Palm, Inc. (PALM)

All Comments on PALM

  • commenter
    rd4sndk
    Aug 06 01:08 PM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    Wow... Thanks for the chart. This chart clearly shows that Apple was taking share from Palm and stalled RIMMs advance. What's not shown is after the 3G launch which will clearly show that Apple is now taking market share from all smart phone OEMs including RIMM.

    However, one could tell Apple has captured a significant portion of the smart phone market by its SP performance. This is all shaping up to become a short for RIMM and a long play for Apple. By Christmas, RIMM will be punch drunk from Apple's reported sells and the analyst will have to take notice of the iphones contribution to Apples top and bottom line.

    Big money was betting on RIMM and they have clearly choosen the wrong race horse. These low tech investment gurus have provided a great opportunity for small investors to benefit from Apples rise to mobile phone prominence. RIMM should go down by 1Q09. Nokia will take some time--perhaps another year. Motorola is dead in the water and neither are prepared for the next iphone platform that will catapult Apple market share of all mobiles above 10%. These are great times for the retail investor. Big money will not be able to ignor a 12 million plus 4Q08 iphone 3g sales.     Reply
  • commenter
    jmmx
    Aug 06 01:01 PM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    SEPT numbers * Reply
  • commenter
    jmmx
    Aug 06 01:01 PM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    Wait until they get the Spt numbers on that chart! Can't wait to see those.

    So reports are Foxconn is maxed out at 800,000 units per week - and you still have a 2 week wait on ATT! I believe the numbers. Soon 20 more countries, including INDIA!

    Yesterday and today, it looks like maybe the street is beginning to figure it out. The banalysts can jump and shout and say NAY NAY NAY. But the numbers talk - and they can walk.

    IMHO
     Reply
  • commenter
    Taher
    Aug 06 12:59 PM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    I am the typical Apple hater. I never owned a Mac and I love my Windows PC. I hate Apple's high prices for hardware and software. I truly believe that sometime in the very near future every person will own a smartphone. I used to own a Palm treo and have a blackberry at work. 3 weeks ago I did something I thought I would never do. I bought an IPhone. I can sum up my experience in three words: I AM ADDICTED. I am having a very hard time leaving my new phone alone. My Coworkers and friends think that I am crazy because I never put my phone down. My battery dies every 5 hours because I am abusing my phone's features. A week later I bought Apple shares when they dipped after earnings. I even had two of my friends (who can also be labeled as Apple haters) buy the phone two weeks ago. This phone is way better than anything I have ever used. Super user friendly (The user manual is just few pages), for all ages, they have put a lot of thinking in every single feature of the phone. I cannot believe that I used to use a Palm before. The blackberry looks so old, rusty and unfriendly compared to the IPhone. I think that IPhone will turn into a cult similar to the IPod. The fact that the blackberry thunder (Blackberry's response to the IPHone) will come up at least 6 months from now gives Apple ample time to even gain more market share. I think if the Thunder is not up to par, Apple will crush all these phone companies the same way it did with the IPod Reply
  • commenter
    BMWTwisty
    Aug 06 12:41 PM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    RIMM vs iPhone = MS Dos vs Apple OSX Duuuhhh. Wait until India, Japan, China sales are factored into Apple's story. The iPhone is (I'm gagging with this choice of words but...) a major paradigm shift in communications. It's a handheld computer compared to a telephone email reader. RIMM has already been downgraded as a result and will ultimately lose more share to Apple. This device is a gamechanger. It's iPod redux - only better. Reply
  • commenter
    jmmx
    Aug 06 12:34 PM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    Hey folks,

    Let's not pound on Changewave here. They are presenting their study with their information. Take it for what it represents. Sure I would do a different study but that's OK.

    I agree with the one-trick-pony thought. RIMM will hold off for a while, probably several years, but slowly they will be marginalized. Their best hope is to go with Android. Linux based systems are the best hope for Apple alternatives. There is a real need for a second player in the market to keep Apple honest. Power corrupts and absolute power corrupts absolutely. (Vodka anybody?)

    IMHO
     Reply
  • commenter
    HAYWEED
    Aug 06 12:31 PM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    The real problem according to your chart is that Rimm has stalled out at 42% or has dropped 1% since January while the iPhone is advancing. So Rimm may have topped out. The bold will sell well since it will be a replacement phone and blackberries only last about a year to 19 months. Nice build quality, but the other 2 phones will be dead losers against the iPhone in the consumer market.

    The stock story is what amazes me. People in New York love blackberries and AT&T service in NY appears to be spotty. So all the analysts love Rimm and hate Apple. Outside of New York I see the blackberry as a loser's device which shows you are tied to work. The high end consumers and professionals buy iPhones.

     Reply
  • commenter
    jcdm
    Aug 06 11:09 AM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    GM and F had big market share leads too, look what it did for them. How about DELL's market share lead in PCs? MOT's market share with the RAZR in flip phones?

    Total market share is meaningless for stock performance.     Reply
  • commenter
    pabs
    Aug 06 11:00 AM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    Paul, You might consider having your company Changewave do a more statistically relevent survey, ie what is the CURRENT run rate of sales for both RIMM & AAPL (presuming palm is about dead)
    You would get a very different market share picture and data that is more useful to your readers

    It is RIMM that is on the front line about to be run over by Apple not the '2nd tier' manufacturers. Apple is employing a classic top down sales strategy starting with a high priced handset and in the coming 18mos filling in the price gaps underneath it.
    Nokia who holds the largest market share with many inexpensive handsets will be the last to feel the effects of Apple

    However Apple has quitely declared that ALL phones in the future will be smart phones and as features currently considered 'smart' become manadatory on even the cheapest handsets even Nokia weill lose significant market share to Apple who not only has invented this new phone market place but essentially monopolises many of its feature sets and equally importantly holds a monopoly on the seamless integration between feature sets

    Step back a little and look at the bigger picture beyond a couple of too late copycat handsets from Rimm and try to poduce quality quantative research     Reply
  • commenter
    poohead
    Aug 06 10:45 AM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    I have to agree with the poster above. All these folks who say that RIM is going to benefit from advances in market share that Apple makes are crazy. Anyone remember CREAF? They said the same thing about that company when the iPod was hitting its stride. Look at that stock now. What an embarassment.
    The iPhone is is aimed right at the heart of RIMM's only market, and that is good for RIMM. HA! RIMM only has one product line which has now become obsolete. They are in an extremely vulnerable position.     Reply
  • commenter
    Brewer
    Aug 06 10:41 AM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    RIM has a headstart is all that is keeping it in the game. iPhone HAS corporate IT support, that didn't take long. The question is how long can RIM hold onto such support given that it really only adequately does email. Ever try to BROWSE the web on a Blackberry? Reply
  • commenter
    pabs
    Aug 06 10:36 AM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    What a short sited article, Apple has an effective monopoly in the new space it its creating, Rimm is just a one trick pony doing too little too late.
    Reply
  • commenter
    are u crazy?
    Aug 06 10:33 AM
    Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
    Only 4% are likely to buy these phones compared to 40% for the Iphone 3G prelaunch? Are u stupid? RIMM HAD a 42% share but that has drastically changed in less than 1 month. AAPL will continue to accelerate gains and take share away from everyone. RIMM will only lose share to NOK, samsung instinct and the like. The BOLD should be renamed STONE COLD, and the THUNDER renamed the BLUNDER Reply
  • commenter
    DeAnne
    Aug 05 08:50 PM
    My Website
    Naked Shorted Stocks [view article]
    Can you recommend some reading material so I can better wrap my head around the whole "shorting" and "naked shorting" concepts?

    Reply
  • commenter
    Short death
    Aug 04 12:52 PM
    JPMorgan Out with Very Positive Palm Channel Checks [view article]
    Keep shorting bozo. Can't see PE on AAPL yet? Compare it to palm and then then comment on their relative strenghts and prospects. Reply
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