Palm Foleo: Did Palm Just Kill Treo and Laptop Computer?
May 31st, 2007 | by Rob Enderle
Boy, if you are going to make a gutsy move, there is nothing like taking out both your own product and your leading competitor’s product at the same time by rethinking the market. Palm just rethought the Smartphone, and in many ways, this new vision likely comes closer to the way most of us work now than the current generation of Smartphones do. The Problem
The problem most folks, including Apple, have historically ignored is that people don’t like to carry big phones. They like little phones, and both Palm and RIM sold some of the biggest phones in the segment. Yet, people also want to do e-mail on their phones, and for some time, there has been a clear desire to dump the even heavier laptop for a Smartphone. That hasn’t been practical for most of us, given the larger Smartphones are too small to live off of for the vast majority of us.
Now, a company in Europe called Flybook did create a very small laptop with a built-in phone, but not only was it still kind of large, you needed to have two cell phone accounts, which was too expensive. Still, coupled with a high degree of customization, the product was actually very successful and should have been an indicator that the market was looking for something it wasn’t getting.
So, to net it out, Smartphones were too big to be phones and too small to do what users really wanted to use them for, which increasingly was to browse the web and write.
Creating the Super Accessory
The one thing that Flybook users asked for when they responded to questions about what the next Flybook should be like, was a removable small phone. Talk about a big hint — this was a group that was living the dream and the only thing that, to them, would make the dream perfect was a small connected phone.
This is what Palm has created, and it could change the segment, because if you can get the phone you want and wed it to a device that is both vastly lighter than a laptop and also vastly more useful than a traditional Smartphone, wouldn’t you rather have that?
Granted, you’ll still have to give some things up and you’ll probably want a desktop PC for work and home, but you may not need a laptop anymore if all you do is browse the web, do e-mail, and create light documents.
The Emergence of Modular Computing
We’ve often thought of devices like this as all-in-one, but they age at different rates. While we may replace our phone annually, the keyboard and screen associated with an accessory like this could last four years. If you needed more capability, you could buy a better phone and not replace the entire device. Think of future iPods not as devices that, like the iPhone, would need to connect to a wireless service, but could instead simply connect to your own phone and have all of the same features.
This concept is called modular computing and it may represent one of the futures for not only cell phones, but PCs. This concept is based on the idea that we can separate major components like keyboard, screen, storage, processor, networking, and battery into different components and then, on the fly, replace, upgrade, or otherwise change any component as our needs change.
If we need a bigger screen and a keyboard we only have to buy that, and if we want a faster processor or video subsystem, we can just change those. Generally, we already can upgrade batteries and hard drives relatively easily, and many laptops come with bays that allow for the upgrade or replacement of optical drives.
In this instance, we are only separating the networking and voice capability from the large screen and data input while increasing battery life, but once we start thinking of creative ways to break apart and rethink the PC, who can say where this process will stop?
In the end, with this simple product, we may be seeing the beginning of one of the biggest changes in the history of the PC, cell phone, and PDA — one that obsoletes all three as stand-alone offerings and creates a Transformer class of modular computers that adapt to our needs for technology and customization.
It will probably take awhile for the market to get this right, and most folks simply don’t like change anyway (look back at the number of people who thought the iPod would fail). But Foleo could be bigger than you think, and if it evolves like it could, it very well might change the future of personal computing.
Post Your Comment...Comments
Tantrum on Jun 1st, 2007 at 9:38 AM:
I think Palm has just committed suicide. The Foleo is a joke product. For $500 you could buy a cheap laptop. No one wants to pay this much for something so limited.
Jason Howard on Jun 1st, 2007 at 1:01 PM:
A UMPC is much more expensive then $500, and they are heavier then the Foleo, right?
I can see Rob's points.
Nurhisham Hussein on Jun 4th, 2007 at 8:39 AM:
The Flybook's a Taiwanese device, not European.
@Jason
The cheapest UMPCs are not much more expensive than the Foleo (around $700), and about the same weight.
Drew G on Jun 4th, 2007 at 4:03 PM:
Here is part of the catch why the Foleo might be interesting.. How many Windows machines do you want to maintain and more to the point synchronise with data, bookmarks etcetera? I can only be bothered with one personal machine and one work machine.. I still have objections to the Foleo and look at something like the HTC Advantage as a better solution as it too is adjunct or module based element to my computing needs. I will take a look at the Foleo though with an interest to how I might do things better..
Brian on Jun 8th, 2007 at 6:55 AM:
In the movie "The Graduate", it was "Plastics".
A joke at the time but Boeing is set to release the first of what many have coined the plastic airplane. Many iterations and a lot of failures between that movie and now.
Palm is riding the second, third, Xth iteration of the modular "Device".
Is this one going down? Meh, might have some success. As a device user in a vertical market, I'll get one and run it into the ground. My singular purchase along with a handful of others may or may not turn into a waterfall of profits for Palm in particular or the industry at large this go around but at some point it will.
The trend to local storage of personal data (how else can your data be truly secure?) coupled with managed communications is established. Look at the advancement from a key chain drive to cell phones with Micro SD's (mine has 2 gig) then try to tell me that's not where it's going.
My latest laptop just crashed and my high end games/apps require device specs that are not comfortable when crammed into that form factor.
Have I made do for years? Yeah but that need to make do is going by the wayside now that the separate elements can be broken out and used as needed with a corresponding reduction in the overhead associated with carting around a portable! desktop.
HighTechGeek on Jun 12th, 2007 at 8:26 PM:
Mr. Enderle's Utopian vision of "modular computing" is not new and will never be realized until corporate attitudes regarding "proprietary" and "disposable" products change. This is why when a new cell phone is purchased, one must also buy a new car charger, power supply, cradle, data cable, battery, headset, etc. even though there is nothing wrong with the ones already owned. Corporations will almost always choose to maximize profits at the expense of the consumer.
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DMZ on Jun 1st, 2007 at 7:20 AM:
The problem is that they're competing with UMPCs - and UMPC prices are falling fast while their specs rise quickly. The Foleo doesn't do anything a UMPC can't, whereas the UMPC can do any number of things the Foleo can't.