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Originally Posted by Ed Hansberry
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Originally Posted by fundmgr90210
3) How is the fact that this device isn't for everyone bad? The beauty of OS 5 is that it's compatible with so many different chips and hardware sets.
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Yeah, as long as it is ARM. Pocket PCs can use any ARM chip too. The HP 928 WDA is a TI ARM processor, not StrongARM.
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4) Pocket PC is not "chipping away" at market share with each successive quarter. I've seen it take a step back in the past by dropping a few percentage points and picking them back up next quarter, but it's been stuck in the same range for quite a while now.
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I don't recall PPC marketshare being at 29%+ ever worldwide. Europe, yes, but world wide I think this is the first time north of 25%.
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Palm OS units will also be able to utilize chips from Motorola as well. As to market share, a couple more thoughts:
1) I don't believe Treo's are being counted as PDA's in the IDC survey (I could be wrong on this however);
2) More importantly though, I'm sure that current inventory of Palm OS units is suffering at the expense of those consumers waiting for an OS 5.0 device that is just around the corner. If OS 5.0 devices come out in time, I fully expect to see a 3% to 5% gain in market share this time next year.