For Palm, 2010 will be a year of channel expansion, with its new webOS handsets coming to more carriers. Top among them, Verizon, which has been rumored to be getting a device “like the Palm Pre” since Palm launched it. In a research note to investors today, Kaufman Bros. analyst Shaw Wu says a Palm smartphone from Verizon is pretty much inevitable.
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With Palm’s shares up more than 900 percent since January, they were destined to suffer a correction someday. And now it seems that day has finally come. Shares in the handset maker fell some 23 percent last week amid concerns about increased competition from Google’s Android operating system, which is being rolled out on a number of devices at a variety of carriers, including Palm partner Sprint.
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Verizon uncrated its latest iPhone challenger Wednesday morning, introducing the new $199 Motorola Droid, and it already has analysts buzzing about the life it may breathe back into Motorola, whose share of the phone market dropped by nearly half in the second quarter from 10 percent a year earlier.
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Though Verizon’s new Droid ad campaign might seem to preclude one, Apple would be wise to ink an iPhone distribution deal with the carrier–if not to hasten iPhone adoption, then to slow rivals that would supplant it. That’s the argument put forth by Piper Jaffray analyst Chris Larsen in a research note to investors Monday.
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Customer satisfaction with the iPhone continues to run high–among both casual and business users. Apple’s smart phone scored highest in the both consumer and business categories of JD Power’s Smartphone Satisfaction Study, besting rivals like Research in Motion and LG.
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Books vanishing from e-readers…magazines on Hulu…DVDs from a kiosk…cats and dogs living together…mass hysteria!
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The first Android phone intended for AT&T may be scrapped before it’s ever released. Developed by HTC, the “Lancaster” had been scheduled to arrive at market this summer. But industry sources tell DigiTimes that the device hasn’t yet passed AT&T’s validation process and will be delayed or perhaps even abandoned.
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2009 is going to be a banner year for Google’s Android mobile operating system. Strategy Analytics estimates shipments of handsets running the OS will grow 900 percent this year as more vendors adopt it. At that rate, it will far outpace the growth of Apple’s iPhone, whose shipments the company expects to increase 79 percent in 2009.
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The T-Mobile G1 won’t arrive at market until later this month and already the carrier is rumored to have presold 1.5 million of them. Clearly, demand for the handset, the first based on Google’s Android operating system, is far greater than anyone had expected.
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Looks like somebody’s got a case of the Mondays–Research in Motion. Shares in the company slipped more than 6 percent to a new 52-week low today. This after charting a new 52-week low last Friday driven by the 27 percent drop they took after RIM issued a lower-than-expected forecast for the current period. That decline was the company’s steepest in eight years and belied CEO Jim Balsillie’s claims that emerging competition from new handset makers isn’t undermining RIM’s competitive position.
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Color Piper Jaffray analyst Gene Munster unimpressed by T-mobile’s G1, the first mobile phone to use Google’s Android mobile operating system. Though the device is certain to be a viable competitor in the current mobile market, it’s no iPhone. Apple, says Munster, has nothing to worry about. The G1 will have “little or no impact” on near-term iPhone sales.
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The first Android-powered handset debuted this morning at a T-Mobile launch event in New York. Manufactured by HTC, the G1 is largely as anticipated. Peter Chou, CEO of HTC describes it as “iconic,” but that’s being a bit generous, I think. In design, the device seems to borrow quite a bit from the T-Mobile Sidekick, and its touchscreen GUI clearly owes a thing or two to Apple’s iPhone.
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