Palm: Lessons

1
Palm Lessons

• PDA Market A history of failed/disappointing
  products
• Does a meaningful category exist
• What is handheld computing?

2
Industry Losses

• Momenta 70 million
• Go 70
• Other pen point 60
• Eo 50
• ATT 20
• Motorola (Envoy, Marco) 75
• General Magic 75
• Apple (Newton) 200
• Microsoft (Winpad) 25
• Others 100
• Total 725 million

3
Wrong Assumptions

• Handheld computers should be smaller versions of
  notebook/desktop computers
• Moores law should drive handheld computing
• The Windows interface is useful - and important
  -on a small display

4
Handheld Computing is Different

• Size matters
• Usage differs
• of accesses per day
• Average session length
• Rethink applications
• New platform and partner paradigm

5
Implications

• Selection of functions
• Input methodology
• Keyboard not practical
• Power
• Instant on
• Speed of access
• Minimum taps
• Records vs. files
• Bursts vs.sweeps of data

6
New Assumptions

• Handheld computers should be extensions of
  desktop/notebook computers
• Handheld computing should benefit from Moores
  Law. There are more tradeoffs than just power
• Handheld interface should be optimized for a
  small display integrated between hardware and
  software

7
One million units

• Palm Approximately 1.25 years (1,000,000 9/97
  2,000,000 9/98)
• IBM PC Approximately 3 years
• Toshiba laptop Approximately 4.5 years
• Apple Mac Over 6 years