Palm CEO Jon Rubinstein likes to say smart-phone makers “don’t have to beat each other to prosper,” but it’s beginning to look like they–or, rather, Palm–might have to. Because while the Pre may have put Palm back in the game, it’s not clear how long it can keep it there.
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While the highlight
of the week was undoubtedly Apple’s Rock and Roll event on Wednesday featuring Steve Jobs 2.0, that was only the anodized aluminum, candy-colored, video-shooting cherry on top of another week of tech sector reporting from All Things Digital.
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The world’s largest mobile phone maker has finally entered the PC market. Not a week after confirming its interest in the netbook market, Nokia leapt into it, uncrating the Booklet 3G–a 2.8-pound “mini-laptop.”
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Microsoft is prepping a slimmed down version of the forthcoming Windows 7 operating system to work on so-called netbooks. Asustek is mulling a mini-laptop that runs on Google’s Android OS. Now, Nokia is looking with interest at the netbook market as well.
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Now that Palm has finally realized there’s no longevity in forever shipping incremental improvements to the PalmPilot, the company has quite a future ahead of it. Never mind that it faces some particularly long, historic odds. Because according to RBC analyst Mike Abramsky, Palm has the “special sauce”–the means of orchestrating a second act, perhaps even one of Jobsian proportions.
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With lousy financials, a weak platform strategy and just 4.7 percent of the global handset market, Sony Ericsson is on a long, slow march into irrelevance. Unless Bert Nordberg can turn it around. This morning the struggling handset maker tapped Nordberg, executive vice president of Ericsson, as its new president and CEO.
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Reporting second-quarter earnings today, Nokia CEO Olli-Pekka Kallasvuo said that the worst may be over. He had better hope so, because the world’s largest handset maker is clearly having a tough time of it. Nokia posted a gruesome 66 percent drop in profit in what the company generously described as a “tough” second quarter.
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Nokia will not debut a new Android-based handset at its annual Nokia World conference in early September because the company has no new Android-based handset to debut. That’s the word from Nokia, which vehemently denied reports this morning that it is just months away from launching its first mobile phone based on Google’s mobile OS.
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A noteworthy metric in the latest mobile browser share report from StatCounter: RIM’s BlackBerry has been making some meaningful gains in the world-wide mobile browser market. According to the research house, which tracks page views by browser on mobile devices and the desktop, RIM has boosted its share of the market quite a bit since the beginning of this year.
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“We would love dearly to win one of the big guys, that really is the smartphone game, it really is a concentrated set of suppliers,” Intel CFO Stacy Smith told Bloomberg earlier this year. “We’re lurking behind every bush and showing them our product line.” Well, the ambushes to which Smith referred appear to have finally paid off: Intel has landed a deal to develop chips with Nokia.
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The Ovi Store, Nokia’s much anticipated response to the wildly popular Apple App Store, debuted this morning–ignominiously by most accounts. Early criticisms point out the store’s paltry selection of apps, slow performance and sign-in errors, disappearing apps and a less-than-intuitive UI. Not the sort of grand opening you hope for when your smartphone market share has been tumbling, largely thanks to the growth of the iPhone and BlackBerry and their respective app stores.
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Global mobile handset sales fell at a record pace in the first quarter of 2009. And they’re likely to do so once again in the second. With the exception of smart phones, which are apparently doing quite well despite the recession.
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Apple and Research in Motion may disagree on many things, but they’re of the same mind when it comes to the the netbook phenomenon: It will be short-lived. Asked about Apple’s interest in the category during a late-April earnings call, COO Tim Cook said the company has none. Turns out, Research in Motion co-CEO Jim Balsillie feels pretty much the same way.
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Verizon Wireless is reportedly working with Microsoft to develop a new smart-phone. Plus, layoffs at Nokia and Microsoft’s “societal network.”
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