Hi John, first want to say I think the handhelds portfolio is a great idea.
I'm a bit confused about the range included in your post, however. Qualcomm is definitely selling its handset division, and it's so imminent (Jacobs promised by end of this month) that I'm not sure why they'd be included.
I was also a bit confused about the definition of handhelds. I assumed PDA type devices, and maybe later very smart phones that start to include more than voice. However, that hybrid does raise the question: when is a phone a handheld?
Palm devices--I just witnessed firsthand recently how people feel about them. I'm consulting for an online medical venture, and everybody there has Palms. What amazes me is how fervent they are. "I LOVE my palm." When I saw myself for the first time how easily the data went from computer to PDA I decided it was time to give up my old trusty casio. Also, I have to suggest including MSFT's windows device even though it's stumbling...or at least look at it, and what it's attempting to do. Major advertising this season, I see. Probably can't ever catch up to PALM.
Also, does one include in handhelds those MP3 type devices, where you download music off the internet? They're very popular, probably more among teens and early 20s, but nonetheless, it's a big market, and increasingly so. I guess it comes back to: how does one define handheld? I see it as a device that fits in your hand, stores data, and can pull data off the computer/internet.
Just some thoughts...
Jill |
