geotopia

Contrarian Short Base Rises for Palm

Palm and Dell - Why the heck is Dell talking about a new device in the midst of what is heating up as intense competition in this market. Dell's got manufacturing and marketing prowess and Palm's got real experience with GUI and small RTOSes, why not work together? Just remember AAPL and RIMM aren't standing still, so together or separately, these two better ramp things up or hang up the towel.

Will Dell Succeed with New Device? Doubtful

As a consumer (of IT products), I find Dell a much more compelling brand than HP or Acer, but outside of Desktops, Servers, Flat Panel Displays and Network Switches (apparently not doing so well), I have a hard time seeing Dell succeed in this newer category of Mobile Internet Devices. Dell has improved their distribution and they've always been good at ODM products, but this new category has a reliance upon innovative new GUIs and Dell has virtually no [successful] experience in that realm.

Smartphone Update: 2008 Q4 Market Share

If I read the text right, this article purports that a narrow product range is a negative for Apple, but there's no empirical evidence that a broad range of offerings have helped any of the entrenched players keep or build marketshare, and in fact, the opposite is likely true. There's only one iPhone, not only in that only Apple builds the iPhone, but that Apple only has one model (with different memory capacities, though that hardly broadens their product range, just the "options" available for said product).