SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?


To: Short A. Few who wrote (43230)5/12/2000 10:17:00 PM
From: Mang Cheng  Respond to of 45548
 
"Where are Handspring's add-in products?"

Thursday, May 11, 2000

By Richard Shim, ZDNet News

Handspring's pledge last fall to deliver an array of plug-in devices for its Palm-based Visor handheld -- everything from an MP3 player to
a cell phone -- has fallen behind schedule.

The issue is a critical one for Handspring in its battle with Palm. Its Springboard technology allows Visor users to add new functions by
simply plugging in a module, a feature Palm does not have.

Some of the prototype Springboard modules announced included a radio, pager, cell phone and MP3 player. In all, 19 developers
announced plans to deliver products shortly after the launch. But eight months later, only 11 modules are available, the most innovative
being the Eyemodule digital camera from Ideo.

A Handspring executive said the problem isn't with its technology, but rather that companies springing up around the Visor are
experiencing growing pains coupled with component shortages.

"While I recognize that there is a delay in the modules, the important issue is that each of these companies are facing different challenges
and it is not a software issue," said Lee Epting, Handspring's director of business development. "And we've been helping these
developers solve their issues."

Many Handspring developers are smaller companies, some of which are struggling to grow a company and develop a complicated
product simultaneously.

Hurt by component crunch

At the Visor announcement, Innogear said it planned to have the MiniJam Digital Audio Player by early this year, but it ran into long lead
times on components and growing pains as a small company, an executive said. However, the company has managed to release the
Innopak 2V and has added to its product offering plans with the SixPack.

"Our desire to build this company right and the unexpected longer lead times on components has caused us to miss our original dates,"
said Bob Fullerton, president and chief product officer for Innogear.

The ongoing shortage of flash memory has also slowed developers, a problem that Handspring said it is trying to help remedy.

In other cases, some of the developers are software companies with no experience with hardware development. That learning curve is
slowing the release of products.

Mapping company Marcosoft, maker of the Quo Vadis program, had planned to provide the software for the Navicom GPS module due
last November. However, according to Marcosoft spokesperson Tino Frigino, technical difficulties have resulted in the release date being
pushed back to the end of this month.

Visor still popular

The delays don't appear to be hurting Handspring's popularity. According to Gerry Purdy, CEO of Mobile Insights, Handspring has sold
all the units it can make. Once the modules become available, demand for the Visor will increase, he said.

In addition, users are not expressing much disappointment regarding the dearth of modules.

"I haven't received any letters from readers regarding the delay, with the exception of the Handspring modem. I think users still think that
the Handspring is a good investment because of the Springboard and the price," said Rick Broida, editor-in-chief of Handheld
Computing. "The delays were not unexpected because I think that module manufacturers overstated their abilities and weren't taking into
consideration development cycles."

Purdy said Handspring's ability to form a company and push a product to market in 12 months may have set unrealistic expectations
among developers.

"Handspring wanted to demonstrate they could come out with something fast and create a big splash," Purdy said.

macweek.zdnet.com

Mang



To: Short A. Few who wrote (43230)5/12/2000 11:01:00 PM
From: David E. Taylor  Read Replies (1) | Respond to of 45548
 
SAF:

Someone's been borrowing the darned shares - there's a 12.5 million short position in PALM on about a 25 million or so float. That's a RMBS style short %.

David T.