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BobR, I hope you're right, but I am not as optimistic as you are. Fact is that PalmOne's leadership wants to focus on SmartPhones, because they no longer see real growth in the PDA segment. They are not doing so bad in the PDA market anyway, but it's not enough because there's no real growth. There are still plenty of people using OS4 devices such as the M500/M515. That's exactly the problem with producing well-built devices: people will use them for years.
Sales of the Treo account for about 40% of P1's revenue from the last financial quarter and they expect the ratio to become 50/50 at the end of the financial year 2005. (Which, I believe, ends in May.) Bear in mind that the Treo is a good deal more expensive than any of their current PDA's. In fact, it's much too expensive for Joe Average. There could be room for growth if they released a more affordable, cut-down range of SmartPhones.
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