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Strategies & Market Trends : Angels of Alchemy -- Ignore unavailable to you. Want to Upgrade?


To: SirRealist who wrote (20390)11/16/2000 4:34:57 AM
From: ColtonGang  Respond to of 24256
 
BEOS at Comdex......... But the
growing market opportunity has drawn the attention of Be Inc. (BEOS:
Research, Estimates)

The Menlo Park, Calif., company has had very limited success with its BeOS,
a consumer desktop operating system optimized for digital media applications.
For the nine months ended September 30, Be's revenue fell 71 percent to
$464,000, which executives attributed to sliding sales of the BeOS,

However, the company recently
shifted its strategy in an effort to
lock on to the market for
information appliances, introducing
an operating system designed
specifically for them last February.

Although it did not garner as much
attention as National, Be quietly
pitched its product in a more
modest booth on the convention floor. The company has taken the best
elements of its desktop operating system and modified them to meet the needs
of Web applications, according to Be development engineer George Wong.

The company's information appliance operating system, called BeIA, includes a
comprehensive Web browser, support for popular streaming media formats,
application support and remote device management, Wong said.

The company already has partnered with Compaq, which is expected to begin
offering the BeIA operating system with its iPaq machines within the next six
months.

It also is targeting BeIA at specific market niches such as hotels which will be
able to customize and manage networks of Be-based information appliances to
meet their specific needs with a new set of tools called BeIA Management and
Administration Platform, or MAP, which the company introduced at Comdex.

"A complete Internet appliance solution not only requires the client software
that powers the device, but also requires the remote management capabilities
of MAP," said Jean-Louis Gassée, Be's chairman and chief executive. "The
remote management and administration of devices, without end user
involvement, is a clear point of differentiation between appliances and
computers."

Be shares ended Wednesday's session 9 cents lower at $2.78. At that level,
they stood nearly 93 percent below their 12-month high of $39.56. National
shares finished at $23.37, up $2.12 from Tuesday's close of $21.25 and 72.8
percent below their 12-month high of $85.93.



To: SirRealist who wrote (20390)11/16/2000 8:36:27 AM
From: Jack Hartmann  Read Replies (2) | Respond to of 24256
 
Kevin, Almost all the LB&H on the Gorilla thread are negative when looking at their portfolio picks in Nov 1999. These were the same ones that rode QCOM up and down. The last 2.5 months have shown the Nasdaq down 33% or so. Being even is a feat. I'm down double digits in that time frame and I gather 95% of investors are also.

Jack