Summary: At CES this year, Palm introduced the Pre. And, while
it is a pretty device, and might make sense as a hardware buy, the
fact that it runs a new phone operating system (dubbed "WebOS")
from Palm leaves me confused: do we need another phone
platform?
Not yet.
It's that time of year again. I don't
mean that it is cold and time for a Chinook.
Although it is that season here. No, it's "big shiny gadgets on
show" time.
Apple's Macworld (their
"last") was recently. The 2009 Consumer Electronics Show (CES)
just finished.
I've been in radio-silence mode to some extent. Tweaking my
balance of outside communication. I didn't catch much of CES or the
announcements (whoop-de-doo, a 2TB SD card). I did watch keynotes
for both above mentioned shows.
And today I read about the Palm Pre.
Palm is a company that I had forgotten about. I saw someone with
a Treo (or a "one" or a Palm1ne or "life drive" or whatever it
is...) today and thought to myself: "People still use those?"
Even if I can get past the name (is it pronounced "pree" or
"preh"?), it still doesn't make sense.
She who owns the platform, gets the gold
What I mean by platform here is any system that runs computers
software: Windows, web browsers [sorta], websites, etc.. If you
have a different platform, you need different software: software
that uses that platform. Software written for Mac doesn't run on
Windows and software for Windows doesn't run as a Facebook app.
If your platform has the most people using it, it gets the most
people writing software for it. More software & people using it
generally lead to even more users. And round the cycle goes: with
you cashing in every time someone buys your operating system or
website or mobile phone.
The platform of choice used to be Windows. In non-geek
terms: people wrote software for Windows. You bought, borrowed, or
stole software for your computer than ran on Windows.
Then, through a combination of increased web browser power,
increased non-Windows computer usage, and better and more available
internet access, the platform became the web. Hotmail,
Google Search, Flickr, Facebook, LinkedIn. This isn't as cohesive a
"platform" as what we're used to with PCs: Windows or Mac.
But, if the world outside than North America is an indication,
the mobile space is the next platform that will matter. And whose
platform will it be in the mobile space?
Mobile Platform
Cell phones are everywhere. And,
increasingly, really "smart" cellphones are very common. You can't
get on public transit or go to a sporting event without seeing a
smartphone that can take pictures, surf the full web, connect to
social networking sites, and use email (and, of course, actually
function as a phone and do text messaging).
But having fewer kinds of mobile "smartphones" is beneficial to
us and to companies. Companies want you to use just their kind of
mobile phone (RIM wants you to use a Blackberry, Apple an iPhone,
Microsoft a Windows Mobile device) - of course, theirs. But you and
I want fewer kinds phones too: if we borrow our friends'
phone, we want to know how it works without thinking. We also want
our phones to be cheaper and having many of the same kind =
commoditization = cheaper.
It's inevitable then, that we'll end up with 2 or 3 kinds of
smartphones that account for the majority of the mobile market.
That's fairly common in markets: you start with lots of kinds, then
you standardize on a few (sometimes just 1).
So eventually we'll have our mobile platform of choice. And the
owners of those platforms, will get paid.
Current mobile platform status
Blackberry is everywhere. This is a very strong platform. I
can't see how anyone will get rid of them anytime soon.
iPhone has made significant inroads. It's currently the 2nd most
prominent smartphone after Blackberry. This is also a strong
platform, with a strong developer community. You can find an iPhone
application for most anything you want to do - just like PC
software.
Windows Mobile is a nice, very computer-like, platform. But it's
never caught on. There are many reasons for that, but this is
currently stuck in the third spot for popularity.
Back to the Palm Pre. It's a good looking device: it looks like
the HTC Touch (I mean that as a complement). If HTC made the
TouchSlide, this would be it. And HTC is a Windows Mobile
device.
So why does the Palm Pre run "WebOS" - not an existing platform
(previous palm smartphones have run Windows Mobile)? They are
trying to make a platform.
This is what I don't quite understand the Palm Pre. Do we have
room for another platform? What need is it solving?
What we don't have is a cheap smartphone platform. At least, not
a cohesive one - yet. Maybe Blackberry goes that route eventually.
Maybe you start seeing cheap phones that run Google's Android 1. But
WebOS doesn't seem to be "cheap" (rumors of $400 exclusively on
Sprint, $500+ later on other networks). So what's the play?
Palm could leverage their brand and build a quality phone on
another platform (or, preferably, a couple of other platforms). But
they are still trying to be more than a hardware provider. I hope
that goes well for them, but it makes no sense to me.
Wrap up & Notes
I plan to post later this week a more thorough rundown of some
mobile platforms: their use, consumer familiarity, and its utility
to developers.
Note 1: I'm ignoring the Google Android
platform here. It's too early to tell if this gets past the
hardcore geeks into the mainstream. If it does, it may well be that
cheap platform that I mentioned. If licensing is cheap and any cell
phone maker can license it - some cheap Android phones will come
out.