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

To: KevRupert who wrote (1386)	8/27/2000 1:03:52 AM
From: Andre Williamson	Respond to of 6784

Hi advalorem, I really don't mind debate. Yet from your posts the impression I get is that you are distinctly biased in favor of MSFT. That's fine, but when you make claims like Palm has lost 25% share to Hand - which is NOT accurate - and suggest that Palm is somehow about to get run over by a bigger company with a better product, against the better judgement of the majority of published pieces - I feel I have to step up and challenge you. (Aside: I don't see how Handspring's "gains" against Palm are a plus for PocketPC, anyway..??..) If you haven't intentionally been double-posting information, then please accept my apologies. Just to make sure I wasn't crazy, though, I spent five minutes and found this: Here: Message 14241482 Message 14241612 And on the thread you started yourself: Message 14279716 Message 14279765 Perhaps this was just a bad coincidence. You've been following this thread for a long time and you should know I personally have criticized Palm on several occasions, posting my dissatisfaction about my Palm VII's lousy 2MB, for instance. No, they're not perfect :) A lot of new people read these threads, though, and I don't particularly want them to walk away from a quick read with the impression that Handspring sells the cheapest handhelds in a variety of colors, or that Palm has gone from 90% to 65% share when in fact they've held their own in hardware and have gained massively in software. (Note: If Hand has done so well from April through June, according to this limited retail tracking, then does it matter than Palm sales were seven times larger than Hand's for the quarter? That of every new PDA dollar out there, Palm continues to get a bigger chunk than Hand? Again, I ask, how does PocketPC fit in here anyway?) The collective intelligence on this thread soundly trounces what most journalists out there can (and do) come up with on the subject. I do like to read it all, good or bad...just not twice. Or have months-old stuff getting posted when I've seen it before. You of course are under no obligation to reveal whether and how much more personal "interest" you have in MSFT vs. Palm - but unless you do I cannot help but question your motives for posting what IMO is FUD. Andre

To: KevRupert who wrote (1386)	9/6/2000 9:35:15 PM
From: KevRupert	Read Replies (2) \| Respond to of 6784

"Technology Investor", October 2000: This magazine just arrived in the mail today. The publication shows pictures, and lists the pertinent data on each unit. There are 4 category winners: 1) Editors Choice -- Best Features PDA: Compaq iPaq H3600 (206 mhz, 55% faster than its nearest competitor; 4096 color screen). 2) Editors Choice -- Best Value PDA: Handspring Visor 3) Editors Choice -- Best Wireless PDA: RIMM Blackberry 957 4) Editors Choice -- Best Concept PDA: Ericsson Communicator The magazine has a 9 page discussion/analysis/comparison of PDA's and has a PDA portfolio. Exerpt from Magazine: ____________________________________________________________ "...Technology Investor Magazine's editors like Pocket PC. The interface is instantly familiar, like only Windows can be. It runs familiar Microsoft apps: Outlook, Internet Explorer, Word and Excel, Media Player, Money, Windows Explorer, plus Microsoft Reader, its new e-book software. Its email system lets you open Word and Excel attachments. Palm can't do that. The Notepad is also better. You can input text via a tappable keyboard and handwriting recognition software (like Palm), or you can draw notes or record voice notes (unlike Palm). Pocket PC can run multiple applications simultaneously (multithreading). You can listen to an MP3 while writing an email or editing a spreadsheet. Palm doesn't have multithreading or sound. "It's more than a personl organizer," says Thompson. People who want an organizer should get a Visor or a Palm. We target the business professional who wants music, email attachments, e-books and full Internet browing, not Web clippings." Naturally, Palm is not impressed. "It makes a crummy PC and a poor PDA", says Michael Mace, Palm's chief competitive officer. "The whole usage paradigm is different for a PDA than a PC. With PCs, more is better. For PDAs, it's pricing and simplicity." Handspring has definately forced Palm to innovate. ____________________________________________________________ "The Operating System War: Palm vs. Pocket PC" Palm was tied for last in Processor speed (16 MHz). The Compaq iPaq was best with a 206 MHz. Palm was tied for last (with Symbol, and Handspring), with 2 of its models, in RAM - they had 2 MB. Palm does have models with 8 MB. 3 competitors have 32 RM. Palm was tied for last for display resolution (160 x 160). The best was 320 x 240 by Casio & Compaq & Symbol. Palm's models were all monochrome, except for the Palm IIIC which had 256 colors. The best is the Cassiopeia E-115, which has 65,536 colors. ____________________________________________________________ My opinion: if anyone has never seen the competitor's models, or read an overview of the industry -- this is a great read. In summary, Palm's products are currently dominating the industry. The competitor's products have more features, more colors, more memory, and a faster processor. Take a look at the different PDA's. Great pictures to get an idea of what the competition looks like! This is my opinion too -- after using a Handspring, a Palm, and a HWP 545.