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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?


To: Jay Lowe who wrote (737)12/16/1999 9:46:00 PM
From: Frank A. Coluccio  Read Replies (1) | Respond to of 1782
 
Jay, what a superb reply!, thanks.

As you went through your description, I began to recognize some traits, and arguments of a decade and a half ago, when I believe this platform was being introduced (read: tested) by one of Wall Street's blue chip darlings to replace a battery of Wang desktops and their associated "plumbing." It didn't fly then, but it wasn't for any reason that I can recall other than political (at that time no one had the kinds of traits you described that would nullify them in the same situations today as you described), since the firm had strong underwriting ties to IBM and their software "partner" in such areas at the time, MSFT.

It looks like you've given Harvey plenty to think about. Thanks. Frank



To: Jay Lowe who wrote (737)12/16/1999 9:49:00 PM
From: Harvey Allen  Read Replies (1) | Respond to of 1782
 
Jay- Thank you for your insight on Geos and The Global PC.
You covered a lot of ground and it give's me lots to investigate.

There is one area I can cover now. Right now the only PC's that a mass marketer would be willing to sell would be one that could be sold with existing sales staff with no technical experience. That places it in the category of VCR, Stereo, Web-TV.

>User walks into Kmart. Sees 4 PCs lined up.

> - Compaq Presario 999 with Microsoft Office $999.
> - eMachines i700 with free NuoMedia Web Desktop $599.
> - Packard-Bell Celeron with Linux $399.
> - Global PC with GEOS $299

Compaq Presario with Windows is out as is Packard-Bell with Linux.
I don't know enough about NuoMedia Web Desktop to classify the eMachine.
But that leaves only one or maybe two that make the final cut.

I do know that the iToaster dumbed down BeOS so that could be done with Linux. But even dumbed BeOS or Linus would leave a fat OS with a big hardware footprint competing with a thin OS with a small hardware footprint in the cost arena.
We both agree cost is critical in this market.

I don't know all the specs. I see diskette on the screen shot but suspect the small Geos footprint will do without a CD-ROM further reducing it's cost.

As far as function goes. The Palm or WinCE user is giving up a lot of function so reduced function in GEOS would not be a radical departure from the norm, especially for first time users.

Harvey