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300K Palm Pres in June no way!
Jul 30 09:12 am
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All Comments by Gerard Hallaren »Roger McNamee - Judgment Day on Pre vs. iPhone [View article]
That would be more than half of the postpaid CDMA phones Sprint shipped in the last three weeks of June. (Sprint sold about 753 thousand postpaid CDMA phones per month last quarter)
We think Sprint sold more like 175K sold through at the end of June and another 50K for the first half of July.
Notice that Sprint did not announce that the Pre set any shipment records. Figure they did about 150K Samsung Instincts in the first week when it launched last year!
BTW: Sprint's churn was likely higher in June than in April or May.
There is a good chance WebOS can save Palm and keep it independent. Will there be disappointed investors once these number become obvious? Almost certainly.
gerard@townhallresearc...