Smartphones Sales: Palm’s Loss Is RIM’s Gain

December 18, 2008
RIM's latest Blackberry Storm smartphone has been selling briskly

RIM's latest Blackberry Storm smartphone has been selling briskly

Palm disclosed today to Wall Street analysts that it sold 599,000 devices last quarter, down 13 percent year over year; with smartphone-only revenues reaching $171 million, down 39 percent from the year-ago period.

During that period, the Sunnyvale, Calif. company reported a net loss of $80.2 million.

At the same time today, but across the north border, RIM said it shipped approximately 6.7 million smartphones, totaling $2.25 billion in sales.

At the end of the quarter, the total BlackBerry subscriber account base increased from the prior quarter by approximately 2.6 million (~14%) to approximately 21 million.

The Canadian maker has also pointed to strong December sales driven by new smartphones such as the Blackberry Bold and its iPhone-like Storm device.


Palm’s Software Store Has Gone Mobile, Finally!

December 16, 2008
Palm applications store lets users download PalmOS and Windows software directly on their Palm-branded smartphone

Palm applications store lets users download PalmOS and Windows software directly on their Palm-branded smartphone and/or PDA

After Apple and RIM, Palm has finally launched its own version of an application store for mobile device users.

Palm’s Software Store – powered by mobile distributor PocketGear – has over 5,000 commercial applications and games, plus over 1,000 free apps to choose from.

The mobile software store supports over 25 Palm devices, from the entry-level Centro (PalmOS) to the high-end Treo Pro (Windows Mobile).

Installing the Software Store app is free, and the first download comes with a 25% discount coupon.

Although, over 1,500 developers contributed to Palm’s Software Store, including Handmark (Tetris) Intuit, Namco (Pac-Man), Splashdata and the Encyclopedia Britannica, most of the applications are quite old. Reflecting the shift of developers to newer and more appealing platforms like the iPhone/iPod touch, Google’s Android or even Symbian.

Browsing is difficult, prices are high

I’ve downloaded the store app on a borrowed Palm Centro running over the Sprint network. The whole process was very quick and painless. However, browsing the app store itself – through the included Internet browser – was quite uncomfortable on Centro’s small screen; with pages of software listings. Nothing like iTunes on an iPhone, iPod touch.

Also, prices on Palm’s Software Store appeared quite pricey (most of them being over $10) compared to Apple’s own store, where the majority of the applications are free, new and appealing.


Palm New-ness: Overdue?

December 12, 2008
Palm will unveil new family of smartphones at a press conference at the Consumer Electronics Show in Las Vegas next month

Palm will unveil a new family of smartphones at a press conference at the Consumer Electronics Show in Las Vegas next month.

After 3+ years in the making, Palm is finally ready to unveil its next generation operating system.

Well, actually not quite just yet as we’ll have to wait 3 more weeks to glimpse over “Nova”. The Palm OS 2.0 will be unveiled at a press conference held during the Consumer Electronic Show in Las Vegas next month .

New Palm smartphone family coming next January

Alongside its Linux-based operating system, the Sunnyvale, Calif. company also plans to show a new family of smartphones running Nova. However, nothing will be available until later in year.

And by that time, there will probably be another iPhone, more Androids, Nokias and Rims. So the billion dollar question for Palm : is there really room for another major smartphone OS? I think not.

Winner of Palm contest to enjoy Las Vegas stay

If you’re a Facebook and you win Palm’s contest here, you’ll be flown to Las Vegas at Palm’s expense and get a chance to ask that very same question to Palm executives present at the unveiling of the new smartphone family.

The winner of the Palm’s contest will also enjoy a 3-night stay at the Treasure Island Hotel and Casino :-)

If you win Palm's contest, you'll be invited to attend the "new-ness" event when Palm unveils its new smartphone family

Winning Palm's contest, will let you witness Palm's unveiling of the new smartphone family and enjoy a 3-night stay at the Treasure Island Hotel and Casino!


U.S. Corporate IT Spending Collapse Will Hurt Tech Sector in January; But Smartphone Market Still Growing

November 26, 2008
it_spending_small

Demand for Corporate IT products and services are collapsing amid down economy

ChangeWave analyst Paul Carton recently posted an alarming piece on the collapse of U.S. corporate IT spending, based on a survey the market research firm conducted early November.

The latest corporate IT purchasing survey shows an accelerating collapse in U.S. business spending that has reached historic proportions – with record pullbacks occurring both in the current 4th quarter and going forward.

Simply put, the IT spending projections for 1st Quarter 2009 are abysmal – the worst ever for a ChangeWave survey dating back to 2001.

In short, the current ChangeWave survey findings virtually guarantee that we’ll be seeing the technology sector get hammered with pre-announcements before the January earnings season gets underway.

The only good news in this grim picture is the corporate smartphone market, where future purchases are dominated by RIM Blackberry devices, followed by the Apple iPhone 3G and then Palm Treos.

The corporate smart phone market and found it’s actually showing growth. That is – 35% of respondents report their company plans to buy smart phones next quarter, up 1-point from August.


Ease Of Use And Complexity: A New Marriage Of Necessity; Complex Can Be Good, Says Paul Saffo

November 18, 2008
ITunes Genus sidebar mixes complexity and intuition

ITunes' Genus sidebar mixes complexity and intuition

Ease of use is the current buzz phrase in technology. Make things simple and more people will buy them.

But complexity has an important role to play – and it isn’t going away. So maybe we should get used to it.

A recent conversation with Paul Saffo made me think again about the need for complexity in computing devices. But complexity needs to be married with intuitive.

Convenient, simple, easily grasped user interfaces are the holy grail of consumer (and increasingly business) technology.  Look at the iPhone, or Apple’s Genius Sidebar. The Blackberry does a pretty good job. Google has made strides with its online documents. What about the improvement in relatively simple tasks, such as downloading updates for the Mozilla browser?

But are we losing something in the trade off?

Saffo, the futurist and Silicon Valley technology forecaster, says complexity allows us to do more with computing systems.

“We should not be afraid of complex, high-performance tools,” he says. They aren’t going away and will require a greater investment in user time and sophistication.

Clearly in the recent years, people have become more comfortable with computers and capable with keyboards and mice. But technology companies need to become better at marrying the intuitive and complex if we are to take the next step.

And that next step is vitally important with the U.S. in a “global brain race” with the rest of the world, says Saffo. With countries such as China and India graduating scores more engineers than the U.S., and even if these new graduates aren’t as well educated, America is in real trouble, says Saffo.

“The U.S. is unilaterally disarming,” he says. “We are falling behind.”


Adobe Works To Get Full Featured Flash 10 On Mobile Phones; IPhone, Blackberry Yet To Be Conquered

November 17, 2008

Adobe Systems offered a glimpse Monday of a broad company effort to bring its latest Flash 10 technology to mobile phones.

Mobile revolution taking place, says Kevin Lynch

Mobile revolution taking place, says Kevin Lynch

The push, demonstrated at the Adobe Max conference, is designed to bring the full-featured Internet to mobile devices, said Chief Technology Officer Kevin Lynch. There is a “revolution for mobile happening,” he said.

Adobe demonstrated Flash 10 working on a phone from Nokia and running with the Android mobile phone software from Google. Up to now, only a limited version of Flash, Flash Lite, has worked on cell phones.

Lynch said the company is working hard to make sure Flash 10 works well on Apple’s popular iPhone, but that Apple has not yet decided whether to permit its inclusion.

“It will require Apple’s agreement,” he said. “Hopefully we will get it distributed.”

Lynch also said he hopes to see Flash 10 on the Blackberry.


Downturn Lowers Forecast For Mobile Phone Sales (But Third-Quarter Numbers Were Strong With Market Up 8.2%)

October 30, 2008
The new touchscreen Blackberry Storm from RIM

The new touchscreen Blackberry Storm from RIM

ABI Research lowered it fourth-quarter forecast for mobile handset sales growth to 7.5 percent from a previous target of 10.4 percent.

The question in my mind is whether the revision is low enough – despite the many new smart-phone introductions from Nokia, Research In Motion and T-Mobile. Consumers are on tight budgets, as recent financial reports from high-tech vendors have shown.

Expect to see aggressive marketing and promotions to lure upgrades, the firm says.

What’s more, third-quarter results were relatively strong, with growth of 8.2 percent, ABI said. During the quarter, Nokia, Motorola and LG lost share while Samsung, Apple and RIM gained. SonyEricsson held steady.


Microsoft Delays Windows Mobile 7 to Add iPhone/Android Like Features, Yankee Group Analyst Suggests. Sees Palm Struggling with Upcoming Platform

September 23, 2008
Carl Howe, Director, Anywhere Consumer Research, Yankee Group

Carl Howe, Director, Anywhere Consumer Research, Yankee Group

A bit later after the end of the G1 press conference, I chat on the phone with Yankee Group director, Carl Howe (pictured), about his thoughts on T-Mobile’s G1 phone and the mobile competitive landscape. Here’s an excerpt of our conversation.

How is Google Android different from the other 4 mobile “platforms” i.e. Apple, Microsoft, NokiaI and RIM?

The difference with Android is that it’s open source software and I can modify it completely: user interface, input devices, etc. With the other platforms, you have access to those APIs but you can not change it. All of those platforms are written with a particular hardware in mind. With Google, it is the first case where it’s much more like the Windows model [that Microsoft did not use for Windows Mobile by the way!!!]. If you don’t like the driver, put a different one and use that one instead. You have the freedom to do that.

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