Comments on: Top Three Handheld Makers in U.S. Market All Use the Palm OS

During the first quarter of this year, Palm Inc. maintained its lead in handhelds shipped in the United States with a 47.5% share, up 1.6% from the fourth quarter of 2001, according to figures from IDC. Handspring was in second place with 14.6%. For the first time, Sony has moved up into third place with 10.8% of the market. Compaq was fourth with 8.6% and Research In Motion rounded out the top five with 5%.
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Sony is killing Palm and Handspring!!!!!!!!!!!

I.M. Anonymous @ 4/22/2002 5:52:44 PM #
WOW!!!!!!! soon Palm Inc. will be just a memory soon.

Sony is king, Palm and Handspring are dead.

RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 4/22/2002 5:55:36 PM #
troll
RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 4/22/2002 6:10:57 PM #
Do you know that Sony, Palm and Handspring cooperate and work together? They are friends, not enemies. I hope this childish post will keep trolls away, they donīt seem to understand...
Let's see here:
MacPrince @ 4/22/2002 7:18:50 PM #
Palm: 47.5%
Sony: 10.8%

You have a rather interesting definition of "killing". But then again, you're a Sony troll, so you live in a different reality than us normal people.

RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 4/22/2002 9:47:32 PM #
Sorry to burst your bubble, but Palm is still VERY strong in businesses. Most, if not all, executives that I know carry a m505 instead of a Sony. I would have too, if only the resolution for the m505 is better.

The thing about Sony PDAs is that they don't have a "professional" feel to them. Made worse by Sony releasing a new model every 3~4 months. Seems quite evident from the new models that Sony is going for the consumer market in earnest, not the corporate market. The corporate world is in Palm's hand for now :).

Anyway, Acer has just released their PalmOS PDAs in Asia. I am quite impressed with them (http://global.acer.com/products/pda/s15.htm), so in the months ahead we can expect to hear more from Acer too.

RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 4/22/2002 10:33:58 PM #
"Professional feel" is overrated. T615Cs look just fine.

Anyway, I think the first post was obvious troll-bash-baiting. Can't we all just get along? Let's celebrate the fact that the Big Three are all Palm OS.

Whap! Whap! Whap!
I.M. Anonymous @ 4/23/2002 11:55:51 AM #
>>WOW!!!!!!! soon Palm Inc. will be just a memory soon.

Sony is king, Palm and Handspring are dead.<<

First off, PLEEEEEAAAAAAAAASSSSSSSSSSEEEEEE! Don't you post this every time numbers are reported? I remember how Palm was supposed to be dead by the end of 2002. Not likely to happen, huh? Get over it.

The "Whap! Whap! Whap!" from my subject line refers to the nails being driven into Pocket PC's coffin. PPC is losing money--for Microsoft, for its licensees, and probably for those companies dumb enough to buy into it wholeheartedly. Xscale will NOT save PPC--all it will do is make a lame OS run faster and drive up the prices of new PPCs while NOT significantly lowering the prices of current PPCs. This'll be fun, watching all the PPC trolls try to explain away this one. Now if we can just get the Sony trolls to shut up...

RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 4/23/2002 1:01:33 PM #
actually iPAQ is kinda making money. And none of Palm maker make money in Q1. Handspring is still never make a single profitable quarter since inception yet.
RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 4/23/2002 1:09:30 PM #
> iPAQ is kinda making money.

Ummm, no. iPaq isn't making any money for Compaq. Its measly sales haven't even begun to pay back all the developments costs over the years.

RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 4/23/2002 1:15:52 PM #
not an actual number below, but compaq seems to be all gushy about it's iPAQ PDA on it's statement. This with more plan to ramp up production, and cheering over higher margin than desktop. Compaq will be so gushy on a product that lost money on each sale and decide to sell more of it.

what's more I doubt the actual development cost of the hardware would be that big of an invesment for compaq. I bet they can make several rough PDA circuitry before lunch.


www.compaq.com/newsroom/pr/2000/pr2000072501.html

CPCG's return to profitability reflects its ability to deliver compelling new products including its innovative iPAQ line (featuring the iPAQ desktop and the iPAQ Pocket PC), effectively integrate Custom Edge Inc., and focus on permanent cost reduction.

RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 4/23/2002 1:54:54 PM #
> Compaq will be so gushy on a product that lost money on each sale and decide to sell more of it.

Compaq doesn't lose money on each handheld it sells. The high price is enough to cover equipment costs (and discourage most buyers). But it loses money on the whole line because it doesn't make enough money to cover the development costs..

> I bet they can make several rough PDA circuitry before lunch.

So does the backlight work on these handhelds Compaq is throwing together so quickly? That would be a nice change from their current model.

www.theregus.com/content/54/24627.html

RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 4/23/2002 2:34:47 PM #
are you Compaq's accountant or a financial analyst? otherwise we are just musing, but on the whole pointing out iPAQ is not making money is about as interesting as saying Palm is not bankrupt yet.

and really, you want to talk about dust, how about wash out, grid ridden screen with bulb poping out left and right? Let's wait until Palm do big screen and see what sort of problem it will have. I bet we gonna be stuck with that tiny screen until OS6.0.

RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 4/23/2002 2:54:46 PM #
Wow, you sure pissed the M$ troll off with the comment on the iPaq's defective backlight. I'll bet he has one of those flawed hunks of junk and you poked him in a tender spot.

That's OK, Mr. Troll, you can get Compaq to replace it. What's that you say, Compaq WON'T replace it? You're stuck with it? Sucks to be you.

RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 4/23/2002 3:36:30 PM #
lol

Did you pay $499 for that m505 junk?

RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 4/24/2002 8:17:09 AM #
Actually, NO ONE has paid $499 for the m505, because it's price AT RELEASE was $450, then dropped to $399, then it was replaced by the m515 at $399.

Which just goes to show that you're a TRUE PPC "troll." You've probably NEVER owned a PalmOS device, but you like to go to PalmOS sites and slam people.

RE: Sony is killing Palm and Handspring!!!!!!!!!!!
I.M. Anonymous @ 9/11/2002 1:08:29 PM #
I wouldn't bet on it, Palm is not going away!!
Pointman

Ehrr..different numbers???

I.M. Anonymous @ 4/22/2002 6:06:38 PM #
This is C|net number

1 Palm 1,267 39%
2 Compaq 329 10.1%
3 Handspring 322 9.9%

http://news.com.com/2100-1040-888571.html

what's going on here?

Clarification..
I.M. Anonymous @ 4/22/2002 6:11:41 PM #
According to this CNET news article, Compaq occupies the number two spot...not Handspring:

http://news.com.com/2100-1040-888571.html

RE: Clarification..
I.M. Anonymous @ 4/22/2002 6:16:36 PM #
Uh, read PIC's article again:

"In worldwide shipments of handhelds, Palm is also in first place by a wide margin, with 39%. In second place was Compaq, with 10.1%. In third place was Handspring, with 9.9%."

RE: Ehrr..different numbers???
I.M. Anonymous @ 4/22/2002 6:17:58 PM #
Please read the article again and notice that it has two sets of numbers, one for the U.S. and one for the whole world. The percentages aren't the same for these. Palm has a higher share of the U.S. market, though it still sells four times as many as its next nearest competitor globally.
Numbers
I.M. Anonymous @ 4/22/2002 6:30:22 PM #
Ok, I'm sure that I maybe missing something, in which case this is completely off-based, but isn't:

3,250,000 * .475 or 47.5% = 1,543,750
3,250,000 * .146 = 474,500
3,250,000 * .108 = 351,000
3,250,000 * .086 = 279,500
3,250,000 * .05 = 162,500

Carter

RE: Numbers
I.M. Anonymous @ 4/22/2002 6:35:04 PM #
Sorry!! READ THE ARTICLE RIGHT!! Numbers are based off of "worldwide" %, not US.

Sorry!
Carter

RE: Numbers
I.M. Anonymous @ 4/22/2002 6:36:24 PM #
Carter, you made the same mistake the other peope above did, you confused U.S. and worldwide numbers. You multiplied the number of handhelds shipped worldwide by the U.S. percentages.
RE: Ehrr..different numbers???
I.M. Anonymous @ 4/22/2002 7:48:53 PM #
Palm still sits atop the market share ladder with 39% (1.267 million) of units shipped in the quarter while Compaq has replaced Handspring as the number two manufacturer with 10.1% (329,000 units). While Compaq managed an 18% increase from this time last year, Handspring saw a major decline with their market share dropping more than 5% to 9.9% (322,000 units). Sony and Sharp rounded out the top 5 with 7.7% (250,000 units) and 4.5% (145,000 units) respectively while Pocket PC manufacturers HP and Casio knocked closely at the door with 4.4% (144,000 units) each. The PalmOS device manufacturers accounted for 56.6% of units shipped in Q1-2002 with Pocket PC manufacturers claiming 18.6%, leaving close to 25% of the market for the "Other" category. THIS ACCOUNTS FOR ALL WORLDWIDE SALES!!!!!!!!
The numbers shift more in the favor of PalmOS devices in the US with Palm accounting for 47.5% of devices, Handspring 14.6%, Sony 10.8%, Compaq 8.6%, and Research in Motion 5%.

Sure, MS lovers!

I.M. Anonymous @ 4/22/2002 6:07:29 PM #
They donīt include the Treo, or the Samsung I300 or the Kyocera, they donīt want PalmOS numbers going up. I bet that when the Sendo thing starts to sell they will consider it a handheld... :-(
RE: Sure, MS lovers!
I.M. Anonymous @ 4/22/2002 6:17:25 PM #
That's because the statistics is for PDA's not OS'.
The death of Win CE
jtopf @ 4/22/2002 11:03:41 PM #
It always gues me how the Handheld wars are a repeat of the Desktop wars of the 80's but this time MS is playing the role of Apple and Palm plays MS.

MS is like apple in that it has a more advanced, more expensive product and a small market share.

Now with the fall of HP it is down to essentially a single company selling the hardware while Palm keeps picking up vendors.

Note how the penetration of WinCE is falling from 20-25% last year to 15% now.

This game is over!

RE: Sure, MS lovers!
I.M. Anonymous @ 4/23/2002 12:27:16 AM #
It ain't over until the fat lady sing.

Round III of the battle will involved e310 as thin low cost PPC, LOOX new Xscale, followed by the Caddilac of the PDA, Genio 550g with super large screen and same size as 570, while Jornada will come out with 128Megs Xscale or so.

Round I was a complete lost, Round II Palm slip up big time. Round III will start this summer.

WIll OS 5.0 finally answer the feture challange as PPC answer price and size? or will we have more of the same?

---------
Warning, e550g picture below may cause deep seated histerical fear among Palm zealots.

http://www.zdnet.co.jp/mobile/0204/18/n_nge.html

RE: Sure, MS lovers!
I.M. Anonymous @ 4/23/2002 12:59:36 AM #
Hey, if these PPC toys run Xscale processors, wouldn't it be technically possible to port over OS5? If only these new PPC's had high-res (320x480) and OS5, Sony might actually have some competition at the high-end...
RE: Sure, MS lovers!
I.M. Anonymous @ 4/23/2002 1:16:22 AM #
isn't that a bit like putting lawnmower engine into a Porche chasis?
RE: Sure, MS lovers!
rigter @ 4/23/2002 7:16:15 AM #
No, it isn't.
It is for OS4.x though.

The whole move towards OS5 and up was designed to go from "lawnmower" to "Porsche".
I wouldn't use these terms, however. Many people refuse to buy the Porsche because it is outperformed by the lawnmower on some critical points of performance.

The move to OS5 and up should address the remaining points. Well.... in theory anyway.

Cheers,
Jan

/*
One thing a computer can do that most humans can't is be sealed up in a cardboard box and sit in a warehouse.
*/

RE: Sure, MS lovers!
I.M. Anonymous @ 4/23/2002 7:19:43 AM #
Funny, about a year ago the M$ trolls were telling us that Palm was bankrupt, that PPC would swallow the market, etc.

The really amazing thing is that M$ has persisted with the losses for so long. The manufacturers off course have much less fat to burn, so look out for fewer models of PPC in future. Eventually, even COMPAQ will fold.

RE: Sure, MS lovers!
I.M. Anonymous @ 4/23/2002 8:14:05 AM #
>> Round I was a complete lost, Round II Palm slip up big time. Round III will start this summer. <<

Actually, THIS is Round III, and it's a loss for PPC with PPC 2002. Round IV begins this summer with XScale overpriced toys vs. OS 5.

RE: Sure, MS lovers!
I.M. Anonymous @ 4/23/2002 8:19:25 AM #
I've heard that PocketPC has just a few more months to start making money before Microsoft drops it. They've poured tens of millions of dollars down that rathole since the mid-90s and it has yet to make money for anyone.

Compaq, HP, and the rest hate it and would drop it if Microsoft would let them, which it is going to do soon.

Microsoft is making one last push to make some money off PPC by licencing it to everyone who asks. This has made it impossible for any one company (except possibly Microsoft) to make any money.

PPC's sales numbers are sad. Compaq was all happy about selling 2 million iPaqs. Check the numbers in this article. Palm sells almost that many every quarter. Sony has been making CLIEs half as long as Compaq has been making iPaqs and Sony now sells more in the U.S. HP has been beaten out by RIM.

Forget the hype about the new models. They still run the same clunky OS with not very many apps and no developers. No one wants to make PPC apps. If they make a successful one, Microsoft will rip it off and give it away for free.

The whole PPC platform is about to collapse because the companies involved are tired of wasting money on it.

RE: Sure, MS lovers!
I.M. Anonymous @ 4/23/2002 8:24:17 AM #
Last I checked, people were concerned with benefits, not features.

Joe Six Pack (which is the market that MS *MUST* convert if they ever want to dominate) doesn't need to watch Star Wars movies on his PDA. Or use Excel. Or use MS Word.

Browsing the internet is something that will be cleared up with hi-res.

Palm is the sentimental favorite.
Palm is the market favorite. (not stock market, but *THE* market).
Palm provides BENEFITS that are peceived as equivalent by Joe Six Pack as the same as MS.

Advantage : Palm

RE: Sure, MS lovers!
I.M. Anonymous @ 4/23/2002 1:04:49 PM #
If Palm is so great how come it keeps loosing market share every quarter? by this time next year palm's share will be in mid 20's. It's already below 40%.

Wanna bet that Palm cannot make OMAP full multimedia model under $499? It doesn't have cost manufacturing advantage compare to the Japanese producer. Than what? keep making $99 m130? good luck.

RE: Sure, MS lovers!
I.M. Anonymous @ 4/23/2002 1:55:08 PM #
The very fact that I'm a tech enthusiast, and yet have never heard of any "OMAP model" means that I don't care, nerds don't care, and Joe Six Pack (again, the market that eventually determines TRUE domination) CERTAINLY doesn't give a rip.

Clue up, pal.

Oh, and by the way, Palm is losing market share to Sony, and HARDLY any to PocketPC.

RE: Sure, MS lovers!
I.M. Anonymous @ 4/23/2002 1:57:57 PM #
The very suggestion that the average American needs the added functionality of a Pocket PC proves to me that a majority of this site's readers are narrow minded and very short-sided.

Most business will be giving their employees low cost wireless tablets 5 years from now. You'll take it to meetings with you, direct presentations with it, take notes on it, work on it, etc., and *MAYBE*....I said *MAYBE* wirelessly transmit your finished work at the end of the day to your Palm or dummy terminal (which will transmit it to your company's server).

I work at one of the biggest, slowest, sloth-like companies on earth, and we're already outfitting all employees with computers that save their material to the server instead of their hard drive.

I see very little true functionality offered by PPC that will help it "dominate" or "destroy" Palm in any way.

Put your thinking cap on, folks, and pull out the wide lense.

Quit looking 6-12 months into the future, and think about 3-5 years from now.

Wireless will enable people to work on WHATEVER they want ANYWHERE they want, but they'll be doing it on the MOST COMFORTABLE tools they have, i.e. desktop PCs and tablets, NOT PocketPCs.

Think, McFly, THINK!

RE: Sure, MS lovers!
I.M. Anonymous @ 4/23/2002 2:42:16 PM #
didn't Palm promise that by this time all PDA sold will have wireless capability? And here we are still waiting ofr that browser to be released.

oh well.

HP-Compaq Merger Will Kill PPC
I.M. Anonymous @ 4/23/2002 3:11:51 PM #
The mass confusion as two giant companies try to merge will be the death of both the Jornada and the iPaq. Over 15 thousand people are going to get laid off. And that's a low estimate. I've heard 25 thousand and more. No way HP is going to keep both handheld design teams. Odds are they will lay half of both of them off, then try to combine the remainder. It will take years before these two groups learn to work well together. In the mean time, the whole company will be flailing around trying to get organized while it loses money. I wouldn't be surprised if the whole handheld group didn't get the axe as a cost cutting measure in a year or so.

Without the iPaq, the only slightly successful PPC handheld, the whole platform is doomed.

RE: Sure, MS lovers!
I.M. Anonymous @ 4/23/2002 3:24:13 PM #
If Compaq ceases production all together there are always Toshiba, NEC, Acer, HTC or Casio. Btw, Casio was the top selling before iPAQ.

What's the difference if HP stops making PPC and combines the design team and product line into iPAQ? Slight marking on top of the machine probably. For consumer market: who cares. There is always different brand.

(note: Digital line's of laptop being folded into currents Compaq's Evo after the two companies merger)

RE: Sure, MS lovers!
I.M. Anonymous @ 4/24/2002 8:22:46 AM #
>> PPC's sales numbers are sad. Compaq was all happy about selling 2 million iPaqs. Check the numbers in this article. Palm sells almost that many every quarter. <<

Furthermore, this comes after Palm has had their fabled decline. If they're able to make a solid OS5 machine (not a mediocre one followed by a solid one), they'll be moving much more than 2 million per quarter.

>> If Compaq ceases production all together there are always Toshiba, NEC, Acer, HTC or Casio. Btw, Casio was the top selling before iPAQ.

What's the difference if HP stops making PPC and combines the design team and product line into iPAQ? <<

Oh my God!!! Are you serious? First off, Acer has released a PalmOS device overseas--did you know that, or was your head up your a**? Toshiba I'll give you, but they're introducing their serious models LATE in the game--too late. NEC? HTC? You've gotta be kidding. What do they sell per quarter, 5 units? 6? As for Casio, BIG F***ING DEAL! They were the top-selling WinCE model back when WinCE had like 3% of the handheld market. Face it, iPaq is the only thing keeping the platform afloat, which is my PPC2002 was basically Micro$oft's effort to make every manufacturer clone it, thereby diluting the platform.

As for the HP-Compaq merger, this is more likely to KILL both the Jornada and the iPaq than it is to strengthen the iPaq.

RE: Sure, MS lovers!
I.M. Anonymous @ 4/24/2002 1:04:39 PM #
Acer has shown PPC model already. Mitac also has shown model together with NEC.

HTC is planning to release their own brand of PPC/smartphone. (they are the maker of iPAQ btw. They own the biggest handheld assembly line in the world able to crank up 2million handheld a year.)

NEC makes the late comer 300model.

Just because they are not a current player doesn't mean they are not a future player. Phillips was a big player and they are not anymore. Acer could be a big player since their model is similar to the low cost Toshiba e310. Even Samsung still stick around with WinCE for korean market with their strange product.

What's the big deal about clone? If Genio e550g is a clone of iPAQ3870 is a clone of LOOX is a clone of e310. than be it. I don't see any Palm product with 4 inch screen, 1Gig microdrive model or 128megs models with bluetooth built in. (chicklet keyboard, oh woo hee....big deal)

RE: Sure, MS lovers!
I.M. Anonymous @ 4/24/2002 3:47:45 PM #
>> HTC is planning to release their own brand of PPC/smartphone. (they are the maker of iPAQ btw. They own the biggest handheld assembly line in the world able to crank up 2million handheld a year.) <<

Well, that'll be great. HTC can make 2 million handhelds that NO ONE WILL BUY because the battery life sucks and the OS is sh**.

Handspring's figure is amazing

I.M. Anonymous @ 4/22/2002 7:28:12 PM #
Since Treo is excluded, to me it's amazing to see that there are still so many people buying Visors...it feels like the newest Visor has been out for ages already.

Or is it just many Visor still shipping out to retail stores?

RE: Handspring's figure is amazing
bobes @ 4/22/2002 8:35:33 PM #
it's just that the visors are being deeply discounted... lots of PDAs are sold in the low end.

RE: Handspring's figure is amazing
Roberto @ 4/22/2002 9:37:14 PM #
And the Visors still do pretty much everything thing people want. Most who are entering the PDA market are looking for a basic unit at a good price. The newest Visors more than meet that need.

RE: Handspring's figure is amazing
I.M. Anonymous @ 4/23/2002 3:43:08 PM #
WHAT?!?!?

You mean *MOST* people only need the raw functionality of an electronic organizer and some B & W games?

But I thought Microsoft was going to dominate the market with LightSaber enabled PocketPCs???

You mean people, BY AND LARGE, don't CARE about the glittery functionality additions of PocketPCs???

Oh my GAWD!!!!!

RE: Handspring's figure is amazing
I.M. Anonymous @ 4/23/2002 4:30:53 PM #
let's rehash:

who need 8Meg?
-oh my gosh everybody should have 8megs, how could you live without more memory, 16Meg is great too.

Who needs color
-lookie the beautiful m505 color, everybody is dying to have it, come and get it you won't regret it..*grog*

Who need mp3?
-wow..what would Sony think up next, the ultimate PDA is here.

Next: who needs it, fast CPU, multimedia, multitasking, file system, flexible wireless.

Is this a typo Ed?

terrysalmi @ 4/22/2002 9:43:43 PM #
QUOTE

For the first time, Sony has moved up into third place with 10.8% of the market. Compaq was third with 8.6% and Research In Motion rounded out the top five with 5%.

END QUOTE

How can Sony move into third when Compaq WAS third?

Yes
Ed @ 4/22/2002 11:29:48 PM #
Yep, that's a typo. It was supposed to say, "Compaq was fourth with 8.6%", which it does now. Thanks.

---
News Editor

Too Little, Too Late

TDS @ 4/23/2002 12:08:59 AM #
I figured since our Sony friend already used up the "Sony Rulez" post above, we needed someone to post a "Too Little, Too Late" to round things out. :)

Actually, it is wonderful to see that the PalmOS is still so far ahead of PocketPC. In one short year, Sony has surpassed Compaq in market share. This is great news for Sony and the PalmOS in general. Those guys really push the Envelope. I am saddened to see Handspring slip a little. I think they were 16% last year. I think they are bringing it on themselves, though. I suspect that if they would have refreshed their product line a little more intelligently, their numbers would be a little higher.

I really do think that there is room in the marketplace for a few different handheld OS's. There are even days when I think I could use a PocketPC for some purposes. Mostly just specialized software not available on the PalmOS, though.
Good going, PalmOS.

RE: Too Little, Too Late
I.M. Anonymous @ 4/23/2002 12:23:02 AM #
what makes you think Sony is expanding Palm OS share instead of taking it from Handspring and Palm? (in the US stores at least)
RE: Too Little, Too Late
I.M. Anonymous @ 4/23/2002 7:24:16 AM #
Well, the problem is that the pda is starting to become a "mature" product as the rate of technological advance is slowing. Unless there are some new breakthroughs (eg, OLED screens), there should be a reduction in the rate of true innovation. This will have a greater impact on Handspring because it seeks to differentiate itself from the market leader through new products (which will be harder to do). This will leave them with little competitive ammunition other that price cutting, which in the medium term is not good. Handspring may soon find itself in a vicious downward spiral. I really hope the Treo saves the company, because we need the likes of Handspring!
RE: Too Little, Too Late
I.M. Anonymous @ 4/23/2002 6:06:32 PM #
the rate of technology in PDA is slowing? Or is it Palm that slow to adopt new technology?
RE: Too Little, Too Late
I.M. Anonymous @ 4/24/2002 8:37:09 AM #
No, the rate really IS slowing down. Adding memory is hardly innovative. Neither, at this point, is adding an expansion slot, or even a second one. Even screen resolution reaches a point of diminishing returns.
RE: Too Little, Too Late
I.M. Anonymous @ 4/24/2002 1:16:59 PM #
Adding memory is not innovation? excuse me but the litography technology that went on shrinking 128Meg to the place of 640kb is worth half the humanity to the EE's. That is a major advance in technology. The reason palm does not put 128Mbs built into their handheld is because the OS. (Next jornada will have 128Mb)

CPU: Dragonball is cutting edge?
screen: 4inch polysilicon is here. Sharp even have a 3.7inch VGA model.
AI: handwriting recognition, voice recognition

that's just what's on the headline. Let's face it, Palm is behind in adopting technology. If Hitachi can squeeze a full feature handheld with WiFi at roughly the size of Palm, why can't Palm do the same? (that would be Xscale, new screen, new WifiModule, new battery, etc etc...)

Remember IDC's prediction back to 1999 ?

I.M. Anonymous @ 4/23/2002 12:41:17 AM #
http://news.zdnet.co.uk/story/0,,s2072644,00.html

Exclusive: IDC predicts 3Com Palm champ till 2002
Tuesday 13th July 1999
by Jane Wakefield

No new prediction from IDC this time but at least I can prove it they were wrong.

RE: Remember IDC's prediction back to 1999 ?
I.M. Anonymous @ 4/23/2002 1:01:35 AM #
Considering the article was written in 1999, the accuracy is pretty good. Compare that to global market share just released, it's pretty darned close knowing that winCE was a total flop in 1999.

-----------
IDC analyst and author of the report, Alison McKenzie, predicts Palm's share will drop to 30.8 percent share in 2002 with Microsoft closing the gap at 27.9 percent. By 2003 McKenzie predicts Microsoft will overtake Palm with a virtual swap in figures: Microsoft's Win CE at 30 percent Palm falling to 27.7 percent.

RE: Remember IDC's prediction back to 1999 ?
Palm_Otaku @ 4/23/2002 3:29:50 AM #
Hm, not that accurate when you realize that the report is talking about Operating Systems:
PalmOS 57% (predicted: 31%)
Microsoft 10% (predicted: 28%)

The IDC global figures reported here only include the top 4 devices globally, but it's interesting that HP didn't make the top 5 this quarter.

RE: Remember IDC's prediction back to 1999 ?
I.M. Anonymous @ 4/23/2002 3:41:29 AM #
I think we can safely thin what the zdnet is talking about is actually PDA. If we are talking about WinCE OS as embedded, than we have to count auto/phone/various embedded projects. I don't think IDC could project that sort of market as easily.

The IDC report with 4 numbers is what PIC reported, not the entire IDC number. c|net has the entire Q1 figure.

Price matters

I.M. Anonymous @ 4/23/2002 11:30:11 AM #
This highlights again that little fact not always appreciated by enthusiasts: price matters. The top 3 all have low-end models costing $200 or less. It is these that new users will buy to get their toes wet, and it is also these that pragmatic buyers -- who worry about durability, loss, theft or obsolescence -- will buy. Kitchen-sink feature sets will continue to command a niche market as long as they demand a price premium over PDAs that "just work".
RE: Price matters
I.M. Anonymous @ 4/24/2002 4:17:10 AM #
the only slight problem, nobody is making big money on the low cost PDA. Its razor thin margin won't support R&D nor drive up new interesting softwares and peripherals.

With limited memory, expansion and small B/W screen, the low cost palm models are only used as electronic organizers, that's about it. It doens't create cascading demand for more complex softwares and peripherals. Okay a few freebies tetris titles and stylus replacement maybe.


RE: Price matters
I.M. Anonymous @ 4/24/2002 8:43:18 AM #
I don't think anyone's really making big money on high-cost PDAs, either. I'm not sure Sony is. We all know PPC manufacturers aren't. Palm might be.

Could it be that PDAs are primarily destined to be primarily electronic organizers with a low profit margin? *GASP!* This will SHOCK and CONFUSE the geeks who peruse this site religiously. It would also explain why Handspring has moved toward COMBINING the PDA with wireless phone technology--which is where the big money IS. Remember, this Treo is the first generation. If it manages to keep the stockholders happy, Handspring will continue to release new models until they hit the motherlode. Here's hoping they can survive until then.

RE: Price matters
I.M. Anonymous @ 4/24/2002 1:25:03 PM #
Than explain why 30% of Palm software sale is Game, there are 4 major versions of office products, and Handspring is pushing hard on the idea of 'communicator PDA'.

your idea of PDA is like what people say about PC. What could possibly people do on PC beside Visicalc spreadsheet. And it turn out Quake is driving up the graphic technology, while internet is driving up low cost PC.

Handheld will be a carry-on data access that's for sure. And PIM being one of the early application of portable data that can easily be implemented. Soon people want to access all their data, from office works to personal entertainment files.

Will it sell widely at $600? of course not. But will PDA destined only for $99 PIM?

heh heh...

That's only in Palm's Zen realm, while the rest of the world is pushing to achieve the full portable data access.

OMAP

I.M. Anonymous @ 6/28/2002 7:50:36 PM #
Does anyone believe that Intel's "Xscale" platform can compete with TI's "OMAP" platform? Is anyone else close to having a platform to challenge TI's dominance in this area?

It's the OS share dummy!

I.M. Anonymous @ 7/26/2002 2:01:06 PM #
Well these per company percentages are nice for the hardware makers. But the real stats that matter are the OS shares. So pretty much we see four OSes here: PalmOS, PPC, RIM and Linux.

PalmOS (Palm, Handspring, Sony) 56.6%
PPC (Hp/Compaq) 10.1%
Linux (Sharp) 4.5%

This accounts for 71.2% of the market share. Would be interesting to see how the other not mentioned players (Symbol, Handera, Toshiba) and others fit in. Overall, PalmOS is cheaper to implement and still kicking PPCs ass.

I'm glad I quit Windows coding four years ago.


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