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


To: Tom R. Clarksburg who wrote (4133)3/12/2001 1:50:02 AM
From: Mang Cheng  Respond to of 6784
 
Tom, I can do the translation. It's quite an interesting article:

The article is published by the Times of Industry and Commerce of Taipei, Taiwan. In summary, the article is saying:

March 12, 2001

"Palm will award Palm OS to Taiwanese firm, Acer has the best prospect"

"The awarding of a Palm OS license to a Taiwanese firm by the US Palm Computing is getting closer to a firming stage. The firm that's going to get the license will be determined very shortly. Acer has the highest prospect of being the Palm OS licensee at this time. This granting of the license will directly influence the time to market of an Acer brand PDA and also would have the effect of replacing the plan for the launch of a linux device.

Last year, Palm came to Taiwan to seek out a prospective Palm OS licensee. Palm talked to many Taiwanese firms and after intensive negotiations, the prospect of Acer became the highest during the first round. Somehow by the time of when Palm talked to Acer one on one, the deal felt through. According to sources from Acer, the reason the deal failed was because Acer didn't show a high level of commitment.

According to sources, the situation of Palm now is exactly the same as when Apple Computer was trying to license the Mac OS. On one hand, Palm wants to expand the Palm OS market by expanding the number of licensees. On the other hand, Palm also worries about the licensee gaining too much competitive power and putting a squeeze on Palm itself and at the end, Palm can only gain an OS fees that could be declining day after day. Because of these considerations, Palm was not very decisive last year in its licensing direction. Lately, the WinCE camp seems to be gaining some ground. Palm, feeling the pressure, is rekindling the licensing strategy to expand the Palm OS market.

Lately, Palm is getting more enthusiastic, talking to several Taiwanese firms again about a licensing agreement. Acer is again emerging as the most likely prospect. The Vice President of Acer Mr. Yun, admitted that they are indeed in talk with Palm about the licensing agreement. They renewed the discussion and both have made some adjustments to the terms and conditions. From the angle of Acer, they are mainly trying to move the platform from an "organizer" to a "mobile data" platform. But he steadfastly refused to give out a timetable claiming it's all confidential.

Mr. Yun said, within Acer, there is a mutual understanding that, besides aggressively trying to gain the Palm license, they will also consider using Win CE, in the beginning they will mainly sell in Taiwan. The original plan for the launching of a linux PDA early this year is now almost stopped. But Acer will still complete the development of the Linux device so that it can go after the contract orders, to gain market share together with the Win CE machines."

(translated from Chinese by Mang Cheng)

news.chinatimes.com



To: Tom R. Clarksburg who wrote (4133)3/12/2001 2:18:56 AM
From: Mang Cheng  Read Replies (3) | Respond to of 6784
 
Tom, my takes on the Taiwan news are that it's not going to do anything to the share price in the short term. Even if they award a Taiwanese license tomorrow, it will still take at least six months for these guys to come up with a decent Chinese version Palm. We are very quickly looking at X'mas sale this year. Palm had been really slow in developing the Chinese market. They still have no office in China, Taiwan or Hong Kong - which caught me really by surprise in view that these people really like to play with new technologies. China is now the largest cellphone market in the world. They will jump into Palm phones too if it's available. Money is not a concern to them because even right now owning a cellphone in China is very expensive. It costs almost US$2,000 (yes, two thousands) to own a cellphone in China plus airtime charges. If you dropped and broke your cellphone ? Sorry, that's another US$2,000 for a replacement ! To put things in perspective, an engineer makes about US$400-900 a month in China.

Mang



To: Tom R. Clarksburg who wrote (4133)3/12/2001 8:40:23 AM
From: David E. Taylor  Respond to of 6784
 
Tom:

FWIW, Alta Vista has a decent translator that I've used several times to translate Chinese online articles about QCOM:

babelfish.altavista.com

You simply cut and paste in the URL and select the language translation you need. It's a "literal" translator that doesn't try to correct syntax, grammar, etc., and Chinese to English generally produces some flowery language, OTOH you can generally get the sense of the article. This is what it produced for your link:

2001.03.12 Industry and Commerce Times

Palm is authorized the great
electricity call to the business is high

Week fragrant park / Taibei reports

Beautifully discusses PalmComputing tends to in view of the
business PalmcOs authorization manner assuredly, its authorized
object hoped to recently inside the clapper verdict. It is reported,
great? The computer, the god reaches, row the kernel valuable all
discussion, once crowdedly carried on the first round negotiations
again by last year greatly? The computer call is highest; The
authorized document directly will affect great electricity brand PDA
the quantity produces goes on the market the time, and possibly will
go on the market to the original Linux machine kind the plan has the
substitution effect.

PalmComputing last year then first came to seek the PalmcOs
authorization object, at that time, discussion name list except great
electricity, but also included the god reaches, the kernel is valuable
(last year is by god valuable science and technology name
discussion), beautifully reaches, Hua Shuo and so on, after passed
through the crowded consultation, the great electricity became first
the one's own authorized discussion object. But, after Palm and
great electricity one pair one continues to discuss, the authorized
matters concerned actually fizzles out, but discloses according to the
great electricity and the field, initially fizzled out the main reason
was: The Palm authorization manner insufficiently makes clear,
moreover the great electricity raises the product plan not can unfold
the full cooperation sincerity.

The field describes, the Palm situation and the past Apple
Computer considered was authorized when MaccOs extremely
similar, on the one hand the hope affiliation increased the PalmcOs
member by the authorization, then expanded the PalmcOs product
market, another aspect actually again worried the authorized object
the PalmcOs product too had the competitive ability, extruded the
PalmComputing own existing space, only could earn the OS
authorization expense in the end which day after day glided down;
Two contradictory situations cause the year authorization manner to
be insufficiently firm. However recently, the WincCe camp had fast
expands the potential, Palm prepares the feeling pressure, thereupon
again ascended the authorized strategy, took advantage of this
expands the PalmcOs battle formation.

Recently, the PalmComputing manner extension hastened
positively, with the great electricity, the god was reaching and the
kernel valuable discussion is authorized the condition, hoped recently
inside to make a final decision, also was highest by the great
electricity call. Regarding this, the great electricity vice- total old
man constructs kernel Tanzania receives, truly is authorized the
matters concerned with the PalmComputing close discussion, both
sides re- negotiates, respectively made some adjustments in the
condition, the great electricity looked, mainly was the product
function level promotion, (organizer) enhanced generalized to from
the pure electronic secretary may take along the type material
(mobile data) processes the platform, as for the verdict timetable, he
as by was firm take the critical time business machine does not take
a stand.

Weng Jian Ren said, the PalmcOs authorization document
discussion progress and the result metropolis directly affects great
electricity brand PDA goes on the market the plan. But it is reported,
at present the great electricity interior achieves the mutual
recognition, besides positively strives for the PalmcOs authorization,
also considers will use WincCe, the initial period take the Taiwan
market as the sale key, as for originally will plan the Linux machine
kind which beginning of this year will start running goes on the
market the document several is near 停擺.

According to the capital horse whip meets the data which the
market information center (MIC) provides, last year, in the domestic
PDA market, PalmcOs machine kind of market hold rate reached as
high as 89%, WincCe accounts for 11%, this year, PalmcOs
machine kind of market hold rate will fall to 75%, WincCe machine
kind of city occupy rate then the relative growth to 25%, the Linux
machine kind has not certainly survived in Taiwan the space.
Although so, the god reached still completes the Linux machine kind
of development, will struggle the substitution labor order form,
employed two methods to achieve one goal with the WincCe
machine kind seizes the market.

"Great Electricity" = Acer, I'm not sure who "god" is in this article. Overall, I'll take Mang's translation!

David T.