"Pilot Error: How Palm Tumbled From Star of Tech To Target of Microsoft", Wall Street Journal, September 7, 2001. With Figure on profits, etc.. and Figure on Palm's market.
A related story seems to suggest that Microsoft made the same mistake at Palm in 3Q 2001, "Report: PDA Sales Plunge in Q3 - Waiting for Microsoft?", Wireless NewsFactor, November 5 2001.
While most such articles focus solely on how Palm & Pocket PC market share has varied over time, this article also makes an interesting product differentiation point: "The [Dataquest] study notes that, in the enterprise, Palms are seen as lower-end devices best suited for managing appointments, tasks and contacts while Pocket PC devices have more e-mail capabilities and interact better with both standard and custom office applications."
[LINK: dynamic aspects of demand (8), network externalities (7)]
3:38:32 PM
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