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.
Technology Stocks : PALM - The rebirth of Palm Inc.
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: KevRupert who wrote (1356)8/26/2000 1:09:59 PM
From: KevRupert  Read Replies (1) of 6784
 
lkj (the voice of reason) or anyone:

Could someone please address the following issues (simple in thought process, but still issues that I have considered important in the PDA market). Thank you very much.

Palm's Issues (IMO):

1) A key European alliance/merger would be a big victory. If this happens, it would be a key strategic victory for Palm.

2) The Sony/Hand alliances are excellent values currently -- but what if a varying O/S enters the marketplace?

3) How did Hand take away such a huge chuck (>25%) of the marketplace in such a short time? Is it due to the founders of Palm being more creative/innovative, planning for component parts better, or what has happened? How does this effect Palm going forward. Hand has been forthwright in stating that they will license another O/S if it offers more value than the Palm O/S.

4) What innovative product lines has Palm introduced in the past 1-year? (The Palm VII is definately an exception). But I have seen weak color model introductions, weak application introductions (compared to the Hand slot). What innovative Palm product lines are anticipated in the near term? Why are the only product lines being discussed the iPaq, RIMM models, Hand, and the M100 (the M100 isn't innovative, and isn't recommended by cnet.com).

5) Hand is tearing apart Palm -- in terms of marketshare and sales -- , for a company to be in existence for such a short time. Is this a concern for anyone?

6) Every article that I read about Hand indicates that Hand is much more aggressive in announcing their plans for the future. I don't discount these stories due to the fact that the people making the claims created the Palm to begin with at USRob.
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