Comments on: palmOne Reports Q3 FY05 Results

Let's see - based on this very brief report p1 has increasing revenue, increasing gross margin, increasing net income and increasing EPS (fully diluted) - perhaps p1 they are not so doomed as some people would have us believe.

Rebember everyone loves to knock on a winner.

Grok on this Voice!

Stop your giggling, woman. Palm will live or die depending on its products and the accounting games don't fool anyone. (How much did the "split" into the two Palms add to the cookie jar? 20 million? Slick. Now ask yourself: was it worth it?)

Hengeem, I'd love to see a catfight between you and Bradley. $50 bucks on Bradley in the first round.

http://finance.yahoo.com/q/bc?s=PLMO&t=1d Up over $1 today, but likely will crash back to reality on Friday. The overall trend is showing regression to the Land of Penny Stocks:

http://finance.yahoo.com/q/bc?s=PLMO&t=6m&l=on&z=m&q=l&c=





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Press release: CUPERTINO, California — February 11, 2005 — Apple® announced today that Steve Jobs will begin selling his own feces to Apple Cultists beginning March 1. Apple's new iPoo™ lineup is expected to easily surpass the iPod shuffle as the company's most popular product. Yes, Apple Cultists can already easily create their own iPoo™, but feces didn't seem cool until Jobs told them it was cool. Remember, kids: the ONLY cool feces is Jobs' highly individualistic, rebellious iPoo™ (coming soon in six different colors/flavors, including the red [hematochezia] and black [melena] U2 GI bleed model)

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Sony CLIE UX100: 128 MB real RAM, OLED screen. All the PDA anyone really ever wanted.

I'm sure there's a logical explanation for you having such an obnoxiously big and annoying signature attached to every one of your posts, but I'm hard pressed to think of any.

"We feel that offering customers what they want at a competitive price point just isn't a viable stratgy. Dell has tried doing that, and their sales are increasing three times faster than ours," the spokesman went on to say. "We can't have that. Our senior management believes that relying almost entirely on the fickle mistress that is the Treo line, and low-end Zire sales, ignoring the potenial huge-margin high-end market, is a better strategy given our level of competence."

I don't like being called an "elitist curmudgeon" by anyone. PIC Inc has some truly great designs that are worth checkingout in the Off Topic section of the forum.

Masamune - Acting CEO of PIC Inc.

I was thinking the same thing, VampireLestat. The "product-development engine" might be business-speak for their Research and Development department.

Can anyone translate what "software-application differentiation" might mean?

"software-application differentiation" = Windowsmobile Treo. Remember this isn't Palmsource with Palmlinux, and PalmOne does not develop their own OS's.

Surur

"Death can come swiftly to a market leader. By the time you have lost the positive-feedback cycle it's often too late to change what you've been doing, and all of the elements of a negative spiral come into play." - Bill Gates, "The Road Ahead", Chapter 3

Hmm..I haven't come across that one in either the Book Of Five Rings or the Art Of War. Perhaps it's time for a Windows version :D ?

PalmOne has turned a profit for four straight quarters and lives to fight in future quarters. "Innovators" such as Handera and Sony have closed their doors or left the market.

PalmOne includes features in their products when they have matured, when they can be implemented elegantly and simply and when people (not nerds) understand and desire them. "Innovators" such as Handera and Sony have been first to the market with numerous new features. They are no longer in this market.

PalmOne's Treo 650 continues to be a strong competitor to RIM/Blackberry in the emerging martphone category. Dell has no presence. Windows Mobile has little presence.

Please read "Piloting Palm." This book should help you to understand PalmOne's continued success in lieu of delivering products with fewer overall features than its competitors.

If "Piloting Palm" doesn't help, please read "The Inmates Are Running The Asylum" by Alan Cooper.

If you ignore these books or they didn't change your mind, well... you're beyond hope.

PalmOne has not made a significant GAAP profit for four straight years and is on life support. "Innovators" such as Handera and Sony tried to evolve the platform in ways that would provide sustainable business models. Palm preferred to leech off the hard work of its licensees.

PalmOne includes features in their products only when they absolutely have to (because EVERYONE else already has already introduced these features), when they can be implemented cheaply and when people (not nerds) would start to realize they are getting ripped off with sh!tty hardware. "Innovators" such as Handera and Sony have been first to the market with numerous new features. They are no longer in this market - Handera because Palm screwed them and Sony because the PSP is a Sure Thing and recent losses within Sony's electronics division have made company start trimming its lineup.

PalmOne's Treo 650 continues to be a weak competitor to RIM/Blackberry in the emerging smartphone category. Dell has no desire for a presence. Windows Mobile has a greater presence than Palm, with a MUCH larger selection of devices available.

I read read "Piloting Palm" when you were still in diapers sucking on yo' mama's teat. (Yesterday?) This book should help you to understand why the "Zen of Palm" BS has lead to stagnation in innovation, resulting in pa1mOne's continued failure, delivering weak products with fewer overall features than its competitors.

If "Piloting Palm" doesn't help, please read "Pigs at the Trough" by Arianna Huffington.

http://www.amazon.com/exec/obidos/ASIN/1400047714/104-8321768-1350360

If you ignore these books or they didn't change your mind, well... you're beyond hope.

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Press release: CUPERTINO, California — February 11, 2005 — Apple® announced today that Steve Jobs will begin selling his own feces to Apple Cultists beginning March 1. Apple's new iPoo™ lineup is expected to easily surpass the iPod shuffle as the company's most popular product. Yes, Apple Cultists can already easily create their own iPoo™, but feces didn't seem cool until Jobs told them it was cool. Remember, kids: the ONLY cool feces is Jobs' highly individualistic, rebellious iPoo™ (coming soon in six different colors/flavors, including the red [hematochezia] and black [melena] U2 GI bleed model)

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Sony CLIE UX100: 128 MB real RAM, OLED screen. All the PDA anyone really ever wanted.