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

To: El Guapo who wrote (1203)	8/12/2000 6:23:40 PM
From: KevRupert	Read Replies (1) \| Respond to of 6784

El Guapo, You indicated: The only questions are: (1) Can Microsoft move faster than the growth of the industry, and (2) does it care enough to pour that many resources into the handheld arena. My guess is no on both fronts. The answers, in my opinion -- without hesitation, are 1) MSFT can move faster than the growth of the industry, if they have the best product, and 2) MSFT will commit, and has committed, ENORMOUS amounts of money to the PDA industry. They want to control the PDA industry, because with it comes the future wireless device O/S dominance -- if successful. This is how MSFT operates. You seem to portray MSFT as a slow moving utility company. They identify industries, and their goal is to dominate. As Geoffrey Moore (of Gorilla Game fame) stated, a company doesn't have to be the innovator to be innovative. That's what makes a market -- a buyer and a seller with a difference of opinion. advalorem@maythebestpdawin