Handsprings's [eventual] departure may indicate a limit in the number of
players the market can support rather than the death of the market.
Handspring essentially has a "me-too" product and has been forced into a
promotional and price-cutting battle to survive. The history of Wintel PCs
shows the results here. The Treo moves them into something new where they
can have the superior product.
There are a lot of people who have bought and use PDAs (including those who
contributed to Handpsring's $70 million in sales last quarter). Another
thought is that the PDA market may be right for another player down the line
if they bring something innovative and valuable to the picture. I think that
Apple could be successful entering the market with a Mac-centric offering, a
la iPod. After all, who would have thought there was room for another player
in the MP3 player mrket?
Doug
> From: newtontalk_at_newtontalk.net
> Reply-To: newtontalk_at_newtontalk.net
> Date: Thu, 17 Jan 2002 06:33:45 -0500 (EST)
> To: newtontalk digest users <newtontalk_at_newtontalk.net>
> Subject: newtontalk Digest V2 #44
>
> Date: Wed, 16 Jan 2002 17:34:23 -0600
> Subject: [NTLK] No More Visors
> From: Mark Fuller <kcwookie_at_mac.com>
>
>
> I thought you would be interested in this Palm News story: During a
> conference call today, Handspring CEO Donna Dubinsky said for the first time
> that her company will eventually stop making Visors and only make Treos.
> She said, "We are a company that is transitioning out of the organizer
> business and into the communicator business. At some point we will have
> transitioned out of the organizer business." Ms. Dubinsky didn't say when
> this switchover might take place.
>
> Get the Full story and Comments here:
> http://www.palminfocenter.com/view_Story.asp?ID=2833
>
> Given this, I don't think you will be seeing the iWalk or anything like it
> soon. The best use for the Newton technology may be to leverage it into
> wireless communications. That would fit into the digital hub strategy that
> Steve has undertaken.
>
> Mark Fuller
>
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