Comments on: PalmSource Stumbles As Sony Exits

Shares of PalmSource took a dive on Tuesday as the news of the Sony's dropout spread on Wall Street. A article at thestreet.com looks at some of the influencing factors and results of the move.
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The Gartner report was flawed

Rome @ 6/2/2004 3:08:07 PM #
Why wasn't the IDC report used instead of Gartner's? The Gartner report excludes the sale of Treo 600 while including Blackberry sales figures.

Typical Wall Street...

RE: The Gartner report was flawed
Token User @ 6/2/2004 3:15:09 PM #
Many Gartner studies are flawed ... but so are IDC. Unfortunately you pay more for a Gartner subscription (and to be included in a study), so the information MUST be right.

~ "Don't be too proud of this technological terror you've constructed." - DV ~
RE: The Gartner report was flawed
dsaroff @ 6/3/2004 11:48:08 AM #
Regarding Token User's comment that,

"you pay more for a Gartner subscription (and to be included in a study)", I wish to correct him on major error.

Gartner DOES NOT charge companies to be included in a Research study.

I work for Gartner and I know this for a fact. While I am often dubious ofour own research, especially that on PDAs, I know for a fact that Gartner takes impartiality seriously. If we charged companies to be in a study, our research would be absolutely suspect (and rightfully so).

RE: The Gartner report was flawed
Token User @ 6/4/2004 7:20:26 PM #
Hmmm. Interesting. I work for a company that is often ignored by Gartner in our vertical market space because we do not have a business relationship with Gartner ... despite that we are still a leader in our segment. It is true that you don't "pay" to be in a Gartner report, but they do look more favourably on companies that "buy their chickens from the right supplier".

Gartner == Research Mafia.

I am sure they are a great company to work for (looked into working for them in the past), and I am sure that you work for an ethical group (somewhere away from the marketing bods). Money talks.

~ "Don't be too proud of this technological terror you've constructed." - DV ~

Hello? Why is this different than the Betamax wars?

johnbartley @ 6/2/2004 6:05:01 PM #
Folks, chill.

Look at the way Sony does business. They either create a market (Betamax, Walkman) or enter with high-margin, well crafted products.

Sony bails or retrenches when a market segment becomes commoditized, and that's what PDAs are, right now; a commodity item. PalmSource has been talking a lot with China, and nobody can commoditize a product like China.

It is extremely wise of Sony to take a breath here, and then reconsider a few glitches; forex, shipping the BT-capable versions of the PEG T-55 to Europe and East Asia only. BT has hit critical mass here in the Statess; heck, if I can buy a PT Cruiser with BT, it has mainstreamed.

Sony's proprietary graphics made sense when they led the pack in resolution; now that Palm and other folks have half-VGA screens (480x320), the Sony-only programming required for special modes (e.g., landscape) is so yesterday it ain't even funny.

Convergence is the future, yet Sony's relationship with Ericsson for Symbian-OS cellphones has to be rethought, because the Euros are starting to realize a 'smartphone' which don't run PPC or PalmOS is a very dumb phone, indeed.

PalmOne is shipping every Treo600 they can make (and ain't we glad the build quality is back to only 1-2% defective!). Given the bad decisions Sony has made in this market, slowing down for the speed bump of their recent PDA market share drop shows someone upstairs at Sony has woken up to smell the green tea.


there is no war; Sony really tried
tompi @ 6/2/2004 9:06:03 PM #
Sony's proprietary graphics made sense when they led the pack in resolution; now that Palm and other folks have half-VGA screens (480x320), the Sony-only programming required f