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


To: Crystal ball who wrote (3964)3/1/2001 1:09:14 PM
From: Win-Lose-Draw  Read Replies (1) | Respond to of 6784
 
Isn't PALM best positioned for that, or do you think the HP journada, blackberry, handspring etc are?

Heh heh...you asked the wrong guy. :-) The technology PALM brings to the table is quite trivial compared to what the likes of Nokia, Ericsson, etc have to put into a handset. IMO a couple of handset makers, possibly joined by a couple of consumer electronics giants (eg Sony Samsung etc) will dominate the future handheld market.

It comes down to a simple equation: what PALM has to buy to round out handset functionality is more expensive than what NOK (for eg) has to buy to add an organizer to it's handsets.