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Technology Stocks : Personal Digital Assistants (PDA)
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To: KevRupert who started this subject9/10/2000 8:34:20 PM
From: KevRupert   of 817
 
Palm Loses Market Share to Handspring?

allnetdevices.com

By David Haskin
Managing Editor, allNetDevices

July 31, 2000


Palm-branded handhelds lost significant market share in the retail channel in May, according to a new study by NPD Intelect.

However, while May was the first full month in which the new generation of Pocket PC-powered handhelds was available, those devices are doing about as poorly as the previous generation of Windows CE devices, the study has found. Instead, Handspring's Visor has gained more than 14 percent of the sales of handhelds in the retail channel. The Visor was released in October but didn't enter the retail channel until the spring.

PDA Market Share

A) May '99
B) May '00
C) Pct. Chg.

1) Palm
A) 78.1%
B) 68.7%
C) -9.4

2) Handspring
A) 0%
B) 14.3%
C) NA

3) Hewlett-Packard
A) 7.8%
B) 8.1%
C) 0.3

4) Casio
A) 5.6%
B) 4.0%
C) -1.6

5) IBM
A) 0.9%
B) 1.5%
C) 0.6

Industry One In, One Out of IPO

The loss in market share is hardly a staggering blow for Palm since the Visor is based on the Palm OS. Combined, the Palm OS-based devices account for a 83 percent of the market for handhelds.

Pocket PC all but disappeared from the market in the months prior to its release in April, with a combined market share of less than 10 percent. The May statistics indicate that it has only gotten back a small part of its previously-small share in its contest against the Palm platform. While Hewlett-Packard's Jornada Pocket PC handhelds registered small gains, Casio's Pocket PC handhelds took a hit in May, the study shows.
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