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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Cheeky Kid who wrote (68112)	3/10/2001 9:13:37 PM
From: Anthony@Pacific	Respond to of 122087

Flea markets are filled with cool crap

To: Cheeky Kid who wrote (68112)	3/10/2001 9:36:40 PM
From: 200ma	Read Replies (1) \| Respond to of 122087

Handspring and Palm are seriously challenged by Compaq's handheld--the IPAQ, which is soldout BTW...I bought a PALM during Christmas and ditched it when I saw the IPAQ, it is night and day, no one I know own RIMM's products...no question handheld will be huge in two years, but HAND RIMM and PALM are already showing signs of faltering to bigger competitors,DELL is waiting in the wing, much like they did with the PC and notebook computers-let others make the mistakes then capitalize on the efficiencies

To: Cheeky Kid who wrote (68112)	3/11/2001 10:56:29 PM
From: Wolff	Read Replies (5) \| Respond to of 122087

Cheeky the New Visor is about 2 years behind Palm's current Vx series, and what do you get? The same form factor, the same screen, the same 8 megabytes. No upgradable OS, and a metal lid. The cover is actually the best part of unit, however there are after market solutions for the Vx to do the same thing. The expansion is funny. Looks like 2 PDA's mating together. Palm on the other hand, Still owns the OS, still gains the revenue per unit, has announce the smaller lighter Vx already. And of course has the Color Vx (Vc)on deck to come out. So Hand will blip up, sell its new catch-up product for a month or so. THEN Palm will come out with the Vc and take the Vx down to 299 and chew up Handspring again. And the M series gets 8 megabytes to out class the normal Visors. Oh and don't forget the aftermarket, all the aftermarket supports is based on the that Unique V series shape and expansion port. Don't expect all of them to retool to capture the Visor market for this catchup product. Handspring is well over a generation behind Palms devices. BTW have you looked at MOT lately---do you see the corelations. Keep up the good work Cheeky