Palm, Inc. (PALM)
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PALM Forum Topics
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- General Discussion on PALM
- Nokia Tumbles, Dragging Handsets Down [view article]
- Again With the Financials - Fast Money Recap (8/29/08) [view article]
- Cellphone Showdown: Meet the GPhone [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates [view article]
- Naked Shorted Stocks [view article]
- JPMorgan Out with Very Positive Palm Channel Checks [view article]
- RBC's Major Palm Call Should Send Shorts Running to Cover [view article]
- Motorola, Nokia, Palm, RIM Suffering iPhone Headache [view article]
- Consumers Will Benefit From Smartphone Battle [view article]
- Nokia: Bargain of a Lifetime - Barron's [view article]
Recent PALM Articles
- Nokia Tumbles, Dragging Handsets Down
- Significant Drop In US Consumer Mobile Phone Sales
- Again With the Financials - Fast Money Recap (8/29/08)
- Cellphone Showdown: Meet the GPhone
- Wall Street Breakfast: Must-Know News
- Research In Motion's 3G Counteroffensive: The Smartphone Arms Race Escalates
- JPMorgan Out with Very Positive Palm Channel Checks
- Could Palm Post an Upside Surprise?
- RBC's Major Palm Call Should Send Shorts Running to Cover
- Financials Fly High - Fast Money Recap (7/17/08)
- Full List of Articles »
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ancisco
Wall Street Breakfast: Must-Know News [view article]
Re: Opening banks to private equity:In business, once you have played all of your cards of maximizing efficiency and optimizing products and marketing, the final thing that one can do to increase returns is to increase risk. It certainly seems as if this is the point where the Fed is treading these days. The moves to date have been creative and, it would seem, effective; however, safeguards are being whittled down one at a time. they are there for reasons that have not gone away. Reply
Wall Street Breakfast: Must-Know News [view article]
the prince is thinking,i guess,oil sweet oil. ReplyResearch in Motion News Affecting Apple, Nokia, Palm [view article]
RIM is like a deer caught in the headlights. They have absolutely no technology to compete with Apple, so they are now sinking vast amounts of money into marketing. Let me get this straight. They are going to try to go head to head with Apple on marketing?I'd like to see Apple put a primitive Blackberry in John Hodgeman's hand. (PC would not be using an iPhone, he would be using a blackberry, 'natch.)
Reply
Wall Street Breakfast: Must-Know News [view article]
I think egregious hubris says it all. I wonder what Prince Alwaleed is thinking. ReplyWall Street Breakfast: Must-Know News [view article]
It is fact that Citigroup had been offered over $50 billion for their real estate owned properties that devaluate day by day, so can someone please tell me why they would hold onto what is obviously a distressed asset like this? That offer, by the way, was made about a year ago."Citi never sleeps" That's right, it isn't sleep it's a coma. Reply
iPhone 3G Fallout: Good for Towers, Bad for Palm [view article]
VASTLY under estimate the power of the iPhone, the same people who will buy an iPhone are the same people who bought the iPod a device that people said the same thing User 210048 has stated. 1. People who buy a communcations device for how sexy it looks are mre or less the same people who need to feel important are lacking self esteem, these people buy to show off, the iPhone sets the standard I'm an engineer, and the touch screen has been around for a while the reason they're not adapted in the first place is because of longevity, as I stated on a another board, take a good look at any touch screen display that's been in use over a year or two and scractches start to appear from the friction and repeated pressing in certain area of the screen.The fact that Apple offers one phone in their portfolio, and was still selling an expensive feature rich phone only to come with one at a subsized price point reiturates the point of just how easily some people can be manipulated into buying anything. The iPod was suppose to be the standard that raised the bar for playing music and video, but people who bought the device soon found that you couldn't take music and video and transfer it to any other device of your choice, Apple controls all aspects of that device, I have a device that can do the same things except I can transfer my music and video where ever I choose, gee am I seeing a trend here, I can buy an iPhone only if I switch to the carrier Apple chose exclusively in the U.S..
One day I hope people wake up and realize that the subsidized phones are a bad deal, Oh but wait they have recent legislation that's being discussed by law makers to do something about high disconnect fee is in the process, but what the people who want this legislation don't realize is that the reason they're getting a sweet deal on the phone is that it's SUBSIDIZED by the U.S. carriers the carriers buy the phones for a much higher price than they sale them, hence to get their money back the customer is put into a 1, 2 or even three year contract agreements. Apple was selling a phone with a bunch of bells and whistles for an exorbitant price and people were still having to sign contract agreements, just as they are with the new iPhone that just came out a 2 year contract, that will probably be just about the that phone will start having problems, and when they come out with a new iPhone that people will upgrade to and be locked into another 2 year contract. I don't hear people singing the praises of the iPod like they once did when they first came out, and the same will happen with the iPhone. Me I just need a phone to make phone calls reliably. If i want sexy I'll find a woman, not a hand held device.
User 210048 is right facts are not deniable, if they make it, and sale it, their is a sucker or a lemming who will buy it. Pretty much the same way some people believe campaign promises. I get a trade magazine that cover the wireless industry and one of the writers said the same thing as User 210048, how Apple raised the bar, I just want to know what Apple is telling the customers who had bought the first and more expensive iPhone, only to come out with what User 210048 says techniacl issues which have been addresses, and come out with a supposedly superior flawless new phone for a much lower price. SUCKERS! Reply
Here's What Will Happen To Apple's Rivals [view article]
"PlanetStarbucks, Texrat, Firestar, Lazerow...these comments show some understanding of the cellphone market"Thanks for the acknowledgment, monrio.
It helps that I'm heavily involved in the industry. ; ) Reply
Here's What Will Happen To Apple's Rivals [view article]
It always amazes me that people actually believe that activesync is a true replacement for the BES/Blackberry solution. It's not. It doesn't come close. Does anyone do homework these days?- It uses a tremendous amount if precious device resources like battery power.
- It is not totally secure.
- The device pings the mail server. What large security minded corporation wants to open their firewalls to incoming pings?
This is just the tip of the iceberg. Don't believe the hype. The iPhone will kill it, no doubt, but so will RIM, and even some others, as the market for smartphones explodes. Good luck on your paired trade... Reply
Here's What Will Happen To Apple's Rivals [view article]
This article points out the compatibility with ActiveSync (e.g. Microsoft Exchange) which is being under-emphasized by most commentators. That is a huge deal as IT departments are continually looking to trim the number of suppliers they must maintain relationships with. I think the 3G / ActiveSync iPhone will choke off RIMM's growth and elevated margins.Steve Jobs noted the number of Fortune 500 companies participating in the iPhone version 2. This is directly related to a desire to eliminate the RIMM servers they currently maintain to support Blackberry's proprietary e-mail software. I'm actively looking for a good entry point for a APPL / RIMM pair trade. Reply
C'ville
Here's What Will Happen To Apple's Rivals [view article]
SmartPhone market? I guess the people whistling past the grave yard think the iPhone is a SmartPhone.Can you spell p o c k e t c o m p u t e r?
How about T o a s t?
Sorry. Like Mike says, the game's over. Reply
Here's What Will Happen To Apple's Rivals [view article]
iPhone has quite simply completely leapfrogged the smart phone market. You can't point to iPhone's first year cell phone share in Botswana (or France) an declare iPhone a failure, that's a bit premature, don't you think?Folks, there is no such thing as a real keyboard on any of these devices. The iPhone screen keyboard is immensely more adaptive. What RIMM and others call a 'real' QUERTY keyboard is a joke. Of course, if you hunt and peck, it might make no difference, but if that is the case, then you can use an on screen keyboard just as well because you know you are slower than a snail at typing anyway. I'm quite slow when having to type this way myself, but I find that the iPhone is very smart at how it presents the correct keys in context. You can't exactly pull up a new keyboard of symbols on your 'real' keyboard, can you?
The internet isn't a 'real' experience. When we say we 'go' to a web site, that implies something virtual. Would you think the internet is a significant technological development? How smart is that 'real' keyboard when you are shoving it into your pocket?
Reply
Here's What Will Happen To Apple's Rivals [view article]
The results in 6 months time will say all that needs to be said.The iPhone is going to clean up and in 5 years time we'll still be looking for that illusive iPhone killer.
Just as no MP3 maker has produced an iPod killer. Reply
Here's What Will Happen To Apple's Rivals [view article]
PlanetStarbucks, Texrat, Firestar, Lazerow...these comments show some understanding of the cellphone market.Tying iPod success to iPhone success is superficial. Reply
Here's What Will Happen To Apple's Rivals [view article]
apple is no longer a one product company...computers, like it was when Jobs exited years ago. he's an older, skinny guy and he could easily just be recovering from an ecoli type bug (he eats a lot of raw veggies)... but apple is no long a one man show either. he's not the only smart guy there. ReplyHere's What Will Happen To Apple's Rivals [view article]
years ago walt desney was the steve jobs of the entertainment world ---maybe bigger than jobs--when WD passed the stock went higher---the street felt it was more safe an investment because WD was such a pioneer and risk taker ---now stability can be acheived was the thinking Reply