[ChrisD]

Interesting commentary. I do not see the market as black and white as you do:

1. Sharp sells proprietary PDAs as well as Linux based systems.
2. Casio sells PPC/WCE devices and their own proprietary systems as well.
3. Legend does sell PPC/WCE devices - that's been their main focus in terms of PDAs. http://www.legend-holdings.com/eng/c...d_right_5.html

The interesting thing that can be drawn from this information is to look at where devices are being sold. Legend only sells in China. See IDC's summary for Asia at http://www.idcindia.com/Pressrel/Int...August2002.htm From that report, I read that Palm is doing very poorly compared to the rest of the marketplace.

Also, see http://www4.gartner.com/DisplayDocum...g=accessBought for Gartner's projection for the rest of the year.

Thoughts?

[ChrisD]

Interesting commentary. I do not see the market as black and white as you do:

1. Sharp sells proprietary PDAs as well as Linux based systems.
2. Casio sells PPC/WCE devices and their own proprietary systems as well.
3. Legend does sell PPC/WCE devices - that's been their main focus in terms of PDAs. http://www.legend-holdings.com/eng/c...d_right_5.html

The interesting thing that can be drawn from this information is to look at where devices are being sold. Legend only sells in China. See IDC's summary for Asia at http://www.idcindia.com/Pressrel/Int...August2002.htm From that report, I read that Palm is doing very poorly compared to the rest of the marketplace.

Also, see http://www4.gartner.com/DisplayDocum...g=accessBought for Gartner's projection for the rest of the year.

Thoughts?

[fundmgr90210]

A technical indicator has definately presented itself here:

You can interpret the severity of how bad the news is for PPC by the amount of work Ed goes to prove that's it's somehow a "positive".

Wow, so you'd rather compare Q2 this year vs. Q1 of the same year because it makes a better case? If it was PPC showing market share growth from one year to the next you'd treat these numbers they way everyone else does (year by year).

To make it worse, you've even gone so far as to chalk a lot of this up to Palm's artificially low numbers due to the inventory glut brought on by the 500 series issue. Yet I can recall you (on other boards and maybe here) claiming Palm's market share dip really had to with the fact that Palm's are glorified, overpriced organizers that the market has moved away from (and towards PPC). So which is it?

Seriously Ed, I can't believe you were attacking Mace for spinning (which he was doing) and then turn around 2 days later and do the same thing. Try as you might though, it's impossible to interpret HP's negative growth (and Sony and Palm's positive growth) as anything but bad news for PPC.

Jesus, can you imagine how a drop like that in Palm market share would be handled here?!?! Or if it was Toshiba and not Sony that grew 248% even though it would be due to the fact that they (Toshiba) were coming from such a low number to begin with (which Sony was as well). Maybe this also explains the "Zen of Palm" and worthless Palm stock posts made immediately after this bad news has come out?

Lastly, and as has been stated here before, smartphones aren't included in the IDC tabulation. So Treos (with the exception of the 90), Kyoceras, Samsungs, etc. aren't counted. Handera probably falls into the "other" category as well. While these products don't have big numbers by themselves, I'm sure a 3% to 5% number (maybe more?) would be added to the Palm OS total.

[mookie123]

Yo fundmgr,

uhm you type almost as much as Ed's. Obviously you put a lot of time too. lol.

[Ed Hansberry]

Originally Posted by fundmgr90210

A technical indicator has definately presented itself here:

You can interpret the severity of how bad the news is for PPC by the amount of work Ed goes to prove that's it's somehow a "positive".

The EdH scale. Pronounced "aydach." :way to go:

"Yeah, that report had an aydach factor of 9.1. Total crap - nothing but spin. But over here where the details were presented in a nice clear mannor, cut right to it. aydach of 1.2."

[ThomasC22]

Originally Posted by PDA Gerbil

ThomasC22, surely it’s somewhat to count HP/CPQ out just yet? :? I don’t like the current IPAQ either, but at least give them a chance to get a product cycle out under the new structure.

I'm not necessarily counting them out yet but I do think their current model shows that they seem to be heading in the wrong direction (e.g. tossing out things that were good about the Jorndada (form factor) and adding new features that few will ever use). But sure, they could turn it around.

[fundmgr90210]

Originally Posted by Ed Hansberry

The EdH scale. Pronounced "aydach." :way to go:

"Yeah, that report had an aydach factor of 9.1. Total crap - nothing but spin. But over here where the details were presented in a nice clear mannor, cut right to it. aydach of 1.2."

????