2004-09-09 15:08 Transfer from: Tianji Net Tianji Net specialization in the era of new months and rapidly, today's success does not guarantee the glory of tomorrow. Each industry faces a slight recession. The automotive industry has ushered in new dawn, and the technology development of the technology industry has a wave of waves, even the industry's leading enterprises are also surrounded by the later people. Apple has experienced more than 20 years in the PC market, but the market share of the Mac operating system is less than 5%. If 10 years ago, your PC computer is definitely using WordPerfect to handle text, and now you will have no doubt that Microsoft's word processing software is selected. Once, the net view is low. In 2004, five new new companies such as Netflix, Palmsource, Research Inn, Tivo and Vonage were also in the same turning time. Each company offers a wonderful product and a non-meticulous service, and each company has been highly praised by consumers. But this is still not enough, for example, Tivo is facing fierce competition for cable operators with similar services and products. Therefore, when you hear Tivo and Netflix is planning to work together, it is not surprising that it is not surprising when you plan to download movies on its TV set-top box. IDC analyst Rog-Kai pointed out that "competition is an inevitable trend, which will cause technological innovation. Innovation needs additional cost, good idea will not have too long life cycle." So, in this kind How do companies such as Netflix, PalmSource, Research, TIVO, and VONAGE? First, Netflix pain and happily a few years ago, soon Netflix founded soon, subscribers soared, more than 2 million. The rapid growth of the company has attracted investors. In January this year, investors have kept the company to keep the company's $ 39.77 for 52 consecutive weeks. However, investors worry that this growth of this growth cannot continue, the stock price fell to $ 15 per share. Bulkbuster and Wal-Mart include a large-scale non-hegemonic company, also announced that such services are involved, which makes investors more worried. Other investors have a skeptic attitude towards the DVD rental market. They claim that the decline in retail prices will fall, which will undoubtedly eaten Netflix customers. IMRANKHAN research in JP Morgan Investment Bank believes that in 2005, the growth rate of Netflix fell by 13%, which is nearly half in the growth rate of 27.2% in 2004. "We believe that the overall downturn of this market will have a potential increase in Netflix profits." Lynnbrinton, the head of Netflix's public relations department, pointed out that the company has patented property rights, company and customers' relationships. "Our service is innovative, so we are not worried about Blockbuster's entry. There are 99% of our 25,000 service projects have been rented. We communicate with our customers in a unique way. We can introduce people to what they like. Multi-movie. "Netflix claims to have patents throughout the activities of their movie rentals, but there is currently no registration and legal procedures. Previously, Netflix reaffirmed will redefine the movie demand services and will introduce new standards next year. However, Netflix also said that the company does not expect this business to bring rich profits for the company in the next few years. Second, PalmSource faces Microsoft's severe challenge PalmSource, which was subordinate to Palm, specializing in the development of operative software for developing portable markets with huge potential.
Kevinburden, an analyst of the IDC research institution, pointed out that the statutory of the Palm operating system is to provide 'simple and excellent' software for portable products. "Currently, about 35 million portable products use PALM operating system, Palm is in its outstanding TREO600 system Support the dominant position of the market. The company plans to get a larger market share by entering the mobile phone market. Recently, PalmSource stocks raised from $ 15.27 for $ 15.27 for $ 24 for $ 24 for $ 24 per share. The problem now is that the portable product market has declined, while Microsoft began to advance in this market after slow start. Considering the fierce competition, PalmSource's investors - Sony Electronics decided to shrink in Japanese local portable product production lines. Analysts also predicted that the dominant position in the PalmSource portable product market began to move. In 2003, the PalmSource operating system accounted for 51,7% of the world's portable product market, while the Microsoft operating system accounted for only 38,3%. IDC pointed out that by the end of this year, Microsoft market share will rise to 45, 9%, and become a market boss. By 2006, Microsoft will account for 51%, while the PalmSource operating system market share has dropped to 45,1%. The representative of Palmsource has questioned this statist, but supplementary that the company is working on the development of the smart mobile phone market, and is also looking forward to the new product R & D operating system. PalmSource plans to launch a new operating system at the end of this month, but this representative does not explain the specific details. Gabischindler, vice president of PalmSource, said, "We will develop a more perfect operating system for new products, Microsoft can't provide perfect solutions, the facts prove, they can't do it." Microsoft, this software giant, once in the portable market reaction slow response . But now he is chasing, and there is a big moment. Third, RIM lawsuit is fast, and researchinmotion is always finished. In terms of email and data services to enterprises, this Canadian company has progress, soon become the urgent front of the market. According to IDC statistics, RIM has existing 1.34 million market users, and its competitors do not have. At the same time, RIM's performance in Wall Street is also climbing all the way. RIM stock prices were mad from $ 43 at the beginning of the year to $ 60. The company and the industry have agreed that RIM should maintain the market leader and must obtain the patent right of this technology as soon as possible. However, some people have a concern for competition and legal disputes. Jimbalsillie, CEO, said that hardware sales performance, RIM products do not constitute a major competitive threat to patent winners. "We are just hardware manufacturers in a certain field, will not make threats to mobile operators." At present, RIM has no mobile operators such as Norgia, Sony Ericsson, Motorola and Siemens to ensure the mobile phone and portable computer. Provide a variety of services. But so far, there is no company launched products in the United States. What is expected with Balsillie is just that in the United States, RIM may face infringement lawsuits. NTP has proposed a complaint to RIM and obtains power to prevent RIM from engaging in business activities in the United States. Next month, the US court may make a judgment of this case. Thinkequity Partners Agency analyst JasonTsai said, "RIM's TodDbradley said that RIM will not take any move before the NTP proceedings. This is also a sensitive implied in the industry." And Balsillie did not feel, pointed out In October and November this year, the company launched several patented products, and the delay in the product is mainly due to the development of R & D work. JasonTSai said that NTP cases will slowly receive.
