Comments on: Palm Potentially Open for Buyout or Merger

When Palm Inc. was spun off from 3Com in 2000, the IRS said the deal was tax-free as long as neither Palm nor 3Com bought or sold more than 50% of Palm's stock for two years. This meant that if a company bought Palm, they would have to pay all the taxes for distributing Palm's shares to 3Com shareholders in 2000, about $7 billion. In short, the deal would have been prohibitively expensive. However, that two year window was over earlier this week, which means a potential buyout or merger is now possible.
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Weren't we joking about this rumor awhile back?

big_raji @ 8/2/2002 12:09:41 PM #
Gah!

It's scary when the jokes we make end up becoming a potential reality.

---
For all the people that have suffered through my "What's Wrong With This Picture" Signature:
http://www.americanheart.org

RE: Weren't we joking about this rumor awhile back?
Midknyte @ 8/2/2002 3:41:01 PM #
er, uh, it's been a perpetual joke/rumour/wish/fear...

RE: Weren't we joking about this rumor awhile back?
I.M. Anonymous @ 8/2/2002 3:43:44 PM #
I appreciate Sony's being on the Palm side of the fence, but I really don't want them controlling the PalmOS.

I guess we would all end up using Memory Sticks, too.

I'd seriously start looking at Linux PDAs.

RE: Weren't we joking about this rumor awhile back?
I.M. Anonymous @ 8/2/2002 5:21:18 PM #
"I guess we would all end up using Memory Sticks, too."

Yet another ignorant post about Memory Sticks. This is capitalism, companies produce standards in order to make money; Palm's 'universal' connector is proprietary technology, does that mean you'll stop using Palm PDAs?

At least Sony licenses its Memory Stick to other parties; this list is complete with the world's leading technology brands, both from West and East (note, none of them were forced to join the Memory Stick Forum):
http://makeashorterlink.com/?D1BB21C61

So what if you had to use Memory Sticks for everything? Quite frankly, the sooner that happens the better. Companies worldwide (listed above) can develop technologies based around the same standard, so we don't have to have incompatible devices, and since there is competition (noticed how there are different Memory Stick brands with varying prices?) consumers can only benefit.

For reasons too long to go into, I totally hate Sony. However, I will defend the right of companies like Sony to make money in free markets.

If you like, you should go back to your communistic Linux village where the right to profit from innovation is taboo and anyone who shows initative is an outcast. As history has shown us in a brutal fashion, innovation only arises through competition and thus the only thing the Linux model will do is take us a step backwards. Society cannot function through free distribution. Equally, technology will remain *relatively* static.

So wake up, the Linux model does not work - you know it doesn't when the movement gets eaten up by private companies and is backed by folks like AOL (the biggest financial rapist of consumers in history).

RE: Weren't we joking about this rumor awhile back?
OzziePalmDieHard @ 8/2/2002 8:48:06 PM #
* I think it would be good if anyone with a brain ignored the previous poster*

I don't know what drug you are on, or whether you are another Micro$oftie, but where has most of the innovation in computing come from?
Internet:
Originally developed by US Defence, but then used by *Unix* geeks in universities, who bought it to the masses.

Email;
Commercial innovation? I think not. Invented by student.

WWW;
Populated by, and developed by; Linux/Hacking community. They made it what it is today.

Computers;
Charles Babbage, the inventor of the original computer never made a cent.
Alan Turing; Invented binary in his university thesis.

Innovation?
Compare a Windows server and a Linux based server in uptime, and then talk to me about innovation in the commercial sector.
While you have obviously been drugged by M$ FUD, linux has been innovating for years, and still remains to be free.
Microsoft? They sell a "new" office suite every two years for $200+ (Aussie$).
Has word processing changed dramatically in the last 5 years? NO.
Linux has succeeded where others have failed.
We, the Linux/Hacker community, are a threat to M$ where noone else is.


Please, look through history and see how most of the inventors who changed our world, never made a cent.

it seems obvious, that nerds in their free time, will make a vastly superior product, working with thousands of others, than a bunch of corporate programmers, stuck with marketing departments and deadlines.




=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- 13yrs Old, Flat Broke
Odds of ever affording a palm without resorting to crime: 1765:1

I love Linux, but ...
I.M. Anonymous @ 8/2/2002 10:37:45 PM #
Linux will never be a successful mass market product primarily because of the people that make all of the decisions. It is a hacker's, engineer's, or sys admin's dream, but it isn't usble by the regular computer users that comprise the vast majority of the potential market. This is not signifigantly changing as time goes by.

Sure the installers are better and KDE/Gnome have much prettier icons than they used to, but installing/removing software, system maintenance, etc. is still way beyond the capabilities of most users.

If you want the future of UNIX for the masses, go look at OSX. It ain't perfect, but it is the first OS that is usable by virtually anyone but still has real UNIX (with all that entails) hiding underneath.

OK - everbody, back to the mud slinging.

Why does everyone hate MSFT?
I.M. Anonymous @ 8/2/2002 10:51:59 PM #
I don't see APPLE or PALM giving away their OS for free!!!
RE: Weren't we joking about this rumor awhile back?
jjsoh @ 8/3/2002 1:10:19 AM #
Everyone will have their opinion about the pros and cons of every OS in existence, and everyone will think they are right. ;) Hehehe.. But let's try to keep this thread on topic before it gets out of hand. I'd rather read about Palm OS related discussions here, not Linux. If I want to read more about Linux discussions, I'll go to slashdot. :)


Jim
Memory Stick
Galapagos @ 8/3/2002 8:41:19 AM #
The main disadvantage of memory sticks is the comparatively small memory sizes. This is a disadvantage that has been plagueing SD/MMC until recently. While CF has capacities up to 512 MB (and microdrives up to 2 GB), memory sticks are currently available up to 128 MB.

Of course some may say SD/MMC is being upgraded to 256 MB and 512 MB so memory sticks will follow soon. This is possible but not very likely since Sony is introducing its new (smaller) memory stick duo, so they will probably stop developing the "classic" memory sticks. (I know you can use memory stick duo with an adapter on the current devices, but who wants to play around with an adapter?)

Now a lot of people will say "what the hell do you need so much memory for?". On a 128 MB-Memory Stick you can store approx. 25 MP3-Files which is pretty lame. Or you can store approx. an hour of video at 160x160. If you want to use Kinoma at maximum resolution landscape format you will need a 512 MB-storage for a complete movie of 2 hours.

Due to lacking storage the user cannot use Sony products to their full potential!

RE: Weren't we joking about this rumor awhile back?
OzziePalmDieHard @ 8/3/2002 6:18:44 PM #
"Linux will never be a successful mass market product primarily because of the people that make all of the decisions. It is a hacker's, engineer's, or sys admin's dream, but it isn't usble by the regular computer users that comprise the vast majority of the potential market. This is not signifigantly changing as time goes by."

I absolutely agree :) I have never owned a Mac, but i have seen the superiority in the OS.
Unfortunately, the average user doesn't even know there is an alternative OS.
I tell my friends how unreliable windows is, and they will laugh and say, go buy a Mac.
I explain Linux and they are interested, and even try it. The problem is that the nerds of today have been brought up in a MS world, and most of us teens were weened on DOS ;)

Because Linux has virtually no corporate entity, it cannot market its product.


Linux is made for nerds, by nerds. It is a great OS but it needs to be brought to the masses.

Bill Gates did a great job in bringing computers to the average Joe, but he made computing unreliable and frustrating as well. MOst people think that the constant crashing of Windows is an unavoidable problem.

While the masses are uneducated about LInux and its advantages, we will be stuck with the blue screen of death :)

What we really need is schools to use Linux



=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- 13yrs Old, Flat Broke
Odds of ever affording a palm without resorting to crime: 1765:1

Portrait of a bad CEO

I.M. Anonymous @ 8/2/2002 12:36:41 PM #
If one were to try to determine how to be the WORST CEO EVER, a good start would be to look at the decisions and track record of Eric Benhamou. As long as the fate of any of Palm lies within his grasp, nothing but bad things can become of our favorite handheld company.

:(

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 12:45:10 PM #
you think todd bradley from gateway is any better
RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 12:53:29 PM #
>> However, Benhamou is also CEO of 3Com, so it seems unlikely Palm would be sold without his blessing.

Actually, Bruce Claflin is CEO. Eric Benhamou is chairman.

RE: Portrait of a bad CEO
Ed @ 8/2/2002 1:03:20 PM #
> Bruce Claflin is CEO. Eric Benhamou is chairman.

This is not correct. Benhamou is both Chairman and CEO. I don't know who Bruce Claflin is but he isn't a top executive at Palm.

Palm's Top Managers:
www.palm.com/about/corporate/executive.html

Benhamou will continue to be CEO until PalmSource is spun off. Todd Bradley, who is currently the CEO of just the Solutions Group, will then assume the position, as the Solutions Group be be all that is left of Palm.

---
News Editor

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 1:16:33 PM #
Ed,

I think 3com doesn't own any Palm stocks.
They distributed all to 3com stock owners already.

I had to agree Palm hardware has not done any much
better.

PalmSource under David Negal seems to be doing
a much better job.

But until they sign up some more good licensees,
I still think PalmSource hasn't done a good job.


RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 1:48:30 PM #
> This is not correct. Benhamou is both Chairman
> and CEO. I don't know who Bruce Claflin is but
> he isn't a top executive at Palm.

Well, he may not be a top executive at Palm, but your
article says:

> However, Benhamou is also CEO of 3Com, so it
> seems unlikely Palm would be sold without his
> blessing.

That is factually wrong -- Benhamou is Chairman of the
Board of 3COM:

http://www.3com.com/corpinfo/en_US/investor/resources/executivebios.html

Also, I do not think that 3COM still owns a majority
of the shares of Palm.

Oliver

RE: Portrait of a bad CEO
Ed @ 8/2/2002 3:12:36 PM #
> Benhamou is Chairman of the Board of 3COM

Thanks for the correction and I fixed the article. Sorry I didn't follow what you were saying the first time.

> I do not think that 3COM still owns a majority
of the shares of Palm.

It does according to the people I talked to and, frankly, I trust their expertise more than I do some anonymous person.

In any case, what is most important is Benhamou is showing no interest in selling Palm, which means such a deal is unlikely.

---
News Editor

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 3:27:24 PM #
Ed,

This information is public.
You talked to the wrong people I believe.
3com should have 0 share of Palm now.

I was a 3com stock holder and still is a Palm
stock holder.

People who has money can buy out Palm. It is not up to
Eric. But that will be a hostile takeover.
Most companies don't want to do that.

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 4:04:20 PM #
It's amazing the stuff that comes thru on these sites sometimes. 3COM is indeed still an owner of Palm stock. As recently as June 19th, they even sold some more off. 62,363 shares sold for $94,791.
RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 4:05:48 PM #
> It does according to the people I talked
> to and, frankly, I trust their expertise
> more than I do some anonymous person.

Better get more reliable and knowledgable sources --
I think it's a bit embarrasing for a site called
"Palm Infocenter" to not know who OWNS Palm (or
rather, who doesn't).

Here's a 3COM Press Release snippet:

http://www.3com.com/corpinfo/en_US/pressbox/press_release.jsp?INFO_ID=7535

-------------------

Santa Clara, Calif., July 28, 2000-- 3Com Corporation (Nasdaq: COMS) announced today it has completed the separation of Palm, Inc. through the distribution of all of its 532 million shares of Palm, Inc. (Nasdaq:PALM). After the close of market yesterday, July 27, 3Com shareholders were issued 1.4832 shares of Palm, Inc. common stock for each share of 3Com common stock held. Cash will be issued in lieu of fractional shares. As a result of the distribution of shares of Palm, Inc. common stock, Palm is now a fully independent company.

-------------------

It really didn't take THAT much effort to find it...

> In any case, what is most important is Benhamou
> is showing no interest in selling Palm, which
> means such a deal is unlikely.

Then what's the whole point of this story that we're
commenting on? Slow "news" day??

BTW, I may not have signed *in*, but I did sign my
posting, so I wasn't actually an anonymous poster.

Oliver

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 4:31:32 PM #
By the way, Ed, let me add that I generally appreciate
your work and the news provided by your site. But
a story titled "Palm Potentially Open for Buyout or
Merger" just makes little sense (isn't virtually
any company open for Buyout or Merger, maybe with the
exception of the Evil Empire?) and seems to be more
FUD (or space filler) than anything else. Just look
at the ever so meaningful comments it is triggering...

Oliver

RE: Portrait of a bad CEO
RobZombie @ 8/2/2002 5:31:33 PM #
For two years Palm has been totally unable to be purchased or merge with any company. That just changed this week. You are saying that's not news, Oliver? You and I have a very different definition of news.
Rotten editorial
I.M. Anonymous @ 8/2/2002 5:32:07 PM #
I agree, this is among the worst pieces I've seen on this site. From any perspective -- business, financial, or news -- the analysis is poor and basic facts are wrong.

August is historically a slow PDA month, so I guess Ed really has to reach now.

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 5:47:50 PM #
Anytime anyone says anything on the Internet, someone else leaps up to say it was the stupidest thing they've ever heard. If the Ed. said the Sun rose in the East, someone would disagree with him. I don't 100% agree with the Ed. but I trust him more than I do some anonymous coward.
RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 5:54:39 PM #
Seems you all know how to do a great Palm news site, so why don't you knuckleheads stop trolling here and go create your own site? Then nobody here will have to listen to you whine like little b@st@rd stepchildren. Ed puts a lot of time into this site and I for one appreciate it, even on "slow" days. Get a grip folks, it's not like you pay to use the website or anything.

Oliver, do us all a favor and silence yourself. Thanks.

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 6:17:51 PM #
Guys, if Ed doesn't want critical comments about his articles, he can open the site only to his closest friends and relatives. As long as there are open boards here, people will post as they see fit.

With respect to this article, there is a real confusion between reporting facts and presenting his opinions. I doubt Ed is seriously offended that people point out mistakes in what he has publically posted. What exactly are the rest of you jumping in to defend? His incorrect assertions? The fact that people find it reasonable to correct him? Kudos to accuracy and Oliver.

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 6:27:15 PM #
This is news.
The fact that it is much cheaper now to buy
Palm than a few days is definitely a big news.

But I do wish the fact is more accurate.

I do appreciate your work, Ed.

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 7:43:14 PM #
> For two years Palm has been totally unable to
> be purchased or merge with any company. That
> just changed this week. You are saying that's
> not news, Oliver?

No, it was predictable (or rather, known to happen)
for the past two years.

To me the only thing that was "news" in the story was the
Benhamou is CEO of 3COM and that 3COM owns a majority
of the Palm shares. Unfortunately -- or rather
fortunately -- both was also not true ;-)

> Oliver, do us all a favor and silence
> yourself. Thanks.

That's not worth further comment.

Oliver

RE: Portrait of a irritating reader
I.M. Anonymous @ 8/2/2002 8:27:41 PM #
Oliver, you're clearly too good for this site. Please return to the higher plane of existence from which you descended. Or are you just an arrogant jerk? I can't tell which it is.
RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 8:52:37 PM #
> Oliver, you're clearly too good for this
> site. Please return to the higher plane
> of existence from which you descended.

Thanks for the suggestion. The more I read
here today, the more I agree with you. Obviously
there is a large number of readers who enjoy
spending their time "discussing" how to buy Palm with
their piggy bank or decry for the twentieth
time this week the evilness of Sony's memory
stick technology.

Oliver

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 9:10:10 PM #
Oliver - I think you should start your own Palm site where we all can come daily just to read your musings.

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/2/2002 9:35:52 PM #
I love this guy!

Oliver: Please stick around, your dogged pursuit of reality and fact is refreshing... Just remember, throughout history, any call for critical thinking leads to persecution...

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/3/2002 3:31:57 AM #
I'm all for critical thinking. That's not the issue here. The issue I see is that people want to complain about how this, that or the other thing isn't "newsworthy". Well, news flash, folks, that's the editor's decision, especially when you don't pay for the news! As I said before, if you don't like it, vote with your feet, or better yet, one-up Ed by creating a better site, but quit whining already!

Oliver, it's good that you are pointing out factual discrepencies. I applaud that. But stating your opinions as gospel is arrogant at best. The part I said silence yourself about is the opinionated whining, such as described above. Now the above paragraph was for all the whiners, however you make a great example as you have been the most vocal.

RE: Portrait of a bad CEO
I.M. Anonymous @ 8/3/2002 11:24:33 AM #
I say this article IS news simply because it's interesting. *I* didn't know that there was a premium for purchasing Palm previously (say that ten times, fast), and I wonder who would offer to. It's just a bit of fun speculation on a SLOOOW news period. Otherwise, folks would complain (and HOW they would complain) about PIC not updating enough.


--JM

Lemme check my piggy-bank

I.M. Anonymous @ 8/2/2002 12:54:52 PM #
Heck, at less than a buck a share, I could practically buy it myself. :)
RE: Lemme check my piggy-bank
I.M. Anonymous @ 8/2/2002 1:03:53 PM #
Palm's current market capitalization is around 787 million dollars (less with this stock slide), and Palm has $300 million on hand. It is possible that someone could purchase palm for a bargain basement price of $400 million (to buy an entire MARKET, and OS) if they leveraged Palm's cash on hand (I'm not a financial wizard, so i might be using terms somewhat incorrectly here).
Thats a pretty tasty deal right there, even if they paid a nice premium of $2-3 a share, the price must be very tempting for some companies....
RE: Lemme check my piggy-bank
I.M. Anonymous @ 8/2/2002 1:09:46 PM #
Actually, it is trading at more than $1 a share now. I hope your piggy-bank has $596,600,000 in it, because that's Palm's market cap.
RE: Lemme check my piggy-bank
I.M. Anonymous @ 8/2/2002 1:22:01 PM #
Normally bad companies gets worse.
There is a good reason why Palm only worths
this much. Though it is very cheap considering
they have such a popular OS.

Do you know that 2 years ago they have more than 1B
dollars in the bank and a much more popular
OS then?

Would you pay 1B for Palm then? They have more than
1B cash at that time. :-(

ted

RE: Lemme check my piggy-bank
I.M. Anonymous @ 8/2/2002 1:31:58 PM #
596 Million aint that much. All we need is 50% + 1 share of the total market capitilization and we could become the owners and kick out the mainly incompetant top people at Palm. So if we can get 300 million dollars together we can take over the company. Then we use the company to make the handelds we want.

Who's got some money to spare?

- david

RE: Lemme check my piggy-bank
I.M. Anonymous @ 8/2/2002 3:03:18 PM #
I kick in 50 bucks!
RE: Lemme check my piggy-bank
PDA Guy @ 8/2/2002 3:23:02 PM #
Heh, $50 per 18 million customers? I think we *could* buy the company. :)

PIC Users launch takeover bid for Palm
Token User @ 8/2/2002 3:31:35 PM #
Hmmm, an interesting idea. A consortium of PIC users buy out Palm, and the lunatics now get to rule the asylumn.

Palm suddenly releases the UberDevice that the PIC Users bitched and moaned about not having. Unfortunately it cost as much as a Cadillac, and ran slower than a PPC. But at least it provided MP3, streaming video, and a gamepad for a kickarse version of Quake.

Bill Gates laughed, Steve Jobs cried, and the last we knew Benhamou rode off into the sunset.

RE: Lemme check my piggy-bank
crustyedgeofinnovation @ 8/2/2002 3:31:59 PM #
We can use some of my shares, and with friends and family I can pick up another few thousand.

RE: Lemme check my piggy-bank
I.M. Anonymous @ 8/2/2002 3:57:01 PM #
Let's set up a Paypal account to collect $50 from every PIC fan. After our hostile takeover, we'll make Ed to be the CEO of Palm.

May I also suggest the linux guy from University of Puerto Rico be the Chief Marketing Officer - he can surely generate marketing FUD!

Use the company to make the PDA's we want
I.M. Anonymous @ 8/2/2002 4:41:12 PM #
Own a company along with PalmInfocenter geeks? No thanks. I'll just invest my money and buy a PDA here and there. Sheesh.
RE: Lemme check my piggy-bank
I.M. Anonymous @ 8/2/2002 5:47:58 PM #
"May I also suggest the linux guy from University of Puerto Rico be the Chief Marketing Officer - he can surely generate marketing FUD! "

LMAO! I am convinced that Puerto Rican guy is an Iambic hoax!


RE: Lemme check my piggy-bank
I.M. Anonymous @ 8/2/2002 6:00:40 PM #
>"Bill Gates laughed, Steve Jobs cried, and the last we knew Benhamou rode off into the sunset. "<

ROTFLMAO. That was a nice piece of work. All of it, not just the quote.

RE: Lemme check my piggy-bank
I.M. Anonymous @ 8/2/2002 6:41:58 PM #
Why not just wait 6 months and let Palm dig a bigger hole for themselves with the upcoming OS5 debacle and buy it for even less :)

P.S. I'll cough up $50.00 for Handera, will I get change with that?

Time to buy Palm

I.M. Anonymous @ 8/2/2002 3:45:12 PM #
Nice knowing ya Palm.
Time for someone to buy them. Merger maybe, but with who really. Handspring? Two dead horses don't make a right.

Where is Gordon Gekko when we need him?

I.M. Anonymous @ 8/2/2002 3:57:18 PM #
We need someone to do a hostile takeover of PALM and then break it up into tiny little pieces and sell it off. Maybe Sony would buy the OS and we could get some real innovation?
RE: Where is Gordon Gekko when we need him?
I.M. Anonymous @ 8/2/2002 4:59:22 PM #
>So if we can get 300 million dollars together we can take over the company. Then we use the company to make the handelds we want.

You could probably custom design your own handhelds for far less than 300 million. Maybe 3 million for soft-tooled prototypes (more if you want custom ASICs) and 30 million to put the design into volume production (less if you can outsource most of it). So why buy control of a company for 300 million?

RE: Where is Gordon Gekko when we need him?
I.M. Anonymous @ 8/2/2002 5:11:50 PM #
"We need someone to do a hostile takeover of PALM and then break it up into tiny little pieces and sell it off. Maybe Sony would buy the OS and we could get some real innovation?"

Riiiight. Give them 4 months to convolute the API's so much that we're right where microsoft is.

Substitute HandEra for Sony, and you'd have a point. Other than duplicating API's needlessly, and creating more oddball standards there's very little that Sony has brought to the market that wasn't already done by another licensee or on the PocketPC side. Other than another iteration of pretty packaging every other month.

RE: Where is Gordon Gekko when we need him?
I.M. Anonymous @ 8/2/2002 6:03:14 PM #
>"Maybe Sony would buy the OS and we could get some real innovation? "<

I have to agree that Sony is not the person for the OS. Handera is the most logical solution to bring innovation to the Palm OS.

RE: Where is Gordon Gekko when we need him?
I.M. Anonymous @ 8/2/2002 6:50:57 PM #
>>>I have to agree that Sony is not the person for the OS. Handera is the most logical solution to bring innovation to the Palm OS.


Handera - blah-blah-blah. Wheres handera fabled innovation lately?? Don't get me wrong - they've done good things in the past. But their devices are becoming outdated with nothing new released recently. No color. Just an awkward 240 x 320 (awkward in Palm OS terms) res screen, CF, and audio recording capability. Great things, yes, but CF and 240x320 HAVE NOT become any sort of standard (Sonys hi-res has been out for far less time and has been adopted far more quickly - and at least the res is the same as OS 5). All of this could be debated forever - i admit this. But what can't be debated is that Handera is a slow tortoise without the $$$$ to even concieve of taking over Palm. I love the naivete of the posters on this site - 'i really like Handeras last PDA - therefore they should takeover Palm!!'. Nice fantasy.

RE: Where is Gordon Gekko when we need him?
I.M. Anonymous @ 8/2/2002 7:07:29 PM #
>Sonys hi-res has been out for far less time and has been adopted far more quickly

Far less time? Are you joking? Sony's N710 debuted I think only a couple of months after the 330. How is that "far less" time?

RE: Where is Gordon Gekko when we need him?
I.M. Anonymous @ 8/2/2002 7:43:05 PM #
"Handera - blah-blah-blah. Wheres handera fabled innovation lately??"

Give them Sony's or MS's budget and see what they'd do. Take a look at "Piloting Palm" for an insider look at the length of product time-to-market cycles in the early days of Palm and HandSpring.

Only Sony and Microsoft can trade time for money, and neither have yet proven with solid engineering results, that they can do that well...

"Don't get me wrong - they've done good things in the past. But their devices are becoming outdated with nothing new released recently."

Really... I assume you can use 802.11b on your Sony today? How about a laser barcode scanner? CDPD? 10/100 wired network cards? CF GPS? How about Margi's Presenter-to-go for on the road presentations? Heck even Palm's with SD slots can do that now. How much memory are you left with in your Sony when you pull the Memory Stick to insert the one or two non-memory MS in that are out? Still no dual slots eh? Hows high-res landscape mode on those Sony's? How do the built in PIM apps take advantage of high-res and virtual graffiti? You say yours don't make full use of the high-res, virtual graffiti and landscape modes? Surely they at least extend those abilities to all the built in apps... Sony no, HandEra yes.

Point of fact: any Sony today, only *looks* flashy if you compare it to what you can get done on a HandEra. When you get down to the brass tax of the small details, and what you can actually DO with a PDA today, the Sony's still look pretty dated compared to a HandEra.

And the throughput of the memory stick when benchmarked against CF on our PalmOS hardware, hardly makes Sony look state of the art. You in seriousness want to malign a dual slot SD/CF device compared to a single slot Memory Stick device? I can still buy larger, cheaper, more ubiqutous CF cards, and more CF accessories (with pre-installed HandEra OS drivers) than there are Sony devices. MemoryStick just doesn't compare... MemoryStick is what looks dated...

"Just an awkward 240 x 320 (awkward in Palm OS terms) res screen"

And yet somehow WordSmith, iSilo, QuickOffice, and Datebk5 (NR70 excepted), etc. all look virtually identical on a HandEra 330 as on a Sony. Amazing how that can be... You're overstating and myths fostering in the resolution area. Now if you're going to constrain your comments to non-highres apps with lots of bitmapped content (because you'll notice no difference at all if the app is purely text/form based) sure there's something to be said there. But anything people care much about? Not really, only Sony owners seemingly who weakly try to defend the engineering dominance of their Sony's with FUD.

"I love the naivete of the posters on this site - 'i really like Handeras last PDA - therefore they should takeover Palm!!'"

The exact sentiment in the Sony post I replied to actually... Nowhere did I say it could/would happen. You're making assumptions in your haste. I simply said that if innovation at the OS level was your objective, Sony is not your answer. HandEra is. Thats on an engineering level, not a financial/reality level. There's nothing to say Sony either, thinks a Palm takeover is something that should be done on a financial/reality level.


RE: Where is Gordon Gekko when we need him?
I.M. Anonymous @ 8/2/2002 9:45:42 PM #
1 of the 6 Handera was offended.
RE: Where is Gordon Gekko when we need him?
I.M. Anonymous @ 8/2/2002 9:46:24 PM #
if Handera is so great, why has not it taken over the PalmOS devices world? Wake up kids, financial reality.
RE: Where is Gordon Gekko when we need him?
I.M. Anonymous @ 8/4/2002 7:52:13 PM #
>Only Sony and Microsoft can trade time for money, and
>neither have yet proven with solid engineering
>results, that they can do that well...

Exhibit A: The Sony Playstation 1 and 2

Splits and Mergers

I.M. Anonymous @ 8/2/2002 4:41:51 PM #
Let's see... First Palm was spun off from 3COM. Then Palm Inc was split into hardware and software. Now we are talking about doing a merger/acquisition to make Palm "competitive."

When are people going to realize that splitting or merging doesn't really help the problem if the company is incapable of creating products. Musical chairs won't help.

All we've seen from Palm in the past 3 years is minor revisions on the same product made possible by cheaper silicon from their suppliers. Is this all there is?

RE: Splits and Mergers
I.M. Anonymous @ 8/2/2002 5:19:26 PM #
"All we've seen from Palm in the past 3 years is minor revisions on the same product made possible by cheaper silicon from their suppliers. Is this all there is?"

Sales stats, and behind the scene's looks like "Piloting Palm" would seem to indicate that for better or worse, that's what a majority of the market wanted...

If that wasn't the case, why isn't HandEra doing better in market share. Who knows though, maybe they are. Non-public company predominantly doing direct or web sales. Sort of means they don't fall under any reporting agencies microscope.

Rumors of Palm's death are greatly exaggerated

I.M. Anonymous @ 8/2/2002 4:40:45 PM #
Palm is working hard to create two, separate, profitable companies (the hardware and the software). They're dang close. I don't see any reason to believe that they won't make it, or that a buyout will even be necessary.

While Microsoft has been playing "Variations on the $399-$749 same thing" with their hardware partners, PalmSource has diversified their platform with the introduction of OS 5 to allow for a myriad of truly different devices at different price points -- organizers, phones, communicators, etc. This allows the licensees to continue to coexist and develop the right handheld for the right user.

It will take time, but it will pay off. One size fits one. Go Palm!

RE: Rumors of Palm's death are greatly exaggerated
I.M. Anonymous @ 8/2/2002 6:01:29 PM #
While Microsoft has been playing "Variations on the $399-$749 same thing" with their hardware partners, PalmSource has diversified their platform with the introduction of OS 5 to allow for a myriad of truly different devices at different price points

You must be joking. Yes, PocketPC is bloated and inefficient, but that doesn't make Palm OS 5 good. OS 5 is an awful kludge, as limited as OS 4, but using an ARM processor. In fact, unless Palm comes out with something better very soon, they are history. Palm is only holding on because they were first to market and have a lot of good, working hardware and applications (no thanks to the OS).

I think there is a good chance that neither PocketPC nor PalmOS will make it in the long run. Microsoft may come out with something completely new, .NET based (although they may still call it "PocketPC") or some other platform may take over. If Palm makes it, OS 6 really will have to be stunning, not merely the kind of uninspired incrementalism we have seen up to now.

RE: Rumors of Palm's death are greatly exaggerated
I.M. Anonymous @ 8/2/2002 7:07:50 PM #
>>>>You must be joking. Yes, PocketPC is bloated and inefficient, but that doesn't make Palm OS 5 good. OS 5 is an awful kludge, as limited as OS 4, but using an ARM processor. In fact, unless Palm comes out with something better very soon, they are history. Palm is only holding on because they were first to market and have a lot of good, working hardware and applications (no thanks to the OS).


What world do you live in? The real world loves Palm OS - Palm isn't about to redesign the only PDA OS interface that has ever been really succesful (and there were many others before Palm came along and made the concept a household word). you and i are geeks. we dont like what sells. thats just the way it is. Palm is making the right move - would you have them create an OS that is in no way Palm OS???? Why would people buy it? Think about this.

Anyway , the point the 1st poster was making is that IT IS GOOD that OS 5 doesn't break compatibilty OR vary much from OS 4 - this way manufacturers can continue to use OS 4 in low-end or very small devices. OS 5 give u 4 main things - hi-res API, sound API, the ability to harness some of that ARM power with ARMlets, and much improved networking and security.

This brings me to the next point: most of you groaning about how the Palm OS isn't **exciting enough*** are really just complaining about the bloody launcher. When the screen-shots of OS 5 first came out everybody b*tched about how palm is doing nothing and how 'hi-res icons aren't enough'. This is stupid. I am glad Palm is in more capable hands then the marketing flunky wannabes on this site. Ya see - the interface is everything for the majority of Palm device owners. Why? because it is exactly what a frickin' PDA OS should be - simple. Yet - they've maintained this simplicity even though the OS has evolved to the point where i can surf the web, watch video, and soon - play decent looking 3D games. Perfect.

Too many CLOSE-MINDED NERD/ELITISTS
I.M. Anonymous @ 8/2/2002 8:59:54 PM #
Too many people on this board base their "market strategies" based on their group of friends.

That's good for friendships, but get real folks.

Joe Six Pack decides what wins.

People still like B & W Palms. People *WANT* B&W Palms. I have friends, YOUNG & MODERN FRIENDS who are 28 year old professionals, that insist they don't even need the color provided by a IIIc.

The m105s of the market are always going to rule.

You don't have to like it......I *DON'T*....but then again, I don't go to a website and make assinine comments like,

"....if Palm doesn't include a built-in Humidor in their next PDA, they are absolutely FINISHED....."

Features are to the average consumer. (hint: that's NOT us!)

*BENEFITS* are what they care about, and there isn't a SINGLE THING that you can perceptably do on a PPC that you can't on, for instance, an M130. Remember, Joe Six Pack DOESN'T CARE about editing Excel files on his PDA.

The Palm OS won't die off any time soon, no matter who owns the OS.

Open your eyes guys. Open your eyes.

B&W vs. COLOR
I.M. Anonymous @ 8/2/2002 9:21:53 PM #
Color technology is getting cheaper and cheaper and battery life is getting better and better. What does this mean? At some point in the near future, the cost to manufacture a color unit will be only negligably higher than a B&W PDA and B&W devices will no longer be available. WHY? Because "Joe Lunchbucket" WILL buy a color PDA over a B&W PDA if they are comparable in price. Also, as PDA's get more and more powerful and we use them to do more and more things (THINK about how PC's have evolved from their origins) people will demand color. Color allows the CLEARER communication of MORE information. Soon, you will have no easier time finding a B&W PDA as you do finding a B&W TV or PC....


RE: B&W vs. COLOR
Token User @ 8/2/2002 10:02:47 PM #
Colour is evil.

I was more than happy with the B&W crispness of my CGA monitor back in 1988. Colour wasn't needed to navigate the GEOS command shell that ran on my Amstrad PC1512. 640K of RAM and 8Mhz CPU would last me a life time ... I could even develop software using Pascal, that I could upload via 2400baud modem to a unix server (somewhere in the bowels of the computer dept at UoW), that I could then suck down and sync onto the lame Macs (dual floppy :) to complete asignments. Bah, didn't need colour for ANY of that.

My Visor Deluxe and Palm VII are still going strong, but you know something, I really appreciate colour on my cellphone. Colour gives visual cues, and allows the clarity of blakc text on a page white (not washed out grey) background. I don't have a colour PDA (yet). Palm OS3.x is still doing everything I need of it ... and I am waiting on the next crop of ARM based devices, in full colour, with wireless networking. More computing power in my pocket than I had 14 years ago. Thats gotta be a good thing.

Oh. Palm and PalmSource will be fine. The entire tech sector is depressed. Sony is only doing well as a company because of its consumer electronics sales.

Heeeeerrre AIBO AIBO AIBO.

color displays
hotpaw4 @ 8/3/2002 5:16:53 PM #
Color took over in television sets and computer monitors because price was the issue, not power consumption. I can buy a large color monitor today for less than a small B&W monitor cost me in the Apple II days.

But all passive and lit color displays use more power and/or produce less contrast. Battery technology just doesn't advance that fast, so there will always be room for lower power monochrome displays, which happen to still own the cell phone and digital watch markets. Any PDA OS has to support both color & monochrome to cover all the high volume segments of the market.

(...who knows, maybe this will change when PDA's get implanted in ones eyeball, and draw directly on the retina using multiple colors of biopower organic laser diodes...)

RE: Rumors of Palm's death are greatly exaggerated
I.M. Anonymous @ 8/5/2002 9:31:13 AM #
The point wasn't that people don't need color.......the point was that MOST, not just many, but MOST people don't perceive the need/benefit of buying a PDA that costs more than $130. Therefore, the market is DECIDED or DICTATED by them.

Period.

When something like the m130 or a Prism-ish unit costs $130, then the rest of us will probably be using some pretty serious sh*t!!!

Lookin' forward to it!

Either way, Palm isn't going to die off by not bringing out a unit this Fall that has a built in movie theatre! Get it?

Shoulden't this be labeled 'Editorial'?

orb2069 @ 8/2/2002 8:34:46 PM #
The only comments or press releases I see are the ones mentioning how this ISEN'T going to happen. The piece seems like a rehash of a bunch of previous rumors and Ed's speculation on a bit of contract legalese, which seems to make it an editorial, as opposed to reporting.

I'm sure that you're not trying to spread FUD/Rumors, Ed, but maybe it aught to be made more clear.

Thanks for the site, Ed!

Palm doesn't generate any cash

I.M. Anonymous @ 8/3/2002 11:12:44 AM #
so, bottom-line, nobody wants to buy them.

RE: Palm doesn't generate any cash
I.M. Anonymous @ 8/3/2002 2:34:43 PM #
you have forgotten the name "PALM", very famous....
Palm of (or in) human hand distinguishes human from animal (or evil) :))
RE: Palm doesn't generate any cash
I.M. Anonymous @ 8/3/2002 3:33:05 PM #
Since Palm is run by animals, I don't think anyone cares.

Sony

I.M. Anonymous @ 8/4/2002 12:40:35 AM #
The hot rumor a few years ago was that Sony would buy out the BeOS guys any sell Vaios with their own operating system. Ironically, if Sony bought Palm today, they'd finally own it!

I think Apple should buy Palm!!

I.M. Anonymous @ 8/4/2002 1:13:29 AM #
I think Apple should by Palm's OS division and Sony should buy the hardware division (or whats left of it anyway).

Sony would have the largest share of PDA sales and Apple would control the OS of the worlds most popular PDA's.

RE: I think Apple should buy Palm!!
I.M. Anonymous @ 8/4/2002 12:43:11 PM #
Steve wouldn't want a dead horse. The Apple Store cashiers use a java os with an Aqua interface which of course could be a mini-OSX. This could be used in the Apple PDA. It will happen, but no one knows when.

And you know Steve wouldn't bring out another glorified organizer. The iPod was a new mp3 player that no one had. The Organizer features in the iPod are quite enough for someone who needs their calendar and contacts with them. The hard disk holds files as well.

I think Apple's PDA will be something that is totally different than what we know today. It will have wireless functions with Bluetooth and Airport. Firewire, multimedia and a hard disk. We can only imagine.

That's why the PalmOS is so old school, that Steve would not be interested.

RE: I think Apple should buy Palm!!
I.M. Anonymous @ 8/4/2002 2:53:13 PM #
You are right that Apple is not interested in owning the Palm OS at this point. However, the rest of your information is a ridiculous smorgasborg of misinformation, fashioning fanciful constructs from bits and pieces of completely misunderstood truth. Your mention of Java and the Apple Store cashiers is no doubt a reference to the credit card swiping machines there, which Apple did write the code for. However, this is hardly an OS in any sort of conventional sense, and it was not intended to be. This code could have been written in a day or less by the sort of engineers that work at Apple. Further, it has absolutely nothing in common with OS X other than the visual appearance. Saying otherwise is akin to calling the overhead signs in the Apple store "computers" because they feature the same typeface that appears on the new iMacs.

The cashiers themselves, incidentally, use actual programs written for OS X. Again, these programs are not operating systems, but they are much more sophisticated than the credit-card swiping machines.

And Apple, of course, already owns plenty of code which could be used in a PDA, as well as legions of the world's best UNIX programmers, which it has been acquiring for several years now from all over the place.

RE: I think Apple should buy Palm!!
I.M. Anonymous @ 8/5/2002 11:40:49 AM #
"The iPod was a new mp3 player that no one had"

The last poster forgot to mention how ridiculous this comment was as well; Palm didn't invent MP3s or MP3 players, or even hard-drive based MP3 players. Apple just made a really nice looking one.

RE: I think Apple should buy Palm!!
I.M. Anonymous @ 8/5/2002 1:31:15 PM #
People here are so ready to comment and bash others comments so quickly while hiding behind their monitor.

There's no need to call people stupid, there are polite ways to tell someone else that their information is incorrect. Remember their opinion, is just like yours. You may be incorrect as well. We just comment on the articles, not bash people and tell them they are stupid.

This site is getting as bad as the others.

New Theory: TI to buy palm

I.M. Anonymous @ 8/4/2002 2:55:03 AM #
I think it makes the most sense for Texas Instraments to buy Palm. Basically for a few reasons. 1) they already own a large amount of the company (assuming that the rumor that they were the anonomous investor a few months back is true). 2) Palm is going to use their new chips in the next gen Palm OS devices. 3) High end scientific calculators have taken a big hit lately because of the proliferation of cheap Palm OS devices combined with high-end calculator software.

If TI bought Palm, they would be able to save costs by turning their high end calculator division into a software rather than hardware division. Also, they would be able to pick up extra margins on their chip business, since they develop many of the chips used in handheld devices in house.

The only major problem is that Palm's management is filled with some of the most alogant and clueless idiots in silicon valley, and they would most likely screw up any deal with their typical political bull ****. Like what happened when Earthlink was going to buy Palm.net.

RE: New Theory: TI to buy palm
I.M. Anonymous @ 8/4/2002 7:14:29 AM #
I like that theory. I've been using a TI 85 for years now. I use it every time I divide up how many shares I can buy with my funds. Maybe the answer is right there!
RE: New Theory: TI to buy palm
I.M. Anonymous @ 8/4/2002 4:28:35 PM #
Earthlink was looking into buying palm.net? What's that rumor based on?

Pocket PC makes gains against Palm OS in Q2

I.M. Anonymous @ 8/5/2002 9:23:40 PM #
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