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    Comments on: PalmSource Reports Fiscal First Quarter Results
Detailed Comment View (8 Total Comments)
The following comments are owned by whoever posted them. PIC is not responsible for them in any way. login or register for free in order to post comments.  What's Access's debt?Sam H @ 9/22/2005 2:10:36 PM #
Does anyone know how much Access had to borrow to buy PalmSorce?  RE: What's Access's debt?SeldomVisitor @ 9/22/2005 2:33:58 PM #
Gonna be a lot more after acquiring PSRC, that's for sure!
Was a Head Scratcher of a deal - even more of a Head Scratcher now. 
Despite Treo PALM sales flat
Assuming Palm is now 90% of POS sales, their sales in total have not increased much year on year. They have however managed to transition from PDA's to higher margin treo's very well. Some numbers. Palm Suggested Q3 2005 numbers (estimated) There may have been a small quarter on quarter gain in Palm's favour, but year on year they are down. This also put paid to the myth that millions of PalmOs handhelds are selling in Asia (which makes the Access purchase even more mystifying) Surur RE: Despite Treo PALM sales flatSeldomVisitor @ 9/22/2005 4:05:13 PM #
Why, when PSRC said in their couple-months-ago Annual report that PALM was 65% of revenue, would you believe PALM is now 90%? RE: Despite Treo PALM sales flat
Canalys numbers for PalmOne Q2 2005 http://blogs.zdnet.com/ITFacts/?p=8586 http://blogs.zdnet.com/ITFacts/?p=8569 Palm devices sold Q2 2005 Thats 91.3% of POS sales being to P1 in Q2 2005. Its obvious they make a lot of their revenue a) from the sale of their name and b) from mandatory license fees from companies who are not shipping any devices (e.g. Sony). But you are right that Palm's numbers would be marginally better if I assume they are now shipping 100% of PalmOS licenses. Surur RE: Despite Treo PALM sales flat
"We're pleased with the company's performance during the quarter," said Ed Colligan, Palm president and chief executive officer. "Treo smartphone sell-through was 470,000 units, which reflects an increase of more than 160 percent from the year-ago period. Our share in the handheld-computer market rose, and we're excited about our overall product roadmap." http://www.palminfocenter.com/view_story.asp?ID=8076 This number actually matches my calculations from earlier, which confirms that they sold about 600 000 PDA's also. Surur RE: Despite Treo PALM sales flatSeldomVisitor @ 9/22/2005 6:37:12 PM #
Oh oh - gotta be CAREFUL whenever PALM talks "sales" there!
Sell-IN and sell-THROUGH are two different animals! PALM makes (almost 100%) of their money from sell-IN. Don't let them (very purposefully, IMHO) confse you! Whatta game!
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PalmSource today announced results for its fiscal first quarter ended September 2, 2005. Revenue for the first quarter of 2006 was $15.8 million, as compared to $18.2 million reported in the year ago quarter. Gross margin was 93 percent, roughly flat with the year ago quarter.
