Comments on: Report Claims AT&T webOS Launch Possibly Delayed

ATT Palm Pre Barron's Tech Trader Daily columnist Eric Savitz has written a new post entitled "Palm: Canaccord Cuts Ests Again; Says AT&T Launch Delayed". The piece by Mr. Savitz brings to light a number of issues with the long rumored AT&T launch for Palm's webOS devices. In fact, the Palm AT&T launch is looking to be in peril, according to Canaccord Adams analyst Peter Misek, prominently quoted in Savitz's piece.

Misek maintains his "sell" rating on Palm stock and cautions across-the-board drops in regard to Palm's sales figures and revenue. The most distressing news comes with the report that AT&T has delayed the Pre and Pixi launch to June or July from the originally scheduled April. It should be noted that we have yet to see any solid release date mentioned regarding Palm's latest devices on AT&T other than the already-reported May timeframe gleaned from the FCC documentation.

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hail mary

Gekko @ 3/16/2010 6:30:32 PM # Q

they need a hail mary to save them from the hail mary.

Ruby and McNamee - the blood is on your hands.

RE: hail mary
LiveFaith @ 3/16/2010 11:19:42 PM # Q
No telling what is on McNamee's hands. That guy is creepy on > 1 level.

But, you have to treat those two like a relief pitcher who comes into the game in the 5th inning down 7-2. The odds looked loooong before Eddie C took booked that Priceline flight to Ruby's Mexico beach bungalow.

The loss (as it appears) has to be pinned on those in the hall of shame identified a few articles b4.

Nevertheless, I put zero confidence in Barrons with their vested interest in Palm's collapse.
Pat Horne

RE: hail mary
Gekko @ 3/17/2010 4:01:45 AM # Q

they get the blame or the praise. that's why they get paid the big bucks. Steve Jobs brought Apple back from the brink and i'd vote him CEO of the decade. Ruby? not so much.


RE: hail mary
Gekko @ 3/17/2010 4:08:19 AM # Q

as CEO you can't just say - "sorry it didn't work. but i just got here - it's the guys before me's fault." it was his game plan and his missteps and his comedy of errors that result in where they are now. this was his caper. using the Pre for a few hours - i knew it was garbage - he should have too - well before it went to market. he signed off on the creepy advertising. the dumb names. cheap build quality. the lack of features and specs. the list goes on and on. i'd say it was a comedy of errors but it wasn't funny and these weren't accidents. these were deliberate decisions by a bad CEO that bet the company and lost. he might be a good engineer but he's a bad CEO. as noted - Apple hasn't skipped a beat since he left.
RE: hail mary
jca666us @ 3/17/2010 4:57:55 AM # M Q
Ruby's nothing - that's why Apple dumped him.

Btw, forget a hail mary - they need divine intervention at this point in time.

lol!!!

RE: hail mary
SeldomVisitor @ 3/17/2010 5:21:10 AM # Q
Gekko, I humbly disagree.

Though the jury for SURE is still out on whether or not Rubinstein is CEO-qualified, I think he was given an extremely bad situation not when he became CEO - by then it was disastrous, but when he joined Palm as CoB. Others have posted opinions that the whole "plan" was to sell Palm quickly but, due to the extreme exuberance (high-beta) of the stock, the stock price went into the stratosphere making Palm unsellable.

Meaning Palm actually had to get healthy.

And hasn't.

IMHO, all Palm needs to do is become the company that IS sellable - something with a stock price MUCH cheaper than now and a MUCH reduced "footprint" in the industry.

Maybe then they can get sold or...gasp...even continue on!

But I can't see laying any of this (other than the TOO good show at CES a year ago) in Rubinstein's lap.

RE: hail mary
LiveFaith @ 3/17/2010 9:33:06 PM # Q
Gekko,
I agree with SV and myself. :-D
If the company tanks under Ruby, then it did no more than exactly what it was already headed for 2 years ago. It's hard to say that he is the cause, when the company was already in a death spiral.
As you say, he may be a terrible leader. But, it's hard for me to see how Palm tanking is the proper evidence.
I'm still quite impressed with the fact that Palm has delivered on the 2 devices, global rollout, accessories, and killer OS, and consistent updates and improvements to the platform. I never believed Palm could ever do that well again.
Is it to little to late? Probably.
Pat Horne
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UNlocked

swieder @ 3/17/2010 7:08:04 AM # Q
Offer an unlocked GSM phone in the USA that I can buy directly from Palm.
RE: UNlocked
Gekko @ 3/17/2010 7:11:08 AM # Q
RE: UNlocked
CFreymarc @ 3/21/2010 11:15:14 AM # Q
How about a Palm webOS device that doesn't need a carrier deal? Locking the hardware and the OS being dependent on existence of a carrier deal is a big strategic mistake.

While I'm no fan boy of Apple, they definitely have it right offering carrier and no-carrier versions of the same product design. The iPhone / iPod Touch is going great. There is a buyer pattern of an iPod Touch user moving to an iPhone after their carrier license expires. They are even doing this with the iPad first offering a no-carrier option and a carrier option a month or so later.

This discrimination of WiFi due to carrier kickbacks, IMO, is hurting Palm more than they think. While you can complain about AT&T a lot, they took the deal Apple / Jobs wanted instead of Apple bowing to other wireless carrier baronies that currently exist.

Palm needs to look back at their roots to see where they made it big and work from there. That was a good priced hand-held device that was open ended that ran native (abet 68K but native) code. Everything else (running script languages, embedded carrier support, accessory hardware and third party applications) as an add on option.

IMO, it is a shame that such a brilliant piece of code that is webOS may be held back by some MBA that hasn't written a line of code in their career with myopic market visions.

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AT&T delay

imgreenlantern2 @ 3/17/2010 8:05:40 AM # Q
I love my Pre Plus, and I am sure I will enjoy it for as long as I own it (hopefully for at least 2-3 years. I hold onto phones until they die not just at the end of a contract. Treo 650 lastest 4 years). Anyway, I honestly believe this is the last Palm device that I will ever own. Not out of choice, but because I truly believe Palm is not going to be around in 2-3 years.

They have made too many mistakes, thrown out too many fibs that have hurt their credibility(i.e. the Chinese new year crap), and with all that combined, including weak hardware, they're done.

Being a former Iphone 3G user I truly believe WebOS is the best OS out there. But, much like the old Dodge Ram trucks. You can have a great engine, but if the body is falling apart around it, nobody is going to buy your product.

RE: AT&T delay
LiveFaith @ 3/17/2010 8:16:41 AM # Q
good points.
Pat Horne
RE: AT&T delay
rpa @ 3/18/2010 1:14:08 PM # Q
Speaking of "falling apart"....I handled my first Pre today at Radio Shack. Granted it was a display model handled by many but the striking aspect to me was the POS build quality. Really not in the same league as the Treos or Centros.
RE: AT&T delay
CFreymarc @ 3/21/2010 11:21:29 AM # Q
You have that right. Talking about Dodge, in the south whenever the inevitable "Ford or Chevy?" question comes from a sweet young thing I would two step with at a honky tonk, I would tell her, I'm third generation Dodge truck owner.

That would either have her leave the dance floor without me or want to see the back bed of my Dodge truck. Either way, we wouldn't continue dancing. However, with the quality of Dodge truck bodies going to crap in the last ten years, I have moved to a Ford F-150 with a rebuilt engine running the show.

RE: AT&T delay
gmayhak @ 3/21/2010 12:38:39 PM # Q
Good choice! when we moved out of the city in 2000 I sold my 308gtsi Ferrari and got an '86 Flairside F150 (traded a $100 saddle for it ;)
Great truck & easy to work on, will probably last another 25 years.

Tech Center Labs

RE: AT&T delay
Gekko @ 3/21/2010 1:01:15 PM # M Q
308? who are you, Magnum PI???
RE: AT&T delay
gmayhak @ 3/21/2010 1:14:33 PM # Q
Pretended I was ;-) At one point we were really into cars and car shows, had a Vette, a Countach, & the 308. I've outgrown it now and am happy with the old ford truck.
Tech Center Labs
RE: AT&T delay
gmayhak @ 3/21/2010 2:44:42 PM # Q
As long as we are totally off subject... I looked up my old Corvette club on the web and they are still using the logo I designed about 35 years ago!
Tech Center Labs
RE: AT&T delay
gmayhak @ 3/21/2010 2:45:39 PM # Q
RE: AT&T delay
e_tellurian @ 3/21/2010 3:18:52 PM # M Q
Nice work.

E-T

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Possible production halt

SeldomVisitor @ 3/20/2010 4:41:07 PM # Q
Copy-n-paste from my Yahoo post:

A Me-Too Media outlet has said all production of Pres and Pixis is being halted - per Palm:

== "Mobile device manufacturer Palm (NASDAQ: PALM) has
== announced that it is putting its popular Pre and Pixi
== models on a production halt until it can sell of its
== current inventory..."

http://www.americanbankingnews.com/2010/03/20/palm-nasdasq-palm-announces-plans-to-halt-production-of-pre-and-pixi-models/

Must be Spring Break!

Or maybe someone misunderstood something?

Has anyone seen - you know - a PR-fluff about this?

Well, if true, this will certainly cause less cash to be spent!

WAITAMINUTE!

Haven't I seen this idea around HERE recently!?

http://messages.finance.yahoo.com/Business_%26_Finance/Investments/Stocks_%28A_to_Z%29/Stocks_P/threadview?bn=13738&tid=410388&mid=411016

or maybe:

http://messages.finance.yahoo.com/Business_%26_Finance/Investments/Stocks_%28A_to_Z%29/Stocks_P/threadview?bn=13738&tid=417282&mid=417282

Giggle.

RE: Possible production halt
hkklife @ 3/20/2010 5:05:38 PM # Q
I haven't seen/heard anything relating to production stoppages since, y'know, the LAST production stoppage during the Chinese New Year hoopla.

SV, that is superb advice. Palm needs to go into something akin to hibernation for the next two quarter or two. While in ultra cash-conservation mode they can work on their next-gen Hail Mary device and WebOS 2.0. Meanwhile, they need to try to dump all of that current inventory however possible (and I humbly recommend revisiting my idea from the other day to sell them as commodity devices unlocked/sans contract for $299ish on their website). Meanwhile, look for ONE (max two) good hardware companies (ala HTC) to partner with as WebOS licensees. Work closely with them to adhere to some baseline specs. Drop 320x400 ASAP once the rest of the Pixi stocks are liquidated.
Pilot 1000->Pilot 5000->PalmPilot Pro->IIIe->Vx->m505->T|T->T|T2->T|C->T|T3->T|T5->Zodiac 2->TX->Verizon Treo 700P->Verizon Treo 755p->Verizon Moto Droid

RE: Possible production halt
jca666us @ 3/20/2010 6:41:04 PM # Q
Palm needs to go into something akin to hibernation for the next two quarter or two. While in ultra cash-conservation mode they can work on their next-gen Hail Mary device and WebOS 2.0.

Is there enough cash on-hand for this fantasy play?

Before they go crazy throwing everything but the kitchen sink at a last ditch attempt, they need to first examine and understand where they went wrong on the last hail mary play.

Next they need to do some market research (stop laughing) to figure out the type of device they need to bring to market that will enable them to gain market share.

Meanwhile, they need to try to dump all of that current inventory however possible (and I humbly recommend revisiting my idea from the other day to sell them as commodity devices unlocked/sans contract for $299ish on their website).

In addition, they should look at offering an upgrade program of sorts for previous palm owners. Send in whatever device you have (Palm III, M500, Tungsten, Hangspring, etc.) and get and unlocked device for $199 - call it owner appreciation, fire sale, whatever. Something to generate goodwill *and* sales.

Meanwhile, look for ONE (max two) good hardware companies (ala HTC) to partner with as WebOS licensees. Work closely with them to adhere to some baseline specs. Drop 320x400 ASAP once the rest of the Pixi stocks are liquidated.

licensing is a mistake - rather put together good hardware specs and put something on the market with *good* build quality - no cheap poorly fit together parts. I'd like to see two models: one w/ a form factor similar to the iphone, and the other similar to the droid.

I agree, forget 320 x 400 - shoot for 800 x 480 w/ a 3.5" screen.

RE: off topic
e_tellurian @ 3/20/2010 7:25:43 PM # M Q
Burn the opium fields then build solar fields in place of the opium. This energy grid will employ Afghanistan citizens and the military will have helped the Afghanistan citizens build a solution to training terrorists, financing terrorists and offering something that will sustain the peace while reducing harm caused by the opium trade.

E-T

RE: Possible production halt
hkklife @ 3/20/2010 8:37:55 PM # Q
jca;

Since when did you have a vested interest in seeing Palm make a comeback? No offense, just curious! Just curious--what is your personal device of choice? iPhone?

At any rate, I' like to see two (maybe 3) post-Pre/Pixi devices from Palm:

-A midrange device w/ 3.5" 320x480 screen (to maintain compatibility with current apps) and a slide-out portrait keyboard. Basically a beefed-up Pre with solid build quality and much, much better performance.

-A high-end device with a 4" 800x480 or 854x480 OLED screen, 1Ghz CPU, microSDXC slot, 4G (maybe not at launch but eventually). I'd personally prefer a GOOD slide-out (like the Touch Pro 2) landscape keyboard but I know a lot of people want a virtual 'board. Either way, I suppose this depends on what WebOS can handle and how much $ Palm can throw at it.

-Finances permitting, it might not even hurt to keep a variant of the Pixi around for the low-end market. Just give it a 320x480 LCD (possibly a tad larger if possible) and a NEW name. Something like "Centro W" or so...lotsa good brand equity still remains in the Centro branding IMO!

Oh yeah...ditch the physical gesture area and/or move it onscreen in WebOS 2.0!
Pilot 1000->Pilot 5000->PalmPilot Pro->IIIe->Vx->m505->T|T->T|T2->T|C->T|T3->T|T5->Zodiac 2->TX->Verizon Treo 700P->Verizon Treo 755p->Verizon Moto Droid

RE: Possible production halt
jca666us @ 3/21/2010 4:42:12 AM # Q
hkk,

I've been extremely critical of Palm bc I thought (based on what I'd seen) that their efforts were doomed to fail.

I've owned seven different palm os devices, and have always liked Palm - however for the last 2.5 years I've owned different models of iphone.

What you're considering a "high end" device would most likely be considered mid-range by the time such a device can be released.

For a high-end device, I'd like to see Palm use something like a cortex A9, running at a slow enough speed to guarantee at least eight hours of battery life on a single charge.

I think they'd be better off dropping 320 x 480 altogether and bumping up the resolution (along with the physical screen size).

RE: Possible production halt
Gekko @ 3/21/2010 5:42:48 AM # Q

hkk - not sure if you've seen this radio app - looks good -

Droid Live

http://www.androidzoom.com/android_applications/multimedia/droidlive-lite_opf.html?related

RE: Possible production halt
hkklife @ 3/21/2010 6:57:30 AM # M Q
Gekko;

Want me to check the Bloomberg stream on my Droid with this app for ya?

RE: Possible production halt
Gekko @ 3/21/2010 7:07:48 AM # Q

thanks. if you can that'd be great. i don't think it will work though since Bloomberg Radio uses .asx stream format. Hot 97 should work. can you try both please? also maybe try -

AOR Radio

http://aor.leadapps.com/

MMSLite

http://www.leadapps.com/mmsradiolite.html

Droid Cumulus

http://droidcumulus.leadapps.com/


Bloomberg


http://www.bloomberg.com/streams/audio/radio_live_a.asx


mms://a1042.l2489851244.c24898.n.lm.akamaistream.net/D/1042/24898/v0001/reflector:51244


Hot 97


http://provisioning.streamtheworld.com/pls/WQHTFMAAC.pls


THANKS!

RE: Possible production halt
e_tellurian @ 3/21/2010 2:32:22 PM # M Q
:-(lol) talk about taking advantage. An offer to test one turns into multiples. Patience is a good virtue.

E-T

RE: Possible production halt
Gekko @ 3/21/2010 2:51:15 PM # Q

we're like family here. we don't mind helping each other out. douche.

RE: Possible production halt
e_tellurian @ 3/21/2010 3:03:36 PM # M Q
Would that compliment apply to you too? Based on your concern about people "taking advantage".

E-T

RE: Possible production halt
mikecane @ 3/21/2010 3:05:33 PM # Q
FFS, e-t, you mental freak. Either take your damned meds or get electroshock. We're sick of your droolings here.
RE: Possible production halt
jca666us @ 3/21/2010 3:08:49 PM # M Q
e-t what is your native language? it certainly isn't English!
RE: Possible production halt
hkklife @ 3/21/2010 3:29:31 PM # Q
Gekko is one of the good guys here. He tells it like it is and sticks to his guns and we have SOME (not all) beliefs & lifestyle philosophies in common. In fact, we have exchanged financial and technical advice freely in time past to our mutual benefit. I don't mind checking these things out for him b/c I know he's do the same for me if the situation was reversed.
Pilot 1000->Pilot 5000->PalmPilot Pro->IIIe->Vx->m505->T|T->T|T2->T|C->T|T3->T|T5->Zodiac 2->TX->Verizon Treo 700P->Verizon Treo 755p->Verizon Moto Droid
RE: Possible production halt
Gekko @ 3/21/2010 3:31:30 PM # Q

and you know i'll give you guys all the poop on the Supersonic if/when i get this mythical device!!!
RE: Possible production halt
Gekko @ 3/21/2010 3:34:34 PM # Q

and don't forget who drove to/from the airport with no ticket and fought security twice in a post-9-11 world and slapped a credit card down to get you guys an early review of the ill-fated T5!


RE: Possible production halt
mikecane @ 3/21/2010 3:47:51 PM # Q
Please, don't bring up the T5. We're still trying to forget!
RE: Possible production halt
e_tellurian @ 3/21/2010 4:13:12 PM # M Q
Perhaps you are a family. That's nice.

Like many people in North America my first language was not English. Though understand friendship and can decipher the difference between a true compliment and an insult. I am sure a family would prefer to make friends rather than insult people. A family usually has a common goal usually to succeed. Insulting people does not usually make friends though some in the family do not know how to make friends and allowances can be made for imperfection.

To build a Palm Classic will require people that are candid though thoughtfully candid. It took all kinds of people to build Palm and in the wrong hands can be destroyed as quickly as Palm was built if not faster.

So a successful family understands the value of friendship and respects the individuality of the individual. Insulting people shows weakness not a good quality in a family though a sign of adolescence.

So look forward to Palms success with their family while making more friends.

E-T

RE: Possible production halt
hkklife @ 3/21/2010 5:03:48 PM # Q
E-T;

I highly, HIGHLY recommend you read the book "Piloting Palm". Read it, then peruse the PIC archives back to, oh, 2002 or 2003 or so to see the various missteps of Palm since the publication of that book. Then weep at what coulda been!

http://www.amazon.com/Piloting-Palm-Handspring-Handheld-Industry/dp/0471089656

It's a superb read (though I wish it had been published, say, 3 years later than it orginally was) and offers superb insight into the TRUE visionaries that made Palm an early darling of the industry in those go-go mid/late 90s days when the sky seemed to be the limit.
Pilot 1000->Pilot 5000->PalmPilot Pro->IIIe->Vx->m505->T|T->T|T2->T|C->T|T3->T|T5->Zodiac 2->TX->Verizon Treo 700P->Verizon Treo 755p->Verizon Moto Droid

RE: Possible production halt
e_tellurian @ 3/21/2010 5:44:04 PM # M Q
I value history though do not want to dwell on the past other than to learn. Palm has the choice to make a Palm Classic and the choice to reunite the past present with the future. The energy produced from this reunion could offer Palm a second wind to build the Palm Classic.

E-T

RE: Possible production halt
SeldomVisitor @ 3/22/2010 12:11:57 PM # Q
> ...Or maybe someone misunderstood something?...

The Me-Too Media outlet retracted the article by laying the blame on THEIR source (Me-Too Media - get it?). That source said they misunderstood.

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