Friday, May 7, 2004
Thoughts on Rumoured Buy Out of palmOne by Dell
Posted by Jason Dunn in "ARTICLE" @ 12:00 PM
"The rumour mill is suggesting that Dell may buy Palm One. What changes would happen to the market if this really happen? Time for some speculation from our point of view. If Dell did buy palmOne, the question would be - would they continue to license Palm OS or stick to Microsoft? I suspect that Microsoft would be offering Dell incentives to stay with them; incentives that palmSource can’t match.
Now if Dell did buy palmOne and they switched them from Palm OS to Windows Mobile, the industry would be turned upside down. Microsoft market share would go from 40.2% to 80.9% (assuming hardware sales are constant). Dell would have 43.1% market share, and HP would have 25.7%. PalmSource would then have Sony's 9.3% market share and not much more. I can’t see them surviving on that..."
Great article with some clever insights - worth the read!
Now if Dell did buy palmOne and they switched them from Palm OS to Windows Mobile, the industry would be turned upside down. Microsoft market share would go from 40.2% to 80.9% (assuming hardware sales are constant). Dell would have 43.1% market share, and HP would have 25.7%. PalmSource would then have Sony's 9.3% market share and not much more. I can’t see them surviving on that..."
Great article with some clever insights - worth the read!
