Claim Chowdhry

Global Equities Research analyst Trip Chowdhry, in an interview with Reuters:

Investors should not think the upcoming version of iPhone 3 is going to be as successful as iPhone 2.0 because it will have solid competition from Palm Pre, developed by ex-Apple designer Jon Rubinstein.

Palm Pre has a superior operating system than iPhone. It runs on a better network — Sprint CDMA — versus iPhone which runs on GSM.

I think Palm’s WebOS looks very good. Maybe it will prove itself better than iPhone OS, even. But given that it’s not even out yet, it seems a little early to make that call. The bigger error, though, is in thinking that there’s only room for one mobile OS. I expect iPhone sales to grow this year regardless of how well the Pre sells.

Tuesday, 26 May 2009