Registered: Jun 2001
Location: Yes.
Posts: 358

Re: Re: Back to the original Q

quote:

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Originally posted by dietrichbohn

Very well said. But is the market going to be too tough, esp. with the new rumors Sonys? Could HS or Palm go under?!?

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Registered: Feb 2001
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Re: Re: Re: Back to the original Q

quote:

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Originally posted by slotmachine
What new Sony rumors? I've heard that they're introducing a unit w/ more memory later this year. Is that what you're referring to?

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Registered: Jun 2001
Location: Yes.
Posts: 358

Re: Re: Re: Re: Back to the original Q

quote:

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Originally posted by dietrichbohn


Here

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Registered: Feb 2001
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Re: Re: Re: Re: Re: Back to the original Q

quote:

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Originally posted by slotmachine

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That's what everybody else said!

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Registered: Oct 2000
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Could they go under?

Sure. But they have intelligent people at the helm who are more aware of what their competitors are doing than pundits and speculators such as ourselves. The challenge appears to be in inventory management from my perspective. If overhead can be reduced at both companies, they can make do on slower sales of their high end units. Handspring has relatively deep pockets right now and can go in for a few more rounds of financing befroe they are in serious jeopardy. The fact that they have not pursued this route to this point speaks well of them. Palm is supporting over 65% of the industry with the OS, and although investors are going to be more strict with an established Co. that was quite profitable, they too will be able to find second and third round financing. More likely another company will swoop in at some point. Carl Yankowski hints at the OS's market value by saying that they will split into a hardware Co. and a software Co. This will provide an escape route should other companies make better hardware on a continuing basis. Some form of the company will then survive. But don't count them out yet, there are a lot more storms to weather before anyone needs get truly concerned with going out of business.

Registered: Jun 2001
Location: Yes.
Posts: 358

quote:

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Originally posted by ckrupsha
Could they go under?

Sure. But they have intelligent people at the helm who are more aware of what their competitors are doing than pundits and speculators such as ourselves. The challenge appears to be in inventory management from my perspective. If overhead can be reduced at both companies, they can make do on slower sales of their high end units. Handspring has relatively deep pockets right now and can go in for a few more rounds of financing befroe they are in serious jeopardy. The fact that they have not pursued this route to this point speaks well of them. Palm is supporting over 65% of the industry with the OS, and although investors are going to be more strict with an established Co. that was quite profitable, they too will be able to find second and third round financing. More likely another company will swoop in at some point. Carl Yankowski hints at the OS's market value by saying that they will split into a hardware Co. and a software Co. This will provide an escape route should other companies make better hardware on a continuing basis. Some form of the company will then survive. But don't count them out yet, there are a lot more storms to weather before anyone needs get truly concerned with going out of business.

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__________________
That IS a Palm III form-factor in my pocket, AND I'm happy to see you.