Re: Palm is bigger than Apple, CMGi, and its parent 3Com...

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From: Jeff Bone (
Date: Sat Mar 04 2000 - 20:24:00 PST

Anyone here get any Wit shares for this sucker? I'm getting pissed about Wit
--- I haven't gotten an allocation in months, despite offers on almost every
reasonable non-combination non-follow-on that they've had. Still, Palm
follow-ons would be cool.

I completely believe that Palm is worth the price of admission, today. Its
market cap is totally reasonable, given the std. "platform" multiplier. OTOH,
things like the "yopy" etc. imply a strong RHAT-like open platform play in Linux
/ PDA. Don't build the hardware, just put together the reference software
platform. Anybody interested? I'll dust off an old Active Paper biz plan circa
'94 and we'll go raise $100M. ;-) :-)

I imagine Jeff Hawkins is contemplating suicide about now. How much did 3Com
pay for Palm? Anyone? Anyone? Bueller?


PS - bonus points: what did Palm originally rip off in order to establish its
first position in palmtops? Hint: fumbling the future redux. For the Big
Bonus Round: what Seattle company got an exclusive license to said technology
from its original inventor, and was a competitor to Palm for that same tech
during early PDA days?

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