVGN JDSU IVGN IVGN IVGN IVGN INTC INTC ICOS JDSU JDSU JNPR JDSU JDSU JDSU JDSU INTU INTU INTC JNPR JNPR KLAC JNPR JNPR JNPR JNPR IVGN IVGN INTU KLAC KLAC LLTC KLAC KLAC KLAC KLAC JDSU JDSU IVGN LLTC LLTC LNCR LNCR LNCR LNCR LNCR JNPR JNPR JDSU LNCR LNCR MCHP MCHP MCHP MCHP MCHP KLAC KLAC JNPR MCHP MCHP MERQ MERQ MERQ MERQ MERQ LNCR LNCR KLAC MERQ MERQ MLNM MLNM MLNM MLNM MLNM MCHP MCHP LNCR MNST MNST MNST MNST MNST MNST MNST MERQ MERQ MCHP MOLX MOLX MOLX MOLX MOLX MOLX MOLX MLNM MLNM MERQ MSFT MSFT MSFT MSFT MSFT MSFT MSFT MNST MNST MLNM NTAP NTAP NTAP NTAP NTAP NTAP NTAP MOLX MOLX MNST NVDA NVDA NVDA NVLS NVLS NVLS NVLS MSFT MSFT MOLX NVLS NVLS NVLS NXTL NXTL NXTL NXTL NTAP NTAP MSFT NXTL NXTL NXTL ORCL ORCL ORCL ORCL NVLS NVLS NTAP ORCL ORCL ORCL PAYX PAYX PAYX PAYX NXTL NXTL NVLS PAYX PAYX PAYX PDCO PDCO PDCO PDCO ORCL ORCL NXTL PDCO PDCO PDCO PETM PETM PETM PETM PAYX PAYX ORCL PETM PETM PETM PIXR PIXR PIXR PIXR PDCO PDCO PAYX PIXR PIXR PIXR PSFT PSFT PSFT PSFT PETM PETM PDCO PSFT PSFT PSFT QCOM QCOM QCOM QCOM PIXR PIXR PETM QCOM QCOM QCOM QLGC QLGC QLGC QLGC PSFT PSFT PIXR QLGC QLGC QLGC RFMD RFMD RFMD RFMD QCOM QCOM PSFT RFMD RFMD RFMD ROST ROST ROST ROST RFMD RFMD QCOM ROST ROST ROST RYAAY RYAAY RYAAY RYAAY ROST ROST RFMD RYAAY RYAAY RYAAY SANM SANM SANM SANM RYAAY RYAAY ROST SANM SANM SANM SBUX SBUX SBUX SBUX SANM SANM RYAAY SBUX SBUX SBUX SEBL SEBL SEBL SEBL SBUX SBUX SANM SEBL SEBL SEBL SIAL SIAL SIAL SIAL SEBL SEBL SBUX SIAL SIAL SIAL SNPS SNPS SNPS SNPS SIAL SIAL SEBL SPLS SPLS SPLS SPLS SPLS SPLS SPLS SNPS SNPS SIAL SSCC SSCC SSCC SSCC SSCC SSCC SSCC SPLS SPLS SPLS SUNW SUNW SUNW SUNW SUNW SUNW SUNW SSCC SSCC SSCC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO .

To: Gottfried who wrote (11943)	10/3/2003 9:28:53 PM
From: Gottfried	Read Replies (2) \| Respond to of 95383

bpNDX added EBAY to rise to 73% Sep22 Sep23 Sep24 Sep25 Sep26 Sep29 Sep30 Oct01 Oct02 Oct03 AAPL AAPL ADBE ADBE ALTR AAPL AAPL AAPL ALTR AMAT ADBE ADBE ADBE AAPL AMAT AMGN ALTR ALTR ALTR ADBE AMGN AMZN AMAT AMAT AMAT ALTR AMZN APCC AMGN AMGN AMGN AMAT AAPL APCC APOL AMZN AMZN AMZN AMZN ADBE AAPL APOL BBBY APCC APCC APCC APCC ALTR ADBE AAPL BBBY BEAS APOL APOL APOL APOL AMAT ALTR AAPL ADBE BEAS BMET BBBY BBBY BBBY BBBY AMZN AMAT ADBE AMAT BMET BRCD BEAS BEAS BEAS BEAS APCC AMZN AMAT AMZN BRCD CDWC BMET BMET BMET BMET APOL APCC AMZN APCC CDWC CHIR BRCD BRCD BRCD BRCD BBBY APOL APCC APOL CHIR CHRW CDWC CDWC CDWC CDWC BEAS BBBY APOL BBBY CHRW CIEN CHIR CHIR CHIR CHIR BMET BEAS BBBY BEAS CIEN CMVT CHRW CHRW CHRW CHRW BRCD BMET BEAS BMET CMVT COST CIEN CIEN CIEN CIEN CDWC BRCD BMET BRCD COST CPWR COST COST COST COST CHIR CDWC BRCD CDWC CPWR CSCO CPWR CPWR CPWR CPWR CHRW CHIR CDWC CHIR CSCO CTAS CSCO CSCO CSCO CSCO CIEN CHRW CHIR CHRW CTAS CTXS CTAS CTAS CTAS CTAS COST CIEN CHRW CIEN CTXS DELL CTXS CTXS CTXS CTXS CPWR COST CIEN COST DELL DISH DELL DELL DELL DELL CSCO CPWR COST CPWR DISH DLTR DISH DISH DISH DISH CTXS CSCO CPWR CSCO DLTR EBAY DLTR DLTR DLTR DLTR DELL CTXS CSCO CTXS EBAY ERICY EBAY EBAY EBAY EBAY DISH DELL CTXS DELL ERICY ERTS ERICY ERICY ERICY ERICY DLTR DISH DELL DISH ERTS EXPD ERTS ERTS ERTS ERTS EBAY DLTR DISH DLTR EXPD FAST EXPD EXPD EXPD EXPD ERICY ERICY DLTR EBAY FAST FHCC FAST FAST FAST FAST ERTS ERTS ERICY ERICY FHCC FISV FHCC FHCC FHCC FHCC EXPD EXPD ERTS ERTS FISV FLEX FISV FISV FISV FISV FAST FAST EXPD EXPD FLEX GNTX FLEX FLEX FLEX FLEX FHCC FHCC FAST FAST GNTX HGSI GNTX GNTX GNTX GNTX FISV FISV FHCC FHCC HGSI HSIC HGSI HGSI HGSI HGSI FLEX FLEX FISV FISV HSIC ICOS HSIC HSIC HSIC HSIC GNTX GNTX FLEX FLEX ICOS INTC ICOS ICOS ICOS ICOS HGSI HGSI GNTX GNTX INTC INTU INTC INTC INTC INTC HSIC HSIC HGSI HGSI INTU IVGN INTU INTU INTU INTU ICOS ICOS HSIC HSIC IVGN JDSU IVGN IVGN IVGN IVGN INTC INTC ICOS ICOS JDSU JNPR JDSU JDSU JDSU JDSU INTU INTU INTC INTC JNPR KLAC JNPR JNPR JNPR JNPR IVGN IVGN INTU INTU KLAC LLTC KLAC KLAC KLAC KLAC JDSU JDSU IVGN IVGN LLTC LNCR LNCR LNCR LNCR LNCR JNPR JNPR JDSU JDSU LNCR MCHP MCHP MCHP MCHP MCHP KLAC KLAC JNPR JNPR MCHP MERQ MERQ MERQ MERQ MERQ LNCR LNCR KLAC KLAC MERQ MLNM MLNM MLNM MLNM MLNM MCHP MCHP LNCR LNCR MNST MNST MNST MNST MNST MNST MERQ MERQ MCHP MCHP MOLX MOLX MOLX MOLX MOLX MOLX MLNM MLNM MERQ MERQ MSFT MSFT MSFT MSFT MSFT MSFT MNST MNST MLNM MLNM NTAP NTAP NTAP NTAP NTAP NTAP MOLX MOLX MNST MNST NVDA NVDA NVLS NVLS NVLS NVLS MSFT MSFT MOLX MOLX NVLS NVLS NXTL NXTL NXTL NXTL NTAP NTAP MSFT MSFT NXTL NXTL ORCL ORCL ORCL ORCL NVLS NVLS NTAP NTAP ORCL ORCL PAYX PAYX PAYX PAYX NXTL NXTL NVLS NVLS PAYX PAYX PDCO PDCO PDCO PDCO ORCL ORCL NXTL NXTL PDCO PDCO PETM PETM PETM PETM PAYX PAYX ORCL ORCL PETM PETM PIXR PIXR PIXR PIXR PDCO PDCO PAYX PAYX PIXR PIXR PSFT PSFT PSFT PSFT PETM PETM PDCO PDCO PSFT PSFT QCOM QCOM QCOM QCOM PIXR PIXR PETM PETM QCOM QCOM QLGC QLGC QLGC QLGC PSFT PSFT PIXR PIXR QLGC QLGC RFMD RFMD RFMD RFMD QCOM QCOM PSFT PSFT RFMD RFMD ROST ROST ROST ROST RFMD RFMD QCOM QCOM ROST ROST RYAAY RYAAY RYAAY RYAAY ROST ROST RFMD RFMD RYAAY RYAAY SANM SANM SANM SANM RYAAY RYAAY ROST ROST SANM SANM SBUX SBUX SBUX SBUX SANM SANM RYAAY RYAAY SBUX SBUX SEBL SEBL SEBL SEBL SBUX SBUX SANM SANM SEBL SEBL SIAL SIAL SIAL SIAL SEBL SEBL SBUX SBUX SIAL SIAL SNPS SNPS SNPS SNPS SIAL SIAL SEBL SEBL SPLS SPLS SPLS SPLS SPLS SPLS SNPS SNPS SIAL SIAL SSCC SSCC SSCC SSCC SSCC SSCC SPLS SPLS SPLS SPLS SUNW SUNW SUNW SUNW SUNW SUNW SSCC SSCC SSCC SSCC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO