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Technology Stocks : 3Com Corporation (COMS)

COMS 0.00130

-58.1%

Nov 14 9:30 AM EST

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To: joe who wrote (22822)	10/15/1998 6:48:00 PM
From: Shroder Wertheim (Hijacked)	Read Replies (5) of 45548

Philips pulls plug on Handheld PC Professional plans (http://www.zdnet.com/pcweek/stories/news/0,4153,361285,00.html) ...The move by Philips is yet another sign that Microsoft's Windows CE operating system is struggling.... More are expected to drop out the palm business. How can you make a business model (1) when WinCE is not really a "Windows", you can not go to the shelf to get the Windows applcations and run it on WinCE devices. (2) WinCE is designed to be everything for every device, where Palm is a appliance, it does few things and it does well. (3) WinCE is changing all the time, MSFT trys this, trys that and it is not winning. (4) WinCE needs to support multiple types of processors and it simply too big a task for MSFT to do it well. WinNT was going to support MIPs, Alpha and Intel processors and only Intel processors survive. (5) It is difficult for 10% hardware vendors to share less than 40% of ninch market, plus each has to pay MSFT $55 for every unit it ships. When COMS takes 60% of the market just by itself.

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