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

To: Mang Cheng who wrote (1193)	8/11/2000 8:34:19 PM
From: Win-Lose-Draw	Read Replies (1) \| Respond to of 6784

Ben Waldman, the vice president of Microsoft's mobile devices group, believes he is carrying a torch passed to him by "Star Trek" hero Captain Kirk. His mission: to make real the remote communications abilities once the realm of science fiction. What is this guy smoking??? As if a Windows2300-running NCC-1701x could successfully complete a sensor sweep without crashing, never mind modulating shield harmonics, firing photons, and generally acting to keep the galaxy safe for democracy.

To: Mang Cheng who wrote (1193)	8/11/2000 11:13:30 PM
From: Joe S Pack	Read Replies (1) \| Respond to of 6784

Mang, Thanks for the article. That guy Ben Whatever sounds like a confused guy and doesn't know what the hell he is talking. Now they want to conquer the wireless (devices) world? It will be interesting and wish them well. They are good at twisting the number and may keep doing it. -Nat

To: Mang Cheng who wrote (1193)	8/12/2000 1:29:31 AM
From: Ian	Respond to of 6784

<<<You know, Palm has brainwashed people for so many years. They've told people, "Well, it's all the things it can do--the calendar...it's very simple and that's all you can do." And we show these devices to people and they're just taken away. You can have rich, great color screens and you can browse the Web.>>> I feel like Alice in Wonderland reading that bunch of crap. I'm going to memorize that article....and then throw my head away. Ian

To: Mang Cheng who wrote (1193)	8/12/2000 3:04:38 AM
From: lkj	Respond to of 6784

It's a bit scary reading what Waldman is saying. He is definitely a smart guy, good at speaking, and really has the right vision for the future of mobile computing. With both Microsoft and Palm understanding the strategy of wireless computing, it is the executions that determine the winner. Our advantages are: 1) First mover 2) Better application support 3) Better partners in Sony, Apple, and Handspring 4) More focused than Microsoft can ever be 5) PALM is a stock based on sales growth, not PE. 6) PALM has gotten more loyal engineers than Microsoft because of the trial. 7) We have a lead in wireless data communication. 8) We can obtain technologies through acquisition. Microsoft can't. Microsoft's advantage is that: 1) It has more man and money. 2) It has more in house applications. 3) It has a lead in multimedia functions. 4) CE has a much better leader than before. No longer is CE the dumb thing that didn't go into anything right. It has gotten the picture right with at least the mobile computing market. I will be very careful with what Microsoft comes out next. Palm's strategy should be: 0) Stop being complacent! 1) Skip multimedia, but work on voice communication first. This is a killer app. MP3 is not. We also need PUSH. 2) Start acquiring people and technology. We should swallow RIM to gain both market share and talents. 3) Start larger scale integration with 3rd parties technologies, such as CDMA/GSM/TDMA, foreign language input, security, iMode, MPEG4 streaming, voice recognition, and RTOS. 4) Increase add-on modules. Can we wait till SD to come out? 5) Improve the OS so that Sony, Hand, and Apple can go after Compaq and Casio. Khan

To: Mang Cheng who wrote (1193)	8/12/2000 12:41:46 PM
From: KevRupert	Read Replies (3) \| Respond to of 6784

Waldman/Prediction, Hi Mang: These are just my opinions, based on 1) reading brokerage analyst reports, 2) using both the Palm O/S, and the Microsoft C/E O/S, and 3) seeing how the industry is developing. Mang -- thank you for all of your diligent efforts. I, however, couldn't disagree with you more. I think Waldman is right on the money. Period. (Albeit, his Star Trek comments are a little far out -- but at least he thinks like an innovator.) My prediction is that the Pocket PC is the industry leader in the next 2 years (say by 9/30/2002). I'll keep track of this post, to see how correct or way out there I am. To be brief, I am seeing Microsoft act as the industry leader by: 1) delivering new and creative applications users currently demand, and will demand in the future, 2) offering a vastly superior product, and 3) offering more bang for the buck. Palm, on the other hand, is either 1) reacting to Microsoft (i.e., an inferior color screen, and inferior applications like memory availability) or 2) developing their PDA product offerings at their own U.S. Steel-like pace. Palm will continue to do well for the foreseeable future, because the industry is in its infancy, and the demand is currently insatiable. Future product offerings will require providing the most bang for the buck. Microsoft is simply destroying Palm at every corner. (Maybe not as determined by current market share, but let time play out. Let the iPaq ramp production, and let Microsoft continue to offer more in their PDA's, at a lower price, and at a decreased weight per unit. I continue to hold Palm shares. (I have never* made any substantive claim to my intelligence level! If I truly believe what I am saying, then I should sell every Palm share that I have!)* advalorem@palmwillbeanothernetscape.com My prediction is that the Pocket PC is the industry leader in the next 2 years (say by 9/30/2002). I encourage harrassment, verbal attacks, and insults if I am wrong, or not even close in my prediction. :)