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

To: Win-Lose-Draw who wrote (5331)	7/24/2001 7:03:19 PM
From: lkj	Read Replies (1) \| Respond to of 6784

I asked PALM IR and the response was the Palm itself would still have to be dealt with by any potential licensee. Let's see if Intel/Mot/TI will bring in more licensees. If this deal is truly "adding a Palm OS ROM next to the ARM core", there is no meaning in it. Why would TI/Mot/Intel even think about signing such a dumb thing? I think there is a lot more to it than Palm is revealing right now. A few things come to mind: 1) Mot/Intel/TI (MIT) may have to do some field support for the software. 2) MIT may add more functions to the base OS modules. 3) MIT will be able to bring out more dynamic ASICs that suit different applications better. 4) MIT will do integration of the Palm OS with the wireless modem software, so that Palm never has to worry about getting the GSM/CDMA communication to work. If PALM "hopes" to "build its OS-licensee list" they could start by not rejecting potential licensees. Like Toshiba. Palm certainly has a commitment problem to its software licensing business. I am not sure what the circumstances were for the Toshiba deal. Palm may have required Toshibe to turn in the IP for any modification/development of the OS to Palm Inc. and Toshiba rejected that. At least we know this is why ACER couldn't get the Palm OS licensed a year ago. Khan