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jont
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« on: January 31, 2005, 06:55:27 AM »

This could make for interesting times ahead for Palm. ....
http://www.brighthand.com/article/palmOne-s_CEO_Resigning
http://www.brighthand.com/article/Ship_of_Palm_Looking_for_a_New_Captain
« Last Edit: January 31, 2005, 06:59:22 AM by jont » Logged
Graham
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« Reply #1 on: January 31, 2005, 09:31:45 AM »

Yes. but did he jump or was he pushed?

Palm have certainly navigated into choppy waters with reliance on the telephone handset business (Treo) keeping them afloat and Sony dropping Palm OS and the Clie range completely. Microsoft are certainly plowing ahead with Windows Mobile and there are new devices from many manufacturers appearing regularly and only Symbian appears to be a threat to them. It's all beginning to look like the dark days of Apple for Palm.

One could argue that the acquisition of China Mobile Systems (CMS) and the port of Palm OS to Linux might create an powerful standard for handheld computers but the thrust of this acquisition is based around telephoney devices rather than handheld computers.

Wither Palm?

 Cry

« Last Edit: January 31, 2005, 10:05:46 AM by Graham » Logged
jont
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« Reply #2 on: January 31, 2005, 10:16:29 AM »


I think theres still a lot of confusion caused by Palm splitting into PalmOne and PalmSource.
(for those who are unaware of the subtleties, PalmOne make hardware, PalmSource make the operating system)
they have lost the big advantage of being able to make tradeoffs between hardware and software.

My own belief is the early Palms were so responsive because one company had been responsible for the whole device and the "vision" for that device was largely down to their "leader" at the time Jeff Hawkins.

Later machines I suspect are more committee designs.....

I am still sorry Sony dropped out the market (except back in Japan).




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Graham
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« Reply #3 on: January 31, 2005, 10:28:00 AM »

Likewise, I think a plural environment for operating systems is good and that a dominating system will stifle innovation.

The separating out of the hardware and operating software businesses by Palm is exactly what Apple tried to do before the return of Steve Jobs who upon arrival realised that this would cannabalize the business and brought the company back into a single business that was focussed on delivering a single vision/brand. It could be that after it's initial meteoric success Palm rested on its laurels, fumbled the ball and lost its focus.

The survival of operating systems is going to be a pertinent question in the education sector as decisions are being made regarding choice of platforms to pilot projects on. Nobody wants to buy doorstops even if they're one per student.

Do you think that PalmOne will make handhelds that run Symbian or Windows Mobile?

 Wink

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jont
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« Reply #4 on: January 31, 2005, 01:46:46 PM »


The survival of operating systems is going to be a pertinent question in the education sector as decisions are being made regarding choice of platforms to pilot projects on. Nobody wants to buy doorstops even if they're one per student.

Do you think that PalmOne will make handhelds that run Symbian or Windows Mobile?


One of my (many) annoyances over the ways some organisations are adopting handhelds is deciding to force the same platform onto everyone. I know there are practical reasons for it, but the PDA IS (or is intended to be) a Personal device so one "thing" wont suit everyone, even if it does make like easier for management,support and purchasing departments :-)

.... PamOne have hinted at producing non Palm based machine before
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Graham
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« Reply #5 on: January 31, 2005, 02:20:00 PM »

I agree with you Jon and the argument about the personal nature of these devices is a compelling one but there's a couple of problems:

1) What platforms do we develop educational software for? - especially when the installed base is very low in the education sector right now. How does a publisher recoup investment after developing software for Windows Mobile (multiple versions of!), Palm OS, Symbian, Java, etc Bearing in mind that the market is flooded with free or low-cost (and unsupported) software.

2) Support issues - supporting multiple platforms is a nightmare for any organisation let alone schools or universities. It took a while before things settle down to Windows (multiple versions of!) or Apple Mac but even then the dividing line has been along application type, e.g. Windoze - general purpose desktop stuff, Mac - creative work. I'm not sure how this would split along different operating software's for handhelds in an education sector context.

Regarding PalmOne switching to Windows I found this snippet here

Quote

PalmSource Shares Dip on Speculation That PalmOne May Sell Smartphone With Microsoft OS

NEW YORK (AP) -- PalmSource Inc. shares slipped more than 9 percent in Monday trading after an analyst downgraded the company on concerns that its future sales could be decimated if sister firm palmOne Inc. begins making smartphones with Microsoft Corp.'s mobile operating system.

Needham & Co. analyst Charles Wolf said palmOne last month indicated that it may port the popular Treo smartphone -- currently run exclusively using PalmSource's Palm OS -- to Microsoft's Pocket PC software.

Although palmOne would continue selling Palm OS-powered Treos, the decision to support other systems serves as "a psychological blow because it could eliminate much of the upside in PalmSource's future financial performance," Wolf wrote in a research note.




Even if the above came to fruition it would be adios Palm in my opinion as it totally misses the point (that Palm's outgoing management didn't understand) that Palm is Palm, it's a complete experience much like the Apple Mac is. Does anyone really believe that PalmOne can go up against, say, Sony, in the handset business?

 Roll Eyes
« Last Edit: January 31, 2005, 02:30:53 PM by Graham » Logged
fmcpherson
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« Reply #6 on: January 31, 2005, 05:07:25 PM »

The speculation is that the folks aquired from Handspring (ironically some of whom are the original founders of Palm) will end up running PalmOne. The net result is that what was once Handspring will be the Palm hardware company, wihile PalmSource provides the OS software. The real interesting question is, how can PalmSource thrive if there really is only one main hardware vendor. PalmSource is trying to take the same model as Microsoft with Windows Mobile, but Microsoft has many more hardware partners and is a much larger company to help fund the operating system. So, if PalmSource struggles, PalmOne will have to find someone else to provide an operating system OR they will have to re-aquire PalmSource and bring the companies back together. I think the entire strategy of splitting Palm in two fell apart when Sony decided to get out of the US PDA market.
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