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I follow and study Palm's innovation, campaign and business activities in the past 6-7 months, and from on what I saw I try to predict where Palm is going next, to stage their great innovative comeback. While my conclusion (below) might not be fully accurate, perhaps it could be useful in some ways.
A. WHAT IS THE OVERALL STRATEGY THAT PALM SEEMS PLAN TO TAKE?
Instead of sticking their device one Telco provider only, Palm seems to take a different strategy. They try to establish their product as a smartphone device that people can get from any network and any operator.
Such strategy is daring. It would entice big (and potentially long) battle ahead -- which of course would be dangerous to the (currently) cash-strapped and vurnerable Palm.
B. WHAT IS THEIR FIRST STEP ?
To overcome such danger, seems team Palm management team planned 3 pronge strategy:
- Focus on one product only for the beginning. (Palm Pre).
- Take the undefended market first. (CDMA - Sprint).
- Expand, extend and build up further from there. (Leverage WebOS as their extensible platform).
C. IF THE FIRST STEP IS HIGHLY SUCCESSFUL, WHAT MIGHT COME NEXT ?
Yet if we assume that this initial strategy works great as Palm intend it to be, then what's would be the possible next step?
Seem to me that once their initial beach-head penetration is successful, Palm seem very likely to do something like this:
- Extend their product lines beyond 'Palm Pre' only -- by leveraging the WebOS innovation strength and potential. (e.g. Introducing Palm EOS, and string of innovative WebOS-enabled Palm devices).
- Make Palm Pre as well as Palm's other WebOS-based product available on any network; this includes Sprint, AT&T, Verizon and beyond. (As of today AT&T and Verizon already line up to start serving Pre, once the Palm-Sprint exclusive deal end by the end of this year).
This June 6, 2009 we will see how the market would respond to Palm first 'comeback attempt' into the marketspace it once created. If such step proven to be extremely successful, then we will probably eventually see an exciting series of even more daring, smart and innovative business initiatives and act being poured into the smartphone business and market.
The real big business-innovation battle would then soon begin!
We'll see how the future goes.
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