Waldman/Prediction,
Hi Mang:
These are just my opinions, based on 1) reading brokerage analyst reports, 2) using both the Palm O/S, and the Microsoft C/E O/S, and 3) seeing how the industry is developing.
Mang -- thank you for all of your diligent efforts. I, however, couldn't disagree with you more. I think Waldman is right on the money. Period. (Albeit, his Star Trek comments are a little far out -- but at least he thinks like an innovator.)
My prediction is that the Pocket PC is the industry leader in the next 2 years (say by 9/30/2002). I'll keep track of this post, to see how correct or way out there I am.
To be brief, I am seeing Microsoft act as the industry leader by: 1) delivering new and creative applications users currently demand, and will demand in the future, 2) offering a vastly superior product, and 3) offering more bang for the buck.
Palm, on the other hand, is either 1) reacting to Microsoft (i.e., an inferior color screen, and inferior applications like memory availability) or 2) developing their PDA product offerings at their own U.S. Steel-like pace.
Palm will continue to do well for the foreseeable future, because the industry is in its infancy, and the demand is currently insatiable. Future product offerings will require providing the most bang for the buck. Microsoft is simply destroying Palm at every corner. (Maybe not as determined by current market share, but let time play out. Let the iPaq ramp production, and let Microsoft continue to offer more in their PDA's, at a lower price, and at a decreased weight per unit.
I continue to hold Palm shares. (I have never made any substantive claim to my intelligence level! If I truly believe what I am saying, then I should sell every Palm share that I have!)
advalorem@palmwillbeanothernetscape.com
My prediction is that the Pocket PC is the industry leader in the next 2 years (say by 9/30/2002). I encourage harrassment, verbal attacks, and insults if I am wrong, or not even close in my prediction. :)
|
