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	5/20/2001 5:49:04 PM
From: KevRupert	Read Replies (1) of 362

Dan Niles on PDAs: sageonline.com SageCalc: Are personal digital assistants (PDAs), smart cellular phones and pagers, and Internet appliances really emerging as a dominant threat to the PC market? I don't think so. I think the way we view those is sort of [as] adjuncts to the PC market. You're probably, if you think about it, most people who have a Palm, Inc. [PALM] Pilot or Research In Motion Limited [RIMM] pager still are carrying a cell phone and still have a portable computer or a desktop at work. It's just another tool or device, in my mind, much like your calculator that people will take with them to do their job. I think it will be an explosive category much like cell phones were. But with the advent of cell phones, you haven't seen the usage of the wire telephones go down much. That's still been a good business and is still growing. So I think you need to think about the PDA category in the same light where it's more additive than cannibalistic.

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