Comments on: Handspring Expects to Be Profitable by June

Throughout its history, Handspring has not yet had a profitable quarter. If the company's hopes for the Treo come true, that is about to change. Handspring's CEO Donna Dubinsky said recently that her company expects to become profitable in the quarter which ends next June. Analysts aren't so optimistic. They are predicting that Handspring will lose 7 cents a share that quarter.
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what, no HS is dead post?

I.M. Anonymous @ 12/5/2001 11:57:34 AM #
the Sonyites are slacking... this news item has been up for 5 minutes already and nobody's sounded the death-knell of Handspring.

In terms of financial viability, I'm thinking that HS is much stronger than Palm right now. The treo is a strong device, despite the fact that it will not make mixed drinks for you. When the economy picks up, they'll be well positioned to be a staple in the market.

Just b/c HS isn't dominating doesn't mean they're dead, and just because they're doing alright doesn't mean they're going to tromp everybody else. Whatever the sonyites would have you believe, there is room in the market for multiple companies, so this middle-of-the-road announcement is a welcome reminder that all the extremist calls to bankruptcy and tromping are just that: extremist.

RE: what, no HS is dead post?
I.M. Anonymous @ 12/5/2001 12:05:33 PM #
Handspring is just a bug splattered on Sony's windshield. Not worth the time for a lenghty comment.

There are you happy?

RE: what, no HS is dead post?
I.M. Anonymous @ 12/5/2001 12:06:38 PM #
nea..... don't really wanna add insult to injuries.

only non-clie users will say stuff like "sony's not going to support MS modules on their S-series" whenever a post about Clie is up.

RE: what, no HS is dead post?
skoty @ 12/5/2001 12:28:33 PM #
Actually, I've seen S series users complain about MS add-ons not working on their devices. Then, someone always fires back with "the Treo doesn't support springboards." Then, it is explained again that it is a different product line than the Visor. Then someone comes back with "All Sony product lines support Memory sticks." Then, finally, someone comes back with the Camera and GPS Memory Sticks don't work with the walkman.

It's a script we've been following whenever an article involving Sony or Handspring comes out. Let's just forego this repeat of the same discussion. It is true, the Treo doesn't support springboards. It is also true that Memory Stick add-ons are not supported by all CLIEs.

Please, let's leave this one be.

RE: what, no HS is dead post?
I.M. Anonymous @ 12/5/2001 12:35:45 PM #
The script never ends, just didn't bother to dig it out to continue.

Treo Uses Palm OS. So it's a palm Device
Sony walkman does't run palm OS my friend.... :)

Handspring is dead
I.M. Anonymous @ 12/5/2001 4:34:35 PM #
They have been in business all this time and done nothing but lost money. Everything they sell is outdated. The most pathetic thing is all the Handspring apologists who think the Treo is going to change everything. It won't happen. Handspring is going down. Say bye-bye.

RE: Handspring is dead
I.M. Anonymous @ 12/5/2001 4:39:35 PM #
Wrong answer but thanks for playing. Please take home a lovely copy of our home game, and a year's supply of Rice-a-roni, the San Francisco treat.

RE: what, no HS is dead post?
I.M. Anonymous @ 12/5/2001 5:23:20 PM #
"They have been in business all this time and done nothing but lost money. Everything they sell is outdated. The most pathetic thing is all the Handspring apologists who think the Treo is going to change everything. It won't happen. Handspring is going down. Say bye-bye."

What a pathetic post... All companies lose money, specially when they are on the market for so little time. Did you hear the word "investment"? Handspring is the number two PDA seller. It sells more tban all PPC devices. Stop crying if you don´t have money for a Treo...

Treo

I.M. Anonymous @ 12/5/2001 12:11:38 PM #
I made the comment to a friend last night, "everybody wants to sign you up for $40 a month something." I've personally had enough of it. I really don't think the Treo is going to do as well as Handspring expects, no matter what features the device has.

I agree.
peter167 @ 12/5/2001 12:18:34 PM #
This phone will not suceed, especially in the North American market. No guys here dare to pay a mono-chrome phone for $400 with limited choice of service providers.

Look at the Nokia phones right here right now. They are the oldest of all, and people always look for free cell-phone when signing up a two-year contract. Maybe that's why. North America never focus on quality of life; it focus on value. Just look at McDonalds and Wal-mart in America. They are a different story in Europe.

P.S. It may be better in Europe and Asia, but I heard nothing about any wireless carriers over there.

RE: Treo
Coyote67 @ 12/5/2001 12:39:20 PM #
Really? Because other phone pdas like the Kyocera isn't doing well, right? Where I work there are 5 guys who have kyocera pda phones, and 10 people waiting for the treo to come out. Take a look at Nextel and Sprint, they charge for all their phones. They are doing well, unless someone wants to argue about that?

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Stuffing feathers up your ass does not make you a chicken.
RE: Treo
peter167 @ 12/5/2001 12:56:59 PM #
Sprint just warned for the coming quarters, so I do not understand your definition of doing well, bla bla bla.

Just wake up folks. Just look at your friends and collegues beside you. Look at the cell-phones they are using right now (bought and paid by them), and took a little stat with your Palm. You will find out the majority cost of the cell-phone they bought is a whopping $100-150 US.

A seperate PDA and a seperate cell-phone is a better combination because of choice of carriers. Also, you can upgrade either unit at a time rather than you have to buy an all-new treo every time.

The best combination is a blue-tooth cell-phone, a blue-tooth Palm PDA and a set of blue-tooth wireless earphones. That will make wireless perfect.

RE: Treo
I.M. Anonymous @ 12/5/2001 1:02:05 PM #
the motorola v60 is doing pretty well today. it's a $400 mono-chrome phone and doesn't even run the palm os.

the treo may not do as well as the m100 or the nokia 51xx series, but those are a completely different market. yes, wal-mart and mcdonald's do well in the states but that doesn't mean there's no market for higher-end products.

RE: Treo
peter167 @ 12/5/2001 1:05:17 PM #
By the way, I refer that Treo will fail in America. Cell-phone is a different story in Europe and Asia, but it does not mean the Treo can suceed over there because of the lack of market presence.

RE: Treo
peter167 @ 12/5/2001 1:10:37 PM #
That's always a market for high-end products, just like BMW.

But are you going to tell me Handspring's going to aim at the high-end market while their deluxes sell for $129?

I never saw BMW sells civics or Honda sells a real-drive, I-6 sedan.

Am I right?

RE: Treo
I.M. Anonymous @ 12/5/2001 1:41:56 PM #
> That's always a market for high-end products, just
like BMW

The TREO ain't a high-end product. Yes, it's expensive at $400 but the feature set don't make it high-end.

And GSM is plain stupid in the US market.

Sorry, no cigar.

RE: Treo
I.M. Anonymous @ 12/5/2001 2:34:23 PM #
> But are you going to tell me Handspring's going to
> aim at the high-end market while their deluxes sell
> for $129?
>
> I never saw BMW sells civics or Honda sells a real-
> drive, I-6 sedan.

Of course BMW doesn't sell Civics. Hello! :)

Doesn't Ford own Jaguar? Doesn't Microsoft sell Flight Simulator as well as compilers as well as wheel mice? Doesn't IBM make ASCI White as well as $800 laptops? Doesn't Marlon Brando appear in both On the Waterfront and The Island of Dr Moreau?

RE: Treo
peter167 @ 12/5/2001 2:45:05 PM #
Looks that IM poster above me is not very happy about my post, but the fact is that if a Jaguar sells a Focus, it will screw up.

Compilers and mice are different products and serve different functions, and so are IBM's servers and laptops - hopefully you recognized that.

No single company/brand is successful to lure all spectrum users at the same time for one group of product. That is what called marketing and targeted consumers. Just like Ford cannot sell an X-Type and Jaguar cannot sell a Focus.

RE: Treo
Islander @ 12/5/2001 3:33:40 PM #
You missed his point FORD owns both Jaguar and the lowly Focus.

Nissan makers of the lowly sentra, own infinity.

Toyota of Corolla fame own Lexus.

These companies wisely profit on all segments of the market.

RE: Treo
Coyote67 @ 12/5/2001 3:49:21 PM #
Exactly. No company can survive filling just one market, unless is a VERY good market. Look at how blackberry is killing itself, they are making a product that has a specific function that only appeal to corporate users, and well...al gore. They have one type of product and once the market for that paticular product is full, they are in trouble, like they are now.

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Stuffing feathers up your ass does not make you a chicken.
RE: Treo
peter167 @ 12/5/2001 4:19:00 PM #
Hey, have any of you recognized that Toyota does not sell an Toyota LS 430?

How about Lexus Corolla?

No matter what company owns another company, you still have to have a seperate brand. Is that simple?

Unless Handspring ditch the image for low-end devices, how could they sell such an expensive item for $599 without a contract for a monochrome device?

It is just similar to ask Lexus to see a GS 430 while they have a Lexus Corolla in the line-up. People who bought GS 430 will not like to see people driving Lexus Corollas around. Just like if people want to buy Treos, they will not want to see the Deluxes, Neos, Pros around. Isn't that simple?

Do any of you need further explanation?

P.S. The owner of a particular company and the parent company have no direct relationships with their repective products. If you dream that you buy a Ford Focus equals to buying a Jaguar X-Type, you need some sort of meditation.

RE: Treo
Islander @ 12/5/2001 5:17:13 PM #
OK let continue with your weak car analogy. IS the mono treo priced to be the luxury car of PDAs?

No, it is the high end of the general consumer market. The "Maxima" of PDAs at 399.00. Try getting a newly released PPC at that price. With unique features that no luxury priced PDA can match.

RE: Treo
peter167 @ 12/5/2001 6:01:04 PM #
Islander, do not forget the price for Treo is $599 without a contract. I am not a PPC fan at all. But at that price, you can buy almost any PPCs out there.

RE: Treo
I.M. Anonymous @ 12/5/2001 9:38:45 PM #
Mercedes sells expensive cars, but they also have a "cheap" model, the A-Class; so Handspring will have the Treo on one side and the Deluxe or Neo on the other (although they are not the same thing) whether you like it or not...

RE: Treo
Islander @ 12/6/2001 2:16:37 PM #
This is a phone people.
Who is going to buy it and not use the phone service?

Does 399 plus a contract mean HS will make an obscene profit? Perhaps. The question is will people buy it. Peter tries desperately to explain that this is a rip off. The very fact that you HAVE TO ARGUE your point with people shows that many would spend the money.

You wont be there in every VoicStream dealer to explain that the treo really costs 600 bucks.

I bet very few here fight now even know how much their current cellphone costs without the contract.

They will sell by the gazilliion.
Thus the "profitable by june" article.

Who is the Treo Target Market?

I.M. Anonymous @ 12/5/2001 1:31:34 PM #

I'm really having trouble figuring out who will buy this Treo thing. Current high-end PalmOS users with their CLIE760's and m505's won't want to downgrade to a tiny B&W screen and trying to keep the 2 in Sync is more headache than it's worth. Current low-end PalmOS users (Handspring Deluxe,m105 users) this will cost waaay to much. And as for plain old cellular users they probably are looking for $.01 phones with their 2year cellular contracts.
Handspring needs to hedge their bets elsewhere.

RE: Who is the Treo Target Market?
I.M. Anonymous @ 12/5/2001 2:40:53 PM #
I agree with a previous poster, separate cell phone and PDA (but with bluetooth) would be ideal for me. I'd guess most of the Treo's target market already have a cell phone and/or PDA and may hesitate at the thought of the cost of replacing one or both. However, the Treo might be something corporations invest in more than individual users...

RE: Who is the Treo Target Market?
I.M. Anonymous @ 12/5/2001 2:47:27 PM #
You americans don't cease to amuse me. You think you are the only ones! The treo will be a smash hit in europe where mobile phone users want more and pda users want mobile communications!

RE: Who is the Treo Target Market?
peter167 @ 12/5/2001 2:50:51 PM #
Yes, the Treo will be big hit in Europe, if it has more sexy styling and find good, solid wireless carriers.

Indeed, they fail both of these. How can you expect a big hit? A big flop indeed.

Don't tell me you Europeans love the elegance of Handspring's devices, such as Neo, Pro, Prism. I will be amused.

RE: Who is the Treo Target Market?
I.M. Anonymous @ 12/5/2001 2:58:00 PM #
My guess is the same people who will buy a Segway ("IT"). I can just picture them zipping around, through, and over pedestrians while they simultaneously talk and play solitaire on their Treos.
Oh, then there will be the above mentioned savvy europeans who spend most of their cell phone minutes downloading ring tones and other highly constructive pursuits.

RE: Who is the Treo Target Market?
Coyote67 @ 12/5/2001 3:32:06 PM #
Let me toss in another of my 2cents. Treo is focused on the same market that nextel and balckberry is. Look at the blackberry, its an expensive piece of equipment, but my company alone is using 10,000 of them in a SINGLE office, I bs you not. Treo will fill the niche of people needing to be connected to their offices with the ability to communicate more then voice. Treo does everything blackberry does + a cell phone with top of the line functions. Take one part phone that is usable internationaly, add a keyboard, constant email connectivity, always on function, and ability to access corporate intranets and you have a product that every IT will be pushing to their boss. I'm not going to be the first to say that Treo has nothing new in it, but it has a lot of stuff thats great, in one package. One package=less total cost of operation and management=something every company wants.

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Stuffing feathers up your ass does not make you a chicken.
RE: Who is the Treo Target Market?
Coyote67 @ 12/5/2001 3:38:37 PM #
Another .02. The actual $ idea.
$120 for a mid range nextel phone.
$200 for a PalmVx
$400 for Blackberry 850, cheapest one you can get.
=$720 Treo $400
Obviously Treo is a better choice for business. Less work for ITs means less ITs. Less TCO means less spent on support. Also a lot easier to write software for as there more dev tools and many 3rd party shops that can be hired to do this. Imagine you have a single prog. for all your handhelds that gives you access to the company's database or whatever, less development, less money spent. A savings in every area.

Obviously prices will not be the same if you are buying in bulk, but that'll still make the Treo cheaper and more feature pact.


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Stuffing feathers up your ass does not make you a chicken.

RE: Who is the Treo Target Market?
I.M. Anonymous @ 12/5/2001 3:42:57 PM #
One target market is the people who gave it a standing ovation after Jeff Hwkins showed it off at Comdex. Another is the people who went out and bough Handspring stock, more than tripling its value in the past month.

High end PDA users will wait until March and buy the color version. It will be smaller than their current model and do alot more. Low end users will have to wait a year or so to when there's a Treo model that costs less than $200, but there will be one eventually. And someday these might even come free with a mobile phone contract.

Plus, there are tons of mobile phone users who are ready for their phones to do more. About twenty times as many mobile phone have ever been sold as PDAs. If Handspring can sell just 5 percent of current mobile phone users a Treo, they'll be the number one PDA maker.

The point is, wireless handhelds are the future and Handspring has shown that they know that. Sony and Palm still haven't.

RE: Who is the Treo Target Market?
peter167 @ 12/5/2001 4:26:01 PM #
The market for Blackberrys right now is dismal, if you read the report from RIMM last quarter. It does not matter whether you want to invade which market, and you have to know what are you doing.

First, Handspring has no enterprise presence (all most.) This company still has a full line-up of low end models. If you says Handspring can invade in the enterprise market, that comes a question - why cannot company purchase seperate PDAs and phones at the same time, due to the fact that wireless carriers are more flexible in this way, especially globally?

Just look at this - A PDA/Phone w/o a contract worths $599. That's even more than buying two seperate things and have more flexbility.

P.S. By the way, it does not matter how many Blackberrys your company buy/bought. It only matters how many of them are sold in each quarter - or you can look at the revenue for RIMM. That tells you whether the market exist or now. And Don't argue to me that Blackberrys' market is having a good time right now. Those folks at RIMM already said they will lose money in the coming QUARTERS! A fact is a fact. It is not come from your mouth.

RE: Who is the Treo Target Market?
peter167 @ 12/5/2001 4:37:27 PM #
The future is wireless capability, not wireless.

Just take a look at a basic example.

If you buy a TV for $200 and a VCR for $100 and you want to sell a product that is TC/VCR combo, you have to know that the price cannot exceed $300. Or your product will flop.

Just tell me what is the total price of a decent cell-phone and a monochrome PDA. Is that over $599?

That tells you the whole story.

RE: Who is the Treo Target Market?
peter167 @ 12/5/2001 4:44:53 PM #
Coyote67, this message is particularly for you.

Did you know that the new GSM/GPRS network already support you to use your cell-phone to check e-mail and tells you an email has arrived? Do you know what is always-on?

So why does one need to bother with a Blackberry?
So the combo looks like this:

A cell-phone $100-150 without a contract
A m500 or Sony T415 $300

Total $400-450 without a contract

Yet you can choose different wireless carriers. It also good for travelers cross-continent.

Do you need to know more before speaking?

RE: Who is the Treo Target Market?
I.M. Anonymous @ 12/5/2001 5:07:05 PM #
> If you buy a TV for $200 and a VCR for $100 and you want to sell a product that is TC/VCR combo, you have to know that the price cannot exceed $300. Or your product will flop.

> Just tell me what is the total price of a decent cell-phone and a monochrome PDA. Is that over $599?

Your analogy is correct only as long as the combo product is no better than the two separate products working in tandem. This ignores the concept of synergy. A product can be greater than the sum of its parts. It isn't always, like your TV/VCR combo, but it can be. From all reports from people who have actually used a Treo, not just read about it, this combo is much better than just a cell phone and a PDA. There is less complexity for the user to deal with in the Treo. Don't underestimate the advantage of this to the typical man on the street who can't figure out how to set the clock on his VCR. Also, the Treo is actually smaller than all but the very smallest PDAs and about the size of a small cell phone. You aren't going to be carrying the TV/VCR around but the phone/PDA combo will go with you everywhere so size does matter.

> Just tell me what is the total price of a decent cell-phone and a monochrome PDA. Is that over $599?

In order for a cell phone and a PDA to simulate the ease of use of a Treo, they'll have to be connected with bluetooth. Wires or infra-red are just too clumsy. A phone with bluetooth and a PDA with bluetooth will set you back $700 or $800.

RE: Who is the Treo Target Market?
peter167 @ 12/5/2001 6:03:14 PM #
Wow, do we connect to our PDAs by only bluetooth?

How about when the times that we do not have bluetoth?

Have you heard of infra-red, or a cable?

Finally, the Treo size is contradicting, from what you say. A size close to a cell-phone but it is a PDA. How about the screen. Unless the screen is foldable, its size alone will be much bigger than a cell-phone.

Tall about synergy. I do know that there is more complexity in Treo itself:

1)wireless carriers
2)global connection (cross-continents)
3)no expansion now or later
4)no upgrade e.g. memory
5)a size that is not big enough to be a PDA and small enough to be a cell-phone
6)poor battery life as an PDA or a phone, individually
7)What should I do when sometimes I need only a cell-phone or a PDA?
8)Finally, back to the price. $599 without a contract!


P.S. Handspring Prism + visorphone = $299 with a contract is bigger, but it is actually much cheaper.

RE: Who is the Treo Target Market?
Coyote67 @ 12/5/2001 6:49:26 PM #
To he who asked why you need blackberry functionality. Current GPS/GPRS doesn't let you use corporate email. Thats what is so great about the blackberry. It is an always on, as in....it never disconnects, it never turns off device that connects directly to your corporate mail server to get your mail. There is no solution as far as I know that does this. Then you have the qwerty keyboard, like the treos. You can't expect a business user to reply using number keys. So you take all these elements, which have been successful with corporate users but not with consumers because of the price and you put it into a cellphone, which they can afford and justify to themselves and their wives/husbands :) Combine with wireless web. You have a treo, a phone that lets you use 10,000+ 3rd party programs, jack directly into a corporate network, or a pop3 network and get the mail as it arrives. Think of it for a sec, the guys who make documents to go now has software that lets mobile users work together on one document. This is the holy grail of corporate mobile use. Thats why blackberry really won't do well for a long time, software. It has horrible 3rd party support.

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Stuffing feathers up your ass does not make you a chicken.
RE: Who is the Treo Target Market?
Coyote67 @ 12/5/2001 6:56:13 PM #
P.S. who says you can't pick your carrier? Cingular does GPS, so does Voicestream. In europe you got a bagillion more options. Blackberry is limited, and is not international. I guess they are going to fix this with their new device that uses gps.

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Stuffing feathers up your ass does not make you a chicken.
RE: Who is the Treo Target Market?
peter167 @ 12/5/2001 7:24:36 PM #
Coyote,

To respond to what you said is tired. But you have only two carriers in U.S. right now. If a cell-phone cannot download your corporate e-mail, so does your Treo. Period. What makes you think the Treo can do what a cell phone cannot, while both of them are using the same network?

I already said Handspring's biggest success should be in Europe, but the problem is that Handspring does not have a huge market presence over there. Just imagin if both Nokia and Handspring talk with different carriers about alliance, which one do you think the carriers will like to work with? Nokia or Handspring?

European carriers will not bother the demise of Handspring. They are just afraid of the monopoly in cell-phone - Which are primarily Nokia and Motorola.

That's all I want to say. Unless Handspring price it much lower, it will have big problems for sales. Just look at the demise of visorphone. The product is great, but it is priced too high (early stage) and you have a limited choice of subscribers. Also, there are issues with your current cell-phone plan also.

It is not that simple when Handspring cannot find a wide choice of carriers in the states. If Treo are able to find home in each major carrier in the states, they will be a little bit better. However, the high price is still a major concern for how ordinary consumers can afford such high-price tag? If Treo is aimed at enterprise, Handspring is in bad-shape because it almost has no relationship with any enterprise.

Personally, I think it is a great product. But a great product does not always mean success. Just like a Corvette is known for Big American V8 sports car. But not all people can afford it (although it is very affordable already.)

RE: Who is the Treo Target Market?
Coyote67 @ 12/6/2001 12:32:03 AM #
Very true about handspring having almost no relationship with enterprises, but thats why they are making alliances with so many companys that focus on enterprise.

The reason the treo can connect to corporate email network is simply because it has the necessary software. Handspring is allied with infowave just for this. Take a look at http://makeashorterlink.com/?X2CA6453. Heres a small clip.

    Under the arrangement, the companies will work together to pair the new Treo™ family of compact communicators, as well as Handspring Visors™ and Springboard™ expansion modules, with the Infowave Wireless Business Engine to enable fast, secure and reliable wireless access to a range of enterprise data including email, corporate intranets and client/server applications.

Regular cell phones have limited memory and are made for the typical consumer. Equipment that connects to corporate networks need to be configured per network. Since these cell phones are made for regular consumers, they won't have this function. My sprintpcs phone doesn't connect to my corporate network because its not marketed for the corporate field. However, my blackberry does since it is directly marketed to corporations as a device to send/receive corporate email. Treo is being marketed to the same market first, then consumer later. The treo won't do aswell with consumers as it will do with corporations and vertical markets. But that is good, because thats good. You may say corporate spending is down. Well yeah it is, but not for ways to cut down on other expenses.

Also, about the carrier thing. This is tricky, to do well with consumers you need variety of carriers, yes, this is very true. But honestly, what does it matter if there are only 2 or 3 carriers in the US? I've talked with people from holland, london, and france, they tell me with all the choices they have, service is still not cheap and rarely have any differences between each other. What does it matter what choice of service you have if all of them offer the same exact thing?

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Stuffing feathers up your ass does not make you a chicken.

RE: Who is the Treo Target Market?
Coyote67 @ 12/6/2001 12:47:10 AM #
Hehe, I just noticed I said that is good because that is good :P Sorry about that, too much coffee, not enough sleep.

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Stuffing feathers up your ass does not make you a chicken.
RE: Who is the Treo Target Market?
Coyote67 @ 12/6/2001 12:50:31 AM #
To the guy who mentioned global connection, GPS does this automatically as far as I know. There are just roaming charges. Also on expansion, yeah, I know, no expansion, that is a biotch. But that doesn't mean there won't be expansion in the future. The pre-SD palms didn't have any expansion capabilities at first, but then they had a ton of addons for it. Wouldn't be suprised is someone actually makes addons for it. Memory really isn't an issue since it has 16. I mean 16megs of ram is a hell of a lot for a palmos device. I have 8 in mine and only use 5, and I have tons of programs. The size complaint is really just your personal view, so I can't argue with you about that :)
What I can argue about is the battery life. 2.5 hrs talk time is actually pretty normal. Nokias generally have between 2.5 and 4 hours talk time, and handspring stated that they will make it so you can turn off the phone part since it needs to be off when on a plane. Damn I sure am posting a lot on this site. Note to self: do more work and watch more tv. Btw, I tottaly agree on the $599 price, total BS if you ask me, but its for corporations and early adapters. Expect the price to drop a lot. Who knows, one day could be free with activation.

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Stuffing feathers up your ass does not make you a chicken.

Have you seen it?

Islander @ 12/5/2001 3:41:14 PM #
Dont knock it untill you fondle one in your hands my friends. I did at Comdex and EVERYONE there who I saw examine it came away impressed. This WILL be HUGE. mI own a a Clie and would swap it in a minute for one of these. It is the first such device that just works. This will devoure a good portion of the Blackberry market.

It is such a cool phone that many cellphone users who dont even have a PDA will get one. It will be by far HS biggest money maker.

RE: Have you seen it?
peter167 @ 12/5/2001 4:32:20 PM #
Yeah, I know the Pocket PC is cool. But so what? Did you look at the sales right now?

If the Treo is selling for $350 without a contract, that will be a big hit.

Have you forget that you actually have to pay for the price of Treo?

If you told me both the Treo and the m125 are free, I will definitely take the Treo.

Isn't that basic? Price/performance? Many of you neglect the MSRP of Treos being set too high. It will only be an eye-catching product (just like Pocket PC.) and never cash in on sales.

RE: Have you seen it?
Islander @ 12/5/2001 5:34:29 PM #
At release the PPC is 600 plus. This is 399. I dont see your point. The 505 cost more at its release. Despite monochrome the treo is way more machine than that is.

As far as Phone contracts go it merely replaces your current cell contract perhaps with an 10 per month premium for data, I would guess. That is how most data services are done today. I would agree if there was a seperate 40 dollar access fee as had been done in the past. But I doubt it.

Remember 399 also includes at least E.A.T. (Early Adopters tax)also known as C.W.F. (Can't Wait Fee)
Once early sales begin to slow you'll see 350.00 or even 300.00 soon enough.

RE: Have you seen it?
peter167 @ 12/5/2001 6:11:50 PM #
The problem is that if you already have a cell-phone and a different carrier rather than what Handspring offers, you have the following options:

1) terminate the current contract right now (if there is no penalty because you may have a contract) and lost your current phone number (<-) and buy a new Treo and subscribe to two of the carriers Treo offered in U.S., whether their service is acceptable or not

2) buy a new Treo at a cost of $599 if you do not want to terminate the current contract

Everyone is mislead here. The phone is $599 without a contract! $399 with an at-least two-year subscribtion!


RE: Have you seen it?
Coyote67 @ 12/5/2001 6:59:26 PM #
This is true, $600 is really gonna be a big issue for people who already have service, especially in Europe. I wonder though, maybe HS predicted this. What if carriers let you get it through a trade in plan or something?

---------------------------------------
Stuffing feathers up your ass does not make you a chicken.

very old, I get no credit?

I.M. Anonymous @ 12/5/2001 6:25:22 PM #
This article is weeks old, I had it posted in my site a long time ago. I thought since you never posted it that I might share it with you and have my sig below. Why did you not mention my name in it? Pretty sad, I sent you that.
PDANature - http://pdan.has.it

RE: very old, I get no credit?
Ed @ 12/5/2001 6:48:56 PM #
Sorry, you are correct, I should have given you credit for the tip. It wasn't deliberate; just a slip up caused by me trying to get the article out too fast this morning. I've edited the article.

---
News Editor
RE: very old, I get no credit?
I.M. Anonymous @ 12/6/2001 10:40:50 AM #
its okay. Sorry for taking it hard on you, I just found it a little personal. Not to worry though, I still love palminfocenter.com!
cya later,
PDANature - http://pdan.has.it

Handspring and the Treo Market

I.M. Anonymous @ 12/5/2001 7:38:56 PM #
I encourage all of you who don't see the point of Treo to watch Jeff Hawkins' Q&A session after his keynote at Comdex. It's available at visorcentral.com.

In that video, Hawkins explains that the Pocket Computer as we know it is going nowhere in terms of market penetration in the next few years. I couldn't agree more. Anyone who would ever want one of these things already has one, and those few will continue to buy the newest ones as long as they get better, but that's it. The general public is never going to want one. The past year has shown that quite clearly.

No matter how much functionality Microsoft packs into PocketPC, the device will always be a geek-niche toy, because of it's limited screen size and lack of practical use. My mother is never going to want to watch DVD movies and type business documents on a two-inch screen.

So Handspring, knowing this, has smartly decided to shift gears and start pushing the whole communications thing. Give me my email, instant messaging, internet connectivity (for up-to-date info, not typical web surfing), AND a phone all in one small device, and that's something I can sell. That's something people want. Let me buy movie tickets from the car while driving to the theatre (as long as someone else is driving, of course). Let me read the absolute latest news from CNN while on the train going to and from work.

Yeah, the plans suck right now. Yeah, wireless internet isn't what it should be yet. But devices like the Treo are a step in the right direction. And, as many have pointed out here, the price will be going down, and the contracts will be getting sweeter as time marches on.

If you have a VisorPhone and have used it in any capacity, you soon realize that the Treo is the natural extension of that, and it's the future of mobile communications.

At the onset, I see the Treo being largely successful with businesses. Right now, Palms have gotten as far as they can go in the business market. Most execs where I work see it as just another gadget to have to carry around with them. But the Treo eliminates that problem, because it replaces the cell phone. It reduces the number of contact lists to maintain to one, which can be kept in sync between the desktop, the laptop, and the Treo. And it gives execs a quick way to access company email while on the road, without having to whip out the laptop and plug it into the phone jack.

The Treo will also be a hit with current VisorPhone users, especially if the upgrade deal HS offers is juicy.

And then, last but not least, the communications junkies. Those who need to be in touch all the time. The people who had cell phones before anyone had cell phones. All the blackberry owners, the people with 5 pagers on their belts, etc. They'll be tripping over each other for something this cool.

Down the line, the market will expand as the prices go down, and devices like the Treo (made by Handspring and others who copy it) will be as common as cell phones are today. Meanwhile, the Pocket PC and the Clie will still have its faithful little group of followers who post death knells to every company that doesn't give you a hi-res color 2-inch screen for playing video games for $100.

Let Sony battle it out with Microsoft. Handspring is going to sidestep them both, and do just fine.

RE: Handspring and the Treo Market
I.M. Anonymous @ 12/5/2001 8:37:04 PM #
"So Handspring, knowing this, has smartly decided to shift gears and start pushing the whole communications thing. Give me my email, instant messaging, internet connectivity (for up-to-date info, not typical web surfing), AND a phone all in one small device, and that's something I can sell."

Actually that's not smartly, people has been talking about this for a long time, the only way to put internet access on PDA is to just put the phone in the PDA or vice versa. handspring's not the first to the market. Nearly all japanese Cell phone companies has been making phones like that for more than a year already. It got Color screen and not running Palm OS, but what do normal Cellphone users care about the OS as long as they could send mesage, receive message/mail/info. ~~...

"Let Sony battle it out with Microsoft. Handspring is going to sidestep them both, and do just fine."

Nono, Sony will battle out with Microsoft for sure. But Handspring will have to battle out with Sony/Ericsson (allience) and Nokia, With a combined Cell phone market share of like 90% world wide :) Good luck Handspring.

RE: Handspring and the Treo Market
jeremyf @ 12/5/2001 9:18:20 PM #
Remember when Sony had ~0% of the PDA marketplace a few months ago, and now it has more marketshare than any PPC maker? :(

It's because Sony had a great product, and Treo is a great product...

However, I'm waiting for the color version. If it has 320x320 and an expansion slot, MINE =D

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