Sunday, January 15, 2012

The father of IPod ambushs IPhone: Palm fights with his back to the river-fight to win or die set foot on sealed journey

" IT times weekly " reporter / Du Zhou (hair from Silicon Valley)


Palm Pre is thought " when be born not to meet " , although appeared on the market to cause scare buying unrest on June 6, dan Ping comes back to announce new generation IPhone namely if really(The mobile phone gets online)Initiate strike back. Palm this in former days PDA tycoon, whether the concussion that carries adversary, step a song and go


The destiny that drag in of a mobile phone goes to two companies, this does not see more in industry.


The Palm of nearing one's ends, already come out in former days " PDA originator " halo, successive deficit of 7 quarters occurrence a huge sum, pre smartphone is bearing the weight of the important task with firm heavy brilliant model. Same, the mobile phone that Sprint of telegraphic operation business also is badly in need of having appeal power comes prediction of a person's luck in a given year of user of keep within limits, with this antagonism ATT and malic IPhone together.


On June 6, since PalmPre appears on the market, dog stairs and ramps caused the marvellous spectacle of scare buying queueing up, although be compared with malic IPhone,still show a bit puerile, but will look from current market condition, no matter be sale status or consequence respect, it is the smartphone that is close to IPhone most. Depend on the success of this mobile phone, pre always engineered Lubinsitan to also be introduced to Palm is presiding the position of apparitor.


The weak point of Palm is using a program, when just appearing on the market only trifling uses a program ten times, compare Gu Ge, blackberry thousands of and several of IPhone, be absent same level. If why abound applied process inside short time, attract tripartite to develop business, it is check of one final examination to Palm. And the apple rolled out product of new generation 3G on June 19, this also is sure to make impact to Palm, be thought " when be born not to meet " Pre, whether break fate?


The grand occasion that cannot duplicate


Since Palm the beginning of the year in Las Vegas consumptive electron is exhibited on since announcing Pre, it is affecting the nerve of the industry. Look in industry, it is bearing the weight of not only rescue a company to begin declining important task, also will follow malic IPhone one relatively relative superiority or inferiority.


On June 6, pre is in what 1100 retailing shops of American appear on the market that day, caused the appearance of scare buying queueing up. Deputy total TimDonahue discloses Sprint company sale, head the grade that sell exceeds the company anticipates, broke the sale record of Sprint, but the company did not disclose specific figure. J.P. Morgan estimates, before two days when this mobile phone appears on the market in all work off 50 thousand above. resealable bags


On June 29, 2007, IPhone leaves sell eve, the in front of of postal service hall of ATT of telegraphic operation business removed 100 meters long dragon, it is to be seen fast, malic vermicelli made from bean starch nots hesitate to queue up all night. PalmPre also caused the scare buying of consumer, but dimensions is not provided can compare a gender, business hours arrived to just appear stream queueing up.


Compare the postal service hall of Sprint, 100 consider field of buying and selling relatively a few hotter, pre Fu Yiliang is grabbed to make work one sky. Here, pre mobile phone sells 199 dollars only, and first days offer money not much, every door store is major only 229, this lets consumer feel hoard as a rare commodity. And the user buys Pre in Sprint, the price is 299 dollars, but can enjoy mail refund 100 dollars.


Newyork city of 23 streets 100 consider the shop that buy the door, head many 40 mobile phone is taken out only when selling, but in postal service hall of nearby Sprint of the 5th highway, have near 200 mobile phones however. Sprint spokesman expresses, the company is trying desalt sells spectacular event, do not hope consumer queues up scare buying.


Although the sales volume of Pre returns inadequacy to be, but OK and affirmative is, pre conduces to restore Palm to be in the reputation of the industry, will arouse everybody to be opposite this in former days the memory of PDA tycoon, also meet at the same time the speed of user prediction of a person's luck in a given year of rein in Sprint. In a year of in the past, sprint prediction of a person's luck in a given year even more 4 million user, its are main the reason is the terminal product with competitive lack. "I am the faithful client of Sprint all the time, it needs to roll out machine of a novice. " Beifuli Dalemu expresses division of insurance manage compensate so.


Pre is sold besides the shopkeeper inn in Sprint and website outside, still will pass 100 think of buy and sale of supermarket of partial Wo Erma. Sales volume whether the level that reachs IPhone, industry is not hopeful to this. Wall street analyst rests this think, palm is expected every season work off about 1 million, 2011 year sale is controlled in 6 million. Look in this analyst, difference is clearly, the IPhone of 3G edition rolls out 3 months in American market, sold about 2.4 million, this occupies Palm hard look forward to and.


Palm is a little unripe really when meeting, on June 19, after the apple releases next generation IPhone, pre whether continue to heat up sell, be worth observation. New generation IPhone3GS has rapidder rate and taller property, 16GB is 199 dollars, 32GB is 299 dollars. Differ in the price below not big case, the user considers brand beauty above all praise degree, go up in this bit, the apple has definite advantage. The apple still falls the price of 3G mobile phone of 8GB to 99 dollars considerably, this will create very great pressure to Pre.


Lose the battle that does not have


Lubinsitan still recalls can clearly now, 2007, he is enjoying recreational time in Mexican beach when, received a more foreign telephone call, those who give him the telephone call is author of combination of investment orgnaization ElevationPartners collect Ge Maikenami and Fred · Anderson.


"They do not let me enjoy emeritus life kosherly, invite me to help Palm heavy model is brilliant. " say of rash guest Si Tan, "I am very bemused at that time, palm has b dog crates large best buy ecome silent for some time, the easier said than done that weigh model! But the other side moved really I, close self-invited Mexico and I work to meet in PalmCEO card, negotiate relevant matters concerned. Negotiate relevant matters concerned..


Lubinsitan is known as " the father of IPod " , when he left an apple 2006, IPod already was in make a great coup of media player market, this product is in the whole world already work off 208 million, the sale last year holds an apple 28% of sale of whole of 32.5 billion dollar.


In Feburary 1997, before apple of Qiao Busi return, lubinsitan joins an apple. Mixed 1998 2001, he assisted a company to develop unifinication IMac and IPod. June 2007, he joins in Palm, take up the post of executive president, the development of responsible Pre works, develop a revolutionary product for the company. He leads group research and development to come out WebOS operating system.


On June 6, pre appears on the market in the United States, as total scheme, lubinsitan relies on this the money is hot taste newly, ground of follow a rational line to do some work well was become the CEO of Palm.

dearfoam slipper

What Lubinsitan joined in Palm already amounted to 2 years up to now in June 2007 is long, because the user turns to IPhone and blackberry in succession, the outstanding achievement of the company is like during definitely the water of the bank, bold and flowing, sales revenu most popular selling dog stairs e glides 2 years continuously. Come in cut this year the season of the 3rd money Feburary 27, company in all work off 482 thousand smartphones, decrease compared to the same period 42% ; Net loss caustic is 98 million dollar, and caustic of net loss of the corresponding period was 54.7 million dollar last year. Season of the 3rd money, the operation deficit of the company is 102 million dollar, re dvd discovery 4 latively last year the corresponding period the deficit of 37 million dollar considerably coast; Battalion closes glide 71% , for 90.6 million dollar, the corresponding period was 312.1 million dollar last year.


Accordingly, pre is crucial to Palm and Lubinsitan. Be in successfully this with one action, if Pre cannot cause sensation, palm is met very quickly nearing one's ends, and Lubinsitan is met " integrity in one's old age is not protected " . "This is a real challenge, pre must score a success. " Lawrence Harris points out an analyst of American that invests a bank so.


Come round to look from eye, the achievement of Pre has exceeded at anticipating, gave up the apprehension of dvd discovery best buy industry. On June 13, the yearly salary that Palm announced Lubinsitan -- 850 dog crates large strong thousand dollar, this one word is right a CEO, really too too miserable and shabby. But grasp in his hand have 430 thousand stock of company, how many v the best selling dvd discoveryalue can these stocks create? Let a person be full of daydream.


Outer bound looks, this product drew lessons from malic experience in a lot of respects, but the innovation that also has oneself at the same time, in some way, it is banner even one pace of IPhone. Lubinsitan once worked together with malic CEO Qiao Busi 15 years, he is not evasive, "The derive in the technical culture of Palm the experience of a lot of apples. "The derive in the technical culture of Palm the experience of a lot of apples..


"Palm is in inferior position in new products plan and development respect, and these advantages that are an apple. Former apple is in charge of high join in, very important to improving the current situation of Palm. " Bulade Weilianmusi of manager of fund of MTB investment advisory firm is such Lubinsitan is opposite look upon the meaning of Palm.


Advantage and inferior position


A postal service hall of Sprint san Francisco, 2 hours sold 60 Pre mobile phone, before this, still have so big appeal without which mobile phone. · Chen Biao shows Daniel of manager of this postal service hall, making an appointment with half the number to buy the person of Pre is IPhone user.


Pre whether shake IPhone? Somebody thinks, it exceeded blackberry " storm " , it is current the produces menace exclusively to IPhone smartphone on market.


Reporter discovery, screen of the design that Pre dazzles besides cruel, feeling has distinguishing feature quite outside, photograph of its operating system WebOS has flexibility more than the apple, it can make the user is conveniently between software switch, can at the same time open many application, still have the advantage such as duplicate and multimedia news service, stickup function, search function. If you think blackberry mobile phone too too drab, IPhone compatibility is bad, so Pre is a right choice.


Pre already overtook except feeling screen interface outside IPhone, it has the complete clavier with an address design. But keyboard is too small, the input is no-go, can write bit of short word only, and read certain information to be able to have needless trouble.


"The user interface design of Pre is very reasonable, switch on the mobile phone rate is rapid, at the same time obligate Facebook, chatting program and mailbox enter the mouth, the development group that can see Palm from here spent a lot of idea really. " the user gives out such comment.


Pre mobile phone still has one large dominant position, because it chooses Sprint to regard sole sale as operation business at present, cheaper on endowment cost, this is very charming to partial user. Come from integral cost say, it is cheap that the dvd discovery channel Pre that uses Sprint network should compare the IPhone that uses ATT network many. IPhone and Pre want the framework agreement that signs 2 years with operation business, former two years altogether needs to pay 3600 dollars, and below similar requirement, use Sprint network to want 2400 dollars only. Come down 2 years, pre user saved 1200 dollars, this is a not small amount absolutely.


"Before, IPhone user not quite care about endowment cost, basically be to lack a kind of transverse contrast, " one user expresses, "Now, pre mobile phone gave us a reference, in the function in the main below similar case, vast endowment cost difference, make my heart begins to shake, whether should consider to change door front courtyard. Whether should consider to change door front courtyard..


But does Sprint give Palm how to many client bring in the actor potential energy on endowment cost? This is a problem that is worth to think. Once discover the user changes direction, the apple may come to an agreement with ATT, make concession on endowment cost. Price competition all along is not most the element of core, operation business can be made at any time change.


Current, the problem of Pre begins to expose, especially the deficient of application software -- when the mobile phone just was released, there are ten application softwares only in the shop on the net, with IPhone4 more than 10000 and the photograph of thousands of software of Gu Ge G1, blackberry is compared, difference is too big. Want to finish pair of IPhone and blackberry mobi the most popular selling dog stairs le phone overturn, get the inadequacy that solves software shop above all, attract more tripartite software to develop business.


On June 19, the apple rolls out the IPhone3GS of new generation, increased a lot of new functions. Market analyst thinks, when Palm mobile phone is born not to meet, of malic IPhone3GS appear on the market, of 3G edition IPhone depreciate, new machine function increases, will bring very great pressure to Pre. Among them, the apple falls the IPhone of 8GB edition to 99 dollars, en Mengsite forecasts analyst auspicious of PiperJaffray of American investment bank, so tall fall a demand that will let 3G edition IPhone raise one times. The analyst points out, component price glides ceaselessly, the apple becomes this kind of gliding person that be benefited naturally, lay next good foundations to depreciate thereby.


Malic strategy has specific aim apparently, how does Palm answer this challenge?

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