Home | About | Amazon Store | Briefing | Investing | Links | Site Search | USX China | StockInsight* | Login | Register

RSS Feed for This PostCurrent Article

It’s the software, smartphone?

I don’t have a smartphone, but I used to have Palm m100 (original), and Palm Tungsten E. I did not use it for power point, calendar or anything serious, the main functionality I used is its real player. It got 128 M SD card, so I can store about 30 songs on it.

Palm Tungsten E2 pic

Today’s smart phone is much more sohpiscated. Besides traditional voice capability, email, messaging (instant, text and multimedia), some phones also got web browsing, MP3/video playback, camera and video capturing, word/excel/power point editing. As I understand some blackberry can do SAP, IBM Lotus, or used as a remote control for home applicance (source: RIM June 25 conference call).

Market

Smart phone market suddenly becomes crowded after Apple jumped into the pond a year ago. Now we got phones like blackberry, HTC, iPhone, LG Voyger, Motorola Q, Nokia N series, Palm centro and Treo, Samsung BlackJack and Instinct, etc. OS-wise, we got blackberry, Windows mobile, Mac, Linux, and Google Android is scheduled to release late 2008 or early 2009.

So what do you pick? While I think some consumers will pick touch screen, or WOW factor (coolness of a brand, Apple) one would get from his/her friend. For enterprise users (CIOs of middle to large organizations, small business owners), they will pick service and application, not cool factor I listed earlier. The cool factor may be there for a while, but it could also go away quickly. Some people joked that now that iPhone knockoff is so popular (cheap) in China, will those white collar workers continue to embrace it?

Referece: this article is partially inspired by Threse Poletti and Deutsche Bank analyst Jonathan Goldberg “Companies that can master software are going to do better“.

(Update) An WSJ blog about smartphone players.

Trackback URL

EMail This Post

Bookmark

Save to del.icio.us

Ads

Google
 
Web www.stlplace.com

RSS Feed for This PostPost a Comment

// 最新推荐 Noteworthy
  • Amazon referral: top 10 new year resolution
  • Buffett NY Times op-ed 10/17/2008: Buy American. I Am.
  • Buffett article Fortune 11/10/2001: Stock Market: What's in the future for investors
  • Berkshire 08 Meeting Q&A Transcript: html (GuruFocus), PDF
  • blog

  • China

  • finance

  • Links

  • Major

  • Pro (for ref only)

  • Saint Louis

  • Shanghai

  • Meta

  • Author作者

    "古人云,人不自信谁人信之." Others won't believe in you unless you believe yourself. --Chinese proverb

    Hello, world :-) I am not another stock expert. I am an ordinary guy who believes: by lifetime learning, indepenent analysis and disciplined investing, little guys can achieve great return.

    I grew up in China and currently working on CFA level I this June. Here I'm blogging about business, finance, stocks, other fun stuffs in the US and China. Comments and Email are welcome.

  • Disclaimer声明

    See Disclaimer Page
  • Valid XHTML 1.0 Transitional