Palm's Share of Market Larger than Expected
NPD Intelect has released a study showing that Palm Inc. had an 87.3 percent share of the handheld market in February, in terms of dollars sold. Casio, HP, IBM, and Compaq accounted for only 10.6 percent of dollars sold. Palm's lead has grown substantially over the past year, moving from 65.3 percent in February of 1999. There can be little doubt that the sales of WinCE machines in February of this year were affected by the imminent release of PocketPC, as few were willing to buy a handheld they knew would soon be obsolete. Thanks to AllNetDevices for this story.
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RE: This doesn't prove anything
RE: This doesn't prove anything
What the hell are you talking about? There have only been two companies (Philips and Everex) that have dropped out of the CE market, and neither of them has "switched" to the Palm OS.
And none of the current OEMs stopped production 4 months ago because they were ditching Microsoft, it's because they were eliminating inventory to make room for a new line of handhelds. I think you need stay on top of the PDA market a little better....have you even heard of the Pocket PC?
....circular logic? more like simple logic you damn nutball!
RE: This doesn't prove anything
http://www.allnetdevices.com/news/0003/000329ibm.htm" CLASS=NEWS TARGET=_NEW>http://www.allnetdevices.com/news/0003/000329ibm.htm
RE: This doesn't prove anything
RE: This doesn't prove anything
"For the record, I've been told by an HP marketing rep that they have completely sold out of pre-release shipments, and that they have been "overwhelmed" with orders."
This is what marketing is supposed to do. Remove something from the public, come back later, announce a "pre-release" then claim there is such a demand you had better get your order in now, or you're S.O.L. That's how you spawn uncommon sales growth.
Reason 2 would be MS may have figured out they need to test releases before releasing to see if it actually works. I do like MS products, but CE (or the 'New and Improved' PocketPC) is still an over-bloated toy in a world of tools. I can wait 6 months or I can wait another year for the CE OS to be refined. Well, naah! I'm tired of waiting!
As for IBM, they do have a Palm knock-off. It's even listed in Palms' marketing packet for you marketing rep buffs. Hp figure they can cover both sidesof the net if they produce rival equipment. My guess is they are going to take a bath in both unless they continue to push the rapidly rising Japanese, French and German wireless markets.
All in all, MS just doesn't have the resources yet to compete in that arena. That's not saying they never will, but to arbitrarily say, "Wait another 6-8 months for Pocket PCs to start selling in quantity, and then we'll see what the numbers show.", is just nuts. No one wants to specd an extra 60 to 75 percent just because it has an MS OS on it. Most business people, or entrepreneurs, are much smarter than that. My question is, what do PocketPC really want their PDA to do?
Sandokan
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This doesn't prove anything
It's easy for Palm to gain 90% market share when there is nothing else on the store shelf next it!
Wait another 6-8 months for Pocket PCs to start selling in quantity, and then we'll see what the numbers show.
For the record, I've been told by an HP marketing rep that they have completely sold out of pre-release shipments, and that they have been "overwhelmed" with orders.