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

To: Mang Cheng who wrote (3233)	12/31/2000 11:17:24 AM
From: P.M.Freedman	Respond to of 6784

No matter how bigger the markets for the Ergo series products are, Palm may enter into the same markets easily. Remember EricB is the chairman for both 3Com and Palm. IAs may be the next play for those box makers. Once they learned how well 3Com's Audrey was selling during this holidays, they will come to talk with Palm for licensing its OS. 3Com did not give the revenue numbers from Audrey in its last CC although a potential competition with Palm was mentioned in its CC. IAs may have lower prices than PCs since many functions, such as big hard disk and pre-installed office related softwares, may not needed. IAs may only use embedded flash chips for web browsing and video and audio downloading storage. IAs may set a port so as to link with your PCs. To me, I believe that PCs will take the most of the shares of institutional users, companies and governments ..., but IAs may take most of the shares of individual users, families and web searching sites...

To: Mang Cheng who wrote (3233)	12/31/2000 2:10:03 PM
From: lkj	Read Replies (2) \| Respond to of 6784

Hi Mang, I was going to let the "Audrey runs the Palm OS debate" to rest, but your claim of Palm applications should theoretically run on Audrey is really misleading. I have done zero research on Audrey, but it is simply not possible for Audrey to run on the Palm OS. Yes, Audrey may have added Hot Synch from Palm, it may have ported over the touch screen driver to QNX, and it may even customized the QNX UI to that of the Palm OS, BUT in no way that it makes any sense to say that Audrey is running the Palm OS. What is an OS? Memory management, process management, file management, and divers. Which part of Audrey OS modules is based on the Palm OS? None! Because the Palm OS is not possible to manage such resources. It's one thing for Mace to say simple is beautiful. At the same time, please realize that from most standpoint, the Palm OS may not even be qualified to be called an OS. It's a wonderful "OS" for the PDA market today, just as DOS was great for x86 systems. But in not way, one should even suggest that the Palm OS can be used for anything other than handheld computers. C/Net or ZD/Net can say whatever they want about how Audrey is running the Palm OS. This is garbage journalism. And if you or anyone else think more carefully about this claim would rule it nothing but garbage journalism. Happy new year to you and everyone else. Khan