Network Effect

Palm: The Miss of 2009

All you have to do is look at the volume in the first part of the chart, add in the blog posts by main streeters who are saying that there is absolutely no reason for Palm shares to be going up, and you have the reason why Palm's stock price is still going up.

A Second Opinion on Palm Pre's App Numbers

You may be right, for the small customer base that the Pre has, they may be downloading a lot. Who cares in my opinion. The reality is that Apple does have the largest mobile ecosystem and it is now growing itself. The self-perpetuating cycle between buyers and sellers is now in place with the iPhone/Pod/Touch/App Store and it cannot be beaten by anyone except Apple itself. The only thing that will tear this down is poor execution on Apple's part ... and we all know where Apple stands on execution. Unfortunately for a lot of companies and industries, this snowball is going to continue to roll down hill and no one can stop it. Even if Palm or RIMM or anyone for that matter comes out with better technology, it wont matter. The value lies in the ecosystem, and you can't build one when there is already a dominant player in the market. Someone might be able to carve out a niche in a vertical market if they beat Apple to the punch. This is the strategy all these other phones should be going after - build out a mini-ecosystem in as many small vertical segments as they can before Apple gets there.

Palm Pre Shoots to Rival the iPhone Launch

All of this ranting and raving about Kindle, Pre, anything non-Apple is because Wall Street (and everyone else) is scared that Apple is crushing the competition and there won't be anything left. If the waters aren't murky, how can they manipulate stocks?

Palm Pre Shoots to Rival the iPhone Launch

The Palm Pre is selling so well, they fired the CEO a couple days after launch.

Apple's $199 iPhone Is a Game-Changer

AppleSauc said it best ... "the iPhone is not a phone at all". exactly, it's a trojan horse to build a network from which Apple can generate limitless revenue streams. the first example of this is the fact that AT&T is paying people $200 to buy the iPhone and use their network because they are making $90 / month on each user so they pay it off in 2 months. the iPhone is a network, not a phone. and Apple, and a whole host of other companies are going to generate countless revenue streams from it.

Apple's $199 iPhone Is a Game-Changer

seems like more and more people are finally starting to get a glimpse of the massive possibilities with the iPhone. 100M next year seems about right - once global adoption is blessed so phones are no longer unlocked, this will explode even more than it has already. And once they build the ecosystem around the iPhone, it's game over. There will be a lot of companies that Apple will steamroll over once they build the ecosystem. Even Mr. Softy one day if they play their cards right. The student has become the teacher, grasshopper.