Originally Posted by Kiwon
PALM is the next riskiest. I think it will go still lower in 2008 and then slowly turn it around. They have lost their main market to RIMM and APPL, but they have a couple of Apple guys on board that helped develop the iPhone so who knows? The low-cost Centro is selling well.
I'm betting that PALM carves out a niche for itself. There was a interesting article a couple of weeks ago about the future of PDAs/SmartPhones. Depending on the future apps, especially financial and video, they could again become indispensable.
I've seen Korea go from beepers to the tinest of phones to phones with rather large screens as people watch TV and movies while riding the subway so size is less of a concern as weight, which is the area where Treo has been knocked.
Buy low in 2008 and hold for awhile.