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Technology Stocks : Personal Digital Assistants (PDA) -- Ignore unavailable to you. Want to Upgrade?

To: Win-Lose-Draw who wrote (40)	9/11/2000 9:52:26 AM
From: Ausdauer	Respond to of 817

Win-Lose-Draw, Jut my 2¢... Message 14361063 Aus

To: Win-Lose-Draw who wrote (40)	9/11/2000 10:04:34 AM
From: KevRupert	Read Replies (4) \| Respond to of 817

The Palm Vx runs about $400, and the Palm IIIC runs about $400. The RIMM model runs about $400-$500, and the HWP/Casio/Compaq models run about $500. Have you looked at the Tech Investor magazine? If you haven't, let me point out that 1 of their top 11 models for innovativeness, best value, best wireless pda, best concept pda, and "also in the running" models is a Palm. The other 10 are the PDA competitor product lines. If you feel that Palm has won the game, so be it. Nobody can change your mind about that. I don't know if you have used the competing PDA models. I have, and have expressed my opinions. My point is simply that right now the Palm O/S is dominating the market. Nobody disputes that. (I would argue that the competitors offer more bang for the buck, but that is one person's opinion.) As an investor, though, what I am concerned about is the future. I want to make money, period -- with whatever company can make me money. Not chearlead for a company. I've seen Palm's latest 2 model offerings: A) M100, which comes in second place to the Handspring in the low-end PDA model category. B) Palm IIIC, which I own, comes in a horribly weak 3rd place to the HWP 545 (which I own), the Compaq iPaq 3650 (which I have back ordered). The Palm IIIC color is simply horrible compared to the competition. The Tech Investor (see my earlier post) shows the stats: Palm is a simplistic PDA model. If that is their strategy, then more power to them. IBM lost ground to Compaq when IBM decided not to put the best chip in the PC -- in the 1980's. Consumers will always demand more and more. The reference of Palm becoming a WordPerfect causes me to think, not ignore the competition. The thrust of my argument is that Palm can have the low-end PDA product line. The competition is innovating, and offering new features. MSFT has plans for wireless, with recent annoucements. Palm has too. RIMM's Blackbery 957 & the Ericsson Communicator offer great potential in the wireless space. There will be plenty of money to go around in the PDA industry, as an investor. I want to be knowledgeable about what companies can make me money. Period. I pay my bills with companies that have stock prices that go up. Chearleading doesn't pay my bills, and it gives me a headache.