
We're almost stifling a yawn this time around, but there is
another interview featured in ZDNET UK with palmOne president Ed Colligan where he talks about the potential future of his company.
Colligan's key points:
- Treo 650 rolls out in the US, in Asia and Europe early next year
- Treo alone makes 50% of palmOne's revenues
- estimated y-y growth for Treo is 36%
- biggest Treo rival in Asia: Samsung (not Sony or Nokia)
- HP's wireless PDAs no true competitors because they're "big devices"
- there are tradeoffs to be made when designing a smartphone
- Palm OS alternatives possible in future; would be communicated early
- written $40m-commitment with PalmSource expires in 2006; no plans for extending commitment
- China market is supposedly working well (despite rumors that P1 had quit China)
Here is one bit of the interview I found quite amusing. To the question whether palmOne is lagging on the technology curve, Colligan replies:
I probably would have accepted that a year ago. I think the category defining products in this space are at PalmOne. You read any review of any smartphone and the Treo 650 wins. So I don't accept that premise.
Well. I don't recall anyone questioning palmOne's leadership one year ago. Do you?