bryanz

Palm: Target Increase to $14 in 'Pre' Anticipation

At the end of 2007 Sprint reported a standard post-paid user base of roughly 41M people. In order to sell 10M Pre smartphones (assuming zero growth which is feasible considering Sprint has been hemorrhaging customers for a while) that would mean the Pre would have to be sold to 25% of Sprint's customer base!

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.

Palm: Hot or Hype?

Don't know if you read the Boy Genius Report but he's cited other PALM handsets running WebOS that will be available for other carriers in the future.

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.

Palm's High Stakes Pre Intro Announcement

Look it's debatable whether or not the Pre is "better" than the iPhone but what the average consumer cares about is does it provide a better experience than the iPhone? I'd say right now the answer is almost certainly not.

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.

AT&T: Apple iPhone, Broadband Boost Target Price

I don't think T-Mo will be as hard hit as many people think because a large number of subscribers enjoy T-Mo because it's CHEAP. 1000 minutes for $40 at T-Mo vs 450 minutes for $40 at AT&T? I would think that most people that are drawn to value-per-minute idea will be hesitant to switch simply because there's an iPod that can answer phone calls at another carrier, and one that costs $500 in addition to a 2-year agreement.

I'm not saying the iPhone won't be a big sucess for AAPL. I'm sure it will. But I feel the analyst is getting the net new additions number wrong. How many people in the US that have the disposable income to drop $500 on a cell phone don't already have one?