04-21-2004, 02:00 PM
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Contributing Editor Emeritus
Join Date: Aug 2006
Posts: 8,228
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HP Retains Lead Over PalmOne, Microsoft Enjoys Huge Gains in EMEA
http://www.canalys.com/pr/r2004041.htm
Microsoft showed stunning growth in the first quarter of 2004 versus 2003 in both voice and data centric devices. PalmOne remained virtually flat in data centric devices and was up 19% in the voice centric category, though their share in voice centric devices is actually dropping going from 1.6% of the market in Q1 2003 to 1.0% in Q1 2004. Note that all PalmOne figures have been restated to include Handspring numbers. What about the Treo 600 though?
"Most of Microsoft's smart phone shipments so far have been tied to the Orange network, but with the MPx200 becoming available on other operators' networks and with more models appearing over the coming months, we would expect shipments to increase substantially. PalmOne's Treo 600 hasn't done as well in EMEA as elsewhere; it needs more models and broader operator coverage to become a contender in the smart phone space."
� Overall EMEA mobile device market in Q1 2004 up 62% on Q1 2003
� Smart/feature phone segment up 83%; handhelds/wireless handhelds up 33%
� Nokia still leads, but share falls sequentially; Sony Ericsson flat; Siemens into top three for first time
� Microsoft enjoys biggest share in voice-centric segment to date (7.8%)
� HP stays ahead of palmOne for third quarter running, with 56% growth versus PalmOne's 2% growth. HP's market share in data centric devices has grown from 25.1% to 29.5% while PalmOne has decreased to 27.4% from 36.2% last year. :rock on dude!:
� RIM share continues to rise, takes third place in data-centric devices ahead of Dell and Toshiba.
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04-21-2004, 02:17 PM
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Pontificator
Join Date: Mar 2004
Posts: 1,055
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Stupid question, but what does EMEA mean? Europe, Middle East, and Africa?
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04-21-2004, 02:23 PM
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Moderator
Join Date: Aug 2006
Posts: 6,878
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Quote:
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Originally Posted by zkmusa
Europe, Middle East, and Africa?
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That's it!
Steve
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"My eyes are rolling back in my head so far I can see my grey matter bubbling and frothing from reading this thread....bleh." JD
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04-21-2004, 02:50 PM
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Philosopher
Join Date: Jun 2002
Posts: 498
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Good.
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04-21-2004, 04:14 PM
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Intellectual
Join Date: Apr 2004
Posts: 137
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Gotta love it!
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04-21-2004, 04:34 PM
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Pontificator
Join Date: Mar 2002
Posts: 1,329
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Quote:
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Originally Posted by jnajera
Gotta love it!
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Not really. Competition is really the only thing driving Microsoft and even then its been a slow scenic route drive. Without any competition we'd probably still be on Pocket PC 2000 SP8
I feel for Palm but they made their own bed. By not confronting Microsoft head on and simply telling users/the industry that you don't need these features they screwed themselves over. For god sake they owned 90% of the market at one time. If they had simply provided a more robust experience this could have very well been avoided. (Admittedly even then MS 's 60 billion in the bank is hard for any company to go up against.)
Palm's probably not going away but once again Microsoft claims another victim or if nothing else they have their jaws around Palm's throat at this point.
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PDA History: Palm Pilot 5000 -> Apple Newton 2100 -> Casio E-11 -> iPaq 3650 (64MB Upgrade) -> iPaq 3700 -> Casio EM-500 -> HP Jornada 568 -> HP iPaq hx4705 www.spreadfirefox.com |
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04-21-2004, 05:38 PM
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Pontificator
Join Date: Mar 2004
Posts: 1,055
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Quote:
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Originally Posted by Jonathan1
Palm's probably not going away but once again Microsoft claims another victim or if nothing else they have their jaws around Palm's throat at this point.
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All's not lost yet! OS 6 (Cobalt, whatever) could be Palm's heroic savior, but Palm has to play their cards right.
The new devices need to fully featured (excellent screens, lot of memory, lots of connectivity options) and they have to priced really well. Plus, Palm needs to use some extensive marketing muscle to get these devices into the corporations. If Microsoft keeps making these gigantic Coca-Cola type deals, PalmOne can say goodbye forever.
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04-21-2004, 06:20 PM
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Pontificator
Join Date: Mar 2004
Posts: 1,479
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Quote:
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Originally Posted by zkmusa
Quote:
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Originally Posted by Jonathan1
Palm's probably not going away but once again Microsoft claims another victim or if nothing else they have their jaws around Palm's throat at this point.
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All's not lost yet! OS 6 (Cobalt, whatever) could be Palm's heroic savior, but Palm has to play their cards right.
The new devices need to fully featured (excellent screens, lot of memory, lots of connectivity options) and they have to priced really well. Plus, Palm needs to use some extensive marketing muscle to get these devices into the corporations. If Microsoft keeps making these gigantic Coca-Cola type deals, PalmOne can say goodbye forever. |
Microsoft didnt do that, Symbol did.
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04-21-2004, 06:29 PM
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Neophyte
Join Date: May 2003
Posts: 9
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Also you should consider that the price for an Ipaq was just ridiculous in Europe.
Palms were a lot cheaper here compared to ipaqs.
Then asus and viewsonic came by and changed it.
Note: We continue to see very High price compared to US and Asia :evil: difference for LCD monitors, APNs ...
I Hope Ebay.com will finally flatten this one day.
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04-21-2004, 07:12 PM
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Mystic
Join Date: Nov 2006
Posts: 1,887
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Sounds like the tipping point has come and gone and the virtuous spiral is taking over on the Windows Mobile side.
Certainly the remark about PALMone needing more product diversity on the Treo side (if true) is not a harbinger of good things to come. PalmOne simply *can't* engineer as many different products as the swarm of MS OEMS (each seeking differentiation) are putting out there.
The other shoe, which has yet to fall, is the general availability outside China of the various Smart-phone and data-centric communicator products we've been seeing in the last few months.
If even half of those start showing up in the west, there will likely be more than enough diversity to allow each operator to offer their own distinct product line. Possibly even with their own brand name.
Might we be comparing Verizon Smartphones to Cingular smartphones in a year or two?
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