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Technology Stocks : PALM - The rebirth of Palm Inc.

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To: Harry J. who wrote (5268)7/2/2001 3:36:18 PM
From: Rarebird  Read Replies (1) of 6784
 
Harry: Growth of the Sales of Palms are very much dependent on the Network Providers who will take your Palm on the Internet and allow you to surf, access your files on your PC while on your Palm, send file attachments using Microsoft Outlook and above all, provide the mobile professional with a good stable reliable connection which will permit him to conduct business on his palm in a manner similar to the way he can conduct business on his laptop.

The wireless industry made a big mistake in regard to MCOM. MCOM has little or no cash left, is charging close to $80 a month for ISDN wireless service and the vast majority of mobile professionals have said NO THANKS to MCOM. A 56K modem as Novatel promised 2 years ago would have been fine for the mobile professional. Verizon and Omnisky would have embraced that and so would have the mobile professional. PCS is promising ISDN wireless service next year. That's a good network, as I can personally testify to, as I use my Palm IIIc to connect with Sprints network.

The wireless industry made a big mistake placing their hopes and fortunes with MCOM. They got great demand in 1999 with the 19.2K Minstrel Wireless Modems and mistakenly thought that faster was better and every wireless freak and mobile professional would pay up for MCOM's service. MCOM is finished and the whole Palm wireless sector got hurt because of it.

I think Novatel has to give up on MCOM and build a 56K wireless modem. We need faster access at a more reasonable price.

I know a little bit about the wireless industry since I use VZ's wireless service and also PCS. I've also spoken to management at Novatel and Proxinet, before they were taken over by PUMA. I got in on PUMA after they bought Proxinet and rode that baby to the moon:

Message 12074299

Qualcomm, Yahoo, Novatel, PCS, VZ and PUMA(to name a few) are all good friends and important ingredients of the wireless sector and important to Palm's growth.

PALM is worth a nibble here. It would be devastating to the industry if they went under.
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