Wednesday, May 13, 2009

iPhone At WWDC and Palm Pre

I'm a Palm fan. I've been using Palm PDAs since Palm III. Their best work was, I still believe that to be the case, is the Zire 72. However, I'm I bigger fan of Apple fan and I totally love my Apple gears. With that said, I'll gravitate towards whoever provide the best technology along with the best user experience at the end of the day.

With that said, I read an article in Silicon Alley Insider that speculated on whether we'll see the iPhone at the WWDC. Personally, I don't think that'll happen. I'm not even sure we'll hear about the iPhone 3.0. But one of the points they made in favor of the iPhone being shown off at the WWDC is the idea that Pre will be available around the same time as the developer conference and Apple will want to spoil the party.

Insider said "With the Palm Pre on the market as possible temptation, Apple will want to have its new iPhone out ASAP."

It's certainly a valid point. But it's not something Apple will do. I think what Apple may push the iPhone release into late June or July. Why is that? You're wonder if I'm saying Apple is afraid of a little competition.

Not at all. If anything, it shows Apple's confidence in its mobile platform. People with the first generation iPhones will see their contracts ending. Anyone who wants a new mobile device will want to see what Apple has in store while Pre may already be out on the market or is close to it.

By pushing back the launch, Apple puts a few weeks between Pre's release and iPhone's own debut. It freezes the market. And not just for Palm but Windows Mobile phones and Blackberries. More importantly, it freezes some segment of the Pre market.

What does it do? Well, we hear media reports of Palm limiting Pre availability just so that they can call the sellout a win. Three hundred and seventy five thousand units is the Pre figure what Wall Street is floating around. I doubt that's true. Come on, it's Wall Street. Given the "Pre-"hype, that's a pretty low number.

Imagine if Apple manages to make it so that Palm can't even sell out 375,000 Pre's. And all Apple has to do is do nothing. Maybe to spice things up, the Week, Pre is announced for sale or goes on sale, Apple will announce a special iPhone event a couple of weeks later.

What do you think? Palm is playing chess while Apple maybe playing go. Cupertino can win the war without firing even a shot.

Note: Apple is doing major house cleaning with the iPhones. Don't be surprised if Apple to ratchet up a notch or two until the new iPhones are out by lowering prices. Pre will have to go against lowered priced iPhones now and newer and more powerful iPhones later. Not an enviable position to be in. Remember what Jobs has said previously. No umbrella room for their competitors. Ouch.

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