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Technology Stocks : How high will Microsoft fly?
MSFT 478.53-1.0%Dec 12 9:30 AM EST

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To: johnd who wrote (53563)11/28/2000 4:06:13 PM
From: johnd   of 74651
 
MSFT Pocket PC market share exploded to 18% from 10%

Pocket PC devices making headway against Palm
By Bloomberg News
November 28, 2000, 12:55 p.m. PT

Palm software runs four times as many handheld computers as the competing system from Microsoft. So why do some analysts
believe market leader Palm should be worried?

Since the April introduction of Microsoft's third version of software for handheld organizers--after the first two failed to challenge
Palm--the company's market share has grown to 18 percent from 10 percent, according to researcher IDC.

With demand surging for devices based on Microsoft's Pocket PC operating system, analysts say, Palm
must update its software or face losing corporate clients.

Three times as many of the new Pocket PCs--made with Compaq Computer, Hewlett-Packard and Casio
Computer hardware--have been sold this year, compared with sales of the earlier versions last year, IDC
analyst Kevin Burden said.

By 2004, Burden predicts, Microsoft will have almost 40 percent of the market, compared with 51 percent
for Palm.
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