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Technology Stocks : PALM - The rebirth of Palm Inc.
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To: Win-Lose-Draw who wrote (3966)3/1/2001 2:18:12 PM
From: Mark Fleming  Read Replies (1) of 6784
 
Palm has something of value--the Palm OS, for which scores of companies pay royalties to use. Nokia, on the other hand, has nothing of value. They sell a commodity and they are about to get their butts kicked by Asian manufacturers. Further complicating Nokia's problems is the world going to CDMA (or WCDMA) and they are clearly behind in this area. Sure, they are in the process of signing a new license agreement with Qualcomm, but they are too late to keep their number one status for long.

You say Nokia can add an organizer. Sute they can. But, in order for it to sell well in the future, it has to be a Palm OS so it can be compatible with the rest of the world.

Palm, like Qualcomm, licenses technology. Nokia, like Dell, Gateway and others, sells boxes of electronics like dozens of others. Nokia's dominance is nearing an end. I'll take companies at the top of the value chain any day.
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