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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: Cheeky Kid who wrote (61357)10/25/2000 4:29:46 AM
From: StockDung  Read Replies (2) of 122087
 
Cheeky, re: HAND, I am not really sure what kind your comments are trying to convey.

Do you think that the current processors, DragonBall CPU’s 16mhz and 20mhz are no adequate to address the processing needs of the very efficient Palm OS?

Do you see the quality issues that have been observed by HAND users to be myths? If you bothered to read the user comments you see would that HAND’s customers service (a component of Total Quality) was very much a concern.

Build quality was also a concern of the users, the quality of materials used, the difference between the screens, the softer plastic of the screens and their likeliness to get scratched, and the problems associated with the modifications to the implementation of the Palm OS.

HAND is making a Clone of the Palm Pilots, with modifications. These modifications are not very significant, nor is the extra speed of a faster processor. HAND professes that the springboard is a significant improvement over the standard Palm. Why? For $250 dollars I can buy the MP3 player that plugs into the Handspring, but for the same price I can buy a nicer MP3 specific unit that goes anywhere, and has more memory.

That is the problem with the springboard, its an expansion slot yes, but if you want the moble internet, you can not play the MP3s at the same time as the modem is plugged in, and you have a little module to hang onto. Can you Cheeky, justify the purchase of a MP3 player springboard module over a dedicated unit.

I know you like the gadget, but I am looking more at the stock behind it. Can you give me any justification to why a clone maker does not start off profitable? The buy off the shelf parts, buy an operating system, subcontract the manufacturing, and sell the system mostly from there own web site.

It’s the opinion of the TruthSeeker, that overall structure and management team of Handspring (HAND) is

1. Not of the caliber of a world class manufacturing team
2. Brought the company IPO too soon after its formation and shipping of product
3. Is bloated with Marketing types, and not manufacturing types.
4. Jeffry Hawkins, (the guy who supposed thought of handheld organizers all by his lonesome, as if the Sharp Wizard never existed harharhar), has little clue on what to do next, The guys creative blub has its filament busted, he certainly is not leading the pack. His creative genius now seems to be comprised of the inspired modification of the Palm device, consists of a wildly inspired “expansion port”. Hawkins’ vision of the handheld now is a small easy to use device with tons of complicated proprietary gadgets that must be carried in the accessory bag. Any evidence that Hawkins is not a one hit wonder??????

I know you thing that being critical of a company that is poorly managed is not cool, if you think their products are cool, but it more important for me to look at the stock when the profits run cold.

By the way, have your heard of the Ipaq yet?

Again, Cheeky Kid are you a buyer of HAND as long term investment?
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