Comments on: PalmSource Reports FY05 First Quarter Results

PalmSource today reported revenues of $18.2 million for the first quarter ended August 27, 2004, as compared to revenues of $17.1 million for the same period of the prior fiscal year.
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Conference Call

Gekko @ 9/23/2004 5:06:59 PM #

http://biz.yahoo.com/cc/4/46854.html

I couldn't get it on PalmSource's site.


RE: Conference Call
LiveFaith @ 9/24/2004 10:43:27 AM #
Sure would be nice to have a mainline PDA competitor for P1 out there. Sony's outta the US now and I wonder if they'll continue with PSRC next go around. They made - statements about PSRC direction, so I wonder if they'll produce anything with OS6?

Maybe smartfones are pulling all the weight now and we'll be left with P1 & HP for PDAs? That is if HP doesn't produce another ugly-as-hades group next go around. I am shocked at how they sucked the creativity out of Compaq's iPaq team.

Pat Horne; www.churchoflivingfaith.com

RE: Conference Call
hkklife @ 9/24/2004 12:05:51 PM #
I've been saying it for 2+ years now...Panasonic needs to make a run at ruggedized PDAs running Palm OS. Their Toughbook like, while pretty much ignored by consumers, gets rave reviews from contractors, military and workers in various industrial positions. Something like that but glammed up a bit for the consumer market, would make a great PDA for those that care more about usability than a tiny form factor. Panasonic could carve out a niche with large-screen, mega battery life models. They are also part of the SD Consortium so it would be a logical fit.

Other than them, I cannot think of anyone who would be in a position to jump in. I just hope Tapwave & Garmin keep their units around for a while longer to give some variety to the marketplace.

15% Hit?

LiveFaith @ 9/24/2004 11:06:25 AM #
Why then the 15% hit on the shares? Yuck.

Pat Horne; www.churchoflivingfaith.com
RE: 15% Hit?
AyDb @ 9/24/2004 12:29:01 PM #
Because they also announced that their second quarter was going to be way below expectations.

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