The merging of the PDA and the phone is a done deal. We have moved on to the smartphone that can run apps beyond those of the classic PDA. Still, for many, this is their view of convergence. The Palm Treo showed the way but success led to myopia and Palm is no more. OK, it’s still there and WebOS is being pushed by HP. We’ll see. Call it a dark horse in a tough race. For too long Palm thought that merging the classic PDA with the phone was where convergence would end. They were wrong and by the time they realized it they were way behind. Myopia resulted in opportunity and market position being lost.
Microsoft saw the need for the smartphone. They should be the big winner today. They aren’t. Like so many in the high tech area they thought it was about feature count. They took the merging of the computer and the phone too literally and thought the smartphone should be a smaller laptop. They were wrong. In reality the computer and the phone are moving to a merged but very different use model. Understanding convergence without understanding transparency can lead to failure. It has for Microsoft. By any rational, technical feature count analysis they should be a big winner. For many years they have had a small version of Office on Windows Mobile phones. They have a real directory structure. Of all of the smartphones they are the closest in feel to a traditional computer. Yet, the iPhone blew them away. Interestingly, in the end, Microsoft will turn out to have been more right than wrong. Smartphones will gain a directory structure. Trust me on this one. Even Apple will eventually succumb to this. Already the iPhone has Office type apps that sort of work with MS Office files. Microsoft is the loser who gets to say “But I was really right!” With Windows Mobile 7 they stand a chance but they are number three in a tough race. We’ll have to wait and see if they can get away from “featuritis” and understand both convergence and transparency.
Next up in the success leads to myopia crowd is RIM and the Blackberry line. What a great success story. The push mail capability brought by RIM has revolutionized the phone. Back when email was an afterthought on phones, RIM made it primary and did it with innovation, insight and excellent execution. Just as importantly, RIM courted the IT community and insinuated themselves into the fabric of business life. Today we take mail on our smartphone for granted. RIM is the gold standard for mail connectivity and Blackerry phones are known for their keyboards that make texting and email easier than on other phones. Surely RIM will be a winner as convergence proceeds. Well, in the words of Leslie Nielson in Airplane, “Don’t call me Shirley.” As smartphones have moved from email device to small, app running, computers, RIM has been left behind. Do you see a pattern? RIM left the door open for Apple and Google. Not only did these companies take the developing space RIM ignored but they are now attacking RIM at its core. Just read this article to see how the corporate world, including financial companies, is opening up to Apple. Yes, Apple! The company that was ostracized from the corporate environment and ridiculed by IT departments everywhere is being warmly accepted into the corporate world. Times are changing. The corporate walls that protected RIM have been breached with the iPad leading the way. RIM’s PlayBook is too little too late. If it had hit the market place two years ago it might have secured the corporate world from attack and had IT departments still recommending RIM. Yet again success and lack of vision have led to stagnation.
All of this is what I call classic convergence. The phone merged with the PDA and then became the premier email access device. It would be easy to think that we are nearly done. In reality it has just started. That’s because convergence is much, much bigger than calendars, address books and email. Stay tuned as I explore the many areas making up convergence and how this ties in with transparency.