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  1.    #1  
    Quite the nasty rumor going around that says Dell is looking to buy Palm and get into the cellphone/PDA business. Dell just announced they're dropping the Axim from their product line, giving the rumor crew fresh fodder for the mill. What will they put in the place of the stand-alone PDA? How about the best selling smartphone/PDA on the planet?

    Personally I don't think it's going to happen. I think Dell is just killing off the low margin products as part of their regular quarterly review. The PDA market is flooded and they're dying off due to competition from ultraportable computers and smartphones. Especially smartphones. I think Palm really explored the idea of selling the company but no one wanted to step up and pay anything near current stock prices for the business. I don't think a sale is in the cards right now, especially with Palm's sales looking a little shakey at last earnings report. Buyers are definitely out there but I'd bet they're waiting for more bad earnings and the chance to scoop Palm up at fire sale prices.
  2. #2  
    Quote Originally Posted by rambo47
    What will they put in the place of the stand-alone PDA? How about the best selling smartphone/PDA on the planet?
    Dell is buying Nokia?

    Surur
  3. #3  
    Dell needs to concentrate on its core business because performance has been suffering lately.
  4.    #4  
    Quote Originally Posted by surur View Post
    Dell is buying Nokia?

    Surur
    Last time I checked Treos were still the best selling smartphone.
  5. #6  
    Here is how Dell responded to a rumor about Dell possibly buying Alienware:

    Dell has moved to quash rumors that suggested the company has acquired rival PC vendor Alienware.

    http://news.com.com/Dell+downplays+A...3-6049853.html


    Here is what they said this week about buying palm:

    Palm spokeswoman Marlene Somsak declined to comment. Officials at Dell weren't immediately available comment.

    http://money.cnn.com/news/newsfeeds/...3_FORTUNE5.htm
  6. #7  
    Quote Originally Posted by rambo47 View Post
    Last time I checked Treos were still the best selling smartphone.
    I'm sure Marcol would not mind dissuading you of that fact.

    Surur
  7. #8  
    Quote Originally Posted by surur View Post
    I'm sure Marcol would not mind dissuading you of that fact.

    Surur
  8. #9  
    Hi rambo47,

    What Surur is referring to is my habit of posting data from the research firm Canalys. The Canalys data record the number of 'smart mobile devices' (i.e. PDAs and smartphones) sold worldwide. Mostly I'm interested in how the market is split between the different OSs. Here's that data for last three years:

    Q1

    Symbian: Q1 2004 41%, Q1 2005 61%, Q1 2006 69%
    PPC/WM: Q1 2004 23%, Q1 2005 18%, Q1 2006 12%
    RIM: Q1 2004 6%, Q1 2005 7%, Q1 2006 8%
    PalmSource/ACCESS: Q1 2004 22%, Q1 2005 11%, Q1 2006 ??

    http://www.canalys.com/pr/2005/r2005041.htm
    http://www.canalys.com/pr/2006/r2006043.htm

    Q2

    Symbian: Q2 2004, 41%, Q2 2005 63%, Q2 2006 67%
    PPC/WM: Q2 2004 23%, Q2 2005 16%, Q2 2006 15%
    RIM: Q2 2004, 8%, Q2 2005 7, Q2 2006 6%
    PalmSource/ACCESS: Q2 2004 23%, Q2 2005 10%, Q2 2006 ??

    http://www.canalys.com/pr/2005/r2005071.htm
    http://www.canalys.com/pr/2006/r2006071.htm

    Q3

    [Share by OS not descibed]

    http://www.canalys.com/pr/2005/r2005102.htm

    Q4

    Symbian: Q4 2005 63%, Q4 2006 67%
    PPC/WM: Q4 2005 ??, Q4 2006 14%
    RIM: Q4 2005 ??, Q4 2006 7%
    Linux Q4 2005 ??, Q4 2006 6%
    PalmSource/ACCESS: Q4 2005 ??%, Q4 2006 5%

    http://www.canalys.com/pr/2007/r2007024.htm

    Smatphones with Symbian OS are much the best selling. (I don't think there are any Symbian non-phone PDAs).

    With more direct relevance to your assertion that 'Last time I checked Treos were still the best selling smartphone' check out these data for Q4 2005 and 2006:

    Nokia: Q4 2005 54%, Q4 2006 50%
    RIM: Q4 2005 7%, Q4 2006 8%
    Motorola: Q4 2005 5%, Q4 2006 7%
    Palm Q4 2005 9%, Q4 2006 5%
    Sony Ericsson: Q4 2005 0.6%, Q4 2006 5%
    Others: Q4 2005 24%, Q4 2006 24%

    http://www.canalys.com/pr/2007/r2007024.htm

    The best selling smartphones are Nokia devices running S60 (which is Symbian-based). They outsold Palm by about 10 to 1 last quarter.

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