Microsoft C/E PDA Message Board

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Technology Stocks : Microsoft C/E PDA

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To: KevRupert who started this subject	5/19/2001 8:54:10 PM
From: KevRupert	of 362

$40 Data Bank: theregister.co.uk However the analysts see Palm's problem as deeper than just a product delivery hiccup. Picking up on a tune we've been humming for about 18 months here at the Reg, JP Morgan analyst Paul Coster told CNet"if you are just selling devices, you will be commoditized." That's the inevitable technology treadmill that sees yesterday's $400 PDA become tomorrow's $40 data bank. Palm is confident it can command a higher average selling price for its m500 series, but longer term needs to build functionality into the platform to support premium prices. Wireless connectivity or media playback are two areas it's tried to address.

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