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To: Bob Kim who wrote (126314)1/31/2001 10:03:41 AM
From: GVTucker  Read Replies (2) | Respond to of 186894
 
I love how Osha has picked up on the key analyst buzzword of the day:

The company should act as a disruptive influence on existing computing solutions.

Another strange little detail on that TMTA report is that it was sent to me around midnight last night. I didn't even notice the report until you mentioned it because I usually don't pay attention to Merrill stuff that comes before 6 AM; usually it is all Japanese.



To: Bob Kim who wrote (126314)1/31/2001 10:28:04 AM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Bob Tony, Osha's title for TMTA: "Mobile Appliance Pure Play poised for Market Dominance"

Anytime a product has relied on software emulation to replace hardware in part or en total, there is a performance hit. Intel demonstrated they can get the power out by the products introduced yesterday. Then, there's Strongarm and X-Scale. Remember Rise Technology?

Tony



To: Bob Kim who wrote (126314)1/31/2001 11:03:50 AM
From: Mary Cluney  Respond to of 186894
 
Bob,<<<"Mobile Appliance Pure Play poised for Market Dominance" >>>

Osha is so avant guard. He is way ahead of the curve on everything. Mobile Appliances are going to make my life so much simpler. It will so enrich my life. All I need to do is to be able to hire someone around the clock to carry all these GD appliances around after me, make sure the batteries are charged and my life will become so much simpler.

btw the person I hire has to work weekends and holidays. If the person takes a day off, I wouldn't know what to do.

Mary