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Technology Stocks : PALM - The rebirth of Palm Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Lucius Fleuchaus who wrote (922)	7/27/2000 5:07:02 PM
From: Joe S Pack	Read Replies (2) \| Respond to of 6784

Lucius, I don't know where you get your information. >>>Are there any info about Palm vs. PocketPC? I have heard that PocketPC is so popular that store deliveries are usually gone at the same day they arrive. Are there any statistics or metrics that show how fast PocketPC is cutting into Palms pie? <<< It seems otherway around. Assuming that this survey is unbiased and true here are some snippets: yahoo.cnet.com Handspring grabs retail lead for handhelds By Stephanie Miles Staff Writer, CNET News.com July 27, 2000, 1:30 p.m. PT Handspring had the top-selling handheld computer in the retail handheld market in June,according to new data that indicate the start-up is exploiting product delays and component shortages experienced by rivals Palm and Compaq Computer. Handspring's Visor Deluxe accounted for 25 percent of all personal digital assistant (PDA) sales in retail stores, according to market research firm PC Data, beating Palm, Hewlett-Packard, Casio and Compaq for the top slot. In June, the Palm Vx accounted for 16 percent of all sales. The Palm IIIxe took 13.6 percent, followed by the entry-level Visor, the Palm VII, the Palm V and the Palm IIIe. ... Just about everything is severely back-ordered with the exception of Handspring," said Matt Sargent, an analyst with ARS. "Palm is still severely back-ordered across its product line. The Pocket PC guys can't get off the ground...The timing is perfect for Handspring. .... For the Pocket PC, product delays and shortages are exacerbating previous problems. "It's like they can't get any momentum," Sargent said. ... Microsoft and its Pocket PC partners may be hardest hit by the situation and slowest to recover, analysts say. The two best-selling Microsoft-based devices in June, HP's Jornadas, together took only 4 percent, PC Data found. The Microsoft camp had hoped the iPaq's sleek design and wireless capabilities would spur some momentum behind the Microsoft format, which had yet to make much of a dent in Palm's 70 percent market share. .... Palm OS market share is not decreasing," he said. "This would be much more problematic an issue if the Pocket PC guys had their act together. They're equally incompetent. -Nat