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

To: lkj who wrote (3254)	1/3/2001 10:01:34 AM
From: Chinacat	Read Replies (1) \| Respond to of 6784

Hi lkj WIND is my largest holding along with CTLM. I am looking to get in on PALM at the right time. The key for PALM to execute properly is to follow WIND's lily ponds approach as far as licensing the technology goes. That means they would have to compete with WIND! However, Palm may be hurting in the the development tools department. Although there are tools like Metrowerks for people to develop Apps for Palm Pilots, theren't ant tools to easily write and test Boot routines, drivers, etc and theren't any "middleware" components out there for customising PalmOS. Also, another key element (and so far Palm has done surprisingly somewhat well) is for Palm to go after Japanese and Asian companies aggresively. This is where the leading edge volume production happens. So far they have Sony and a Korean phone company. The key is to go after more and more lily ponds; things like phones, car navigation, digital cameras, MP3 players, etc. Perhaps this means doing a scalable implementation of PalmOS. A few weeks back I wrote an e-mail to Palm's VP of Marketing who I had met many many years ago when he was at Apple, asking his thoughts on Japan and licensing PalmOS to above types of companies. Dissapointingly, whatever the reason, he hasn't responded. Let's hope they can pull it off. Along the way there's going to be serious battles with Access, Aplix, iTRON, WinCE, Wind, and others. Should be very interesting. Finally, did you notice that Motorola has finally announced their ARM license? I think they were pressured to do so, since Palm has used the Dragonball, and they need a newer faster processor. If Motorola doesn't want to lose Palm's business, they have no choice now except to roll the ARM chip into the Dragonball family. Cheers! chinacat