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Alexander Turcic · 02-02-2005, 05:13 AM

Both companies have one thing in common: they share a grim outlook. This is at least the quintessence of the article Holding Out for Handhelds appearing in today's TheStreet. Definitely a must-read if you're invested (or thinking of) in any of the two stocks.

The article is also quoting an analyst who believes that any comparison favors RIM, which is outgrowing palmOne and has much better operating margins. And palmOne had a history of problems with product transitions, so the analyst, which is another risk to its shares.

At least over the long term, the author believes that the prospects look brighter for both companies.

02-02-2005, 05:13 AM	#1
Alexander Turcic Fully Converged Posts: 18,175 Karma: 14021202 Join Date: Oct 2002 Location: Switzerland Device: Too many to count here.	RIM outgrowing palmOne? Both companies have one thing in common: they share a grim outlook. This is at least the quintessence of the article Holding Out for Handhelds appearing in today's TheStreet. Definitely a must-read if you're invested (or thinking of) in any of the two stocks. The article is also quoting an analyst who believes that any comparison favors RIM, which is outgrowing palmOne and has much better operating margins. And palmOne had a history of problems with product transitions, so the analyst, which is another risk to its shares. At least over the long term, the author believes that the prospects look brighter for both companies.