In four years of writing for Fool.com I've learned two things:
- Mr. Market is crazy.
is always good for a rumor. (Nasdaq: AAPL)
Today's chart-topper? Dell
Look out iPhone, here comes ... Dellphone! (Delldroid? Delldingy?)
Kidding aside, if Dell does plan on entering the smartphone business it wouldn't be much of a surprise. Not to me, at least. Former Motorola
And let's remember that the PC prince was for years an also-ran in the handheld computing market, badly lagging Palm
So, let's concede that there's a better than average chance this rumor is true. Can a Dellphone succeed? I doubt it.
And not because the market is crowded. To the contrary; since last year, four firms have emerged in what has become a tightening race for dominance. Nokia
Notice that I didn't mention Motorola, which is losing market share and executing poorly. If a one-time monster like Mr. Moto can't compete in this market, what makes Dell -- hardly the innovator -- think it can?
Garriques has probably already scripted an answer. I hope it's a good one, sir. Android may, indeed, bring iPhone-like features to a Dellphone. But with Google's deals with Samsung, Nokia, and others, it'd be one of many rather than one of a kind, as the iPhone is.
There's a word for devices like that: also-ran. Sound familiar?
Brrrrring! It's related Foolishness calling:
Fool.com and Rule Breakers contributor Tim Beyers owned shares of Nokia at the time of publication. Find his portfolio here and his latest blog commentary here. I called The Motley Fool's disclosure policy collect last night. It hung up on me.