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#1 |
Is papyrophobic!
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PalmSource - rough times ahead?
![]() As a result, PalmSource shares slumped more than 9 percent today. The fact that the Treo is supposed to be ported to Pocket PC makes all my alarm bells ring. Did you hear about that before? I try to read all the news, but somehow it must have slipped me that PalmSource (or is it palmOne?) wants to step into the realm of Pocket PC. What do you make of it? |
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#2 |
Addict
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It's sounds like a April Fool articles, only that it isn't April. As you stated, Treo isn't made by Palmsource, so they can't port it over to Pocket PC. Palmsource can't port the Cobalt smartphone OS over to PPC, since unlike Nokia System 60, it isn't a GUI but a complete OS. If PalmOne will port it to Pocket PC, then that would be stupid, given that there's lots of competition in that space and the Treo is leading the US market place. If it is lagging the PPC smartphone, then it makes business sense for PalmOne to port Treo to PPC.
For me, it probnably like a non-techy reporter writing an article, he knows nothing about. Maybe the Needham analyst read about PalmOne licensing Activesync for Outlook from Microsoft for the Treo. He then deduce that Palmsource (he mixed up the two companies), will be using Activesync for the Treo, hence...Pocket PC Operating System. No other news available anywhere except the mention of downgrade from Needham. That analyst ought to be fired...a lot of people will lose money over such I believe is a bogus and faulty assessment. Palmsource is not in good shape but not because it is porting something that isn't theirs to Pocket PC. |
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#3 |
Recovering Gadget Addict
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I agree that the story sounds like either the author is a bit confused or the analyst. The one I saw was from marketwatch.com via another news site.
Clearly it's a smokescreen, and the real reason for the downgrade is that they are readers of mobileread.com and have learned that I'm becoming happy with my PPC. ![]() |
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#4 |
Fully Converged
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That is really strange, I agree. Seems like the analyst is mixing something up here. The scary part, as usual, is the stock market community - after all, PalmSource stock went down badly today.
On the other hand, not based on this downgrade but in general I would hesitate investing in PalmSource today. Where are the major licensee it badly needs to survive? |
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#5 |
Fully Converged
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According to AP,
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. "The loss of a portion of Treo sales would not be that critical to PalmSource's success if the company had diversified its license fee revenue stream over the past two years," he wrote. "But it has not. Collectively, the sales of PalmSource's other licensees represents a small fraction of the company's total license fee revenues." --- Perhaps by "porting" the Treo he meant the introduction of a new palmOne device running with PPC. |
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#6 |
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The news indicated that PalmOne 'last month' suggested. That Last month refers probably to the Activesync deal... which doesn't really indicate PalmOne is making a PPC device, just making it possible to link directly to Outlook without the need for third-party software. Those analyst needs to study the sector they are covering more closely or hire someone who do...maybe post a 'hiring' ads here...
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#7 | |||
Jah Blessed
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PalmSource takes hit on investment report (CNET News)
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#8 | |
Jah Blessed
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<sigh of relief>
http://news.com.com/PalmSource+takes...j=news.1045.20
That investment bank's report may very well be off the mark. ![]() Quote:
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#9 | |
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Quote:
PalmOne could be trying to extract more favorable terms from Palmsource and using the 'Windows Mobile' as leverage...lots of companies/government do it - Dell uses AMD as a gambit against Intel. Many government get huge discounts from Bill Gates after threatening to switch to Linux and/or Open/Staroffice |
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#10 |
Jah Blessed
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Well, I'm still worried about the future of PalmOS. Even if this story is mostly a false alarm, the news of late has not been favourable for PalmOS. (I'm writing a business plan at the moment, so I'm very much "into" the subject matter right now.)
The fact remains that WinCE is more appealling to businesses because of the better database connectivity. I believe that any real growth in PDA sales will come exactly from the business market. The consumer market I consider to be a lost cause for PDA's - SmartPhones will dominate here. PalmOne's product strategy seems to point in this direction as well, with the Treo 650 obviously getting more attention from the R&D team and the T5 being such a half-baked effort. I bet we'll see a range of cheaper, cut-down Treo's next year, targeted at the consumer market. |
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#11 | |
Recovering Gadget Addict
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<<OFF TOPIC>> Does this mean there's hope for dual versions of Sunrise? !!!(Both Pocket PC and PalmOS). There's only a handful of things that still bother me about leaving PalmOS for PPC, and missing out on the future of Sunrise is one of them!
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#12 |
Jah Blessed
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Yes, there's going to be a PocketPC version of my viewer.
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