The iphone Impact on Palm....
Posted By: Ryan Kairer on Monday, June 25, 2007 10:46:12 AM
Piper Jaffray wireless hardware analyst T. Michael Walkley has released a new research report on Palm and the potential impact of the coming of the iPhone. Walkley says Palm will be the hardest hit by the iPhone and reports on claims that the continued introduction of new Blackberry devices will further hurt sales.
"With the BlackBerry Curve ramping and iPhone launching June 29th at AT&T, we view Treo as the most impacted by these launches and anticipate even further declines in sell through trends." He says clerks at AT&T stores had already reported “frustration” in trying to sell Palm’s "750" series of Treo phones. Moreover, the upcoming introduction of a new model of BlackBerry, the 8830, at Sprint stores, will hurt sales of Palm’s recently introduced Treo 755p model."
- 06-28-2007, 11:00 AM #2
"The one big issue for Palm is that, by the time it brings out its new, revolutionary device, Apple will already be on to its next-generation iPhone, which, as evidenced by the progression of the iPod, will be significantly better."
- 06-28-2007, 11:15 AM #3
- 06-28-2007, 11:17 AM #4
- 06-28-2007, 11:19 AM #5
- 06-28-2007, 11:21 AM #6
- 06-28-2007, 11:37 AM #7
- 06-28-2007, 11:43 AM #8
- 06-28-2007, 12:15 PM #9
- 06-28-2007, 12:47 PM #10
- 06-28-2007, 01:02 PM #11
I would love to see Palm come out with a Treo which is the next gen--faster processor, more memory, better screen, --must have wi-fi--, etc. You know, all those things they should have to begin with. The true top of the line smart phone.
- 06-28-2007, 01:05 PM #12
- 06-28-2007, 01:11 PM #13
If Palm were smart, they would have started advertising this week showing a 800w with 320x240 widescreen similiar to Q(or 320x320 sq as now), with sexy curves and thin, tout the broadband similiar to sprint cingular commercials, show pocket player (for media) built in, built in GPS, slingbox, point out what it can do vs the iphone, then end the ad with iWhat? Instead they are conceding the launch of the iphone to apple
- 06-28-2007, 01:14 PM #14
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- 06-28-2007, 02:30 PM #17
In other words, what good would it be to show a device that cannot be sold?
The real blame here would be the carriers: had they wanted to do the above, they could have commisioned anyone to make that device and do that campaign, assuming the device was done testing and ready to launch.
Don't forget, these device manufactures are bound by contracts to the carriers, not the people. Hence the problem in the industry. :thumbsdn:
- 06-28-2007, 05:05 PM #18
- 06-28-2007, 05:09 PM #19
Well, begingin July 1st, Sprint, dropping the Nextel brand, will be repositioning itself by emphasizing it's super fast and low-priced network.
It's a tiny, tiny start.
Like I've said before: the benefit of the iPhone will be huge for everyone, as now everyone is scrambling to compete which ='s risk taking. That's what is needed for innovation.
- 06-28-2007, 05:16 PM #20
- 06-28-2007, 05:23 PM #21
WM5/6 is a bit rough. In fact, it reminds me a lot of Linux: very powerful, but opaque to use sometimes.
I think things like SPB Mobile Shell really improve the UI of WM and I really hope companies are picking up on that design, so it's native not an addon.
FWIW, "Photon" (<-- read for preview) is a complete overhaul of WM:
- New, Flexible Shell
- Modular Containers
- “Yamazaki” CE kernel
- Q1/Q2 ’08 Marketing Launch
So things could get interesting, though it's not like MS has let us down before, lol.
- 06-28-2007, 05:33 PM #22
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- 06-28-2007, 05:38 PM #25
It is time for Palm to give the middle finger to the carrier and build a device for the masses..so what if verizon or AT&T doesn't like it? Make them ALL unlocked and if the GUI is halfway to the apple with WITH HARDKEYS..ppl will come and from all over the world too once it's GSM! But then I've always been a dreamer!