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Technology Stocks : PALM - The rebirth of Palm Inc.

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To: richard w allgaier who wrote (1229)8/14/2000 11:05:32 PM
From: TechieGuy-alt  Read Replies (1) of 6784
 
Rick,
>>A commodities war is IMO exactly what it's liable to turn into. As I stated, it'll eventually make money on it's operating system..that is unless another, better OS surfaces at somewhere in the future. At that point, you may rest assured that a commodities war is what it will be.
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I don't see how anyone can call the PDA war's a "commodity" war?

A commodity is something that can be replaced by another brand transparently and the over-riding criterion for purchase is price!

I don't see how, if you want a PALM, because you want to run your choice of the 6500+ odd apps available for it, you decide to buy a WinCE device or a RIMM pager (thingy) just because they are a bit cheaper.

If you want a palm, you either buy a palm or a visor. Even if you buy visor, PALM gets software license revenues.

I still see the PDA wars a feature set/brand name software availability issue than a commodity based price war situation.

JMO

TG
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