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Technology Stocks : How high will Microsoft fly?
MSFT 478.53-1.0%Dec 12 9:30 AM EST

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To: t2 who wrote (56952)3/30/2001 10:44:55 PM
From: rudedog   of 74651
 
t2 - I saw that Dave gave the pricing so I will skip that. I guess dave didn't understand why I want word and excel on my handheld though. It's not to compose, it's to read the things people send. I'm out on the road somewhere and someone says "can you just look at these numbers before I send them out? I need to know in an hour." Well, if I'm using a palm I can't - it won't display the attachment. But the iPaq will.

As to component shortages - I heard that the iPaq uses a custom color display and that was the bottleneck. Since they are using 100% of the output of whoever they contracted with, the market forces have little to do with that supply.

I have 128K Ricochet on my laptop - it is ISDN speed anywhere (well at least anywhere around Houston and several other cities). It will be on iPaq sometime later this year. I think that various kinds of voice - both cell functionality and voice over IP - will be on PDAs pretty soon. But I will still carry a cell phone.

I don't think that cell phones that try to be PDAs have much future but I could be wrong. The Microsoft "stinger" product is supposed to be as handy as a cell phone but with PDA like capability. I don't know much about it beyond that.
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