Decisions, Decisions… almost Decided!

Earlier this summer, I wrote about some of the things I, or anyone else who depends on a PDA or smartphone, should consider when thinking about changing. It boils down to one key concept; my data is my Life! It doesn’t matter if you’re digital or analog (i.e. Day Planner binder). In the days before I used a PDA, my binder held all that important data. I had to ensure it didn’t get lost, stolen, or destroyed, and I had to ensure I had a backup of critical data in case of disaster.

In today’s digital lifestyle, it’s much easier for me to backup and access my data from many platforms, but I still rely heavily on my mobile device, since it is my daily companion much like my old binder was many moons ago. So, my criteria for a mobile platform are:

1. Easy and open access to my data. I don’t like “black box” products. It’s my data, and I want to know where it is, and how it’s being stored. And it needs to be stored in such a way that multiple front-ends can access it. A good example on the desktop is Microsoft Office & OpenOffice.org for documents and spreadsheets, Adobe Acrobat or Foxit Reader for PDF’s, etc. I look at the handheld/smartphone platform the same way.

2. Let ME choose the right tool for the job. Like everyone else, I have my own way of doing things, and my own requirements for how I want my tools to work. That’s one of the beautiful things about the Palm OS platform. It provides all the basics one needs to get started, and yet is easily extensible to meet everyone’s unique needs. When I got my first Palm IIIx, I used the basic calendar/task tools for about a week, then I bought Datebk3. It used the same databases as the built-ins, but gave me the ability to customize how I worked with my data and how it was presented and organized. Similarly, I use other tools like psMemo and MemoLeaf to work with my Memos database. Like my Dad’s always said, “use the right tool for the job”.

3. It’s not the OS that’s important, it’s the applications! Ok, well, that’s not totally true, but I’ll get to that in a minute. The point is, you can only choose the right tool for the job if you have a selection of tools to choose from. If there’s no selection, then you’re stuck working with what you find. The platform(s) you’re considering switching too should have a selection of applications that work for you NOW; after all, you plan on using it now, right? You can’t choose a platform based on what MIGHT come out sometime in the future, unless you plan on making do until the mystical, super-productive *IT* comes out.

Now, to my point about the OS not being as important. The OS is the heart of a handheld or smartphone, but the apps are what give it the “smarts”. There are things that the OS provides that are like the foundation of a house; it gives developers what they need to build on. If those things are left out of the foundation and left up to the developers to build, then they may end up implementing them in different, confusing or incompatible ways. Consumers ultimately pay the price when platforms are too tightly, or too loosely, controlled.

4. Money. You might be able to get a good deal on a new smartphone, but is it really going to be such a good deal weeks or months down the road? The cost of the phone is one thing, but what about other things like chargers, memory cards, cables, headsets, and other peripherals? What about software? Can you leverage any of your existing investments, or will you have to start over and buy new for the new platform? Are you going to be committed to a certain minimum cost of service package in order to get your new device? All things to consider before buying; a productivity device should never be an “impulse buy” based on price or slick advertising.

5. How do I get from A to B? No, I’m not talking about GPS systems, although I do want one on my next device! I’m talking about all my life’s data in my old system, that I need to get into my new system, preferably with the least amount of effort and problems! This is something I can’t stress enough, unless you have a lot of time on your hands to re-enter all your stuff! Other things to consider are:

• Will I have to implement workarounds for features I used to have that aren’t on the new platform? Think of things like notes, data fields in contacts, task features, alarms, templates, that kind of thing…
• Is there a corresponding application on the new platform for everything I did on the old one? Let’s say you regularly created office documents on your old platform, but you can only view them on the new one? How will you handle that? What about things like journals, voice recording, capture tools, business-specific applications, etc? Can you get everything over to the new platform, and how will you do it?

6. Get touchy-feely with it! C’mon, get your mind out of the gutter; this is a tech blog! Ask yourself, how does it feel to use? Is this something I can and want to carry with me all day? How does the device work for me, compared to my old one? If you’ve come from a phone-style device, chances are you’ll be ok with something that uses T9 style keyboards, be it physical or touchscreen. If you’ve come from using a large QWERTY-style keyboard, then you may not be as comfortable with a T9 keypad or a small touchscreen. So, if you’re thinking of a drastic change, maybe you should go to a store or borrow a friend’s and play with it for a bit. Sure, there are devices with high-res touchscreens, soft keyboards, and other fancy features, but if you can’t type anything it to it, how productive will you be? Another point to consider is how you use your device; do you create a lot of content, or just consume it? Are you a one finger typist, or are you a two-hander?

7. What am I willing to live without in order to switch to the new platform? Chances are, if you’re looking to change platforms, then you’re tired of dealing with something on your old platform. But the grass isn’t always greener on the other side, so you have to ask yourself what changes are you willing to make in order to switch? What compromises will you have to make? What do you need, what do you want, and what are you prepared to live without on the new platform?

This post is about all the things I’ve had to consider given I’ve made the decision to switch off of Palm OS after 9 years of using it, and these are all things other potential “switchers” should consider carefully. I’ve been through a Palm IIIx, a TRG pro, a Handera 330, a Tungsten T, and Treo’s 600 & 650, my current device. I’ve invested hundreds of dollars in Palm software and peripherals over the years, dozens of hours getting it tweaked just right, and I have years worth of data on my Treo, data that I depend on in my daily personal and professional lives. I know Palm OS like the back of my hand, and I’ve been pushing the boundaries of what it can do for years now. But, I’m wanting to replace my hardware, which is getting a little tired, and I’m not willing to give up hardware features any more, just because the aging OS5 can’t support it. These days, most new devices have high-resolution screens, Wi-Fi, Bluetooth 2.0, high-speed celluar data (EVDO or HSPDA), GPS, more memory and storage, high resolution cameras, and other new hardware features. Similarly, some other OS’s have new user interfaces, more advanced PIM databases, multi-tasking, more Bluetooth profiles, and other OS or built-in software features. Palm OS is no longer a cutting edge productivity OS, it’s rapidly becoming a beginner’s , but productive, smartphone OS.

So, of all that’s out there right now, what would I choose?

I was heavily leaning towards the iPhone for a while before it’s launch and for a few days after, but no more. The iPhone 3G’s 2.x software, while great for a feature phone, mobile internet device and media player, is less productive than Palm OS 2 was. Apple is targeting mass market consumers with the iPhone, and while some previous smartphone owners have bought it, most are finding it less productive than their last device. Combine that with the relative immaturity of the SDK, API’s and the lack of standardized built-in PIM applications and sync conduits, and it’s a no-go for me. Eye candy is nice, but not at the expense of usability or productivity. It may be something in a year or so, but not yet. In fact, many people are using other devices like Palm OS handhelds or other PDA’s in addition to their iPhone to make up for it’s lack of productivity applications.

The next one that typically comes to people’s minds when they think mobile devices is the Blackberry; so, is it the one for me? I don’t think so! The Blackberry is an excellent corporate platform with push e-mail and built-in PIMs rivaling those on the Palm platform. So why won’t I get a Crackberry? Basically, two reasons: the OS and the software. It’s really intended to be a corporate device, which is how RIM’s been marketing it until recently, but adding Media players and cameras doesn’t make it a personal platform. Other than themes, it’s hard to customize how you interact with the device; you have to use the menu system to do anything, you have to use the scroll wheel or function+nav keys to get around (although the trackball does make it a bit better on the Curves). There’s no touchscreen except on the just-released Storm, and it will be a while before a lot of software uses it to it’s full potential. Only the recently released Pocket Informant for Blackberry really leverages the built-in PIM’s information close to it’s potential, but it’s still behind software running on other, more-mature platforms.

Symbian/Nokia? Software is it’s limitation too, but I expect that will change in the next couple of years with their decision to OpenSource the Symbian platform. Nokia makes good phones, and sells lots of them, but most people don’t load anything other than content on them. So, not a productivity platform right now. And with Nokia killing off IntelliSync, it’s not certain where they’re going as far as desktop synchronization, so that’s another negative for me.

Google’s Android? One phone, the G1 made by HTC, has been released running Android. More are due, and none are in Canada at this point, with Canadian releases likely at least a year away. In my opinion, it has the same problems as the iPhone; the SDK is immature, as is the software ecosystem. A year or two from now, it could be a whole new ball game, but that doesn’t help me now.

So, that leaves Windows Mobile, previously known as Windows CE. A ways back, Palm users used to joke about it; it made you wince (WinCE) everytime you used it. Well, it’s grown up somewhat since then. Palm OS still beats it hands down when it comes to ease of use, but Windows Mobile is now the more capable operating system. It’s mature, has a stable and thriving developer community, with lots of enhancements being made to address it’s usability issues “out-of-the-box”. HTC and Sony Ericson are making touch-friendly front-ends to WinMo, making it more consumer and finger-friendly, and less like your parents old WinDoze. With all the WinMo handset makers out there, which ones made my shortlist?

I looked at hardware features, OS revision, bundled software, manufacturer reputation, and most important, how much of an active user community there was. I also looked at what kind of third party software was available for each device, which addressed deficiencies in that device, or added value to features the manufacturer didn’t exploit to their fullest. And most importantly, I looked at what I use my mobile for, how and where I use it, and the ergonomics of how I use it; those are three important factors in choosing the type of mobile device to buy. In my case, I use my mobile both one and two-handed: one-handed as a phone or camera, and for information viewing or retrieval (reading mailing lists, news, web browsing, etc.), and two-handed for information capture, e-mail, and content creation (like this blog post, written in a memo on my 650). So, a device has to work both ways for me to consider it. Based on all that, the Treo Pro was a no-brainer as one choice for me. Does that mean it’s a slam dunk for the Treo Pro? Nope! It made the shortlist, but it’s not a shoe-in. It’s facing heavy competition from HTC’s Touch Pro, the Touch Diamond’s big brother.

I had initially ruled out the Diamond (and the Touch Pro) because of concerns about the usability of the device. The Touch’s screen is physically smaller than the iPhones, and the software keyboard took up 2/3 of the screen when exposed. On the Diamond, it was a deal breaker; I lost too much screen real estate to the method of input. But then I started to really look at the ergonomics of how I interacted with my present 650 while I did my common tasks, and I realized I do use it differently based on one or two handed use. For serious content creation, the Touch Pro has the slide-out QWERTY keyboard, whereas one-handed use usually involves the D-pad navigator and the menu keys, or the phone keypad. There’s the odd exception to the rule like today, where some of this was typed one-handed on the 650’s QWERTY keyboard while standing on the bus, bouncing down Limebank Road. So, given that perspective, I only ruled out the Diamond, and kept the Touch Pro on the short list.

The Touch Pro betters the Treo Pro in most hardware specs: more memory, faster CPU, dedicated graphics chip, better camera and better video frame rates on video recordings, higher resolution VGA touchscreen, and accelerometer, light and magnetic stylus sensors. On the other hand, the Treo Pro has a QWERTY candybar/slab style the same size as the iPhone, a 3.5mm headphone jack, a larger battery, and lots of hardware buttons for common actions and functions. They both run Windows Mobile 6.1 Professional, with similar software bundles, with the major differences being in their software User Interfaces. The Touch Pro has TouchFlo 3D, which adds some iPhonesque finger swiping interfaces, while the Treo Pro eschews eye-candy for a more business-like Today screen with added features. Being that both devices are manufactured in HTC’s facilities, their build qualities will be the same; HTC actually provided some design experience on the Treo Pro, and Palm chose to license some HTC software for use on the new Treo.

So, which one will it be? Like the Highlander says, “There can only be one” (in reality, it’s because that’s all I can afford; I do have kids to feed!). Like a reality TV show, you’re going to have to wait for the results post when I reveal which got cut, and which went home with me, and why. Stay tuned!

Originally published at PalmAddicts here.

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Decisions, Decisions…

Lately, I’ve been thinking about switching cell phone carriers. I’ve been with Bell in Canada for years, but Bell’s never been really quick about getting new devices out to market in a reasonable period of time, and lately they’ve been dropping the ball with regard to smartphones. They no longer have any Palm OS devices for sale, and the only Palm Treo’s they have are the Windows Mobile 5 versions, the 700wx. Now, with today’s announcement that Bell and Telus (two Canadian CDMA carriers with cross-service agreements) will be charging for incoming Text (SMS) Messages, that’s merely another reason to start looking elsewhere. In the past, keeping one’s telephone number was a kind of handcuff tying you to your service provider, but since number portability has come to Canada about a year ago, there’s nothing tying you to your provider other than your contract and the quality of service you receive (both technical, like coverage, and customer service).

Bell and Telus’s announcement could not have been planned any worse. The much-hyped iPhone 3G is coming to Rogers this Friday, and Rogers announced that they will be continuing their existing policy of free incoming text messages, which may inspire some people to switch not only carriers, but phone platforms. But not all is happy in Ted Roger’s neighborhood; Rogers is taking huge flack from **potential** iPhone buyers (remember, the iPhone hasn’t made it up north legally, yet!). Their phone plans for the iPhone are nowhere near what they are like in the US. Realistically, ALL our phone voice and data plans are nothing like the US market’s plans. To understand why, you need to understand the Canadian wireless market.

Up North, we have two CDMA carriers, Bell and Telus, and they have cross-service agreements. Bell is entrenched in the East, and Telus in the West. To gain access to each other’s markets, they’ve made deals to make use of each other’s infrastructure, so there isn’t going to be a huge difference in plan pricing, since ultimately your service could be carried over the other’s network. On the GSM side, we have a similar situation; about a year or so ago, Rogers bought up the only other major GSM provider, Fido, and rolled Fido’s network and clients into it’s own fold. There’s Virgin Mobile and Koodo, but they’re not major players here and they only do feature phones, not smartphones, so I’m basically discounting them for this analysis. So, as far as pricing for wireless service goes, you have two choices: your present carrier or the other one (your classic “us or them” scenario). With no real competition up here, there isn’t any competitive pricing for consumers. So, choice up here really comes down to the phone platform itself. If you want a particular device, you are choosing a particular carrier. If that carrier has an exclusive on a device, then they can pretty much do what they want for pricing and plan details. It’s this kind of lack of choice that has led to the creation of Bill C-555, The Get Connected Fairly Act, which I’ll come back to later.

So, at this point in time, choice really comes down to the phone PLATFORM. Why Platform? Because you’re choosing a combination of hardware features, OS, and the biggie, Applications! People use the phone platform to DO something; talk, message, listen or watch media, surf, take pictures, that kind of thing. Feature phones have done these things with a closed OS and application set. If the phone didn’t do something out of the box, it never would. Smartphones allow you to install other applications to add features that aren’t present in the “out-of-the-box experience”. With iPhone firmware 2.0 and the iPhone 3G, it is transitioning from a closed platform to a more open one, which has people excited about it’s potential as a new smartphone platform. For new smartphone users, the iPhone should be a great experience as a platform, since it’s user friendly and “sexy”. For existing smartphone users, it’s not so clear-cut, so it’s time to make some decisions…

If you’ve been using a PDA or smartphone up to now, chances are you’ve got a lot of data wrapped up in various applications, and you have your productivity geared up for performing certain tasks on you mobile device. So, jumping to a new device just because it’s new and “sexy” may be productivity suicide if you suddenly find yourself without the applications or data you need to be productive. And yet, you’re still locked into a multi-year contract with your provider for your new toy, which you can’t use as well as your old one. So, the important thing to remember is “do your homework!” Research the platform(s) you’re considering changing too. Look at the tasks you presently perform with your mobile, and what data you need in order to be productive or entertained. Where is that data kept? How will you migrate it to the new platform? What other tasks do you use your present mobile for, and do they have equivalents on the new platform? How does it feel to use, and how well can you interact with the user interface? What accessories do you presently use with your mobile, and are they compatible with the new one? If they’re not compatible and you really need them, does an equivalent one exist for the new platform? If it has extra wireless features like Wi-Fi or Bluetooth, will it work with your existing accessories or other products (like access points or headsets that can have many different protocols or profiles)?

In my case, I have a large investment in Treo peripherals. So, I would obviously like to reuse them where I can. If I choose a platform that doesn’t support my peripherals, I would want to make sure that it supports standards that would avoid “proprietary connectors” wherever possible, so I don’t have to go through this whole “incompatible peripherals” situation again in the future. I also have a large investment in Palm OS/Treo software, so it would be less expensive and less work for me to choose the Centro from Rogers from a software perspective, but the Centro is over priced on Rogers ($299 vs $99 on AT&T in the US!). The other downside is that it’s the same old Palm OS that’s been around since my Treo 650 came out years ago, running on similar hardware with minor upgrades in features, software, RAM and camera, but major upgrades in stability.

Then there’s Windows Mobile, available through Rogers as the Treo 750. Instant compatibility with all my hardware peripherals, but only moderately cheaper than the Centro, believe it or not, at $274. I would have to invest in software replacements to achieve the same functionality I have now on Palm OS, so there’s added expenses there, but I know that all the applications I presently use have an equivalent on Windows Mobile. I would gain a Multi-tasking OS, more memory, and a better camera, a newer Bluetooth stack with Stereo Headset profile, but no Wi-Fi. I know I could bend it to my will if I have too, much like I’ve tweaked my Treo 650. To figure out how much of my software I would have to replace, I could do some testing on the Windows Mobile software simulators available from the Palm Developer Center. So, more work, a bit more money, but a newer OS that has some advantages over the Palm OS that I’ve known, loved, and sometimes cursed, for so long. Were the Treo 800w to come out this week, it might be a more clear cut winner as a platform choice, but it’s only rumoured to be coming out in the US on Sprint around July 13th. If it were to come out in Canada, I think Telus would be the first to get it, since it’s CDMA and they’re quicker on the ball than Bell when it comes to new devices. There’s even a Palm OS emulator (StyleTap), so I could run some of my Palm OS applications on Windows Mobile to smooth out the transition to the new platform.

And then there’s RIM’s Blackberry. With the devices available right now, it’s not really an option for me. It’s lacking stuff at the OS level (no vCal, no sending via Bluetooth, no DUN via Bluetooth), and it’s really lacking in the PIM applications, as well as for other applications I use right now. There is no Blackberry equivalent to DayNotez, nor is there a touch screen I can draw on when I want to like Notepad or Diddlebug. There are other applications I use regularly and would need to replace, adding to the cost of changing platforms, and in general Blackberry applications are considerably more expensive than Palm OS or Windows Mobile applications. Most of my peripherals wouldn’t work with it, but RIM does use standard connectors and protocols, so that in itself is good for the future. Wi-Fi and Docs To Go are coming on the Blackberry Bold, due out around the last week of July, which is a good thing, but still doesn’t address some of my other application needs. I don’t need push e-mail, the Blackberry’s claim-to-fame, so overall, it’s still a no-go for me.

And finally, there’s the iPhone 3G. It’s hyped, it’s new, it’s sexy, and it’s a complete mystery as to what software will be available for it until after this Friday. Out of the box it still can’t do copy & paste, or Stereo Bluetooth Headsets (A2DP). It also doesn’t do MMS, but that’s something I’ve never even used on my Treo 650, so it doesn’t matter to me. It does have Wi-Fi, Bluetooth, a stable Unix-based OS, and a pretty UI. I’m fast with a Treo or Blackberry keyboard, but I have no idea how well I’d be able to use the virtual keyboard on-screen (I can try out the keyboard at least on an iPod Touch). The price is Right at $199, but then there’s those ridiculous service plans starting at $60/month + stuff like caller ID and voicemail. There aren’t any software simulators to try out, no demo units in stores (at least until Friday), and I have no idea what software will be available that would replace my present applications, nor is there any idea what the pricing structure will be like. How well will it sync with Outlook, and what exactly will sync? How are other applications to Sync? There is supposed to be a version of the StyleTap Palm OS simulator software coming soon, so that’s a plus for smoothing out a transition. There’s also a lot of iPhone/iPod accessories available, so that’s a plus, as well as the rumored user-replaceable battery. So, basically it’s a holding pattern until after this weekend as far as the iPhone is concerned.

So, I still have some of my own homework to pursue, since I want to see how things shake out with the iPhone launch and how the early adopters fare. I try to avoid being on the bleeding edge when it comes to my personal productivity devices. But the best thing about the iPhone coming to Canada isn’t the iPhone itself. It’s the attention it’s bringing to the whole issue of wireless pricing in Canada. The $6.95 Wireless System Access Fee we all pay on our bills was initially created in the 90’s in order to help promote the development of wireless telephony throughout our country, and not just in major population centers. It’s no longer mandated by the CRTC, but the carriers are still charging it as a pure cash grab. Until now, it was hard to prove just how unfair Canadian wireless plan pricing was, since it was easy for them to say “Different hardware features, different software features, different service features”, etc. But the difference is black and white when you can compare Canadian Apples to American Apples when our currencies are so close in value. So, I would encourage Canadian readers to contact you local MPP about supporting Bill C-555, the “Get Connected Fairly Act”. Sign the online petition at http://www.davidmcguinty.com/english/Take_Action/Petition_The_House/Petition_C_555_Frais_d_acces.html or if you’re incensed about Rogers pricing for the iPhone, sign the petition at http://www.ruinediphone.com/ or better yet, sign both! The iPhone launch has a lot of media attention right now as does Bell & Telus’s SMS announcement, so it’s a great time for Canadians to rise up with one voice and tell the carriers, and our elected government representatives, “We’re not gonna take it anymore!”

Initially published to PalmAddicts here.