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

To: lkj who wrote (1513)	8/31/2000 10:31:51 PM
From: P.M.Freedman	Read Replies (1) \| Respond to of 6784

Worldwide shortages of LCD and flash memory chips are still big problems. Such problems have lasted over one year. It tells us all of the PDAa must be selling very well! yahoo.cnet.com

To: lkj who wrote (1513)	9/1/2000 8:53:38 AM
From: TechieGuy-alt	Read Replies (1) \| Respond to of 6784

lkj, Going to ARM is a must for Palm OS. Palm has no choice since ARM is clearly the superior processor for the next generation wireless devices. As for going from 16 bit to 32 bit, I don't know how hard it is, but it's certainly in Palm's plan. Palm has already announced that they will be supporting the ARM architecture (for the alliance with NOK). However, is that architecture going to migrate to the mainstream handheld line? If you think so, then I think that you taking changing processor architectures for a system that already has 6000+ apps out there and an installed base of 6+ million units too lightly. Additionally, this view is contradicted by what you mention next: Already, Motorola is working on a 32 bit Dragon Ball for Palm, so the 32 bit plan has been there for over a year. This is really interesting. Where did you see this? This is the first I have heard about this, and I have listened to both CC's. ... <snip>... Adding WindRiver System's TCP/IP stack is a real progress. (Announced today in WindRiver's CC. I learned this from the WindRiver Thread.) The windriver TCP/IP stack is also interesting (though not that much). PAlm already had a TCP/IP stck, though I think that the current implementation was a limited one, in that it could not support multiple open connections etc. The only good that I see here, is the fact that Palm is not stick with the NIH syndrome. Good! Too bad that we don't have the Palm OS roadmap, but 4.0 is probably within the next 12 months. This would not mean much to me unless it was accompanied with a feature list. TG

To: lkj who wrote (1513)	9/1/2000 9:21:51 AM
From: David E. Taylor	Respond to of 6784

Khan: I don't think I've ever said that "Palm wasn't inventing new stuff", that's more Ad's line - he/she is a bit more worried about the Pocket PC challenge to Palm than the rest of the thread. In fact, while I've acknowledged the MSFT threat, I think I've pretty consistently said that I don't think anyone, least of all PALM, is going to stand still in this market and ignore the competition's offerings. For example: Message 14280808 I agree that Palm is going to have to move to a more powerful processor/OS platform to drive the kinds of applications they're talking about. I think we'll see this earlier next year than is being talked about. David T.