Wrong Conclusion

12 Comments

    • ON: Fri Oct 10th 08:45 AM
      Commented on:
      Cramer Should Be Suspended
      Hmmm...Cramer says "Sell!" and the Market crashes bad.

      So...was he the cause or the correct predictor?
      View article »
    • ON: Fri Sep 12th 07:22 AM
      Commented on:
      Don't Close the Line on Nokia Just Yet
      Let's try those two Engadget links again:

      ========
      Here's Engadget non-mobile, then mobile, for example:

      engadget.com

      mobile.engadget.com

      Sorry about that.
      View article »
    • ON: Fri Sep 12th 07:20 AM
      Commented on:
      Don't Close the Line on Nokia Just Yet
      Admob gathers statistics on MOBILE web site traffic, not regular web site traffic (mobile web sites are those with drastically reduced content - often JUST text, that fit "better" on small phone screens as well as using considerably less data transfer). Here's Engadget non-mobile, then mobile, for example:

      www.endgadget.com

      mobile.engadget.com/

      Furthermore, Admob gathers statistics ONLY for those mobile web sites carrying Admob's ads.

      Thus you're talking a small percentage of a small percentage of actual phone web site browsing from which statistics are being gathered.

      The iPhone, for example, is known for its good web browsing capability. THAT phone would be visiting NONmobile web sites while a reduced-capability phone like, say, the RAZR would be visiting MOBILE web sites.

      So drawing ANY general conclusion about phones from Admob's statistics is simply wrong.

      Period.
      View article »
    • ON: Tue Jul 29th 14:58 PM
      Commented on:
      JPMorgan Out with Very Positive Palm Channel Checks
      > ...a consistent takeaway: there aren’t enough Treo 800Ws to meet
      > demand...

      Or another way of looking at it - each one of those stores is selling 5 800Ws per week.
      View article »
    • ON: Mon Jul 28th 11:19 AM
      Commented on:
      RBC's Major Palm Call Should Send Shorts Running to Cover
      Subtract off the Treo 800w and Verizon Centro "backlog", both settled AFTER that key end-of-May date, and are we still excited?
      View article »
    • ON: Fri Jun 13th 08:06 AM
      Commented on:
      Palm Centro: Doing Well, But the iPhone's Coming
      The Centro is on AT&T as well, though rumored to be selling poorly there.

      As such, one doesn't have to switch carriers to use the iPhone instead.
      View article »
    • ON: Mon May 5th 06:21 AM
      Commented on:
      MSFT Now Has More Leverage Than Ever Before
      Everyone - and by that I mean everyone in the Me-Too Media a Blogiverse - seems to be totally looking at this in the Microsoft-perspective way. I've literally seen NO articles/posts that discuss this from a Yahoo-perspective manner; absolutely EVERY single article/blog suggests that Yahoo made a serious serious mistake without even beginning to try to THOROUGHLY describe the Yahoo POV (for example, almost NO articles/blogs mention that this was not to be a totally-cash deal and that MSFT-the-stock was worth les than wehn it all began - this seems to be an outrageously important piece of information yet it's essentially totally ignored by all).
      View article »
    • ON: Thu Mar 27th 08:02 AM
      Commented on:
      Palm’s New OS Plans and Apple Poaching
      > ...On the personnel side, Jon Rubinstein has pulled in
      > Mike Bell as SVP of product development. Bell was previously
      > at Apple...

      This is an oft-repeated statement from the Me-Too Media yet nowhere can be found the answer to the question:

      >>> When did Mike Bell stop working at Apple?

      Because, as we know, JR "left" Apple LONG before he joined Palm, thus certainly was NOT "poached" from Apple.
      View article »
    • ON: Sun Dec 16th 13:34 PM
      Commented on:
      Despite New Products, Palm Still Lags Behind RIM
      Though Palm is doing poorly with every indication it will do even more poorly, that one year chart is simply incorrect since it does not take into account the massive cash back Palm just gave to its shareholders. That is, that dramatic drop near the end of the year is ACTUALLY a steady state from about the beginning of the year - maybe a couple percent INCREASE rather than what appears to be a dramatic decrease.
      View article »
    • ON: Sun Dec 9th 16:25 PM
      Commented on:
      Palm: Worth Holding On To - Barron's
      There has been no "cash infusion" and perpetuating that myth is simply irresponsible - shame on the article author, SeekingAlpha, and Barron's for getting it SO wrong yet again.

      Palm =had= $600+ million in cash before Elevation gave them another $300+ million. Palm promptly (same moment) turned around and gave away $900+ million in cash, went into debt for $400+ million and now have maybe $200 million in cash left.

      So tell us - how does going from no debt and $600+ million in cash to $400+ million of debt and about $200 million in cash in any way, shape, or form qualify for the term "cash infusion"?
      View article »
    • ON: Mon Dec 3rd 06:12 AM
      Commented on:
      8 Potential Bargains: Profitable, Cash-Rich Net/Nets
      The statistics that are used for the entire basis of this article are totally wrong for, for example, PALM.

      PALM just returned $9 in cash to its shareholders and went seriously into debt. Their NCAV, for example, is negative.

      If THOSE numbers are SO wrong then this could suggest the other numbers bear scrutiny as wee.
      View article »
    • ON: Mon Aug 13th 07:14 AM
      Commented on:
      Smartphone Intelligence Report: Research in Motion, Palm and Apple
      Comparing apples and oranges - PALM reported sell-THROUGH, sales to end-customers; RIMM reported sell-IN, sales to, for example, carriers. It's not clear what Apple reported/desires.

      All, however, make the major portion of their money from sell-IN.
      View article »
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