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Question: Anybody prefer to own the enabling technology for all of these hand held devices?

Question: Anybody prefer to own the enabling technology for broadband wireless devices?

Nokia has a nice combination phone/PDA that sells over here in Europe. If it comes down to broadband CDMA for all the OEM's including Palm - I want to own the enabling technology companies.

Ok, spent a little time surfing this AM, and I'm intrigued.

Palm seems to be putting alliances together that may just assure that they will indeed an “enabling technology” as well as a hardware manufacturer. Companies such as Nokia, Sun, Motorola, Sony, AOL, Amazon, Yahoo have all established alliances with Palm. A few have bought major stakes in Palm's IPO.

The following link is to a consolidated list of press releases by category. Look at the alliances they're building!

Then look at this CNET reported on the Wise analysts views of Palms business model:

An excerpt:

“The company is looking forward to the age of wireless devices and Internet-enabled cell phones, and has inked a number of deals to put its software on these devices. Palm devices are expected to eventually be eclipsed in popularity by these wireless products, but analysts and investors have generally been reassured by the company's long-term view and strategic positioning.”

Further they report:

“Motorola purchased 1.7 million Palm shares yesterday at the initial $38 price. America Online and Nokia each purchased 2.1 million shares, according to Palm.”

In another CNET article, it is reported that indeed, Palm wants to license it's OS:

“The company also is looking to transistion its business from focusing on hardware to licensing its operating system software. Recently, Palm signed high-profile partners such as Handspring, started by Palm co-founders Donna Dubinsky and Jeff Hawkins, as well as Nokia, Motorola and Sony.
"We believe the main driver for Palm exists in licensing of its operating software," said a recent research report from Lehman Bros. "Major wireless players such as Nokia, Motorola and other (handheld) vendors such as Handspring have joined the licensee list alongside e-commerce partners such as Amazon and Yahoo. " “

That's all I can get away with this AM. The boss wants some productivity out of me. But this is an interesting play, and I will be delving deeper.

Take care,
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