PalmSource takes hit on investment report (CNET News)
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Shares of PalmSource, the handheld operating system developer, dipped Monday on an investment bank's report that said key licensee PalmOne will use Microsoft's OS in its Treo line of devices.
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Actually, I mentioned in an earlier thread that PalmOne was open to using OSes other than PalmOS, but I never thought they would actually do it.
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The report added, "We know that an announcement is virtually certain," citing comments made by executives following an event for PalmOne analysts on Oct. 5. However, the report said the analysts, Charles Wolf and Justin Udelhofen, did not know when a Microsoft version of the Treo would be released.
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Is the writing on the wall for PalmOS?
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Udelhofen added that making Microsoft's OS available on PalmOne's Treo devices would render the devices more appealing to large businesses that use other Microsoft OS products. The analyst said he didn't expect PalmOne to ditch the Palm OS and that Microsoft OS support would complement the Palm OS.
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PPC is far more appealling to businesses because of the much better database connectivity. Yes, improvements in this area are coming in Cobalt, but it may very well arrive too late and even then it has to play catch up.