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  #1  
Old 08-18-2003, 07:00 PM
Ed Hansberry
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Default Gartner Releases Q2 2003 Market Share Results

http://www.theregister.co.uk/content/68/32386.html

This is similar to the IDC report we discussed earlier this month, but Gartner has released some additional information. In device share, Palm, whoops, I mean pa1mOne (makes me want to type "pa1mOne, w00t l33t h4x0r5") is still on top, primarily because of their success with the $99 Zire. As you can see in Figure 1, devices running the Pocket PC OS now account for 35.9% of the PDA market. Note too that this is going to include almost none of the new Windows Mobile 2003 devices like the popular iPAQ 2215 and 1940 models.


Figure 1: Device Market Share

Figures 2 and 3 show, however, that the Pocket PC platform accounts for 47.7% of revenue, followed by PalmOS with 41%. Finally, Figure 4 recaps the IDC report with some tweaks that show some differences in how Gartner came up with their totals.


Figure 2: PDA Sales in Dollars


Figure 3: Dollar Market Share


Figure 4: Global PDA Unit Sales
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  #2  
Old 08-18-2003, 07:31 PM
kagayaki1
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Cool numbers. But I've got to admit, I had to run PPCThoughts through some of the digitizer links. We could be so cool, and be just like Pa1mOne
 
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  #3  
Old 08-18-2003, 07:36 PM
lurch
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Now, I'm not a business guy, so maybe someone can explain this to me, but when I see that a product (in this case, the generic Pocket PC) has a significantly lower portion of market share, and a higher portion of revenue, all that tells me is that Pocket PCs are much more expensive than their competitors... so maybe if the average prices were lower the market share would be higher? (but then revenue would be down)

Or am I not understanding something (extremely possible)
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Old 08-18-2003, 07:43 PM
PhatCohiba
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Quote:
Originally Posted by lurch
Now, I'm not a business guy, so maybe someone can explain this to me, but when I see that a product (in this case, the generic Pocket PC) has a significantly lower portion of market share, and a higher portion of revenue, all that tells me is that Pocket PCs are much more expensive than their competitors... so maybe if the average prices were lower the market share would be higher? (but then revenue would be down)

Or am I not understanding something (extremely possible)
:iamwithstupid:
You understand the data, but are missing the point. Palm has two types of devices, a sub-$100 dollar zire which is basically the old stripped palm 3 type device and high-end pocket pc like devices.

the implied analysis is that the majority of this volume is of the low cost variety. I'd expect that palm is losing seriously in the higher end of the pda market.

-jb
 
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  #5  
Old 08-18-2003, 07:43 PM
Ed Hansberry
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Quote:
Originally Posted by lurch
Now, I'm not a business guy, so maybe someone can explain this to me, but when I see that a product (in this case, the generic Pocket PC) has a significantly lower portion of market share, and a higher portion of revenue, all that tells me is that Pocket PCs are much more expensive than their competitors... so maybe if the average prices were lower the market share would be higher? (but then revenue would be down)

Or am I not understanding something (extremely possible)
:iamwithstupid:
Or, Pocket PCs could be priced at a profitable price point and pa1mOne could be charging so little they are not making a net profit by selling those $99 zires. Cutting the Tungsten T from $499 to $299 in 6 months probably isn't helping their story either.
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Old 08-18-2003, 08:16 PM
GoldKey
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I really would like to see the data with the Zire's stripped out. The high end palms compare to PPC's but the Zire has no equivalent in PPC's. The Zire is more like a high end Royal-type organizer (don't get me wrong, I think the Zire is a neat little device and is probably great for a lot of people, but then paper planners are good for lots of people too)
 
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  #7  
Old 08-18-2003, 08:44 PM
Ed@Brighthand
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I know who palmOne is but I've never heard of pa1mOne.
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Old 08-18-2003, 08:45 PM
GoldKey
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Quote:
Originally Posted by Ed@Brighthand
I know who palmOne is but I've never heard of pa1mOne.
See http://www.pocketpcthoughts.com/foru...ic.php?t=16747

It seems they incorporated the 1 vs the l into their new logo/name
 
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  #9  
Old 08-18-2003, 08:58 PM
Ed Hansberry
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Quote:
Originally Posted by Ed@Brighthand
I know who palmOne is but I've never heard of pa1mOne.
Their logo. I can't make this stuff up.



There are people at PIC poking fun of the l33t h4x0r word too. http://www.palminfocenter.com/view_story.asp?ID=5817
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Old 08-18-2003, 09:01 PM
Don Tolson
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Interesting... if you go to the Palm web site http://www.palm.com, you see the logo is quite clearly pa1mOne, but the text link shows palmOne, and the URL is www.palmone.com....

Hmmmmm seems to be a bit of confusion here :roll: :?: -- unless the 'l' in palmOne is meant to be stylized in the logo, but is still an 'l', not a '1'.
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