Even Palm's trajectory might have been different if it had inverted its thinking in time: Imagine a Palm Pilot not as a personal information manager with connectivity, but a connected device with PIM applications, and you have described exactly what the smartphone is today.
At one time analysts liked to do this by quoting the yield gap (though this became inverted when dividend yields fell below bond yields in the 1950s) or the yield ratio, both of which relate share to bond yields.