Lacking powerful Palm OEMs?
Palm has Sony support, nuff said. Sony has the marketing, product diversity, and persistance to get any platform to survive or thrive.
One need only look at Sony's dogged, unwaivering support for BetaMax, MiniDisc and Memory stick to see that they can move product even if it losing the battle.
Beyond that, Palm has Handspring, and a couple of major convergence device vendors. Not to mention, Palm has support on Mac, Windows and Linux. It's fairly formidable.
In the end, I really see Palm and PocketPC going in different directions. As long as Palm products can deliver at pricepoint $200 LESS than PocketPC, they'll be ok.
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