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

To: lkj who wrote (4018)	3/6/2001 7:45:53 AM
From: Souze	Read Replies (1) \| Respond to of 6784

Kyocera Smartphone, with PalmOS, reported to be selling well in Seattle: Message 15453218 To:Craig Schilling who started this subject From: surfbaron Monday, Mar 5, 2001 11:33 PM View Replies (1) \| Respond to of 95227 Ky 6035 alert. Several stores in Seattle area sold out first day.

To: lkj who wrote (4018)	3/7/2001 2:59:22 AM
From: lkj	Respond to of 6784

Without much knowledge on Extended, it seems to be a middleware company that will assist the realization of running enterprise applications on mobile devices. At this stage, Extended is only doing data synchronization, which is the first step to bring enterprise application to Palm devices. Direction-wise, this is a good move. Some information on Extended System is below. Khan ------------------------------- Extended Systems has two primary operating segments. Our mobile information management segment includes both mobile data management and universal mobile connectivity products that enable mobile users to access, collect, synchronize and print information on demand. Our printing solutions segment provides printer connectivity solutions in network and non-network computer environments. Our mobile information management segment includes both mobile data management and universal mobile connectivity solutions that enable mobile users to access, collect, synchronize and print information on demand. Our products in the mobile information management segment include data synchronization and management software, wireless connectivity products, enterprise Internet appliances and client/server database management systems with remote access capabilities. We sell mobile information management products primarily to original equipment manufacturers, enterprises, application developers and computer resellers. We derive revenue from: •software license fees; •sales of hardware products; •non-recurring development fees that are generated when we adapt our products to a customer's specifications; •support and maintenance fees; and •royalties. We believe that net revenue from mobile information management products, specifically our mobile information management software products, will generate a larger percentage of net revenue as we continue to focus our research and development and our marketing and sales efforts on our mobile information management software products and as our mobile information management software products continue to achieve increased market acceptance. Our future results of operations will be highly dependent upon the success of recently introduced products. We compete with: •mobile data management companies, including Puma Technology, fusionOne, Aether Software and Starfish Software, a subsidiary of Motorola; •client/server database providers, including Microsoft, Interbase, Pervasive Software and Oracle; •mobile connectivity companies, including Widcomm, Digianswer (a subsidiary of Motorola) and ACTiSYS; •internet solutions providers, including IBM, Cobalt Networks, eSoft and Ramp Networks; •print server manufacturers, including Hewlett-Packard, Intel and Lexmark; and •internal research and development departments of original equipment manufacturers, many of whom are our current customers. Our printing solutions segment includes our maturing network print server and non-network printer sharing products that we sell primarily through our worldwide distribution channel to computer resellers and Fortune 1000 companies and to original equipment manufacturers. Segment information is as follows for the three months ended September 30: 2000 1999 Net revenue: Mobile information management $ 8,722 $ 8,485 Printing solutions 3,506 4,579 Other products 1 25 Total $ 12,229 $ 13,089