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

To: KevRupert who wrote (1356)	8/26/2000 1:09:59 PM
From: KevRupert	Read Replies (1) \| Respond to of 6784

lkj (the voice of reason) or anyone: Could someone please address the following issues (simple in thought process, but still issues that I have considered important in the PDA market). Thank you very much. Palm's Issues (IMO): 1) A key European alliance/merger would be a big victory. If this happens, it would be a key strategic victory for Palm. 2) The Sony/Hand alliances are excellent values currently -- but what if a varying O/S enters the marketplace? 3) How did Hand take away such a huge chuck (>25%) of the marketplace in such a short time? Is it due to the founders of Palm being more creative/innovative, planning for component parts better, or what has happened? How does this effect Palm going forward. Hand has been forthwright in stating that they will license another O/S if it offers more value than the Palm O/S. 4) What innovative product lines has Palm introduced in the past 1-year? (The Palm VII is definately an exception). But I have seen weak color model introductions, weak application introductions (compared to the Hand slot). What innovative Palm product lines are anticipated in the near term? Why are the only product lines being discussed the iPaq, RIMM models, Hand, and the M100 (the M100 isn't innovative, and isn't recommended by cnet.com). 5) Hand is tearing apart Palm -- in terms of marketshare and sales -- , for a company to be in existence for such a short time. Is this a concern for anyone? 6) Every article that I read about Hand indicates that Hand is much more aggressive in announcing their plans for the future. I don't discount these stories due to the fact that the people making the claims created the Palm to begin with at USRob.

To: KevRupert who wrote (1356)	8/26/2000 1:11:25 PM
From: Mang Cheng	Respond to of 6784

advalorem, thanks for the interview article. That is very interesting. As to Palm, it seems that they are delibrately avoiding any publicity. Since distribution, there is only one major news release from Palm, that's the m100 and PalmVIIx and nothing else. I think we are still in post-distribution shakeout mode. Mang

To: KevRupert who wrote (1356)	8/26/2000 5:36:43 PM
From: Mang Cheng	Read Replies (2) \| Respond to of 6784

"Jeff Hawkins: They are getting better, but we still don't see them being successful with their current products, but we continue to worry about them. In the future, if they had a really great offering, Handspring could build a product using Wince. But for today, we have no plans for that. " Didn't anybody notice that Jeff is talking like a Palm fanatic (like me and most of us here) by referring to the formidable Microsoft Pocket PC as "wince" ! As to why Hand is so successful so fast, I think 80% of the reason can be attributed to the fact that Hand is run by the inventors of the original Palm and this fact is widely published and well known. Also it came out with a low price and colorful covers. Who knows, maybe Palm consciously gave Hand a few months of breathing time to establish herself with a decent market share before it came out with the m100. If Palm doesn't come out with the m100, it will be giving too much advantages to hand and momentum of hand will be hard to stop. Mang