What's going on in the PDA marketplace? According to Forbes today, sales of PDAs this year are down 15% from their peak in 2001. Now, I would blame the economy alone first off. But there's a little more to the story. We've got some gadgets competing with each other. Here's why things are tough in spite of some cool innovations like phone cams, bluetooth, wi-fi, mp3 playing and SMS.
1) PDA no wi-fi, non-cellular, non-Bluetooth. This is the Palm platform illustrated well by it's latest flagship product, the Tungsten E. This is the Pocket PC platform exemplified by the HP iPaq h1935 .The market wants cellular and wi-fi and bluetooth but only a few new models have these capabilities so far. Key features: a) bigger sized screen than cellular, b) touch screen and c) good personal organizer functions
2) Small Cell phones. An almost always on wireless device. A phone first and foremost. Small screen to fit your hand better and not look weird. New stuff: phone cams, cool ring tones, text-messaging and some multi-media messaging. Problem for group #1, they are halfway decent little organizers in terms of calendars and phonebooks. Weaker in terms of screen size for drawing, handwriting, notetaking, reading email. Weakness need longer batter life for phone duties so skimp on PDA features, screen size, etc.
3)Wi-fi PDAs Non-cellular PDAs are old hat - like PCs without internet access - they aren't as interesting as the content out there. These machines get broadband when near a hotspot which is home, office, coffee shops and airports. They are faster to process the larger amount of information and graphics they can capture from the Net. A PDA with Net access is a really useful and entertaining device and will get more so as screen sizes increase, color and screen quality increase and keyboards of one sort or another make them excellent texting devices. The sexiest models have Bluetooth which give you a tiny wireless cellular modem that you can keep in your pocket and it still works - no more infrared pointing device to device! My flavor of the week: the Palm Tungsten T3. Only fly in the ointment is that Sandisk is dragging their feet on getting their wi-fi SD card out. It's been postponed 4 times and now has slipped into Q1 04.
4) Cellular PDAs *Smart Phones*. Trend to larger with larger screens and sometimes even keyboards. Some have keyboards for texting, email and use of PDA functions. With bigger screens, they can be useful organizers and work tools. As they offer sideways orientation for better web surfing, they offer the capacity to have almost always Net access, albeit a little slow for the most part. However, G3 is coming along with the new Edge service from Cingular. The Sony Ericsson P900 fits nicely here.
5) Bluetooth PDAs. This is good for synching with a bigger PDA and various-sized notebooks. A start in the right direction. But not enough. People want wi-fi or cellular in the package. This is a big category compared to wi-fi which is still getting there. The original Tungsten T and quite a few Pocket PCs fit here.
6) Cellular/Wi-fi/Bluetooth PDAs. It's coming. Take the Treo 600 for one. It's got cellular built-in and an SDIO card. It's got a great keyboard for both QWERTY and phone numbers. Buy a Bluetooth SDIO card (sorry no built-in Bluetooth) and wait a while for a wi-fi SDIO card and you have the holy grail of 2003 and 2004. You get a cell phone. You get a genuine Palm organizer. You get a slot that can let you do Bluetooth now and wi-fi real soon now. The due date just slipped into Q1 04 from Dec 03. I want v2 where they give me 300x300 res and built-in Bluetooth. Or go all the way with bluetooth and wi-fi built-in. Give me some nice integrating software that makes these 3 wireless capabilties sing.
2004 here we come!
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