day 45




microsoft smells $$s 2: pda envy

Yesterday, we showed there is a resurgence in

the PDA market, but only because PDAs have been

repositioned as network appliances.

Actually, the PDA market has long been alive and

thriving. People all over the world are

clamoring for the Psion 3a from Psion Computer,

a United Kingdom manufacturer that has sold over

2 million miniature DOS-like organizers. The

company is expanding the 3a into the appliance

arena. It recently introduced PsiMail, which

gives Psion Series 3a users access to Microsoft

Mail and cc:Mail systems.

HP is selling its HP100LX and 200LX like

cholesterol at McDonald's. The new HP OmniGo

could fatten HP's coffers even more, and the

Palm Computing PILOT is gaining momentum at the

low end ($299). Just about every geek in

Siliwood either has, or is getting, a pocket

computer.

Sharp's Zaurus 5800 offers developers a mail API

for creating software for third-party mail

systems. Sharp already supports Microsoft Mail

and will support cc:Mail, shortly. An Internet

mail client is a future possibility. The 5800

comes with a client for AT&T mail that

supports attachments. Mail is also available via

the Zaurus's built-in CompuServe client, which

supports attachments and Internet mail. The

Zaurus also supports two-way paging with

optional hardware. However, access to the Web is

limited to Unix sessions via the terminal

screen.

If the PDA market is so hot, why have the Apple

MessagePad, Motorola Marco, Motorola Envoy, and

Sony Magic Link done so poorly? There are maybe

250,000 MessagePads, 30,000 Magic Cap-based

machines, and even fewer Envoys and Marcos in

circulation. Why the big difference in PDA

sales? Simply put, the poor-selling PDAs have

gone over the wall of innovation.

microsoft smells $$s 1



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