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Technology Stocks
Internet Appliances
An SI Board Since January 2000
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Emcee:  edkaiser Type:  Unmoderated
Introduction Compact
Internet Appliances are cheap and easy to use devices that let you connect to the Internet without using a computer.

I think in January 2000, we will see an explosive increase in market and investor awareness of these products. I say that because:

They got a lot of attention at Comdex last November: businessweek.com

Netpliance will be an exhibitor at the International CES this week: cesweb.org

Netpliance says they have bought three ads in the Super Bowl: (http://www.zdnet.com/intweek/stories/news/0,4164,2381277,00.html)

Netpliance has filed to raise $100,000,000 in an IPO that is expected to happen in Q1 2000.

The IPO should bring a lot of attention to companies that work with or compete with Netpliance. Those companies include:

BND - The only publicly owned competitor that I know of is BND, which has a market cap of $37 million, compared to what should be at least $300 - $500 million for Netpliance.

GO - Netpliance S1 says that GO.com will be the exclusive provider of content for 5 major categories on the I-opener portal.

SPYG - According to a ZDNet article, the browser used by Netpliance is from Spyglass: zdnet.com

NSM: National Semi makes the chip used by Netpliance.

Quanta (of Taiwan ? I think it might trade on the Taiwan exchange) does the manufacturing for Netpliance

The operating System used by Netpliance is from QNX Software (not publicly traded, unless it?s on a Canadian exchange), while other companies are using BEOS and WIND.

Here are reference pages for some companies and products involved in Internet Appliances:

i-opener by Netpliance ... netpliance.net
iPhone by Infogear ... infogear.com
and distributed by Big Planet ... bigplanet.com
i-Brow by Boundless Technology (BND) ... boundless.com
Qubit ... qubit.net
GlobalPC by MyTurn.com (MYTN), not on market, yet and looks like cheap PC based on Geoworks ... globalpc.com
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127 I believe you are correct. Thanks for the update! RTSReturn to Sender-6/9/2000
126 This is the first time I have seen reference to Venus 1+, instead of 1.0, but iDELT1970-6/8/2000
125 I sold BND at 7 7/8's, a slight loss with commissions. I've been workinReturn to Sender-6/1/2000
124 Hey RTS, guess what, MPLX is under $30. In fact it's $15 under $30. I havenedkaiser-5/30/2000
123 I bought a little BND at 7 3/4's on Friday. Wish us luck buddy! RTSReturn to Sender-4/30/2000
122 Hey, I couldn't be happier to be wrong. Glad you had a great day buddy! I aReturn to Sender-4/27/2000
121 Don't know if you'll be seeing MPLX below 30 anytime soon. LOL. Bought edkaiser-4/27/2000
120 MPLX looks pretty good but I think I would stay away from MPLX unless it falls Return to Sender-4/27/2000
119 RTS ... I totally, totally agree. BND should find a bottom soon. - TDG Hey, edkaiser-4/26/2000
118 One more down day for BND and I'm in TDG. The stock is way too oversold to Return to Sender-4/26/2000
117 The market is starting to look better. I'm thinking BND looks like a good bReturn to Sender-4/25/2000
116 Boundless (BND) is partnering with Lycos on internet appliance venture.Doug D. Eck-4/6/2000
115 Stellar One Corp selects Sigma Designs for video decoding for broadband set-topDELT1970-4/3/2000
114 TDG... I just picked up on the MSFT and SOC Alliance News today. SOC up a huge Return to Sender-3/23/2000
113 The Home of the Future: cnet.com Keep an eye on SOC for a decent entry point Return to Sender-3/23/2000
112 I'm not sure if that is a product BND is producing for BOCI or not. It couledkaiser-3/23/2000
111 MWAR & INTC: biz.yahoo.com Regards.RikRichter-3/22/2000
110 I am sure you are implying that if infact Boca is supplying AOL their IAs, BounDoug D. Eck-3/22/2000
109 In my opinion AOL TV will be available on numerous platforms using hardware manReturn to Sender-3/20/2000
108 AOL TV - I just ran across this product info page for the Boca Research Informaedkaiser-3/20/2000
107 Netpliance, Universal Access kick off Universal Access doubles; Netpliance coolReturn to Sender-3/19/2000
106 I was way off! Sorry... Thanks for the update. RTSReturn to Sender-3/16/2000
105 Here is more info about what I heard on the radio. Pretty wild stuff. linux-haedkaiser-3/16/2000
104 Cisco Will Buy Two Companies for $501 Million SAN JOSE, Calif. (Reuters) - Ciscedkaiser-3/16/2000
103 Netpliance IPO seen performing well short-term biz.yahoo.comedkaiser-3/16/2000
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