Thursday, November 19, 2009
Google’s Chrome OS: “It Just Works”
Speaking at Microsoft’s Worldwide Partner Conference in New Orleans this past July, Microsoft CEO Steve Ballmer said of Google’s forthcoming Chrome OS, “Who knows what this thing is?” Today, he found out. The operating system, a direct challenge to Microsoft Windows, was on display at a media gathering at the company’s HQ this morning, and in the words of Sundar Pichai, Google’s vice president of product management, it is intended to make computing a “delightful” experience.
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. 
Palm shares are trading higher today, bolstered by anticipation of the Nov. 15 launch of the Pixi, the company’s second webOS handset, and by some silly rumors about a potential takeover by Nokia. Does the company really need another software platform to add to Symbian, Maemo and Qt? C’mon. 
If the latest sales data are any indication, the videogame industry may be headed for a rough holiday season. NPD Group reports that revenue from consoles and software plummeted during October, falling 16.4 percent from September and 19 percent year-over-year. It was the industry’s seventh consecutive monthly decline.
Development for Palm’s new webOS platform will begin in earnest come winter with the official opening of the company’s developer program. At a small gathering in San Francisco Monday night, Palm said its developer program will open in December and when it does, it will be a different beast entirely from rival programs by Apple, Google et al.
Oh, it’s really on now. This morning Palm announced webOS 1.2.1, another point release to its new webOS platform that restores media synchronization with the latest version of Apple’s iTunes (9.0.1). Moreover, the company has gone the extra step of extending that synchronization feature to photos. 
No wonder Microsoft CEO Steve Ballmer is so dismayed by the company’s Windows Mobile division: Most Windows Mobile users aren’t even aware their phones run it. In fact, according to the CFI Group, WinMo has such poor brand recognition that it was forced to group it in the “Other” category in its Smartphone Satisfaction Survey. 
The iPhone is finally coming to the world’s most wired country. South Korean regulators on Wednesday cleared the iPhone for sale. Great news for Apple. The South Korean market is a robust one, and analysts say that with the right carrier partner, Cupertino could be looking at first-year sales ranging from 500,000 to two million.
Intel’s criticism of the European Commission’s legal acumen clearly has not gone over well in Brussels. The EC today responded to Intel’s claims that the Commission’s antitrust ruling against the company was meted out in error by releasing the full text of its decision and a selection of email correspondence and internal memos that make it clear that Intel probably should have kept its big mouth shut.
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.
Lots of jawing yesterday over reports that Palm is paying developers to bring their mobile apps to the webOS platform. An interesting claim–were it true. But according to multiple sources, it’s not.
