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Yagottabe Kidding

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  • Reading Palm: Pre Sales and the Secondary Offering [View article]
    Palm at first said (everything paraphrased) "sell-in and sell-through were majorly Pre". When an analyst threw those words back in Palm's face by saying "You said sell-in was majorly Pre and sell-through was majorly Pre" the CFO came back and said "We didn't say that - we said sell-in plus sell-through was majorly Pre" - that's an apples and oranges combo as other posters have pointed out. We EASILY can (correctly) assume sell-in was almost entirely Pre. If Palm sold-through ONLY, say, 200,000 Pres then sell-in and sell-through could be ambiguously quantified as "majorly Pre" even though sell-through would have been majorly NOT Pre.

    Sometimes it's what they do NOT say that's important, huh?
    Sep 18 07:16 AM | Likes Like |Link to Comment
  • Palm Dances Around Pre Sales Figures [View article]
    Palm outright said they did NOT say Pre was majorly the sell-through and Pre was majorly the sell-in. They stressed that you had to add up sell-in (quite likely more than 3/4s Pre) and sell-through (no number (*)) and THEN you get "majorly part" of the TOTAL activity.

    Denying sell-in was major and sell-through was major screams out that sell-through was not major. Maybe 400,000 out of 810,000 if they were lucky?
    Sep 18 07:09 AM | 2 Likes Like |Link to Comment
  • Palm: Sentiment Still Weak, But Up Ahead of Earnings [View article]
    Increased estimates are harder to beat.
    Sep 17 06:22 AM | Likes Like |Link to Comment
  • Can Motorola Follow the Palm Path? [View article]
    [This is a clarification post]

    When I type "low-end" above I am NOT talking about functionality but instead "place in the lineup". Motorola, if they are indeed pricing the Cliq "free" with contract, is setting a new standard for smartphones that ALL the other manufacturers will have to beat. The Cliq is wonderfully functional and includes Motorola's Motoblur which aparently is a better-implemented act-alike to Palm's Synergy - a REAL slap upside their corporate head.
    Sep 13 01:59 PM | Likes Like |Link to Comment
  • Can Motorola Follow the Palm Path? [View article]
    I call it a low-end phone because Motorola called it a low-end phone...and in the same breath mentioned the high-end phone was going to be introduced in a couple/few weeks. And, of course, we have STRONG evidence with that "leaked" T-Mobile web page that low-end pricing is coming for the Cliq.

    [could the T-Mobile page have simply been a bogus-pricing placeholder? Of course, but we literally have NO evidence of that. As such, the BEST evidence we have right now is the Cliq is going to be "free' with contract - that's "low-end" (not low-functionality) pricing]
    Sep 13 01:56 PM | Likes Like |Link to Comment
  • Can Motorola Follow the Palm Path? [View article]
    T-Mobile "leaked" a web page showing the price for the Cliq was "Free" with contract. The page was pulled fairly quickly. Was that the ACTUAL price? It makes sense to this reader since the Cliq =is= a low-end smartphone ala the Centro (though with contemporary low-end features, not year-old low-end features). I think this business is just now getting interesting. Of course, free smartphones could be game changers entirely, causing low margin pressure on Palm and its to-be-released Pixi.
    Sep 13 07:48 AM | 1 Like Like |Link to Comment
  • No Pixi Dust for Palm? [View article]
    With the Motorola Cliq supposedly being free (with contract), I'd say this article needs rewriting.
    Sep 11 09:03 AM | Likes Like |Link to Comment
  • Motorola's Cliq Builds on iPhone Concept [View article]
    If the price is as that T-Mobile web page (there, then gone!) says - that is, free with contract - then this phone is a tremendous game changer.
    Sep 11 07:45 AM | Likes Like |Link to Comment
  • Analyst Gets Hyper-Bullish on RIM [View article]
    On Aug 19 10:13 AM Wireless Wiz wrote:

    > Margins will surely compress in time, but volumes will more than
    > compensate for that...

    That was not Palm's experience with the Centro - many believe it had outstanding volume yet literally made no money for Palm due to below-profitable margins.
    Aug 19 01:44 PM | 1 Like Like |Link to Comment
  • The Commoditization of the 'Dellphone' [View article]
    Commoditization of the cellphone space is exactly what that RBC "analyst" didn't take into account. Lack of profit margins will kill the less-than-nimble. The HTCs and Nokias of the world, able to spew out a dozen phones every couple months, should do okay (but not liking it) but whither the two-phones-a-year companies like Palm? Can they afford perpetual 15% margins?
    Aug 19 07:16 AM | 2 Likes Like |Link to Comment
  • Exuberant Forecasts for Apple, RIM and Palm - RBC [View article]
    See this:

    and its comments.
    Aug 19 06:55 AM | Likes Like |Link to Comment
  • Analyst Gets Hyper-Bullish on RIM [View article]
    This "analyst" apparently thinks smartphones will continue to demand a super premium as they take over the phone space. Strangely, dumb phones once were the "smartphones" (actually ONLY phones) of the cellphone space. Where are they priced now? Then featurephones were the smartphones of the cellphone space. Where are they priced now? Then along came smartphones. - Wait! Where are they priced now? How much is that, for example, iPhone 3g? When smartphones become the commodity that dumbphones are now, all those outrageous stock price numbers will seem just as ridiculous as they are. Give ti a year or so...or less.
    Aug 18 04:38 PM | 2 Likes Like |Link to Comment
  • iPhone 3GS Owners Are Happy, Good for Apple [View article]
    That survey was invalid simply due to lack of respondents - the results MIGHT reflect reality but surveying only =200= iPhone users (WHICH 200?) is so into the noise-level of iPhone users it's just silly.

    And they "surveyed" 40...yes, only 40...Pre users at the same time.

    Why is this even newsworthy?
    Aug 16 03:41 PM | 4 Likes Like |Link to Comment
  • Palm Pre: Creepy Ads Have People Talking [View article]
    BTW - there ARE a lot of discussions about these ads, no doubt about that. And most of those discussions, maybe WAY most of those discussions, are NOT talking about Palm or the Pre, but about the horrendous ads.

    That is not ad success in my book.
    Aug 4 01:57 PM | 1 Like Like |Link to Comment
  • Palm Pre: Creepy Ads Have People Talking [View article]
    An ad should inform you about a product. Until the 4th ad or so of this series, it was not even mentioned that the product being advertised was a phone. Until then the no-Pre-knowledge viewer probably thought it was GPS device (one ad) or an organizer (two ads) or who-knows-what (juggler ad). I don't think the ads are creepy, I simply don't think the ads convey "Pre" or "Palm" in any memorable manner.
    Aug 4 01:55 PM | 1 Like Like |Link to Comment