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It struck me while skimming thru the GG again today that the market conditions which led to the PC explosion in the early 80s is getting ready to take shape again 20 years later with their handheld counterparts.

Palm with its Palm Pilot is clearly the most recognizable name out of the gate. But it's darn early and there are compelling alternatives. Microsoft of course. And Gateway made waves recently by announcing their device will use Transmeta's crusoe.

Nothing tells me there will be gorilla power here, but I predict one helluva tornado. The qtr over qtr growth in this marketplace should be astounding. I'd like to buy one too but I'm waiting for prices to fall and for quality to improve.

Anybody considering a basket of these stocks, with an aim at consolidating to the King or lead Prince?

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