Zeev's Turnips Patch-No Politics (ZEEV)

[MONYMAN3]

Wahz re Palm: would wait til the 2 divisions (software/hardware) split in a tax free spin off. Would take the software side. Think DELL is going to pressure the hardware side while they may eventually actually offer a handheld with the PALM OS. GRMN just licensed Palms OS as has RIMM. If there is growth, it will be on the software side IMO.
Longer term the true threat to handhelds is the increasing content of cell phones. Cell phone makers have better economies of scale and deeper pockets as well a much bigger market (400+ miilion vs 20 mm?)FWIW, Rob