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

To: KevRupert who wrote (4077)	3/7/2001 9:50:36 PM
From: KevRupert	Read Replies (1) \| Respond to of 6784

OT: David, on a serious note, Due to your diligence over the past 12 months, I want to thank you a great deal. In the past three years, the 3Com/Palm play provided the greatest financial gains -- for me -- from any one stock play. (Aether & Qcom being up there last year!) You always were void of hype, provided the relevant data, provided excellent option commentary, posted your positions at the time, and provided a continuuing conversation to make some cash on this long-drawn out process. Sincerely -- thank you.

To: KevRupert who wrote (4077)	3/7/2001 10:35:35 PM
From: KevRupert	Read Replies (1) \| Respond to of 6784

Excellent (IMO) Palm O/S Database Software: handango.com

To: KevRupert who wrote (4077)	3/8/2001 2:58:20 AM
From: lkj	Respond to of 6784

Ad, I refuse to capitulate! I still believe that CE-based PDAs are great devices from a technical and functional standpoint. Its biggest problem is that it's too much ahead of the time. Batteries have not caught up; application developers have not caught up; wireless pipes have not caught up; consumer wallets have not caught up; and most importantly, it is not run by a team with the traditional Microsoft thinking of the 80's. Back in the 80's, Microsoft knew DOS' limitations, but it knew how to compete by upgrading it gradually. There were plenty people complaining about how bad the OS was. Most did not consider it an OS. In the 90's, Microsoft moved into Windows, started copying Mac OS. With price drops in memory and increased processing power, it successful built the Windows OS. Though Windows was still not the best thing out there, it ran on the cheapest hardware. Today's Palm resembled so closely to the 80's Microsoft; it even uses the exact same business strategy. Today's Microsoft is far different from the Microsoft that everyone is used to know. It no longer has the attention it used to pay to its markets, and it lacks the free-spirited thinking that's so vital for any emerging market. Where is that once ultra-powerful, yet super-agile monster? Sure, the DOJ has done a lot to contribute to it, but I also think that there is something about any established company, that the mentality in such a company is harmful to innovative ideas. A lot of good ideas get killed, because they may not do what is best for the overall business. CE had too much baggage tight to the desktop. CE tried to fullfill too many of Gate's dreams. And most importantly, Microsoft forgot its roots. Khan P.S. Don't worry. We are still patiently waiting for you to take that pocket leap.