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Technology Stocks : Personal Digital Assistants (PDA)
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To: KevRupert who started this subject10/6/2000 11:57:35 AM
From: mr.mark  Read Replies (2) of 817
 
from a june 2000 zdnet article, there's this excerpt....

"Handspring doesn't have an OS to boost margins. It has licensed the Palm OS until September 2003 with a pact that can be renewed in one-year terms. But Handspring won't get Palm upgrades easily after 2003. 'It is possible that Palm will choose not to renew the license at the end of its term for competitive or other reasons,' Handspring said."

and as i read this, i wonder if HAND is developing their own os? and i wonder, would PALM actually NOT renew an os license agreement with a company three years (a long time) from now? who would this hurt more? PALM or the licensee? it does not seem likely to me that PALM would withhold its os from HAND in 2003, as i'm sure it doesn't seem likely to most people. but doesn't the mere possibility of this happening force HAND to do more than think about the ramifications? won't they be pushed to spend on os development, just in case? and from PALM's perspective, it would seem like a good idea to appease licensee's concerns in this area. does PALM really want HAND to be thinking about its own os? but then again, PALM is smart, and is essentially saying 'who knows what the future holds?'.

just food for thought...

:)

mark
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