|
What worries me:
1. The Linux announcement was made when everyone was waiting for Cobalt to roll out. What have they been doing over the past year?
2. The Linux announcement is not a guarantee that the project will succeed. The whole China MobileSoft buy-out isn't even complete.
3. PalmSource is small. IBM, HP, Apple - all of them are BIG. Neither of them relies on a single piece of software. Plus they have the resources to heavily invest and endure a time with less income/revenue generation. Can PalmSource wait yet another year after the Cobalt flop?
4. PalmSource doesn't have that many licensees anymore. It lost its biggest one - Sony - more than half a year ago. Do the remaining licensees want to wait yet another year for a possible new Palm OS? palmOne already announced its interest in cooperating with Microsoft. Who is left? Does PalmSource have the power to win back lost alliances/licensees?
|