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To: limtex who wrote (31828)6/6/1999 3:34:00 PM
From: Tlac  Respond to of 152472
 
Well I'll think about the numbers but in the meantime here's my guess as to what the product will look like

What will really be fun is the variety of devices one will be able to own, as jim frost (31742) noted:

Personally, I can live with just a laptop(with integrated cdma modem module), pdQ-type organizer, Etch-a-Web surfing device, and a phone. Others like Maurice will want the little ear thingie

And all that fun is why it's difficult to use bottoms up analysis to nail estimates of 2005 EPS. I've been content to run projections of future share price assuming various growth estimates, and current valuation guidelines for this class of Gorilla company.

Using the past several years' growth as a starting point, and assuming execution by management, there doesn't seem to be, IMHO, a likely scenario in which long term returns to share holders won't be STELLAR.

Kelly