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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Stephen who wrote (77249)	5/20/2001 3:17:08 AM
From: xtahce	Read Replies (1) \| Respond to of 99985

Stephen...and they are the defacto standard for PDA's with 20% of their revenue coming from the O/s they own. This is used by Handspring & RIMM (Blackberry)... Hello Stephen Research In Motion (RIM) does not utilize Palm's O/S. RIM has their own O/S that is very tightly coupled with the radio core software, all of which runs on the same Intel386 processor -- except the really high-speed signal decoding, which runs on a DSP that attaches directly to the 386 processor. Additionally, RIM's software and firmware, especially the operating systems for the products and the code necessary for efficient modulation and demodulation of the radio signal carrying the wireless data, have been developed through several years of research, in business since 1984. RIM's products also contain a number of custom ASICs (Application Specific Integrated Circuit) designed by RIM's engineering team that embody proprietary circuit designs owned by RIM. One of the significant competitive advantages of RIM's radio design is that its proprietary technology can be extended to other protocols and to emerging digital network standards. The multiple-network/single-radio solution RIM has developed enables RIM to participate in the product markets for all major current network standards (presently Mobitex, DataTAC or ARDIS/Motient, GSM/GPRS) and to support applications requiring cross-network communication. It is anticipated that this flexibility will also allow RIM to adapt quickly to new standards as they emerge. Last December RIM was granted a multi-million dollar, royalty-bearing license under Qualcomm's CDMA technology and patents to develop, manufacture and sell subscriber products for CDMA and 1xEV wireless applications in North America. It is Palm's intention to have their O/S and subscriptions, from their wireless internet access service (Palm.net), eventually generate a larger percentage of their revenue, but presently it is responsible for approx 2%. From Palm's 10-Q for period ending Mar 2, 2001: ...A small percentage of our revenues have been derived from licensing our Palm platform or from subscriptions to ourwireless Internet access service. With our expanded focus on Palm platform licensing and Internet services and solutions, we expectthat an increasing portion of our revenues in future years will come from these sources, although they will still represent a relativelysmall portion of our total revenues in fiscal 2001.... ...We do not know if the Palm platform licensing and Internet services parts of our business will be able to generate significant revenues in the future, and we will continue to rely on our handheld device products as the primary source of our revenues for the foreseeable future. Our future growth and a significant portion of our future revenues depend on the commercial success of our Palm handheld devices,which comprise the primary product line that we currently offer. Expansion of the Palm platform licensing and Internet services parts of our business have generated a small percentage of our revenues.... X