We initiated coverage and with a buy recommendation quite recently, the other day, on Palm ( PALM Research , Estimates ). The hand-held device market is the hottest area for Christmas along with digital cameras and a few other areas. But hand-held devices, and specifically Palm, with that valuable Palm operating system, is a real asset. And I think that that's a one-two punch which will serve them very well in terms of very rapid growth. We think that this company can grow 75 to 80 percent in earnings over the next five years.
More Quotes from Jim Waggoner:
The market was sensitive to any good news and it got a double whammy of it yesterday Tuesday.Jim Waggoner
There's not a lot else going on, so something like Cisco takes on added importance. It's important, not so much for the numbers, but for the nuance.
Jim Waggoner
I think many of the other tech stocks have begun to benefit. Fundamentally, since the market is moving away from desktop computing, a lot of the stocks, a lot of the companies have begun already to benefit fundamentally. But the market seems still to be tied to Microsoft as a stock, and slowly but surely I think we're going to unplug, detach from that, and technology stocks will be looked at independently. Microsoft will slowly lose its status as bellwether of technology.
Jim Waggoner
I think fundamentally we have a company that's going through a transition. Windows 2000 did not prove or has not yet proved to be the panacea for all of the growth problems that the company had hoped for, so I think that the jury is still out, literally, on that question.
Jim Waggoner
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