Cameron Wright

The Short Case On Garmin

Will, where are you getting those R&D numbers from?? I can't find them in the Q or the K.

Here's a link where you talk bullishly about Palm. Now you've changed your tune. I can understand that, nothing wrong with realizing your mistakes, but are you sure you're just not trying to over correct for your past mistakes? Is this the case that now you know the hammer that drove Palm's nail, you're seeing all consumer product companies in terms of a nail? couldn't the same be said for Apple, Nokia, Samsung, etc?

BTW, what happened at thestreet.com/realmone... why'd you leave?

www.thestreet.com/_rms...

"Task welcomed William Gabrielski, research analyst at TheStreet.com and co-author of the Breakout Stocks and Stocks Under Ten newsletters.

...

When Task asked about Palm (PALM), which reports its numbers Thursday, Gabrielski said he is optimistic about the company.

It opened strong today, Gabrielski said, adding that he is confident that Palm's market share will remain steady.

Although there has been a lot of bearish talk about the company, it hasn't shown up in Palm's numbers, he said. Gabrielski believes that the company will report some excellent guidance for its August quarter and for 2007. "