
[From Hans] Wired posts an interesting editorial looking at why the Apple iPhone 2.0 will also be good for people like Palm and of course RIM. "As Apple prepares to launch the iPhone 2 on Monday, competitors like Palm and RIM are not worried. On the contrary, they are licking their chops, preparing for a surge in sales, even though Apple expects to sell millions of new iPhones worldwide."
The editorial continues:
"Palm says the sell-through rate on smartphones over the last two quarters has climbed 21 percent to 833,000 units in the third (and most recent) quarter, from 686,000 in the previous quarter (although the sell-through rate was 689,000 in the first quarter). "The Centro has played a critical role in moving our transformational efforts along at a fast pace," said Ed Colligan, CEO and president of Palm, in a March conference call. He added that more than 70 percent of Centro buyers are traditional cellphone users who are purchasing a smartphone for the first time." You can read the full editorial over at Wired Magazine.