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Forgive me for de-evolving into speculating, but I think HPalm is definately on it, but I kinda think they know they've blown it with this generation of mobile phones and their users, so they are thinking much longer term and much more strategically then around a single upgraded Pre2. Maybe they might put out an intermediate stop-gap phone, but it certainly wont shake the earth.
Instead they are planning for whole new generation of technology and adopters down the road. Maybe some of them will be old Palmies, maybe not, but I don't think they are even thinking in terms of customer loyalty that way. They are entranced with the idea of creating a dazzling new mobile paradigm (I can almost see the marketing guys in the slick suits at the end of the board room table..using that term.. "paradigm") They've decided to re-trench and re-think the whole way their mobile gets done. Look at Apple.. now it's not just iPhone; it's iPhone+iPad+iTouch. Mobile technology is now part of a much bigger picture that involves a range of portables and accesories and a "eco system". HP needs to leap frog to that level and then offer something special beyond it. The bad part: That's just going to take time to do.
Think about it, it takes lots of time and planning to steer a corporate tanker the size of HP. They are going to have to work with cutting edge manfactures to put out stunning new hardware AND make it with lots of quality control AND get developers on board to make killer apps AND put out a brilliant, massive marketing campaign AND make all the overtures to get in bed with the big carriers AND set up their distribution networks to handle supply demands AND get all their own corporate structures to react and coordinate like a well oiled machine for it all.
Phew, makes me hope that the best thing to come out of it, is that by the time Gen2 comes around Droid X and Droid 2 will be yesterdays news.
/gets off his soap box and slinks away
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