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

To: KevRupert who wrote (4275)	3/18/2001 4:49:33 PM
From: lkj	Read Replies (1) \| Respond to of 6784

market share via a entry-level PDA. I'm sure it's in the works (for CE) -- based upon what I have read -- but I'm not sure it would matter against Palm's products. A non-business PDA only needs to offer addresses, calendar, and a to-do list -- to satisfy most non-business customers. Palm fulfills these needs perfectly with low priced PDAs. Ad, Here you go again, implying that Palm PDAs are not for business users. I have meetings with professionals in companies such as IBM and KPMG. Palm PDA is widely used by these people. In fact, Palm's corporate market share blows away CE. Since when have MP3 player and a streaming video player (which has no data link fast enough for it) been true business applications. Or did you mean Word and Excel on your PDAs? Sure, from certain aspect, I admit that CE has a lead over Palm for programs such Pocket Office and multimedia, but in general, Palm blows away CE in application support. The only thing that Palm is truly behind is processing power and robust OS functionality. This will be resolved by the end of the year with the new Dragonball processor. On the wireless data standpoint, CE is only trying to catchup to Palm now. With OS 4.0 and 5.0, the Palm OS will be pretty good for wireless data. Being the leader of the PDA market, Palm does NOT need to be any better than CE. As long as it is comparable to CE, it will continue its dominance. When all factors of building, marketing, and selling a PDA are combined, Palm is leading CE by a mile. Seeing the Palm pipeline of software and hardware products, I have to say that a new CE and CE strategy is in the works at Microsoft. And I have argued before that because of how CE has to fit in the corporate strategy of Microsoft, it will NEVER be a competitive product to the Palm OS, regardless of how much money Microsoft spends on development and marketing. Khan P.S. SD is not just a FLASH standard, it's also a general purpose small factor I/O standard.