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  • JPMorgan Out with Very Positive Palm Channel Checks [View article]
    > ...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.
    Jul 29, 2008. 02:58 PM | Likes Like |Link to Comment
  • RBC's Major Palm Call Should Send Shorts Running to Cover [View article]
    Subtract off the Treo 800w and Verizon Centro "backlog", both settled AFTER that key end-of-May date, and are we still excited?
    Jul 28, 2008. 11:19 AM | Likes Like |Link to Comment
  • Palm Centro: Doing Well, But the iPhone's Coming [View article]
    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.
    Jun 13, 2008. 08:06 AM | Likes Like |Link to Comment
  • MSFT Now Has More Leverage Than Ever Before [View article]
    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).
    May 5, 2008. 06:21 AM | Likes Like |Link to Comment
  • Palm’s New OS Plans and Apple Poaching [View article]
    > ...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.

    Mar 27, 2008. 08:02 AM | Likes Like |Link to Comment
  • Despite New Products, Palm Still Lags Behind RIM [View article]
    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.
    Dec 16, 2007. 01:34 PM | Likes Like |Link to Comment
  • Palm: Worth Holding On To - Barron's [View article]
    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"?

    Dec 9, 2007. 04:25 PM | Likes Like |Link to Comment
  • 8 Potential Bargains: Profitable, Cash-Rich Net/Nets [View article]
    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.
    Dec 3, 2007. 06:12 AM | Likes Like |Link to Comment
  • Smartphone Intelligence Report: Research in Motion, Palm and Apple [View article]
    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.
    Aug 13, 2007. 07:14 AM | Likes Like |Link to Comment