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Technology Stocks : PALM - The rebirth of Palm Inc.
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To: TechieGuy-alt who wrote (1957)9/26/2000 11:38:06 PM
From: Mang Cheng  Read Replies (2) of 6784
 
jfs and Techie, thanks for the additional info about the other 40 million revenue. To ramp up this portion of the revenue, I think Palm is slowly switching its access business model. The Palm VII model doesn't seem to work very well (witness the slow growth of revenue) and the fact that it must be facing more competition than anticipated (from Omnisky etc.). Palm is changing to the Phone.com business model - that means having palm.net sitting one step behind the phone carriers and supplies its web clipping services to the carriers. The following is my thinking of how it would work :

1. People using Palm, Visor, Sony, Kyocera, Motorola etc. Palm OS based phones

2. Dial into the carriers

3. Carriers re-direct the calls and logon to the Palm.net server

4. people retrieves info thro' web-clipping, e-mail, calendar and other services.

This way, the whole world becomes the domain for palm OS phones right away. 3com will also benefit thro' the installation of coms' IWF for the carriers to make all these possible.

Phone.com will not be able to compete with such offerings. As I posted before, WAP is a deadend thing. This thinking is supported by an IBM spokeman in one of the article a poster posted here last night.

Mang
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