According to
AP,
Needham & Co. analyst Charles Wolf said palmOne last month indicated that it may port the popular Treo smartphone -- currently run exclusively using PalmSource's Palm OS -- to Microsoft's Pocket PC software.
Although palmOne would continue selling Palm OS-powered Treos, the decision to support other systems serves as "a psychological blow because it could eliminate much of the upside in PalmSource's future financial performance," Wolf wrote in a research note.
"The loss of a portion of Treo sales would not be that critical to PalmSource's success if the company had diversified its license fee revenue stream over the past two years," he wrote. "But it has not. Collectively, the sales of PalmSource's other licensees represents a small fraction of the company's total license fee revenues."
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Perhaps by "porting" the Treo he meant the introduction of a new palmOne device running with PPC.