06/03/2010, 11:49 AM
Nimer, I think you are right on the money. I sent the text below in an email to my son yesterday - before I saw Mark Hurd's comments:
Originally Posted by nimer55
"There are interesting developments happening in technology. One is that we are moving from static to mobile. The percentage of computing and communicating being done in a static setting like an office is declining in relation to mobile computing. Number two is that the internet is becoming the center of all technology - communications, applications, and data storage. Number three is that the major players are developing families of mobile products to address these developments.
Apple has the iPod, iPhone, iPad, and now Apple TV. The thread running through all of them is a common root operating system and iTunes - Apple's gateway and control over all applications and content.
Google has licensed it's Android OS to many manufacturers of smartphones. Google also is releasing Chrome OS for PC's this fall. It says it will merge Chrome and Android at some point. Manufacturers are in the process of creating Android based tablets. Google TV, a direct competitor for Apple TV, will run Android.
Palm is the most interesting. It really is now a pure operating system company. The man who developed Web OS was the developer of the iPhone at Apple. Many pundits say it is the best operating system of the three, but that doesn't mean it will win in the market place. HP is the largest manufacturer of computing hardware in the world now. But it doesn't have a mobile OS. The marriage of HP and Palm Web OS could be perfect. Look for HP to develop a lot of different devices using Web OS. But it could take time.
Microsoft is in never never land, but never count them out. They are releasing Win7 for smartphones very soon. It will have to be radically different from their previous mobile OS's to be successful.
What is interesting is that history is repeating itself. Many years ago, Apple made the decision to become a "closed" environment. All hardware and software must be approved by Apple. Microsoft took a different approach. It licensed its operating system to multiple manufacturers and threw the doors open to software developers. And what do we see now? Apple once again has declared they are closed to unrestricted outside development. Google, on the other hand, is following Microsoft's path. Google already has more marketshare in smartphones than Apple. I think that will continue and Apple will once again sell to the same people who always buy Apple products - previous customers. Open always wins, closed always loses."
Mark Hurd is saying (as has been pointed out by others here) - "We didn't buy Palm to get into the smartphone business. We bought Palm to stay competitive and relevant in a marketplace where our competitors are offering a full suite of products/services that covers a very wide spectrum of users - not just smartphone users."
HP has the deep pockets to pull this off. If you want to worry about a smartphone company being at risk, I would be looking at RIM. They are currently a one trick pony.
If you are business owner that is looking for an integrated solution with one operating system across smartphones, tablets with customized applications, printers, etc., that all talk to each other in real time because they have a multitasking OS...OR...you have a smartphone that can do rock solid email, but that's all. Who are you going to choose?
If you are a consumer and you want your phone, your tablet, your printer, and your set top box to all communicate and interact, wouldn't you want a multitasking OS that runs on all of them?
I think that is what all of this is about.