Congratulations on the roll-out of 2.0. Love the product and am keen to see it succeed. Interesting to see the platform guidance from the December 11th mailing. Some thoughts hopefully helpful for thinking about addressable market and where next strategy:
Palm (c.15m active users, capturing less than 1m additional units per quarter). Elevation Partners have just put another $100m into Palm and hired a number of engineers from the iPhone team. The Centrino did well, there are ambitious devices on the roadmap and a new OS. Probably down, with an outside chance of a revival in popularity.
Apple (shipped c.20m iPhone units, 7m additional units per quarter). Makes a lot of sense to roll-out PD onto the iPhone next. It's popular in California where there may be a large pool of customers, it's a growing platform and with the recent Walmart retail agreement likely to continue apace.
BlackBerry (c.14m subscribers, 2m additional subscribers per quarter). BlackBerry Storm with its touchpad might be useful with PD but the touch interface is still a leagues behind the iPhone and clunky. The conversion rate may be slow where the keypad is important for quickly firing off emails.
G-Phone (HTC sales forecast 2.5m units per quarter in 2009, 0.5m units sold 2008). Rudimentary touch input. Android platform. Probably not worth development effort just yet.
Windows Mobile (c.38m users, shipping 4m new licenses per quarter). Potentially a strong growth area as PC and laptop makers roll-out mini-book products in 2009 and the Mobile platform ultimately converges with desktop.
Palm (c.15m active users, capturing less than 1m additional units per quarter). Elevation Partners have just put another $100m into Palm and hired a number of engineers from the iPhone team. The Centrino did well, there are ambitious devices on the roadmap and a new OS. Probably down, with an outside chance of a revival in popularity.
Apple (shipped c.20m iPhone units, 7m additional units per quarter). Makes a lot of sense to roll-out PD onto the iPhone next. It's popular in California where there may be a large pool of customers, it's a growing platform and with the recent Walmart retail agreement likely to continue apace.
BlackBerry (c.14m subscribers, 2m additional subscribers per quarter). BlackBerry Storm with its touchpad might be useful with PD but the touch interface is still a leagues behind the iPhone and clunky. The conversion rate may be slow where the keypad is important for quickly firing off emails.
G-Phone (HTC sales forecast 2.5m units per quarter in 2009, 0.5m units sold 2008). Rudimentary touch input. Android platform. Probably not worth development effort just yet.
Windows Mobile (c.38m users, shipping 4m new licenses per quarter). Potentially a strong growth area as PC and laptop makers roll-out mini-book products in 2009 and the Mobile platform ultimately converges with desktop.