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

To: Cheeky Kid who wrote (128)	9/17/2000 6:48:56 PM
From: David E. Taylor	Respond to of 817

CK: From the middle of that article: So during the spring of 1994, Palm conducted in-depth surveys of the hardy souls who had actually purchased Zoomer. What these people said opened the company's eyes. More than 90% of Zoomer owners also owned a PC. More than half of them bought Zoomer because of software (offered as an add-on ) that transferred data to and from a PC. These were business users, not retail consumers. And they didn't want to replace their PCs - they wanted to complement them. People weren't asking for a PDA that was smart enough to compete with a computer. They wanted a PDA that was simple enough to compete with paper. And that seems to me to be the difference between Palm and its licencees and MSFT's Pocket PC approach. And I agree with you that HAND will be a force in this industry. But if you're playing this the way the "Gorilla Game" recommends, you buy a piece of them all, on the theory that those that begin to lose out will get bought out. So buy some HAND, RIMM, and others as well as PALM. Buy the key component suppliers, the key manufacturers. And just wait for the marketplace to sort the winners from the losers. David T.