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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: James Connolly who wrote (9738)	6/13/2001 2:38:38 AM
From: lkj	Read Replies (2) \| Respond to of 10309

Hi James, I think this is a typical new generation iAppliance that will not take off. I can buy a sub-$200 DVD player that plays mp3 off of a DVD or a CD. On a CDR disc, I can only get 700MB, much less than the 20GB space on the iPaq, but most people wouldn't mind managing a few MP3 CDs. Besides, I don't have the extra rack space for this device. Regards, Khan

To: James Connolly who wrote (9738)	6/13/2001 9:26:12 AM
From: Bill Fischofer	Read Replies (2) \| Respond to of 10309

Re: Digital jukebox Unfortunately CPQ seems to have missed the mark here. The fundamental problem is that home audio/video equipment is exactly the sort of complacent, lush-margined, low-innovation market that is ripe for complete devastation by an aggressive post-desktop PC industry. But instead of a frontal assault, CPQ is looking to tiptoe into the high-margin club by offering an underfunctioned box at a price point that's sure to keep the volumes down to barely a read on the meter. I'd be surprised if there's as much as $150 worth of componentry in that $799 pricetag. Real innovation in this space will have to come from elsewhere--perhaps MSFT on the heels of their XBox initiative.