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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (28283)	3/20/2002 5:48:27 AM
From: Ditchdigger	Read Replies (2) \| Respond to of 29382

Alright, some opinions please..Do you think these markets are getting toppy? I would love to sit in cash and watch a good pullback..SOX 540, BTK 480, COMP 1700, DOW 10k (better yet 9700)..Hey, ya got to have a dream<g>..;^)DD PS: taking off for a few days, see ya Monday..I expect many replies to my question when I return<lol> star date: SOX 604 , BTK 535,DOW 10635,COMP 1881

To: Ken W who wrote (28283)	3/20/2002 10:08:16 AM
From: JoeinIowa	Read Replies (1) \| Respond to of 29382

Ken, Are you still following PALM? Here is some info. Joe Are Palm's New Handhelds Too Little, Too Late? In a bid to maintain leadership in the handheld computer market, Palm Inc. last week introduced two new models with better displays. But are the PDA pioneers new products too little, too late, especially in the corporate arena? Palm's m515, priced at $399, incorporates a transflective TFT display and 16MBytes of RAM. It targets the higher-end corporate market. The m130, priced at $279 with a color STN display and 8MBytes of RAM, aims to capture the consumer market. The same microprocessor from previous models has been used for both products: the Motorola Inc. Dragonball VZ, which runs at 33MHz. In 2001, 12.1 million handheld computers units were shipped worldwide. Palm dominated the market with a 41.3 percent share, according to iSuppli/Stanford Resources. The handheld market is expected to grow at a compound annual growth ate of 22.1 percent and reach 51.2 million units by 2006. Now, the question is: can Palm maintain or grow its market share with these products, particularly in the corporate market where similar or better devices already exist? The high-end enterprise PDA market, which is less price-sensitive than the consumer market, is rife with Windows CE/Pocket PC operating system-based handhelds that have TFT displays, faster microprocessors and bigger memories. For example, Compaq Computer Corp.'s iPAQ H3800 and H3700 series, priced at $599 and $449, come with TFT displays at a 240 x 320 resolution, 206MHz microprocessors and 64MBytes or 32MBytes of RAM. Hewlett-Packard Co.'s Jornada 500 series and Casio?s Cassiopeia E200 also have similar pricing and features. Palm has a big challenge matching up to these products because even though the m515 has a lower price, it will deliver less performance due to its slower CPU, lower memory configuration and reduced screen resolution. Direct competition for the m515 also will arise from Palm's own operating system licensee: Sony Corp. and its Clie, also priced at $399. Introduced in January, Sony's Clie PEG-T615C sports a TFT display with 320 x 320 resolution, 16MBytes RAM and a 133MHz microprocessor. Palm's m515, with a screen resolution of 160 x 160 (which is pretty basic for a TFT display) and less processing power, clearly resides in an unfavorable position in the marketplace. On the consumer end, Palm's m130 falls short compared to the Cassiopeia EM500, also priced at $279. Featurewise, the Cassiopeia EM500s TFT screen with 240 x 320 resolution, 16MBytes RAM and 150MHz microprocessor is definitely superior to the Palm m130s CSTN screen with 160 x 160 resolution and its 8MBytes RAM and 33MHz microprocessor. Palm claims that its m130 is the lowest-priced color model in the Palm OS market. While this is true, Palm neglects to mention that its direct competition in this category, the Handspring Visor Prism, is priced at $299 includes a brighter and sharper TFT screen with the same resolution, memory and microprocessor as Palm's m130. In order to maintain its market share, Palm needs to have a complete portfolio of competitive products in the marketplace. Even though the new introductions fill in the gaps that Palm had in its product portfolio especially in the high-end corporate market its new handhelds may not be competitive enough to help Palm maintain its market share in the future.