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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Moonray who wrote (18626)	4/13/1999 12:36:00 PM
From: Scrapps	Respond to of 22053

We've talked about that one on the AWRE thread. There are questions if it's an application of G.Lite due to it's 1.5mbps speed limitation. They seem to be combining existing technology in a new fashion. It's one to keep an eye knowing where the top people came from.

To: Moonray who wrote (18626)	4/14/1999 3:18:00 AM
From: Scrapps	Read Replies (1) \| Respond to of 22053

Palm opens to clones Head of 3Com unit says competing devices should be here in nine months April 13, 1999: 11:55 p.m. ET Welcome to the Red Herring Online! Palm Computing 3Com SAN DIEGO (The Red Herring) - Palm Computing will open its handheld organizer platform to licensees, and there will be several Palm "clones" within nine months, new Palm Computing president Robin Abrams said at the Demo Mobile '99 conference. Palm has realized that to maintain its lead in the handheld market, it cannot be the sole maker of devices that use its operating system. "Broad licensing is critical," Abrams said Monday. "Our architecture, from top to bottom, needs to be open and needs to be scalable. We will have clones in six to nine months." The Palm division of 3Com (COMS) already counts companies like Symbol (SBL), Sun (SUNW), Qualcomm (QCOM), IBM (IBM), and Franklin Covey as licensees, as well as Handspring, a low-profile startup headed by Jeff Hawkins and Donna Dubinsky, co-creators of the original PalmPilot. The current licensees either sell rebadged Palms manufactured by 3Com or specialized Palms that don't compete directly with 3Com's product. Abrams said she plans to broaden licenses beyond these existing OEM (original equipment manufacturer) deals. Her strategy will make Palm's own manufacturing operations compete with the new licensees. Within Palm, Abrams has created separate hardware and operating systems groups, each responsible for their own profit and loss. Not far from the tree Some analysts have likened Palm to Apple Computer (AAPL), which began a licensing program in the early 1990s but cut it off dramatically after interim CEO Steve Jobs took power. Abrams, an Apple veteran, says the industry can learn from Apple's mistakes. "It really is all about market share," she said. "We're doing it really early on. And you have to consciously plan to eat your young" -- in other words, accept that licensees may make sales that otherwise would have gone to Palm's hardware operations. Abrams wouldn't disclose whether Palm parent 3Com was prepared to take losses in the division to sustain market share growth, except to note, "We are in it for the long haul, absolutely." 3Com may need to take a long view of the market, since it faces growing competition in the handheld market space. Still, it enjoys a big lead in units shipped -- roughly 4 million Palm handhelds compared to 1 million Windows CE devices. Here at the Demo Mobile conference, at a panel on Microsoft 's (MSFT) Windows CE platform, IDC analyst Diana Hwang ticked off the three challenges facing manufacturers of Windows CE handhelds: simplifying the interfacing, making the form factor smaller, and lowering the price. In other words, making CE devices a lot more like the PalmPilot. cnnfn.com

To: Moonray who wrote (18626)	4/14/1999 3:15:00 PM
From: DMaA	Read Replies (4) \| Respond to of 22053

Item 1: Aunt Abby Cohen is out this afternoon purring nice things about the economy. 14:50 ABBY JOSEPH COHEN: INVESTOR CONFIDENCE TO SPREAD TO OVERSEAS MARKETS. 14:50 ABBY JOSEPH COHEN: RISE IN INVESTOR CONFIDENCE SPREADING TO SMALLCAP. 14:48 ABBY JOSEPH COHEN: U.S. ECONOMY DRIVEN BY IMPROVED INVESTOR CONFIDENCE. 14:47 ABBY JOSEPH COHEN: INFLATION REDUCTION HELPS CURRENT CORPORATE EARNINGS. 14:46 ABBY JOSEPH COHEN: TOUGH REGULATION OF FINANCIAL, BANKING SECTOR IS GOOD. 14:46 ABBY JOSEPH COHEN: CITES SOLID NATURE OF BANKING, FINANCIAL SYSTEMS. 14:45 ABBY COHEN: U.S. FOREIGN TRADE PICTURE MISUNDERSTOOD. 14:44 ABBY C: RE-ALLOCATION OF CORPORATE ASSETS SPURRING JOB GROWTH. 14:44 ABBY COHEN: U.S. IN SECOND PHASE OF CORPORATE RESTRUCTURING. 14:43 ABBY COHEN: U.S. BENEFITTING FROM CORPORATE RESTRUCTURING. 14:43 ABBY COHEN: EUROPE HAS LOST 1 MILLION JOBS SINCE 1993. 14:43 ABBY COHEN: U.S. JOB CREATION SHOW TRUE STRENGTH OF ECONOMY. 14:43 ABBY COHEN: CITES NEW JOB CREATION SINCE 1993,15 MLN NEW JOBS. Item 2 Democrat Logic: 13:17 WHITE HOUSE'S SPERLING: USA ACCOUNTS WOULD BE BETTER THAN 10% TAX CUT because 13:25 WHITE HOUSE: USA ACCOUNTS WOULD NOT BE AVAILABLE TO HIGH-INCOME EARNERS. cbs.marketwatch.com