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Comments on: Palm Reports Slight Net Profit

Palm Inc. has just reported that it earned a small net profit during its most recent financial quarter. The company earned $2.9 million, or 1 cent per share, during the months of December through February, typically the slowest quarter of the year for handheld sales. Last quarter the company had a net loss of $25.2 million. The company had revenues of $292.7 million, up very slightly from the previous quarter. This is about 10% higher than Palm's CFO Judy Bruner predicted for this quarter back in December and almost $40 million higher than analysts had thought. This is the third quarter in a row that revenues have increased.
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Ooops! Where did that come from??

I.M. Anonymous @ 3/21/2002 5:21:38 PM #
I thought they were supposed to implode?

RE: Ooops! Where did that come from??
I.M. Anonymous @ 3/21/2002 5:25:40 PM #
It's no longer a train wreck, just slow implosion.

Palm Beats Wall Street Expectations
I.M. Anonymous @ 3/22/2002 8:48:42 AM #
Palm Beats Wall Street Expectations, Says Getting Closer to Profitability
http://biz.yahoo.com/ap/020321/earns_palm_2.html

Palm Inc upgraded by JP Morgan based on strong execution (PALM) 3.17: JP Morgan upgrades to Long-term BUY from Mkt Perform following last night's earnings report. In terms of other stocks in the space, this is one occasion where company specific execution appears to have won through. Notes that PALM intends to return to profitability by Q4, two qtrs ahead of firm's expectations. JPM expects stk to outperform both RIMM and HAND in the short-term. Firm has a 12-month target of $4.50.

-Today 22-Mar-02 Reit UBS Warburg Strong Buy ($6)

-Today 22-Mar-02 Up JP Morgan Mkt Perform -> LT Buy ($4.5)

http://makeashorterlink.com/?P5C41219

Palm Stock Rallies
I.M. Anonymous @ 3/22/2002 9:25:53 AM #
Palm rallied 53 cents, or 17%, to $3.70 in early trading. The stock has gained about 25% in the last 24 hours. Handspring's stock was up 38 cents, or 6.8%, to $5.08.

RE: Ooops! Where did that come from??
I.M. Anonymous @ 3/22/2002 11:32:49 AM #
buy people, so I can sell at $4.05

Great News For Palm = Bad news for others....

I.M. Anonymous @ 3/21/2002 5:24:30 PM #
Hmmmmm, all those doomsday people are running back into their caves.....Good Work Palm, Keep it up.

RE: Great News For Palm = Bad news for others....
I.M. Anonymous @ 3/21/2002 8:04:07 PM #
> Good work...

Yes, we can say thank you to Yankowski. It was his excellent leadership and management that led to this victory.

We should bring him back. If not, we should reward him with a $5 million bonus.

RE: Great News For Palm = Bad news for others....
I.M. Anonymous @ 3/21/2002 8:21:41 PM #
Yes, thanks to Yankowski over ordering Palms that they had to write-off and reposted $28 mil of it as sales for the last quarter.

Gee, he sure had a good business strategy. Almost prescient that the PDA market was going to get better in Spring so, what the hell, just over order, write it off and repost it as sales later and make Palm look good.

RE: Great News For Palm = Bad news for others....
I.M. Anonymous @ 3/21/2002 9:30:12 PM #
Are you talking about the Yankowski who left the company like 5 or 6 months ago? Why? What does he have to do with the company any more? Quit living in the past. You might as easily blame the sagging U.S. economy on Thomas Jefferson.

RE: Great News For Palm = Bad news for others....
I.M. Anonymous @ 3/21/2002 11:03:10 PM #
Palm's doing way better than Microsoft is. They just gave the man in charge of the PPC the boot on Monday. That makes three top executives who used to control the PPC that have been kicked out in the last few months. Man, PPC is really floundering.

I've heard the PPC has just a few more months to start making some money before Microsoft pulls the plug. They've poured a trainload of money down that rathole and got nothing much to show for it. Compaq and H-P are pushing them to cancel it. They lose tons on their PDAs and would have dropped the PPC years ago if Microsoft hadn't threatened to stop selling them Windows if they did.

RE: Great News For Palm = Bad news for others....
I.M. Anonymous @ 3/21/2002 11:17:15 PM #
few more months?

that after Microsoft is releasing schedule for the next several PPC OS updates, the smartphone long term agreement, and overal release block in relationship with desktop OS?

OK sure. and Palm will release that spiffy OS before the Second Coming.

RE: Great News For Palm = Bad news for others....
peter167 @ 3/21/2002 11:42:42 PM #
Forget about the smartphone, especially the ones without a touchscreen. No one is stupid enough to run .NET (or whatever it should be called like sting(k)er) on their low to mid-end cellphones because MS may charge them $10 or more. The big players will not use .NET unless it is $2. $10 is too much a profit for the cellphone manufacturers out of $150-200.

Thera PDA/Phone for $800 - (What is Thera? I haven't heard it before!!!)
HP 92x $1000

I cannot gurantee anyone but myself that I will not waste a $1000 on a PDA/phone. I will just carry two devices and the extra $500 cash in my pocket. I also get much better battery life as well; not a bad deal at all.

******************
Lie is the future.

RE: Great News For Palm = Bad news for others....
I.M. Anonymous @ 3/22/2002 12:22:05 AM #
yeah, and Palm is having such a great success attracting big phone makers. (only samsung and kyochera so far)

in smartphone department Microsoft is ahead by next quarter. Zendo and O2. Not the first tier phone maker but definitely has bigger market than Samsung.

Thera is just repackaged Toshiba Genio, with its CF slot stuffed with Phone receiver. Audiovox is running the show. (again it's a US phone company) O2 will be made by HTC, so it will bring the iPAQ manufacturing experiance to drive down price.

and speaking of price, how about than i705? $450 + ~$480 annual (over $1000??? a year) and you still have to pay your cellphone bill too? yikes. And who still use 8mb B/W hardware for net purposes.

that compared to brand new smartphone like O2, J928 with full PDA capabilities + voice??? Go ahead spend your $1000 with that i705.

the economy is there pal.

RE: Great News For Palm = Bad news for others....
arielb @ 3/22/2002 3:04:19 AM #
The bad news for PPC is that with the new merger between HP and Compaq, either iPaq or Jornada will have to go. My bet is that it will be Jornada that has to bite the bullet.

RE: Great News For Palm = Bad news for others....
mtg101 @ 3/22/2002 4:18:25 AM #
Excuse me? mmO2 bigger than Samsung? Samsung are like joint 3rd biggest manufacturers with Siemens (Nokia and Ericsonny being 1st and 2nd respectively).

mmO2 haven't ever made a handset before - they're a UK phone network, and a small one at that! Now they're making this XDA as an attempt to focus on the PDA / Communicator market - which given the low volumes involved many predict will fail and see them bought out - probably by Telifonica.

And as for Sendo (not Zendo) - they're a family run business in the UK!

Unlucky m8, but you are talking bollox.


---
russ@russb.fsnet.co.uk

RE: Great News For Palm = Bad news for others....
I.M. Anonymous @ 3/22/2002 5:30:32 AM #
"The bad news for PPC is that with the new merger between HP and Compaq, either iPaq or Jornada will have to go. My bet is that it will be Jornada that has to bite the bullet."

I was at CES at Las Vegas and saw the new HP PPC Starfighter with GPRS built in. Wonder if this device can survive the changes.

RE: Great News For Palm = Bad news for others....
I.M. Anonymous @ 3/22/2002 9:39:22 AM #
"Quit living in the past. You might as easily blame the sagging U.S. economy on Thomas Jefferson."

No, I blame it on Clinton. The economy has been known throughout history to react to policy as far back as 2 years. The upturn that we are seeing is based on Bushs policy of giving tax money back to the people that it was taken from unecessarily during the Clinton years.

My point is that Yankoskowsky blew it and the new management is just now seeing an upturn.

RE: Great News For Palm = Bad news for others....
I.M. Anonymous @ 3/22/2002 11:20:02 AM #
O2 is made by HTC, the same guy who make iPAQ, which by now is the biggest PDA manufacturer in the planet.

Zendo in US will be supported by Sprint with Microsoft money, so any dork could have run it.

Samsung maybe one of the biggest conglomerat in the planet and one of the biggest phone maker with huge Korean market, but in US and European phone market their market share only worth a cat's lick. BTW, samsung is also making CE PDA for korean market with phone capability.

RE: Great News For Palm = Bad news for others....
I.M. Anonymous @ 3/22/2002 11:20:55 AM #
>"No, I blame it on Clinton. The economy has been known throughout history to react to policy as far back as 2 years. The upturn that we are seeing is based on Bushs policy of giving tax money back to the people that it was taken from unecessarily during the Clinton years."

Such a golden age for the 'laissez faire' capitalists to shoot there mouths off without having to back it up with any concrete math. The invisible, magic hand!!! Hmmm....i'm pretty sure we've tried this neo-conservative..errr..i mean neo-liberal approach to the economy before - oh yes, it was the industrial revolution!!! And while that brought us all manner of technological advances, none of it mattered to the average joe until the government took a more (dare i say it?) 'socialistic' role in the economy so that 10 yr old kids didnt have to work 12 hr days in order for their families to earn a poverty level existence. Flash forward to the end of the 20th century - "hey, whats all this government 'red-tape' and taxes all about anyway? Damn it, if we could just get all that money back to the corporations that was stolen by the evil government, than we'd all be rich and happy!!!". Idiot. Clinton didn't screw the economy - the .Com enthusiasm and short sitedness of the entire western-corporate-world did.

RE: Great News For Palm = Bad news for others....
I.M. Anonymous @ 3/22/2002 11:39:02 AM #
It's Home Simpson theory.

I didn't do it. It was like that when i got here.

PALM FOREVER!

I.M. Anonymous @ 3/21/2002 5:25:23 PM #
Wahoo! Just keep tradin on the name baby!

PALM STOCK is too cheap at this price

I.M. Anonymous @ 3/21/2002 5:26:08 PM #
PALM STOCK is too cheap at this price. Not many institutions own this because of analyst consensus, but now it will be a huge buying for PALM.

PALM IS APPLE IN EARLY NINETIES

RE: PALM STOCK is too cheap at this price
I.M. Anonymous @ 3/21/2002 5:29:24 PM #
I don't think that the stock price is too low concidering they still are not making a profit after all their costs.

RE: PALM STOCK is too cheap at this price
peter167 @ 3/21/2002 5:45:54 PM #
Neither is Handspring or Compaq (sometimes even including their PC business.) Neither is RIMM...

Are you happy about this?

******************
Lie is the future.

RE: PALM STOCK is too cheap at this price
I.M. Anonymous @ 3/21/2002 8:26:05 PM #
So, how much of Palm stocks are you holding? Are you Mary Meeker in disguise?

RE: PALM STOCK is too cheap at this price
peter167 @ 3/21/2002 10:02:39 PM #
You should ask how MANY Palm stocks. Or how MUCH value of your holdings is?

******************
Lie is the future.
RE: PALM STOCK is too cheap at this price
I.M. Anonymous @ 3/22/2002 11:53:01 AM #
It's now at $3.82. It started yesterday at $2.98. Not bad for 1.5 days.

RE: PALM STOCK is too cheap at this price
I.M. Anonymous @ 3/22/2002 11:56:01 AM #
and it was like 120 1 or 2 years ago !? 3.9x now ? Not too bad for 1 to 2 years :)

RE: PALM STOCK is too cheap at this price
I.M. Anonymous @ 3/22/2002 12:03:26 PM #
$120 was a sign of how stupid or insane investors were during the tech bubble. The only people who bought Palm at that price were the people who thought the company was worth $70 billion!! Palm had a market cap greater than General Motors! No, it was driven to that unsustainable price by amateur investors who had no clue what they were doing.

In the aftermath of that insanity, Palm has been driven down well below what it is worth. The stock will rebound to something reasonable.

Really

I.M. Anonymous @ 3/21/2002 5:45:34 PM #
Great news, as soon as my Palm stock hits back where I bought it @ $24.00 a share I'll sell it, lets see at this rate I'll be about 355 YEARS OLD!

RE: Really
I.M. Anonymous @ 3/21/2002 5:56:48 PM #
Palm's share price went up 10% today. At that rate, it will be over $24 in 22 days. I know that's not realistic but you were the one who used the phrase "at this rate".

RE: Really
ptc @ 3/21/2002 6:01:37 PM #
$24 sounds like a dream - I bought mine at $74! I think I need to give myself a dope-slap for that misguided purchase...


_________
Paul C.

RE: Really
crustyedgeofinnovation @ 3/21/2002 6:24:51 PM #
well at $74 you probably didn't buy too much, probably less than a thousand or so, you can buy more, if you're still interested and cost average down a considerable amount. I loaded up at $2.20 about 5 months ago and i have averaged down considerably from the $28 dollars i bought in last year...if you still believe in the company, and have some cash, you should think about it...

Mario

RE: Really
ptc @ 3/21/2002 6:48:30 PM #
Mario - I tried cost averaging, buying at $17 when I really thought it wouldn't go any lower. At this point If I buy more PALM there is a good chance my wife will try and kill me...

_________
Paul C.
2 Rules on Stock Buying to Remember
I.M. Anonymous @ 3/21/2002 7:10:38 PM #
1. Never try to catch a falling knife.
2. Just because a stock looks "cheap" doesn't mean it can't get a lot cheaper.

RE: Really
I.M. Anonymous @ 3/22/2002 2:29:14 PM #
I agree with the "never catch a falling knife" philosophy. That's why I haven't averaged down on my $33 cost basis yet.

However, now that PALM appears to be turning a corner, especially in the opinion of the analysts, institutions, and the street in general, it may be time.

Some bad business decisions, and extremely poor timing with respect to the bear market have really beat this stock down below where it should be.

IMHO

RE: Really
I.M. Anonymous @ 3/23/2002 6:01:38 PM #
"1. Never try to catch a falling knife.
2. Just because a stock looks "cheap" doesn't mean it can't get a lot cheaper."

Spoken like a true speculator. Stockbrokers love people like you, especially when they need to trade up on their yatchs.

The only sensible way to invest is to buy stocks in solid but undervalued companies. Palm, Inc is in the middle of a savage price war, so I wouldn't touch them myself. However, the fact that they have managed to make a slight profit despite the red ink everywhere else*, is a remarkable achievement and one which bodes well for the future.

Footnote: * We will never know whether Sony makes a profit on its devices. (Japanese accounting practices are such that that they make Enron appear to be a paragon of disclosure.) It would nevertheless be surprising if they were profitable - Sony is a relatively new entrant into the US market, and taking into account R&D, marketing costs, the costs associated with establishing new distribution chains and their fairly small market share, it's likely that they are not making any money either.

Let's see ..

peter167 @ 3/21/2002 5:47:45 PM #
Let's see what Gartner Dataquest want to play around the market share number for PPC vs Palm.

1.3 million units sold is huge, especially in the slow selling Spring!!!

******************
Lie is the future.

RE: Let's see ..
I.M. Anonymous @ 3/21/2002 6:07:25 PM #
Here's something interesting about Gartner. One of its analysts is now writing about Pocket PCs for Pocket PC Thoughts...and he's a Microsoft MVP too! Don't sound like independent, unbiased analysis to me.

RE: Let's see ..
I.M. Anonymous @ 3/21/2002 6:11:27 PM #
Yea, I saw that too. The snow job that MS and Gartner have been trying to lay on handheld world is almost unbelievable. PPC Thoughts is the perfect candidate too: the most "rah, rah" Microsoft site on the net. They actually get indignant though if anyone calls them on it. But how can they possibly spin hiring a Gartner analyst to write for them?

RE: Let's see ..
I.M. Anonymous @ 3/21/2002 6:30:30 PM #
1.3 million units SHIPPED not SOLD.
Get yer facts straight.

Big difference. SHIPPED = units delivered to retailers.

RE: Let's see ..
I.M. Anonymous @ 3/21/2002 6:48:35 PM #
"Pocket PC Thoughts...and he's a Microsoft MVP too! Don't sound like independent, unbiased analysis to me."

Yeah..check out sites like PDABuzz. The editor, Wes is a closet-PPC cheerleader, it's so funny. I use to have PDABuzz on my Avantgo list. After all the bias going on there, I removed it.

RE: Let's see ..
I.M. Anonymous @ 3/21/2002 6:54:38 PM #
How can you tell a Gartner analyst is lying? His lips are moving. They are so blatantly biased towards Microsoft, they sneeze when Bill Gates gets a cold.

RE: Let's see ..
I.M. Anonymous @ 3/21/2002 6:56:33 PM #
> 1.3 million units SHIPPED not SOLD.

Palm sold them to retailers, didn't it? That's where all that revenue came from.

RE: Let's see ..
I.M. Anonymous @ 3/21/2002 7:02:08 PM #
does it mean this forum won't use Gartner number for posting argument anymore?


RE: Let's see ..
I.M. Anonymous @ 3/21/2002 7:03:58 PM #
The interests of the analysts appear to be pretty well conflicted. The vendors whose products they review are also their customers and/or partners.

Magazine advertising and editorial departments usually have some degree of separation. At least with a "bona fide" advertising model, you can see who's paying the bills.

I'm sure IT analysts can be impartial, but I see little in their corporate structures (or interest) to guarantee impartiality.

RE: Let's see ..
I.M. Anonymous @ 3/21/2002 7:12:00 PM #
I am sure the dude who posts in ppcthoughts is working on PPC report right now, and Gartner is doing nothing else but Handheld market analysis.

But seriously, there is nothing better to gauge market trend than prawling fan forum. It's like watching street fashion to predict what's hot on next season apparel market.

So if Palm is reading the street, they better hurry up on virtual grafitti, bigger resolution, and hip softwares to go along with brand new CPU and OS. All that in small package with long battery life.

RE: Let's see ..
I.M. Anonymous @ 3/21/2002 8:01:47 PM #
> Palm sold them to retailers, didn't it?

No, not necessarily. Man distributors and large retail operations like CompUSA only take Palm devices on consignment. They don't have to pay diddly until the unit is sold.

RE: Let's see ..
I.M. Anonymous @ 3/21/2002 10:37:11 PM #
You talk about Gartner, don´t forget some other MS suckers: Bloomberg, CNet, The-Gadgeteer.com, AnyWhereYouGo.com and the list goes on... Congrats Palm !!

RE: Let's see ..
I.M. Anonymous @ 3/21/2002 10:44:52 PM #
jeez, all this report says is that Palm is not about to go under before sun down. But the underlying problem is still there, eroding market share, late product update, and increasing competition.

as of now all is hanging on that OS 5.0/6.0 now. Those Be guys better do a good job quick or Palm really going to be footnote in history of handheld computing in 2005.

RE: Let's see ..
I.M. Anonymous @ 3/22/2002 2:23:12 AM #
The worst part about sites like PDA Buzz is that they PRETEND to be objective. PPC Thoughts is a bunch of MS MVP's more or less working for Microsoft's marketing department, yet acting independent. Gartner is a "research" outfit that's been in Microsoft's pocket for years.

The common denominator is that they're all lying in some way or another as to what they're real intentions are. I find them all simultaneously sad and impossible to take seriously.

RE: Let's see ..
I.M. Anonymous @ 3/22/2002 9:42:22 AM #
Would everyone be pro-Gartner if they were pro-Palm?

RE: Let's see ..
I.M. Anonymous @ 3/22/2002 11:55:40 AM #
Everyone would be pro-Gartner if its analyses (ha!) were based on facts rather than on who pays them the most.

RE: Let's see ..
I.M. Anonymous @ 3/23/2002 2:10:37 AM #
I wish all sites were as unbiased as this site. Look at all the fair minded people here! This site is simply the PocketPCThoughts of the Palm world. Nothing wrong with that at all. The sun doesn't shine for the Palm platform.

RE: Let's see ..
sandbuck @ 3/23/2002 12:25:48 PM #
>>I wish all sites were as unbiased as this site.

Look E.G. Whiner, this site is called PALM infocenter, not PDA infocenter. From the URL down you know this is a advocacy site for the PALM platform. "PDA" Buzz and others like operate under a shallow banner of objectivity.

RE: Let's see ..
I.M. Anonymous @ 3/23/2002 4:26:39 PM #
They are all blogger sites with forum attach to it. If you feel you have better information of opinion post them mister, And quit whining.

It's not a secret society with Stalin controling the media telling Palm product sucks.

RE: Let's see ..
I.M. Anonymous @ 3/23/2002 10:30:19 PM #
I'm a Palm AND PPC user. I visit most every major PDA site out there. While this is a Palm site (hence the name), I've found it to be the least biased, period.

On the other hand, sites like PPC Thoughts seem to be on a mission to get us all to use PPC and other MS products. PDA Buzz is the biggest faker of all. Don't listen to me though, just visit the sites and see for yourself.

BACK UP THE TRUCK AND LOAD UP!!!

I.M. Anonymous @ 3/21/2002 6:01:56 PM #
100,000 shares at $3.01, baby!!! When it hits $120 again, I'll be rich!!!

RE: BACK UP THE TRUCK AND LOAD UP!!!
I.M. Anonymous @ 3/21/2002 6:58:09 PM #
little advice,

evaluate your Palm stock after the OS5.0 and market share trend. There won't be anymore dot.com bubble like the 90's.

RE: BACK UP THE TRUCK AND LOAD UP!!!
I.M. Anonymous @ 3/21/2002 8:03:15 PM #
> When it hits $120 again

What kind of fantasy are you living?


RE: BACK UP THE TRUCK AND LOAD UP!!!
I.M. Anonymous @ 3/22/2002 5:38:22 AM #
> When it hits $120 again

ha! ha ha!
It will come true if you are talking not in USD but in RMB. (China Currency)

RE: BACK UP THE TRUCK AND LOAD UP!!!
jeremyf @ 3/22/2002 6:39:21 AM #
100,000 shares at $3.01, aren't you already rich? =(

RE: BACK UP THE TRUCK AND LOAD UP!!!
I.M. Anonymous @ 3/22/2002 8:55:40 AM #
It will never be $120 a share again. Not because of any problem with the company but because it was never worth anything like that. At $120 a share, Palm had a market cap greater than General Motors!! That was caused by the tech bubble. The stock will rebound to something reasonable.

RE: BACK UP THE TRUCK AND LOAD UP!!!
I.M. Anonymous @ 3/22/2002 10:56:54 AM #
"It will come true if you are talking not in USD but in RMB. (China Currency)"

Nea, that would be hard, 120 RMB = about 15 US DOllars that's like 4 times the value it is now. if it can rebound to 120 RMB I'll certainly buy it, but I doubt it. I am just worry that it'll fall to 120 Yen (Japanese Currency)

The PPC and Sony TROLLS ARE QUIET???

I.M. Anonymous @ 3/21/2002 6:16:57 PM #
I wonder why? Maybe it's because there's no disputing the meaning behind these numbers. It's plain and simple, PALM is King of the PDA world PERIOD.

RE: The PPC and Sony TROLLS ARE QUIET???
peter167 @ 3/21/2002 6:30:39 PM #
No, I don't agree Palm is the KING of PDAs. AT least, they are not as excited as other manufacturers out there, especially SONY. PPCs are just generally more "hardware-istic" (new word) and that should be nothing special about that.

Palm needs to put more resource and effort in creating and manufacturing new PDAs, across the whole spectrum. Axe the m10x and those sub-$200 units. We need some affordable products like the m130 recently and more high-end device like the _____ (fill in the blank) in the near future.

P.S. Don't enrage the PPC trolls or any sort of trolls or they will become reluctant and begin to do some illegal stuffs (e.g. spamming the message board, hacking PIC)!!! ^_^

******************
Lie is the future.

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/21/2002 6:31:52 PM #
Does that mean you'll buy my defective m505 from me? Pretty please. Pretty please.

I really, really want to buy a Sony and the obstacle is selling my defective m505.

Since you believe Palm is king, you'll buy it. I'll only charge $550 for it. Thanks.

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/21/2002 6:56:00 PM #
margin and average price are down baby. Wonder why.

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/21/2002 7:42:53 PM #
Not quiet just cannot be bothered. Look carefully at the background of this HUGE profit. Recall how many people they have laid off? > 50% of the workforce? 1.3million unit shipped (which can be returned by retailers) and you should ask palm how many of that is the low end m1xx series.

After six months all they can come out with is the ALMIGHTY m515 and the 'E' craddle. I think you should sell all you have and buy a lot of Palm shares because you will be millionaire in no time. They are only riding on their deteriorating steam of palm brand and mind share, which will dies off. But of course, if you are happy with the low end palm, that is perfect for you.

Man, you are the kind of sucker that Palm needs more of. Mind you I am only saying "Palm" and not "PalmSource" because the gem is in their OS and not their crappy hardware.

I think you should start a Palm Evangelizing Club and see how many of your friends will come back and haunt you when they realize what duds the m515's are.

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/21/2002 9:37:44 PM #
See you asked for some Pocket PC trolls and you got 'em.

> Does that mean you'll buy my defective m505 from me?

Oh, got back to looking at porn on your iPaq. The adults are talking here.

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/21/2002 10:11:39 PM #
>I wonder why? Maybe it's because there's no disputing >the meaning behind these numbers. It's plain and >simple, PALM is King of the PDA world PERIOD.

Because Palm is nothing but crap,do you like it ? palm fan/troll ? King of the PDA ? You just cannot be serious !!

BTW, enjoy your SUDS M500/M505/M515 and ,of course, the "E"nhanced cradle (E/H/J/L... etc...) ,sucker !


RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/21/2002 10:21:31 PM #
"After six months all they can come out with is the ALMIGHTY m515 and the 'E' craddle. "

Yeah. And Microsoft comes out with a completely new non-hardware-compatible WinCE OS every two years. Now THAT's innovation!

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/21/2002 10:59:20 PM #
> Because Palm is nothing but crap,do you like it

Yep, the PPC trolls are running scared. They have had an easy year with their mantra "Palm is doomed" but now Palm is coming out of the woods. MS is running so scared they just fired half the executives in their Mobility department. Or was that because the PPC is so totally crap?

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/21/2002 11:12:57 PM #
is that 5.0 done yet?

Xscale with CE4.0 is going to show up in stores by May, June, and update for the 4.0 including IPv6 are are scheduled to be released late in the year.

clock is ticking. What's Palm gonna do for Xmas sale? any new PDA? new phone? new OS?

RE: The PPC and Sony TROLLS ARE QUIET???
PIC mobile user @ 3/22/2002 1:43:30 AM #
> But of course, if you are happy with the low end palm, that is perfect for you.

Better hang onto your hi-rez screen, it's the *only* thing you got going for you.
RE: The PPC and Sony TROLLS ARE QUIET???
PIC mobile user @ 3/22/2002 2:02:54 AM #
Umm, are we forgetting something, or did we never know?

Palm and Sony are partners in business. Why do the companies get along, yet a handfull of vocal users are always having pissing contests?

Sony pays Palm to use Palm OS. Palm buys hardware parts from Sony. Both have partnered to work together as a team on major projects. Why don't we get it?

Altema
RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/22/2002 4:57:56 AM #
*only* thing? What is better speaker, faster processor coming, jogdial, mp3, only? If you want, MS camera, MP2 add on for models that do not have mp3 built in, bluetooth adapter and bluetooth MS module ... Is that ONLY hirez? Better cross your finger that SUDS does not visit you!

RE: The PPC and Sony TROLLS ARE QUIET???
Foo Fighter @ 3/22/2002 8:58:29 AM #
There is a big difference between Sony Trolls and PocketPC Trolls: The Sony Trolls don't wish for the PalmOS to die!

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/22/2002 9:28:43 AM #
Let's see...

1. Palm's CEO got fired
2. Palm lost the graffti court case Xerox... "Palm Must Put Down $50 Mil. Bond in Xerox Case"
3. Cut a bunch of jobs
4. The company got split in two
5. Beaten in innovations by all of it's licensees (HandEra, Handspring, Sony)
6. Had to sell part of their company headquarters to have extra money because of the pre-annoucement bludder for the m500 series
7. Had to cut the prices of all their handheld to move them
8. Oh yeah...their stock prices when from $20 something to a few dollars in less than a year.

AND NOW!!!

Palm Reports Slight Net Profit!!!

Hardly ANYTHING to celerbrate....



RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/22/2002 9:33:26 AM #
This stupid fight between Sony and Palm fans should stop.

Sony and Palm are partners, why users of their devices have to be enemies?

Take a tip from the Pocket PC crowd, they love their devices for the OS. PPC fans are united device independant, they just choose the device they like and don't start fighting "mine is better than yours".

Palm and Sony fans should be united for the progress and growth of the OS. If you don't like Palm, don't buy palm products. If you don't like Sony don't buy sony.

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/22/2002 9:37:59 AM #
**** this. Palm, Sony, Handspring, Handera and Acer are all here to give us all a damn choice. Do you all go driving the same ****ing car. Granted if Ferrari's all costs the same as a Toyota, which would you buy? A Ferrari! But it does not! Same goes with PalmOS PDAs. The m505 has recently dropped to £199 in the UK. The T-625 and N770 costs £350. The m130 costs £230 and the m515 costs £320. There you go, there is a colour PDA for every budget. If you don't want colour there is a m100 for £45, a m105 for £98, a m125 for £150, a m500 for £190, a Clie S300 for £130, a Visor Edge for £150! You are all so ****ing childish. I am happy with every PDAs as long as it is a PalmOS PDA.

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/22/2002 10:39:19 AM #
I think the original poster of this thread got so used to handspring's losing money that he thinks losing money is normal, and making money make a company the king of the world.

eeerrrr... in case you didn't know, a company is supposed to make money, the objective is to make profit, not to lose money. so there's nothing to celebrate about a profit, specially a thin one like this.

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/23/2002 2:14:53 AM #
This isn't the second coming of Palm. Sorry to see you folks are so desperate for good news you'll take whatever floats by and imagine empires being rebuilt.

RE: The PPC and Sony TROLLS ARE QUIET???
sandbuck @ 3/23/2002 12:38:51 PM #
>>Xscale with CE4.0 is going to show up in stores by May, June, and update for the 4.0 including IPv6 are are scheduled to be released late in the year.

Cool! You get to run out and drop another grand on another round of new hardware and accesories. I'll bet that puppy will run Outlook just as fast as datebook runs on the Palm III! Sweeeeet!

RE: The PPC and Sony TROLLS ARE QUIET???
sandbuck @ 3/23/2002 12:43:45 PM #
>>Let's see...

1. Palm's CEO got fired
2. Palm lost the graffti court case Xerox... "Palm Must Put Down $50 Mil. Bond in Xerox Case"
3. Cut a bunch of jobs

- Third PPC chief through the Microsoft executive shredder....
- Compaq and HP want OUT....
- No PPC profit for Microsoft EVER
- Palm Pilot = Household name
- PPC = Household cleaner? Industrial Herbicide? I can't remember....

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/23/2002 4:29:30 PM #
>> Cool! You get to run out and drop another grand on another round of new hardware and accesories. I'll bet that puppy will run Outlook just as fast as datebook runs on the Palm III! Sweeeeet!


That's why they call it "Flash memory technology"

How is that OS5.0 going anyway? (wait until you see $599 PDA Palm make you pay for a basic crappy multimedia improvement and same old OS capability except doing it faster with ARM)

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/23/2002 4:35:03 PM #
"Xerox" is a household name. Anybody now know what this company is making? Anybody care?

It's all about profit margin, revenue and market trend baby.

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/23/2002 5:40:20 PM #
"This stupid fight between Sony and Palm fans should stop"

I agree with your sentiment, except that it is not really a fight between fans.

Much of the pro-Sony propaganda is company sponsored. It is just an attempt to obtain cheap publicity. There is also the negative aspect - it allows a company to throw mud at competitor, and whether it is true or not, in a manner which gives the competitor no chance of defending itself.

The only way to stop this sort of behaviour is to not to visit websites which tolerate it.

I stopped visiting the PalmStation website when all the pro-Handera garbage got too much to handle. I'm beginning to feel the same way about PIC because of the Sony marketing campaign (despite the excellent content written by Ed and others).

I believe in free speech. But I also believe in my right not to be subjected to mindless propaganda over and over again.

RE: The PPC and Sony TROLLS ARE QUIET???
sandbuck @ 3/23/2002 5:42:11 PM #
>>It's all about profit margin, revenue and market trend baby.

Anybody know what you're talking about? Anybody tired of Austin-wanna be Powers posting "baby" all over this board?


>>That's why they call it "Flash memory technology"

Oooh. So what do they call "four months to get PPC alarms working?"

>>How is that OS5.0 going anyway?

Like gangbusters!! What, they didn't tell you that on your last visit to MicosoftSucklings.com??

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/23/2002 6:41:44 PM #
> Oooh. So what do they call "four months to get PPC alarms working?"

at least it got fixed and they called it a patch, not 3.0 or 4.02, or even make you buy a hardware with new product name just to fix screen brightness. (uhh that got to hurt)


from now on let's call the 5.0 like it is, the "audio patch" on ARM OS.

RE: The PPC and Sony TROLLS ARE QUIET???
sandbuck @ 3/23/2002 8:57:30 PM #
>>at least it got fixed

Brilliant come back!

>>from now on let's call the 5.0 like it is, the "audio patch" on ARM OS

HAHA!! When are you going to install your "grammar patch?" You amuse me, but you better get back to your Microsoft momma pig you little suckling...

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/23/2002 10:04:02 PM #
how is that static doing? (well at least it has that 'E'patch)

RE: The PPC and Sony TROLLS ARE QUIET???
I.M. Anonymous @ 3/24/2002 10:33:47 AM #
"Much of the pro-Sony propaganda is company sponsored."

it's true that Sony is making better PDAs than Palm, if you can't accept the truth, the least you could do is to shut up. I am not in anyway sponsored by any company to say that Palms PDA SUCKS comparing to Clie.


Are you in anyway sponsored by Palm Inc. to discredit any not Pro-Palm opinion ??

Cash flows were NOT positive

I.M. Anonymous @ 3/21/2002 8:04:09 PM #
Uhm... people - cash is only up because they borrowed $50M. This plus the $50M "gift" they got last quarter means they now have $100M they didn't get through earnings. They are not out of the woods yet.

RE: Cash flows were NOT positive
tsinvest @ 3/21/2002 9:44:45 PM #
I agree, the company is still overpriced at the moment. I believe their prospects are good going forward, however I believe there stock price over $3 per share is too high for now.

Regards, Tom S.
RE: Cash flows were NOT positive
I.M. Anonymous @ 3/22/2002 12:48:09 PM #
Good luck if you ever see it's below 3.

RE: Cash flows were NOT positive
I.M. Anonymous @ 3/22/2002 6:45:16 PM #
" Uhm... people - cash is only up because they borrowed $50M. This plus the $50M "gift" they got last quarter means they now have $100M they didn't get through earnings. They are not out of the woods yet."

Hey I.M. Anonymous aka EdH from PocketThoughts, how about retracting this stupid comment? Looks like you messed up on your figures. Borrowed $50M, huh? Where did you pull that from, dumba***? Your bias is clearly showing, LOL!

RE: Cash flows were NOT positive
I.M. Anonymous @ 3/23/2002 11:42:01 AM #
The emperor has no cloths?

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