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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 95.26+3.1%Nov 14 9:30 AM EST

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To: Dave B who wrote (19961)5/11/1999 9:32:00 PM
From: MileHigh  Read Replies (1) of 93625
 
OTOT

Dave,

We are splitting hairs. I too think that only a handful (no pun intended) of handheld internet appliances will be successful, but there will be a few functional appliances that will fill some needs.

RE the Palm Pilot, it is a very handy contact manager but could not see using it for email really. I don't own one.

RE WebTV, correct me if I am wrong but the drawback to it is that the TV is only your monitor and you still have to dial up, so no real benefit, right? ATHM interests me because of the SPEED!

And I also agree that their are many products out (videophones, for example) that seem like a good idea but not many are using. This could be a function of how it is packaged. For instance, in the movie Until The End Of The World, they make a call and the voice and video is automatically fed into one piece, i.e., no extra buttons to push or dial, just dial the number and you get and video automatically- this would be nice IMO and cable bandwidth could handle these types of interactions.

I think we agree on most topics. I am simply stating (bp and I discussed this as well) their is a big paradigm shift occuring in the traditional PC business, and I think you would agree with this as well...

I appreciate your thoughts,

MileHigh
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