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To: Jon K. who wrote (26289)12/22/1998 2:30:00 AM
From: Doug Meetmer  Read Replies (1) | Respond to of 45548
 
I must say that as an owner of the Palm III, while I like the functionality of it I really don't like the fact that it is hard to see the screen in certain circumstances. I am concerned that someone else will design a handheld built around the Palm OS that will perhaps be a bit lighter or have a better screen. It really is concerning that there were those defections from the design department. Those guys may end up pulling the rug out from under us. I actually hope that the Palm unit will account for NO MORE than 10% of our revenues, since I would be concerned about a glut in that market as well, particularly as the competition heats up.

In any event, let's hope we break $50 tomorrow!!



To: Jon K. who wrote (26289)12/22/1998 1:12:00 PM
From: Steve Porter  Read Replies (1) | Respond to of 45548
 
Jon,

PP has a much better margin than the rest of the line.. although COMS won't say I would say that a 60-63% margin on the Pilot is reasonable.

Regards,

Steve