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

To: Scott Heaton who wrote (259)	10/15/2000 1:25:45 PM
From: KevRupert	Respond to of 817

Here is an article that is somewhat related to your question: Message 14479340

To: Scott Heaton who wrote (259)	10/15/2000 1:32:56 PM
From: KevRupert	Read Replies (1) \| Respond to of 817

Scott, one thing to keep in mind is the issue of the Compaq iPaq H3650. This is the one unit that is simply sold out everywhere. Compaq is ramping sales of this unit. This unit which costs $499 has 32 mb, a futuristic look, a 206 mhz processor (I believe this # is correct), MS Word, MS Excel, and perfect clarity in the outdoors. I have lived in a world that Microsoft has won every war. I want Palm to win this war, but they don't have anything that comes close to the iPaq H3650. On the other hand, I have had a backorder on the iPaq for 2-months now. I own quite a bit of Palm stock, and am looking for some type of new Palm product introduction prior to the holiday season. Barring a new Palm product introduction, and a ramping of the iPaq model line, then the current PDA O/S market share figures are skewed in favor of Palm. I check on a regular basis the status of PDA's. Palm's units are readily found at most locations. The iPaq can not be found anywhere. Ask any sales rep, at any electronic store, and they will all say one thing: the iPaq is the product that customers demand -- by far -- most frequently. These are just my opinions, of course, based upon articles, first hand experiences, and store visits.

To: Scott Heaton who wrote (259)	10/17/2000 12:24:40 AM
From: David E. Taylor	Respond to of 817

Scott: I've seen numbers ranging from 75% to 85% market share for the Palm OS. (1) The Palm 2000 Annual Review (8/31/00) claims 75+%. (2) This recent article (posted by Mang on the Palm thread) cites "about 85% of the market": sjmercury.com I've also seen various numbers between these two. Keep in mind that (1) The MSFT Pocket PC OS is only just beginning to gain some traction here with the iPaq. (2) Symbian, while popular in Europe, hasn't much worldwide market share yet. (3) Palm will be upgrading the OS "next year" (hopefully early in the year) and will reportedly be on a par with the MSFT OS in terms of capability (see link above). David T.