quarter reports: PalmOne loses share again??? bye bye!!!

[clie_wannabe]

just read in the local IDC http://www.itmedia.co.jp/news/articles/0410/28/news027.html

for the quarter (July to September), PalmOne had 34.7%, HP had 30.6% while Dell has 8.9%. Mitac at fourth had 3.2%, and Sony had 2.1%. Compared to last year's results, PalmOne's market share dropped by 12.7%, while compared to last quarter's results, it had dropped by 20.3%. however, PalmOne usually is stronger during the holidays, and is expected to bounce back (personal note: huh!?! with the release of the T5!?!)

on the other hand, compared to the last quarter, HP and Dell grew by 22.4% and 29.7%, respectively. Last year same period, it was 12.7% and 44%, respectively... As for Sony? they dropped by 74.8%!!!

what does this say? if PalmOne does not shape up, we would see IT BEING EATEN ALIVE BY Micro$oft...

hehehehe...

[clie_wannabe]

just read in the local IDC http://www.itmedia.co.jp/news/articles/0410/28/news027.html

for the quarter (July to September), PalmOne had 34.7%, HP had 30.6% while Dell has 8.9%. Mitac at fourth had 3.2%, and Sony had 2.1%. Compared to last year's results, PalmOne's market share dropped by 12.7%, while compared to last quarter's results, it had dropped by 20.3%. however, PalmOne usually is stronger during the holidays, and is expected to bounce back (personal note: huh!?! with the release of the T5!?!)

on the other hand, compared to the last quarter, HP and Dell grew by 22.4% and 29.7%, respectively. Last year same period, it was 12.7% and 44%, respectively... As for Sony? they dropped by 74.8%!!!

what does this say? if PalmOne does not shape up, we would see IT BEING EATEN ALIVE BY Micro$oft...

hehehehe...

if this trend would continue, i see myself not playing with a Clie nor a PalmOne in the future, but the new WM 2005 PPC... hehehehehe...

:D

ps: oh my god, have i completely turned to the dark side???

[jjesusfreak01]

what does this say? if PalmOne does not shape up, we would see IT BEING EATEN ALIVE BY Micro$oft...This cant happen!! Massive anti-trust violations!!

[Seul]

what does this say? if PalmOne does not shape up, we would see IT BEING EATEN ALIVE BY Micro$oft...

hehehehe...

I think the people here tend to forget that they aren't typical users. I think the general public will buy the T5.

Personally, I don't like the T5, but I don't think it's going to be the miserable failure that everyone here thinks it will be.

I suppose we'll just have to wait and see.

[winexprt]

Massive anti-trust violations!!

How do ya figure?

[sdsdsd]

Ya know, there's an old saying that there are three kinds of lies, and one of those kinds is "statistics." It's easy to take numbers like these and twist them into something ugly. I can't read enough Japanese to read the article you linked to, but HP's and Dell's increases in market share seem pretty high, which makes me wonder what their share is of the total market. Going from 4% market share to 5% market share is a 25% jump, but it's not the kind of move that should make PalmOne lose any sleep -- certainly not over one quarter.

Besides, you're the one who ran out and bought a Loox (Pocket PC). So exactly what point are you trying to make? :-)

[StoneRyno]

Yes statistics can be misleading. You need to look into a companies full disclosure sometimes. If you check 1st Q 2005 finacial statements you will see that palmOne has made a significant profit gain compared to profit losses from previous quarters. They couldn't have lost that much business and turn a profit of $21.9 million. And "Unit sales of handheld computers was up 10 percent vs. the year-ago period" to quote the finacial statement. From this link....

http://ir.palmone.com/ireye/ir_site.zhtml?ticker=plmo&script=415&layout=-6&item_id=616796

I honestly don't think they are taking a big hit. And i agree that the average palm user will like still buy most of the devices including the T5. Those of us that want higher end or more features than the current models offer will either wait it out or look for and possibly buy an alternative. I for one being a huge fan of palm hope for the former and wait it out for a device from palm that has what I want.

[clie_wannabe]

Besides, you're the one who ran out and bought a Loox (Pocket PC). So exactly what point are you trying to make? :-)

yes... i have to agree that numbers are misleading because they can be twisted by those who publish them, ie., M$ publishing a TCO comparison between Windows and Linux...

however, for the lack of it anything else... what else is there?

my point being is just exactly what i did say - if PalmOne doesn't shape up, then they would definitely lose market share... if not now, then sooner later it is going to happen... the IT world is a very competitive market, and is not that forgiving...

it is a known fact that a couple of years back, Palm had more than 75% of the market... then Handspring, etc., then later Sony ate into it (Palm had to pull back from Japan because they never made any dent into the market)...

also, as i did ran out and bought a loox - PalmOne can already consider me a lost customer... and they'll sure be more of me if they continue to sit on their laurels...

[depret]

Some reading material from IDC (www.idc.com).

Surveys on comsumers, market share and future consumer expectation. You make the call yourself.

Personal opinion from Magic-8-ball: Outlook is not good for PalmOne/Palmsource.

I found the early adopter versus early majority report interesting.

http://www.idc.com/getdoc.jsp?containerId=pr2004_10_25_222109

http://www.idc.com/getdoc.jsp?containerId=pr2004_10_22_141204

http://www.idc.com/getdoc.jsp?containerId=pr2003_12_15_162633

http://www.idc.com/getdoc.jsp?containerId=32017

http://www.idc.com/getdoc.jsp?containerId=pr2004_10_08_101908

[athlon64]

Dang Sony. Palm One can't deliever a new model every month, only Sony can. I know that when my TJ35 breaks down I'm probably going to go out of the PDA market. I'm already deep in the whole memory stick media that if I were to buy any device that didn't use it, I wouldn't like it.

[archangel]

I'm still staying with my NX80 for the time being, but it is dark times for the Palm OS. I think they do a good job with their Zire series, but for those of us that want high end devices Palmone is not up to the task. HP and Dell seem to be taking over that part of the market.

The PDA that most fits my needs now is the Zaurus, but it has such puny software support that I would never be able to replace even a quarter of my Palm OS programs. I was hopeful that Tapwave would add some life to the Palm OS, but it has been a year and the Zodiac still seems to have made next to no impact on the market. I won't be surprised to see Tapwave out of business before too long.

It is pretty much in Palmone's hands now, but they can no longer seem to offer all the features of the Pocket PC at a competive price. HP keeps adding more and more features to their PDAs and Palm has started subtracting them. I think Palmone is betting the farm on Smartphones anyway.

Really a sad time to be a Palm OS user.

[clie_wannabe]

Some reading material from IDC (www.idc.com).

Surveys on comsumers, market share and future consumer expectation. You make the call yourself.

Personal opinion from Magic-8-ball: Outlook is not good for PalmOne/Palmsource.

I found the early adopter versus early majority report interesting.

http://www.idc.com/getdoc.jsp?containerId=pr2004_10_25_222109

http://www.idc.com/getdoc.jsp?containerId=pr2004_10_22_141204

http://www.idc.com/getdoc.jsp?containerId=pr2003_12_15_162633

http://www.idc.com/getdoc.jsp?containerId=32017

http://www.idc.com/getdoc.jsp?containerId=pr2004_10_08_101908

now that is where the english version is... "damn" local IT news - they dont even include the English link...

:eek:

[clie_wannabe]

....

Really a sad time to be a Palm OS user.

i repeat what ive said ---> what does this say? if PalmOne does not shape up, we would see IT BEING EATEN ALIVE BY Micro$oft...

:( :( :( :( :( :( :(

[StoneRyno]

Some reading material from IDC (www.idc.com).

Surveys on comsumers, market share and future consumer expectation. You make the call yourself.

Personal opinion from Magic-8-ball: Outlook is not good for PalmOne/Palmsource.

I found the early adopter versus early majority report interesting.

http://www.idc.com/getdoc.jsp?containerId=pr2004_10_25_222109

http://www.idc.com/getdoc.jsp?containerId=pr2004_10_22_141204

http://www.idc.com/getdoc.jsp?containerId=pr2003_12_15_162633

http://www.idc.com/getdoc.jsp?containerId=32017

http://www.idc.com/getdoc.jsp?containerId=pr2004_10_08_101908

Where did they get their infomation from. I was looking at 1st quart 2005 financial information results for palm and it reported a large increase in inventorty turnover compared to that of the previous year. This would tend to contradict the statement that units shipped is in a continual decline. I guess I'm being confused by where many sources are getting their information. I'm totally going to be interested in seeing 2nd quarter results for palmOne. Anyone got a link to a stock quote site I can look at some stock history. All I seem to run into are sites you have to be a paying member to use.

[wellsjs]

Just received my copy of "mobileplanet" and I reached page 13 before seeing the first Palm device, a Treo 600! It wasn't until page 16 that I found the feeble line of PalmOne products. This magazine (unbiased as far as I can tell) used to have a balanced offering of products when Sony was strong. Now it's all about PPCs, Smartphones, and GPS devices. Palm devices and the Palm OS are definately experiencing "dark days!" The pull out of Sony, coupled with the year delay of Palm OS6 has not bode well! :(

[wshwe]

The T|E sold well because it was pretty good and dirt cheap. P1 should have taken the T|E and just added a 320x480 screen and kept the price at $200.

[clie_wannabe]

oh, well... bye bye palm...

[depret]

wshwe said, "The T|E sold well because it was pretty good and dirt cheap. P1 should have taken the T|E and just added a 320x480 screen and kept the price at $200."

Basic PIM on SmartPhones is hitting the PalmOne low end market. Palm OSPDAs are get hits from both ends.

Some more reading material:

http://www3.gartner.com/5_about/press_releases/pr30jan2004.jsp

[depret]

Some reads to compare.
http://www3.gartner.com/5_about/press_releases/pr30jan2004.jsp
http://www3.gartner.com/5_about/press_releases/asset_95970_11.jsp
http://www3.gartner.com/5_about/press_releases/asset_88085_11.jsp
http://www3.gartner.com/5_about/press_releases/asset_103367_11.jsp
http://www3.gartner.com/5_about/press_releases/asset_62091_11.jsp
http://www3.gartner.com/5_about/press_releases/pr27jan2003a.jsp
http://www3.gartner.com/5_about/press_releases/2002_02/pr20020213c.jsp

As always, you decide.

[sdsdsd]

yes... i have to agree that numbers are misleading because they can be twisted by those who publish them, ie., M$ publishing a TCO comparison between Windows and Linux...

however, for the lack of it anything else... what else is there?

my point being is just exactly what i did say - if PalmOne doesn't shape up, then they would definitely lose market share... if not now, then sooner later it is going to happen... the IT world is a very competitive market, and is not that forgiving...

it is a known fact that a couple of years back, Palm had more than 75% of the market... then Handspring, etc., then later Sony ate into it (Palm had to pull back from Japan because they never made any dent into the market)...

also, as i did ran out and bought a loox - PalmOne can already consider me a lost customer... and they'll sure be more of me if they continue to sit on their laurels...

Any company that sits on their laurels can expect to be eaten for lunch by the next company that comes along -- especially in the computer business. It happened to Apple, it happened to IBM, it happened to Lotus, and it certainly could happen to PalmOne.

So what does "shape up" mean? Make the Palm I want to buy? PalmOne has already said they're going to put most of their energy into smartphones. They feel the PDA has had its day and, while they'll continue to participate in that market, their energy and the "good stuff" will be in the Treo line. The T5 may not have been what people here had in mind, but it will work for many Palm buyers. The T|E and Zire lines are doing well. The Treos get excellent reviews. Despite losing a big chunk of their prospective customer base to the lousy economy, PalmOne is doing okay.

Now, if they choose to keep making "connected organizers" when most customers want "laptop in a pocket," they'll be hurting. But there doesn't seem to be a strong push for that kind of product anywhere but the fan boards. So PalmOne should make a few thousand of us happy (and I suspect some of us will never be happy)?

I'm with StoneRyno -- let the actual numbers tell the story. Bogus numbers are bogus numbers. I'd rather use nothing than use numbers that I know are misleading.

[clie_wannabe]

well... whatever has been said or done... your next PDA or Treo could be Windows-powered... as in the latest news that PalmOne is considering M$' OS for next generation devices...

[depret]

As far as I can see, PalmOne is not hiding anything. See my post.

http://www.1src.com/forums/showpost.php?p=740646&postcount=23

PPC will be supported in the future. Right?

[clie_wannabe]

i think i may get to like a PPC OS in a TH55 form-factor...

:)