bryanz's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/68040/comments http://seekingalpha.com/article/139695-palm-target-increase-to-14-in-pre-anticipation?source=feed#comment-519098 519098
Now if it becomes available to many other global networks (is the current version compatible as a world phone?) then that takes some of the pressure off of Sprint to sell all 10M of the units, but still, we haven't heard hardly a peep from international carriers except your one O2 comment.

I still see PALM as a buy the rumor, sell the news type of company. And come early June I'll probably be selling the news.]]> Wed, 27 May 2009 02:28:28 -0400
Now if it becomes available to many other global networks (is the current version compatible as a world phone?) then that takes some of the pressure off of Sprint to sell all 10M of the units, but still, we haven't heard hardly a peep from international carriers except your one O2 comment.

I still see PALM as a buy the rumor, sell the news type of company. And come early June I'll probably be selling the news.]]> http://seekingalpha.com/article/135118-palm-hot-or-hype?source=feed#comment-489540 489540
I agree that Pre on Sprint doesn't necessarily inspire confidence since it's a long-shot company on a shrinking carrier. Hearing they have devices planned for other networks put a pause to some of my negativity about PALM's prospects.

I want to short the heck out of this stock because the run-up has just been nuts, but fighting the tape and calling a top just leads to most people cashing out in the red.

If the June 7th release date is true, come early June I think would be a good time to buy some puts on the stock. I have a feeling it may end up being a buy the rumor, sell the news type of event.]]> Mon, 04 May 2009 21:01:31 -0400
I agree that Pre on Sprint doesn't necessarily inspire confidence since it's a long-shot company on a shrinking carrier. Hearing they have devices planned for other networks put a pause to some of my negativity about PALM's prospects.

I want to short the heck out of this stock because the run-up has just been nuts, but fighting the tape and calling a top just leads to most people cashing out in the red.

If the June 7th release date is true, come early June I think would be a good time to buy some puts on the stock. I have a feeling it may end up being a buy the rumor, sell the news type of event.]]> http://seekingalpha.com/article/127225-palm-no-middle-ground?source=feed#comment-436087 436087
What are PALM's expectations of the device by year end?
How long is it exclusive on Sprint?

I just can't see this ending good for PALM but there's so much expectation on the device that the stock seems resistant to the really, really bad news in earnings.

@Savitz I get what you're saying about only two outcomes, good or bad. But I don't think there's likely to be much action on the stock until they report again in May or we get some initial impressions on the sales numbers.]]> Mon, 23 Mar 2009 01:03:29 -0400
What are PALM's expectations of the device by year end?
How long is it exclusive on Sprint?

I just can't see this ending good for PALM but there's so much expectation on the device that the stock seems resistant to the really, really bad news in earnings.

@Savitz I get what you're saying about only two outcomes, good or bad. But I don't think there's likely to be much action on the stock until they report again in May or we get some initial impressions on the sales numbers.]]> http://seekingalpha.com/article/125272-palm-s-high-stakes-pre-intro-announcement?source=feed#comment-422710 422710
The iPhone has the App Store, iTunes, etc. already in place. The Pre supposedly surfs the web really well but is going to need lots of developers to program for it.

Apple made it so that developers who program for OSX could program for the iPhone. There's no comparable infrastructure in place for the Pre.

Another poster talked about Palm's name recognition. Palm Pilots were considered "cool" like 12 years ago. No one's taken the Treo seriously in the past 3-4 years. Palm's name is mud in the eyes of most smartphone users.

Do consumers really need another smartphone OS? BB OS, iPhone's OS, Nokia's OS (Symbian?), Android, WinMo, now WebOS??? There's only so much consumers care about an if the user experience isn't there then consumers won't care what it runs.


On Mar 11 08:06 AM Aryamehr wrote:

> The Pre is unequivocally a much better phone than the iPhone, all you need to do is use it and it will speak
> for itself. The phone is going to need very little marketing, it
> will be sold out on its first week of introduction.]]> Thu, 12 Mar 2009 03:27:29 -0400
The iPhone has the App Store, iTunes, etc. already in place. The Pre supposedly surfs the web really well but is going to need lots of developers to program for it.

Apple made it so that developers who program for OSX could program for the iPhone. There's no comparable infrastructure in place for the Pre.

Another poster talked about Palm's name recognition. Palm Pilots were considered "cool" like 12 years ago. No one's taken the Treo seriously in the past 3-4 years. Palm's name is mud in the eyes of most smartphone users.

Do consumers really need another smartphone OS? BB OS, iPhone's OS, Nokia's OS (Symbian?), Android, WinMo, now WebOS??? There's only so much consumers care about an if the user experience isn't there then consumers won't care what it runs.


On Mar 11 08:06 AM Aryamehr wrote:

> The Pre is unequivocally a much better phone than the iPhone, all you need to do is use it and it will speak
> for itself. The phone is going to need very little marketing, it
> will be sold out on its first week of introduction.]]> http://seekingalpha.com/article/122150-palm-s-pre-salvation-in-sunnyvale?source=feed#comment-401007 401007
And like other people have said: it's on Sprint.


On Feb 23 11:23 PM reitmedia wrote:

> Unlike the iPhone which
> is on the most expensive network and unlike the Blackberry which
> always require an expensive Blackberry data plan, the PRE is designed
> to be open to other networks and for many developers.
>]]> Tue, 24 Feb 2009 04:46:11 -0500
And like other people have said: it's on Sprint.


On Feb 23 11:23 PM reitmedia wrote:

> Unlike the iPhone which
> is on the most expensive network and unlike the Blackberry which
> always require an expensive Blackberry data plan, the PRE is designed
> to be open to other networks and for many developers.
>]]> http://seekingalpha.com/article/117662-don-t-expect-oil-prices-to-break-50-until-q2-firstenergy-capital?source=feed#comment-371803 371803
Future cuts in production, even considering the oversupply that's got oil tankers being used for storage, seem to be making the bears cautious?

Looking at the 3 month chart, oil has made a series of higher lows since December. A break below $35 would be a strong sign for the bears. If it can hold above approx $37.50 on this latest down leg, it may be a buy signal (at least until it gets rejected at $50 again).]]> Sat, 31 Jan 2009 03:49:06 -0500
Future cuts in production, even considering the oversupply that's got oil tankers being used for storage, seem to be making the bears cautious?

Looking at the 3 month chart, oil has made a series of higher lows since December. A break below $35 would be a strong sign for the bears. If it can hold above approx $37.50 on this latest down leg, it may be a buy signal (at least until it gets rejected at $50 again).]]> http://seekingalpha.com/article/115522-palm-continues-to-bask-in-the-glow-of-pre?source=feed#comment-361592 361592 "Janakowski, who takes over coverage of the company from Thomas Lee." =)

I still can't get past PALM as being a has-been... or also-ran... or just yet another 'iPhone killer.'

Relegating the handset to Sprint, who seems to be hemorrhaging customers like it's going out of style, and still expecting 1M units even though it won't ship until Q3 of 2009 seems like pretty lofty expectations.

]]> Wed, 21 Jan 2009 03:26:07 -0500 "Janakowski, who takes over coverage of the company from Thomas Lee." =)

I still can't get past PALM as being a has-been... or also-ran... or just yet another 'iPhone killer.'

Relegating the handset to Sprint, who seems to be hemorrhaging customers like it's going out of style, and still expecting 1M units even though it won't ship until Q3 of 2009 seems like pretty lofty expectations.

]]> http://seekingalpha.com/article/114422-palm-pre-sales-guesstimate-1-5-million-in-first-year?source=feed#comment-355203 355203 I feel like this is something you should have written about a decade ago when PALM Pilots were still for sale or when people where still buying Treos... PALM is down and out, trying to bust into a crowded market on a declining network, and it won't be sold for another six months.

PALM should be back below $5 at some point in the near future.

On Jan 13 11:41 AM MTVDAVE wrote:

> I think this stock is going to be huge.If palm had rimm's market
> cap,the stock would be trading at ten cents.With their new products
> and name recognition this stock is going way up!The people that are
> negative on this stock are just upset because they feel they missed
> the boat,but it's not to late!]]> Wed, 14 Jan 2009 04:17:24 -0500 I feel like this is something you should have written about a decade ago when PALM Pilots were still for sale or when people where still buying Treos... PALM is down and out, trying to bust into a crowded market on a declining network, and it won't be sold for another six months.

PALM should be back below $5 at some point in the near future.

On Jan 13 11:41 AM MTVDAVE wrote:

> I think this stock is going to be huge.If palm had rimm's market
> cap,the stock would be trading at ten cents.With their new products
> and name recognition this stock is going way up!The people that are
> negative on this stock are just upset because they feel they missed
> the boat,but it's not to late!]]> http://seekingalpha.com/article/114422-palm-pre-sales-guesstimate-1-5-million-in-first-year?source=feed#comment-353982 353982
Is that feasible? That seems pretty high considering the projected launch isn't until half the year is already over. PALM has a gap below $5 that's just begging to be filled, especially in this market.]]> Mon, 12 Jan 2009 21:59:03 -0500
Is that feasible? That seems pretty high considering the projected launch isn't until half the year is already over. PALM has a gap below $5 that's just begging to be filled, especially in this market.]]> http://seekingalpha.com/article/113962-palm-s-pre-goes-a-step-further-than-the-iphone?source=feed#comment-352043 352043
Another point I saw brought up was whether or not the WebOS would be backwards compatible with Palm's previous apps. A lot of people who are hanging onto their Palm Pilots would probably love to upgrade to a 21st century device, but if they don't take that into consideration they'll probably upset some of their most loyal customers.


On Jan 09 09:22 AM RK wrote:

> The world already has Symbian, OS X, Android, RIM, Win mobile. That
> is 5. The new Palm OS makes it 6. This cannot last. I see only 3-4
> standing at the end. OS X, Win mobile, and Android would be my bet
> due to they are funded by deep deep pocket companies.]]> Sat, 10 Jan 2009 22:56:22 -0500
Another point I saw brought up was whether or not the WebOS would be backwards compatible with Palm's previous apps. A lot of people who are hanging onto their Palm Pilots would probably love to upgrade to a 21st century device, but if they don't take that into consideration they'll probably upset some of their most loyal customers.


On Jan 09 09:22 AM RK wrote:

> The world already has Symbian, OS X, Android, RIM, Win mobile. That
> is 5. The new Palm OS makes it 6. This cannot last. I see only 3-4
> standing at the end. OS X, Win mobile, and Android would be my bet
> due to they are funded by deep deep pocket companies.]]> http://seekingalpha.com/article/113969-pfizer-best-u-s-large-cap-idea-for-2009-rbc?source=feed#comment-352042 352042 Those Canadians are funny English speakers.

PFE looked really attractive at $15... I think it still looks pretty good from an income perspective... my concern is growth.

]]> Sat, 10 Jan 2009 22:49:34 -0500 Those Canadians are funny English speakers.

PFE looked really attractive at $15... I think it still looks pretty good from an income perspective... my concern is growth.

]]> http://seekingalpha.com/article/114074-palm-showing-up-the-analysts?source=feed#comment-352033 352033
Limiting the Pre to Sprint, especially initially, seems like a really bad move. If it's CDMA why not put it on VZW? Or why not release the rumored GSM Pre on AT&T or T-Mo at the same time?

On the west coast I haven't heard many positive things about Sprint, and my experience with Nextel has really been nothing but negative so that means based on the network I'd never even consider looking at this device.

As as far as shipping 10s of millions of units, BoyGenius had a report saying the device would have a $400 price point. If that's true, good luck moving that.

The iPhone moved those kinds of units because it was the first phone of its kind. This one will be another also-ran.]]> Sat, 10 Jan 2009 22:30:37 -0500
Limiting the Pre to Sprint, especially initially, seems like a really bad move. If it's CDMA why not put it on VZW? Or why not release the rumored GSM Pre on AT&T or T-Mo at the same time?

On the west coast I haven't heard many positive things about Sprint, and my experience with Nextel has really been nothing but negative so that means based on the network I'd never even consider looking at this device.

As as far as shipping 10s of millions of units, BoyGenius had a report saying the device would have a $400 price point. If that's true, good luck moving that.

The iPhone moved those kinds of units because it was the first phone of its kind. This one will be another also-ran.]]> http://seekingalpha.com/article/112823-large-screen-ipod-touch-may-launch-in-fall-09?source=feed#comment-342685 342685
My immediate concern with the 7" or 9" screen is where it would fit in the device continuum, especially sans keyboard. It's not a netbook, it's a tablet. And it sounds like you'd still be typing on the screen, which might be awkward given the larger form factor.

I dunno, all speculation at this point.]]> Wed, 31 Dec 2008 12:38:51 -0500
My immediate concern with the 7" or 9" screen is where it would fit in the device continuum, especially sans keyboard. It's not a netbook, it's a tablet. And it sounds like you'd still be typing on the screen, which might be awkward given the larger form factor.

I dunno, all speculation at this point.]]> http://seekingalpha.com/article/110327-earnings-estimates-collapse-for-goldman-and-morgan?source=feed#comment-326887 326887 Thu, 11 Dec 2008 22:06:51 -0500 http://seekingalpha.com/article/110327-earnings-estimates-collapse-for-goldman-and-morgan?source=feed#comment-326885 326885 Thu, 11 Dec 2008 22:06:30 -0500 http://seekingalpha.com/article/110327-earnings-estimates-collapse-for-goldman-and-morgan?source=feed#comment-326883 326883 Thu, 11 Dec 2008 22:06:28 -0500 http://seekingalpha.com/article/110115-third-trendline-break-may-be-a-charm?source=feed#comment-326123 326123 I wonder if after breaking trendline two if the market has to return to that trendline before continuing up to trendline three... if it actually will at all. More and more people are banking on a Santa Claus rally it sounds like.]]> Thu, 11 Dec 2008 05:21:47 -0500 I wonder if after breaking trendline two if the market has to return to that trendline before continuing up to trendline three... if it actually will at all. More and more people are banking on a Santa Claus rally it sounds like.]]> http://seekingalpha.com/article/109860-apple-trading-on-the-cheap?source=feed#comment-325271 325271
I'm curious as to AAPL selling an iPhone in WMT and what that would do to the image of exclusivity and chic appeal that belongs to the AAPL brand. I understand that you can buy iPods anywhere. Can you buy a Mac at WMT though? It's an incredible distribution channel but the coffee shop set might be a little turned off by seeing their baby sold at the big boxers.

I like that the market dropped 240pts (ok I don't like "that") while AAPL managed to stay positive and actually break $100 again. Hopefully it can develop support at that level and push higher.]]> Wed, 10 Dec 2008 05:28:31 -0500
I'm curious as to AAPL selling an iPhone in WMT and what that would do to the image of exclusivity and chic appeal that belongs to the AAPL brand. I understand that you can buy iPods anywhere. Can you buy a Mac at WMT though? It's an incredible distribution channel but the coffee shop set might be a little turned off by seeing their baby sold at the big boxers.

I like that the market dropped 240pts (ok I don't like "that") while AAPL managed to stay positive and actually break $100 again. Hopefully it can develop support at that level and push higher.]]> http://seekingalpha.com/article/109367-rim-s-storm-is-a-washout?source=feed#comment-322317 322317 Sat, 06 Dec 2008 03:57:30 -0500 http://seekingalpha.com/article/108446-frontline-s-earnings-do-not-paint-a-clear-picture?source=feed#comment-317979 317979
FRO is much more comparable to NAT than it is to DRYS. Shipping in general is taking a beating with the economic slowdown however. Bummer about the dividend but this is a long-term hold for me. I'm with some of the other posters here, FRO has paid me handsomely to hold them for a little while. I think I can do so and will probably add to the position as time goes on.


On Nov 30 08:45 PM Fam62c wrote:

> Too much capacity in the DBS industry for anybody to make any money.......too
> many ships and too little work.]]> Mon, 01 Dec 2008 04:30:49 -0500
FRO is much more comparable to NAT than it is to DRYS. Shipping in general is taking a beating with the economic slowdown however. Bummer about the dividend but this is a long-term hold for me. I'm with some of the other posters here, FRO has paid me handsomely to hold them for a little while. I think I can do so and will probably add to the position as time goes on.


On Nov 30 08:45 PM Fam62c wrote:

> Too much capacity in the DBS industry for anybody to make any money.......too
> many ships and too little work.]]> http://seekingalpha.com/article/107745-apple-analysts-adjust-estimates-while-remaining-bullish?source=feed#comment-314358 314358 Tue, 25 Nov 2008 03:31:45 -0500 http://seekingalpha.com/article/104867-nordic-american-tanker-pays-off-yet-again?source=feed#comment-304268 304268 Wed, 12 Nov 2008 13:31:58 -0500 http://seekingalpha.com/article/105247-the-case-for-derivatives?source=feed#comment-303528 303528
With the thinly traded securities it may present a challenge as the dramatic mark-to-market revaluations of certain "asset"-backed derivatives could really hurt the clearinghouses themselves if the counterparty fails though, right?

The whole derivative of derivative or derivative where firms couldn't even properly value their holdings seemed to cause a lot of problems as well. How do you value something based on something else that can't be valued?]]> Tue, 11 Nov 2008 19:49:39 -0500
With the thinly traded securities it may present a challenge as the dramatic mark-to-market revaluations of certain "asset"-backed derivatives could really hurt the clearinghouses themselves if the counterparty fails though, right?

The whole derivative of derivative or derivative where firms couldn't even properly value their holdings seemed to cause a lot of problems as well. How do you value something based on something else that can't be valued?]]> http://seekingalpha.com/article/104937-is-jim-cramer-right-is-apple-really-a-market-barometer?source=feed#comment-301524 301524 Sun, 09 Nov 2008 22:04:16 -0500 http://seekingalpha.com/article/104867-nordic-american-tanker-pays-off-yet-again?source=feed#comment-300837 300837 Sat, 08 Nov 2008 15:44:56 -0500 http://seekingalpha.com/article/104285-a-40-bottom-in-oil?source=feed#comment-299018 299018 Wed, 05 Nov 2008 19:46:08 -0500 http://seekingalpha.com/article/102383-rim-faces-a-critical-month-as-apple-gets-tough?source=feed#comment-293214 293214
Maybe because they don't want to be tied to AT&T? I think the iPhone-knockoff comment is a little fanboyish, no? Just b/c something has a touchscreen now it's a knockoff? Nevermind the touchscreen actually provides haptic feedback and the ability to select without clicking...

I've also read detailed reviews and people who used the Storm were very excited and really enjoyed the experience.

And when you talk about software, the main apps I see people use on the iPhone are Google Maps, Facebook, the web browser, and rss readers... Blackberrys do have those. And to be honest, I could care less if my phone plays Super Monkey Ball. RIMM is working on its own App Store as well...

I think the innovation Apple has introduced into the market is beneficial for both companies because it will force them to compete with each other and eventually the consumer will win because of the much improved experience. That's why I own both companies.

I'm just sick and tired of all these people who have never actually held the device in their hands or had any experience with it and they're already bashing or dismissing it.

But me, I'll wait for the Javelin... BB 8900. I love my Curve and can't wait to see if the Javelin will be another winner from RIM]]> Wed, 29 Oct 2008 04:12:22 -0400
Maybe because they don't want to be tied to AT&T? I think the iPhone-knockoff comment is a little fanboyish, no? Just b/c something has a touchscreen now it's a knockoff? Nevermind the touchscreen actually provides haptic feedback and the ability to select without clicking...

I've also read detailed reviews and people who used the Storm were very excited and really enjoyed the experience.

And when you talk about software, the main apps I see people use on the iPhone are Google Maps, Facebook, the web browser, and rss readers... Blackberrys do have those. And to be honest, I could care less if my phone plays Super Monkey Ball. RIMM is working on its own App Store as well...

I think the innovation Apple has introduced into the market is beneficial for both companies because it will force them to compete with each other and eventually the consumer will win because of the much improved experience. That's why I own both companies.

I'm just sick and tired of all these people who have never actually held the device in their hands or had any experience with it and they're already bashing or dismissing it.

But me, I'll wait for the Javelin... BB 8900. I love my Curve and can't wait to see if the Javelin will be another winner from RIM]]> http://seekingalpha.com/article/102194-apple-could-crush-competitors-with-a-99-iphone?source=feed#comment-292170 292170
Didn't they just sell 6.7M iPhones last quarter? Why cut the price now when the market doesn't seem to have been fully saturated with $199 iPhones? Wait for sales to slow, then consider cutting cost to $175 or maybe $149. No real need to even think about going lower than that yet.]]> Tue, 28 Oct 2008 02:23:26 -0400
Didn't they just sell 6.7M iPhones last quarter? Why cut the price now when the market doesn't seem to have been fully saturated with $199 iPhones? Wait for sales to slow, then consider cutting cost to $175 or maybe $149. No real need to even think about going lower than that yet.]]> http://seekingalpha.com/article/99689-apple-rallies-early-as-bernstein-upgrades?source=feed#comment-281690 281690
I don't think any serious shift like this will actually happen in the US until the iPhone is available on multiple networks. I understand there's an exclusivity contract, but it will hold AAPL back in terms of units sold no matter how much money AT&T gave them.

I personally didn't like the customer service I got when I was with AT&T (they were Cingular at the time) and no matter how cool their phones are I won't go back to them. The iPhone is already compatible with T-Mobile's EDGE network, and an iPhone that would work on Verizon would be huge for their numbers. Verizon customers already like paying too much for their plans, what's another $35/month in iPhone data fees to them?

I also take issue with the numbers this analyst uses. How many Shuffles and Nanos are included in that 120-130 million number? You're going to have a hard time convincing someone who just spent $69 on a shuffle to switch to a $199 phone that adds $30+ per month onto their phone bill.

Regardless the selloff was extremely excessive all around (as evidenced by the turnaround today) and AAPL was one of the one's that would be least affected yet was punished the most.]]> Mon, 13 Oct 2008 19:30:11 -0400
I don't think any serious shift like this will actually happen in the US until the iPhone is available on multiple networks. I understand there's an exclusivity contract, but it will hold AAPL back in terms of units sold no matter how much money AT&T gave them.

I personally didn't like the customer service I got when I was with AT&T (they were Cingular at the time) and no matter how cool their phones are I won't go back to them. The iPhone is already compatible with T-Mobile's EDGE network, and an iPhone that would work on Verizon would be huge for their numbers. Verizon customers already like paying too much for their plans, what's another $35/month in iPhone data fees to them?

I also take issue with the numbers this analyst uses. How many Shuffles and Nanos are included in that 120-130 million number? You're going to have a hard time convincing someone who just spent $69 on a shuffle to switch to a $199 phone that adds $30+ per month onto their phone bill.

Regardless the selloff was extremely excessive all around (as evidenced by the turnaround today) and AAPL was one of the one's that would be least affected yet was punished the most.]]> http://seekingalpha.com/article/99312-research-in-motion-vulnerable-to-a-takeover-bid-part-2?source=feed#comment-279647 279647
Where's the synergy anyway? You're talking about two wholly disparate smartphone platforms in BB OS and Windows Mobile. Integrating those seems like a logistical nightmare. Would MSFT just keep two separate platforms and sell Blackberrys and Treos?

I mean I understand its a rough market but it's not like RIMM is knocking on death's door here. They aren't desperate for a buyer, they've got the Storm coming out soon, they've got the successor to the Curve coming out sometime in Q4 of this year... They're maintaining their enterprise and business market while expanding into the consumer space. Smartphones are replacing regular phones as people realize they can have things like small devices with full or near-full keyboards, brilliant screens, WiFi, GPS, etc.

RIMM and AAPL are the leaders in the smartphone market for a reason, and they'll both continue to stay that way for the foreseeable future.]]> Sat, 11 Oct 2008 03:28:29 -0400
Where's the synergy anyway? You're talking about two wholly disparate smartphone platforms in BB OS and Windows Mobile. Integrating those seems like a logistical nightmare. Would MSFT just keep two separate platforms and sell Blackberrys and Treos?

I mean I understand its a rough market but it's not like RIMM is knocking on death's door here. They aren't desperate for a buyer, they've got the Storm coming out soon, they've got the successor to the Curve coming out sometime in Q4 of this year... They're maintaining their enterprise and business market while expanding into the consumer space. Smartphones are replacing regular phones as people realize they can have things like small devices with full or near-full keyboards, brilliant screens, WiFi, GPS, etc.

RIMM and AAPL are the leaders in the smartphone market for a reason, and they'll both continue to stay that way for the foreseeable future.]]>