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Handspring Presentation

Jim Courtney posts:
Yesterday morning I attended Donna Dubinsky's presentation on HandSpring at Comdex Canada. It answered several of the questions you and I had when we discussed their new TREO last December.

1. They are definitely going after the RIM Blackberry space. They only do GSM/GPRS at the moment; she had hers working on the new Rogers AT&T Wireless GSM/GPRS network here (and said it was the first time she could really test the browsing experience). As a result they can do the "always on" thing -- one of Blackberry's key selling features. She is also really taken with how easy it is to get her e-mail via the TREO using this network.

2. Their focus is on making the converged device very user friendly; to that end she showed several examples.

3. They have decided to go after the wireless communications space and be number 1 there rather than being number 2 in the handheld organizer space -- thus, the decline and fall of the Visor (or at least it is replaced by the TREO 90.

4. They will get into the 1xRRTx/CDMA space via a setup with Sprint -- that will be the TREO 300 when announced this fall.

5. The one thing that RIM really gets much better is working with the enterprise market. With a 14,000 enterprise customer lead and applications being developed continuously, the HandSpring has a huge barrier to overcome to penetrate this market.

6. HandSpring has cash of $100MM with a burn rate of $10-$15MM per quarter vs RIM's >$600MM with a smaller burn rate.

7. She certainly has a dynamism and personality that gets people interested; she was also very realistic in many of her assessments of the market and its potential.

Jim

Thanks Jim but...I heard at a recent show that Microsoft projects 20 million smartphones in the coming year - I think that spells a tidal wave of adoption of MS smartphones.

It's color, it's windows.


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(Thanks to NUA Surveys for pointing to this article.)

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Is Email Going Away?

Junk e-mail increased a whopping 450 per cent last month compared with June a year ago. And the number of mass e-mailings has risen eightfold in just a year and a half.

Yes, spam is booming, but I didn't have to tell you that. The question is: will it kill off email? (more)

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