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To: Al Cano who wrote (28834)	3/8/1999 7:57:00 AM
From: P.M.Freedman	Respond to of 45548

Traditional low-end network companies are suffering on losing big customers. nytimes.com

To: Al Cano who wrote (28834)	3/8/1999 8:57:00 AM
From: Moonray	Read Replies (1) \| Respond to of 45548

Can CE Catch the Palm Platform? Windows Magazine - April 1999 The Palm platform has maintained its comfortable lead in the handheld arena, finishing off the fourth quarter of 1998 with 69% of the market, according to IT marketing information provider Intelect ASW. That figure represents a 2-point gain over 1Q98. The Windows CE platform also saw a 2-point gain over its 1Q98 share, to 20%, but still failed to put much of a dent in Palm's armor. As both platforms showed slight gains in market share, the slice of the pie that shrunk was the "other" category, which fell from 15% to 11% from 1Q98 to 4Q98. This category includes products like Psion and Casio personal organizers. A more noteworthy statistic, however, is volume-at least according to John Genovesi, Intelect's vice president of peripherals. While volume for the Palm was up 66% from the first quarter to the fourth, CE's volume grew 79% during the same period. The price gap continued to narrow, with the average CE device costing $130 more than the Palm. The average retail price for a CE device fell from $684 to $455 from the first quarter to the fourth. By contrast, Palm devices rose from $288 to $326 during the same period. The top-selling CE device was Casio's Cassiopeia E-11. Philips' Nino models also made a strong showing. Best-Selling Handhelds RANK (4Q98) AVG. PRICE* 1 3Com Palm III $358 2 3Com PalmPilot Professional $236 3 Casio Cassiopeia E-11 (CE) $388 4 Casio PV-100 $129 5 Casio PV-200 $150 6 Philips Nino 312 (CE) $376 7 Philips Nino 301 (CE) $345 8 Compaq C-Series 2015c (CE) $541 9 Philips Nino 320 (CE) $486 10 Hewlett-Packard 660LX (CE) $890 Source: Intelect ASW *Prices are based on sales at traditional retail outlets. o~~~ O