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Originally Posted by Ed@Brighthand
Foo Fighter, let's be realistic for a second. What else was he going to say?
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I didn't realize I was being unrealistic...considering I haven't even posted to this discussion yet. Are you replying to someone else?
If you want my opinion (no matter how unrealistic it may be) I don't expect Dell to have much of an impact at all on the PDA market. Most likely, Dell will use its world class direct model to market this product, which will meet with limited success. Costco and Dell Kiosks in malls will be the only outlet for consumers to try and buy, and that leaves a lot of ground to cover.
Then there is the form factor issue. It's too big/bulky for mainstream users. PDA geeks and IT workers might like it, but the average consumer wants something small, thin, and light.
I could be wrong, but my gut tells me that Dell is more of a threat to HP or Toshiba than either Palm or Sony. The biggest long-term impact Dell's presence will have on Palm licensees is force lower pricing on high-end products. But I'll wager you that Palm's Tungsten stays at $499 for at least another 3-4 months. Palm isn't running scared.
We'll see.