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

To: David E. Taylor who wrote (4127)	3/9/2001 9:16:16 PM
From: Mang Cheng	Respond to of 6784

David, Thanks for the audio. I think the audio raised two important points: 1. as you wrote "He says that Palm will win short term over smartphones, and that eventually everyone will carry both a phone and a PDA once Bluetooth takes hold:" Personally I think most people will choose to have the phone and PDA merged in one. Currently the Kyocera Palm phone is 7 plus oz. - that's because it's running on two processors. Once Palm integrated the Radio and PDA processor as in OS 5, the weight of a Palm phone will drop significantly - that's most likely what motorola is working on. Then on second thought, a two-device solution do have its merits which I'll leave for later discussion. 2. The second main point the audio made is that WAP 1.0 has so far been a total failure. Lot's of these jokers-type anAlysts, based on the proliferation of WAP then on all kind of cheap phones, concluded long time ago that there would be absolutely no chance for Palm to invade the Phone market sphere - since ALL carriers supported WAP and they don' t need to support Palm. But we all know that WAP is widely installed but nobody uses it. WAP 2.0, as the audio reported, which apparently will solved most of the WAP 1.0 problems, won't come until 2003 or even 2004 ! So Palm will really have ample time in between to wipe WAP off the face of all cell-phones ! Mang