SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Will Hou who wrote (4230)7/25/1999 11:03:00 PM
From: Will Hou  Read Replies (2) of 54805
 
Who will be the gorilla of the PDA market: Palm Pilot or WinCE?

They both grow at fast pace, with 3Com's Pilot (discontinuous innovation?!) leading with year over year growth over 100% in revenue. Pilot has been recognized and accepted by big names such as IBM (Workpad) and there's rumor on the street that Apple is due to release its version of Pilot. All these seem to suggest that PalmPilot has crossed chasm and marching into the bowling alley as we speak. What do yo all think? Is it worth playing/how do you play a potential candidate if only part of its business (not even core) is promising?

On the other hand, CE devices are catching up fast. First, they beat Pilot to color (and I am not aware of a delivery date of color Pilot version yet). Then they've incorporated multimedia capabilities into CE devices such as Cassiopeia E100/105, Compaq Aero2130, Nino500 etc. These devices, though not as easy to use and don't have good applications to support, do look attractive. With virtually unlimited storage support thanks to CF cards, these CE devices pose serious threat to the lead of 3Com's Pilot. Any thoughts?

Will

P.S. I've been using PilotPro/PilotIII for about 2 years, and recently started using E100 (CE PPC). I have to admit that I am trying real hard to get myself to like the new E100

PPS It was interesting that 3Com bought out SmartCode to prevent them from releasing email interface to AOL for CE devices, and they've announced their clients to access AOL just recently. It seems they've handed MSFT one of their own medicines
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News