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To: KevRupert who wrote (47)	8/26/2000 1:00:24 PM
From: KevRupert	Respond to of 94

Palm's Issues (IMO): 1) A key European alliance would be a big victory. 2) The Sony/Hand alliances are excellent 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? 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). 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.