Comments on: HTC Assessing Its Own Operating System

I highly doubt Palm will hit nine figures in sales price. I see somewhere around $250 million in this market.

Livefaith now just think about what you said. You said that they could have made the comment in 2008, now why would Palm Inforcer, Cnet, Crunch Gear, and a few other online blogs mention a comment that someone at HTC said in 2008?

I think HTC said it recently and they're just thinking. Maybe they won't do anything, and maybe they'll make their own OS, but yet they may be considering buying Palm.

Now I know the article said nothing reliable about HTC buying Palm. Earlier in the week there was articles about HTC buying Palm and now someone at HTC brings up the idea of them having their own OS, so we're discussing it. It may not happen, but who knows it could.

Last week the CEO of Palm said they weren't even thinking of selling. So either something happened in the last few days or they're just seeing if its worth selling.

jca666us If the Pre had been successful maybe Apple would have sued Palm and maybe not. Maybe Palm hasn't sued anyone because they didn't want to. Maybe the CEO isn't the type to sue over everything like Steve Jobs is. Also when two companies have a good patent library its like nuclear war. If one fires, the other is going to fire and neither may win. So maybe Palm just didn't find it worth suing someone else. See Apple sued HTC because HTC doesn't have a lot of patents, but if they would have sued Google, Google would have gone for the throat and may have one or it may have been a stalemate and both sides not only loose but spend tons of money on lawyers and court fees.

Is the court an innovative environment? Is capital best spent on innovation? Does innovation move an enterprise forward? Does Palm do the right thing by investing in innovation and not getting tied up in court? Is it better to have many friends that will help move ones enterprise forward? Does suing people create love for ones product? Is the flow of intellectual content enhanced or diminished when one gets tied up litigation?

Palm is moving forward it is an innovative enterprise with a strong brand that can weather the storm and access the best of Palm's past present and future. Perhaps Palm works on the honor system by which an enterprise will come to Palm to use its assets. This way Palm does not have to litigate yet still maintain a strong intellectual portfolio.

Palm is a humble enterprise that is very confident in its ability to innovate. One would trust that no one would acquire Palms intellectual content (brain) without paying true market price.

It would be interesting to know at what price Palms stock must be to stay an innovative North American enterprise that could build a Palm Classic and build the jewel. The classic could be made of titanium and the Jewel of 14K or 10K gold. Stirling silver is an option too.

Just some thoughts to kick around.

E-T

e-tellurian

Completing the e-com circle with a people driven we-com solution
WiFi & BT? No strings attached
we_tellurian@canada.com

jca666us wrote:
Maybe Palm hasn't sued anyone because they didn't want to.

That would sound plausible except for the fact that we've always heard about Palm's legendary patent portfolio.

If Palm has such a great patent portfolio, they have three reasons to suing:

1. Their patents are being infringed upon.
2. Successful patent lawsuits will bring much needed cash into the company.
3. The publicity over any lawsuits would alert potential suitors to the true value of the company.

The more I think about it, regardless of any effect of HTC and Palm's IP sale and participation with RPX Inc, WebOS and the fabled Patent Portfolio are so closely tied that one IP may be worth considerably less without the other.

Although defensive patent ligation is costly, the related question of value in buying a single company for a potential license opportunity that may not bring a revenue stream of any size is tough to weigh. Similarly, if a company thought Palm's PP meant a worthwhile defense from an Apple-HTC-type suit, you would think something would have surfaced before this point, especially given Ruby's "really, truly, I'm not looking for a buyer" fibbing.

The SCO business model aside, patent enforcement is an expensive and costly long-game strategy that wouldn't seem to serve Palm well, and taking into account the months or years such a tactic would take until it provided a license revenue stream, wouldn't seem to fit the 90 to 180 day survival window they seem to face right now, especially given their channel inventory. Even if they could develop a license revenue stream tomorrow, those streams don't typically produce the scale of cash flow Palm immediately needs.

MDB Capital's Bright Light Conference Revelations, and convenient (contrived?) timing aside, any subterfuge can be cleared with getting down the belief, (if any) that WebOS can still command enough of a market niche (or gain a foothold in a "new" market) to attract a sale. The results of Palm's attempt to execute on that premise with an immature OS and rough hardware leaves some deep questions.

Not "Pre-verted"- Android Assimilation?

Did Palm really think they could beat the likes of Apple or Microsoft in the phone arena?

They should of remained humble and kept on with the line of Treos (alongside all their handheld lines).

As a consumer, my see credibility and confidence in companies that plow ahead like juggernauts in a stable, sustained way with their products. Not give up on them on a whim and try to be instant overnight stars and bet the house on a product like the Palm Pre.

2-3 years ago when I was a fan of Palm OS I promoted the hell out of it and everyone who knew me talked about Palm, and were always considering their products. Today at work, NOBODY even mentions the word Palm. It is all iPhone and Google phone talk now.

That is what you get for burning your bridges with your hardcore consumer base and the developers.

Sad.

:(lol) with a little forgiveness and a few hugs it is never too late . There are developers that left Palm to help others that is a tradition of excellence. Palms door should always be open like a welcoming home. More for developers to do is always good for the family.

To keep Palm a North American enterprise is still in the cards.

Building a Palm Classic and building a Palm Jewel utilizing the best of Palm past, present, and future can be done. It would put Palm product back into the premium market and premium stock price and keep Palm in North America.

E-T
e-tellurian

Completing the e-com circle with a people driven we-com solution
WiFi & BT? No strings attached
we_tellurian@canada.com

I just paid a visit to the Palm.com website (first time in like 2 years).
Oh my God what a disaster of a site. Boring as hell and only 2 products available, the Pre and the Pixi.

lol what a sick joke.
I see Rubinstein is no brighter than Colligan.

sidenote: I just read elsewhere on PIC that Dubinski (one of the Palm founders) FINALLY has recognized that splitting Palm into PalmInc (the VAR - value added reseller bullshit era) and PAlmSource was a mistake.
Better later than never I guess.