Sub-PC vs. Appliances
August 16, 2000
We look at the Internet today through the eye of the PC.
That is, the vast majority of devices connected to the Web
are personal computers running Microsoft Explorer in the
Windows or MacOS version. There are other good browsers,
including Opera's, which we like so much we use it for BeOS
and BeIA. For todays Internet browsing, though, it's pretty
much a Microsoft world.
This de facto monopoly influences the way we think. There
is a tendency to equate IP-enabled appliances with a subset
of the PC life form -- sub-PCs. This is not a new argument
but it acquires more substance when we look at a genre of
appliances loosely called "PDAs" or "organizers" and
particularly, connected organizers. The most successful ones
are based on the Palm platform, with Handspring (from the
creators of the Palm Pilot) and Palm Inc., recently spun off
by 3Com. (This, by the way, removes an earlier conflict of
interest: while I'm still associated with 3Com, I no longer
have a Palm connection -- other than my happy use of a Palm VII.)
In contrast to their Windows CE-powered competition, Pocket PCs
honestly deserve the name. In the CE device -- such as the
Cassiopeia E115 I just purchased -- the sub-PC view from
Seattle is very much in evidence. It is a powerful device,
priced around $600, with a great color screen and a better
battery than the previous model. It offers a Compact Flash II
slot with a sweet detail: the machine comes with two little
stickers you can affix to your CF II cards, which makes them
much easier to extract for klutzes like yours truly.
I could go on with various "buts," such as handwriting
recognition and synchronization, but one big "but" overrides
them all: Microsoft tried to cram the features and UI of a PC
inside a PDA. Making a virtue out of a vice, or preempting
comment, MS marketers call this kind of connected organizer a
Pocket PC, informing us what to expect in terms of manageability,
ease of use, and roach-motel tactics with other MS products such
as Outlook. I won't dwell too much on the contrast with Palm
because the difference is well known. Palm's success is built
on the fact that it was designed as an organizer, not as a sub-PC,
hence the simplicity and the agility -- now with an antenna and
lower prices.
There are other worthy examples of connected devices without
the shackles of PC-ness. We see IP-enabled cell phones emerge
in this country and in Europe, with arguments around the
performance of WAP (Wireless Access Protocol) riding on an
aging cellular circuit-switching technology. In Japan there
are the more modern DoCoMo packet-switched I-mode phones,
successful beyond NTT's dreams.
Closer to home and to PDAs we have the newest Blackberry
devices. Initially, these were seen as fancy text pagers but,
one software revision led to another, and they now synchronize
addresses and appointments with your desktop PC, send and
receive e-mail using the BellSouth wireless network, and get
more Web information through third parties such as Oracle Mobile.
In the past few months, I've seen them pop up around conference
rooms like Palm Pilots used to, and Compaq just announced that
it will brand and distribute a Blackberry device.
Score another success for an independent, legacy-free approach
to the Internet and connected devices. As hard as it might be to
drop the PC model when addressing the opportunities of the Web
Appliance space, more and more players are looking at the Internet
through new eyes.