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Technology Stocks : PC Sector Round Table
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To: Yogi - Paul who wrote (476)6/15/1998 9:48:00 AM
From: Mark Oliver  Read Replies (2) of 2025
 
<Is a more capable PalmPilot a threat to notebook unit sales?>

It is a question to me whether 3Com can continue to go it's own way and not fold into the Microsoft path. I think their hand writing interface is a key driver to Palm Pilot's success. What happens when you have good speech rec?

Again, how much do you need this device to integrate into the rest of the system via the VPN? It sure seems like they are marking time until their niche is used up. It would seem to me like they have a real hat trick to perform if they can pull this product's lifecycle 5 years or more into the future, but you can say that bout hundreds of technologies.

In the mean time, they've done very well, becoming a standard. That is worth remark on it's own. I've never used a PalmPilot, so I'm not the best person to talk anyway, but that has never stopped me before.

Regards,

Mark
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