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

To: Chinacat who wrote (3256)	1/3/2001 11:53:03 AM
From: lkj	Respond to of 6784

Hi Chinacat, Agree with your comments about the competition and weakness in Palm development tools. Going to ARM was a must. Palm has to do ARM to go after the cell phone guys. Sony is screaming for it, because it wants to go after the handheld game market. Apple must be waiting for the same thing before it can jump into the PDA/phone market. In many ways, it's probably more important for Palm to go after the cell phone ASIC makers than phone makers, such as Qualcomm, Intel, TI, and ADI, so Palm can offer tighter integration with the lower level protocols, and make the PDA/phone a seamless design, unlike the old pdQ from Qualcomm. The new Kyocera model will be a telling sign if Palm is ready for the phone market. I would figure that the Samsung model will be better, since Samsung has been making some quite amazing high end handsets lately. Also, I would assume that you know that Motorola's Palm OS-based handset is due for end of this year, and that of Nokia is coming out early next year. Khan