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

To: Joe S Pack who wrote (1869)	9/23/2000 3:06:15 AM
From: Mang Cheng	Respond to of 6784

Nat, this Palm/Realvision and Hand GSM phone development is very interesting. First of all, it refutes the argument that Palm needs EPOC to build a pda/phone combo. These annoucements should be very bad for the EPOC OS. Symbian desperately wants to cooperate with Palm but it now looks like Palm can bypass them and compete head-on with the Symbian alliance with its own products. Of course it is still way too early to say the Palm or Hand phones will be run away successes because we don't know how well they work as a phone. Secondly, it seems like it's not rocket science to build a phone module. Even a name-less small company in Hong Kong can build one. Kind of amazing. Thirdly, it shows that all these phone manufacturers are really behind the curve (nok, ericy and mot). They are still trying to push the WAP path which to me is a deadend path. Who wants to browse the net with only four line of BIG letters on a tiny screen with no decent way to input anything ?? Only ericy has a Quartz in the drawing board but ericy is not well-known for its excecution. You are right that nok may have mis-judged the speed in which all these things progress. They are still so used to the crawling pace of progresses and bitter infighting in the cell-phone world. With Avantgarde like Hand pushing the envelope of innovation all so quickly, it's really keeping Palm very busy and us investors very happy. Mang