Comments on: Palm Q2 FY09 Conference Call Highlights
Palm Inc. today reported their sixth consecutive quarterly loss. After pre-announcing significant declines, Palm reported total revenue of $191.6 million with a net loss of $(508.6) million. The larger than usual loss was primarily inflated by a $396.7 million tax provision charge on its U.S. deferred tax assets. On a non-GAAP basis the net loss was still a staggering $(80.2), or $(0.73) per diluted share.
The company also saw a massive contraction in smartphone sell-through, which was down 42% (or about 400k units) from the previous quarter and declined nearly 12% from a year earlier. Stating "We're working through an undeniably difficult period," Palm CEO Ed Colligan squarely placed the blame on the maturing Palm OS line and Centro products combined with the extremely tough economic climate.
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RE: Goodbye Palm PDA
The last known classic PDA user.
RE: Goodbye Palm PDA
The last known classic PDA user.
RE: Goodbye Palm PDA
welcome to 2004. let it go.
How do you characterize the success of the iPod Touch? Couldn't Palm have done that?
-Bosco
m105 -> NX70v -> NX80v -> iPhone -> iPhone 3G
RE: Goodbye Palm PDA
RE: Goodbye Palm PDA
RE: Goodbye Palm PDA
the ipod and the zune are MEDIA PLAYERS and 99.9% of the people that buy them use them as MEDIA PLAYERS and NOT as PDAs.
Palm already attempted this once and created the LIFEDRIVE and failed.
secondly, no way is palm going to create a media player that beats ipod. not device-wise, not ecosystem wise, and not coolness factor wise.
IMO, palm's only hope is great unique smartphone + great unique services = great unique experience. anything half-assed will FAIL.
RE: Goodbye Palm PDA
If it looks like a duck and talks like a duck......
>>>Palm already attempted this once and created the LIFEDRIVE and failed.
I'm not sure even Palm knew what the hell they were trying to attempt with the Lifedrive.
The last known classic PDA user.
RE: Goodbye Palm PDA
The lesson Palm needs to learn from that experience is to get whatever they are going to release right, support it properly, and grow the market. Unfortunately, all of that takes money that they may not have now, and may not be able to get later. So I wish them luck, but I, for one, am not too optimistic.
RE: Goodbye Palm PDA
if the PDA - Personal Digital Assistant - market was actually a viable market, someone would be in it making money. however, the market is dead because very, very few people in the world want to buy a PDA vs. a smartphone.
RE: Goodbye Palm PDA
Their execution sucked. It's not that the market isn't there. It's that Palm sucks at making products people want to buy. The PDA market still exists, and it's still very large, despite what you think.
-Bosco
m105 -> NX70v -> NX80v -> iPhone -> iPhone 3G
RE: Goodbye Palm PDA
there is a big IPOD market out there. if you think that Palm can make a BETTER IPOD and has a STRONGER BRAND and a STRINGER ECOSYSTEM than APPLE, then yes, Palm should get into the IPOD business.
wrong again
MikeCon, wrong again
RE: wrong again
> as he actually referred to the unit specially as a "Phone"...
Indeed, this is the first itme that I can remember that it was not referred to as a "device":
== "...Our new platform is nearing completion and our first next
== generation phone is set for launch in the first half of calendar
== year '09 as planned..."
RE: wrong again
RE: wrong again
2. OS isn't ready but they are scrambling to port Negal's Cobalt Clock demo to Nova in time for its big CES unveiling.
3. No carriers are onboard yet
4. No developers are onboard other than Dataviz for DTG & Astraware for Solitaire & Bejeweled
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
RE: wrong again
look! it can multitask playing a midi in the background! look! see the shadow on the second hand!!!
now THIS is innovation!!!!!!!!!!!
RE: wrong again
most infamous moments in palm history
1. "yes this really is a gold threaded suit." - yankowski
2. "look at the shadow on the second hand, cobalt really is amazing." - nagel
3. "they're not going to just walk in." - colligan
4. "no, foleo can't do youtube but i wish it has a faster processor." - hawkins
im sure there's more.
RE: wrong again
(2) Palm hasn't said ANYTHING about what is happening January 6th - only the Me-Too Media, blogs, and posters have. Be Careful Out There!
(3) Colligan mentioned carriers and developers yesterday:
Carriers:
== "...As we started early disclosures to potential carrier partners,
== we've been extremely pleased at their positive reaction to our new
== platform and products..."
"Early disclosures".
That's it.
Colligan: "I can imagine that "we're going to have a DYNAMITE platform!"
Potential Carrier: "Swell! Let's talk more when it's ready and debugged."
Developers:
== "...And on the OS front, there are existing developers that we
== have briefed. We want to be sure that we have a robust set of
== applications as we launch the product, but we haven't made it
== a broad-based thing at this point in time and that would be
== further out..."
"Briefed".
That's it.
How's THAT for lack of developers.
RE: wrong again
RE: wrong again
Palm wants us to reflect on the announcement; that's why they announced an announcement without saying what was going to be announced.
Buzz.
Free advertising.
So...what do YOU think is going to be announced?
And how!?
A PHONE?!
Jumping into that is suicidal. I hope it's not PHONE ONLY.
And yeah, kill what they call the "handheld" business - and make way for the TABLET business.
That's my story and I'm sticking to it.
RE: A PHONE?!
yes, so they should bet the farm on some niche extraneous contraption product that only a few dozen hipsters want?
Palm. Burn in hell.
On that note, I applaud the disastrous quarter. May Palm go bankrupt and I hope Colligan never gets hired in any other company. Incompetent fools.
RE: Palm. Burn in hell.
I do, however, applaud that they've been bringing in some good people to run things. To me, it looks like they are really trying to pull off something huge. We've seen it happen before with other companies, lets reserve judgment until something happens (or fails to do so).
ACCESS
Been at a .dotbomb, the cycling of the CFO usually means they can't afford him anymore and he very clearly sees the writing on the wall.
The smart thing to do is to make Styletap full-featured so people can just vacate the obsolete Palm hardware. Hell, even just port the Palm's easier-to-use PIM experience to Windows Mobile (which they haven't even bothered to do) and be done with it.
Even going from the superior OMAP processor in the 800w to the cheaper and slower Qualcomm in the Treo Pro speaks volume.
RE: ACCESS
Um...'No va' might mean No Go (Portugese? Spanish?), but 'Nova' (all one word) is Latin for 'New' (as in 'Novus Hominus', New Man, describing the self-made individuals who attained the offices of state in Republican Rome and weren't part of the established aristocratic elite...quoth the pedant).
But yeah I agree: what was so badly wrong with the offering from Access? Evidently *something* was wrong as no-one's got it on a device for market (yet).
Gareth
Palm T/X (on its 2nd screen); Apple Messagepad 120 OS 2.0 (yeah, seriously)
RE: ACCESS
No doubt ALP was something Palm started, and had to avoid all duplication of code by the scorched earth contract with Access. Really smart first move considering even Google beat them to market. iirc, Access is already working, just looking for a carrier partner.
RE: ACCESS
I'm no stock expert,but these numbers don't seem to bode well for Access:
http://quote.tse.or.jp/tse/quote.cgi?F=listing%2FEDetail1&MKTN=T&QCODE=4813
Access
1979 - 2009
R.I.P.
http://en.wikipedia.org/wiki/Access_Co.
RE: ACCESS
He didn't specifically mention ALP or their revised focus or any hardware partners or anything like that.
On a related note...
"8) The endgame from Elevation is mere weeks away. It will be the perfect ending for the Palm soap opera. Trust me*."
So do you expect the endgame to occur PRE or POST-CES?
IF the CDMA Sprint Treo Pro does come out, it still may very well be Palm's last-ever release....and I wonder in what volume of handsets have been purchased by Sprint? I wonder if this'll break the near-mythical "blink and you missed it" lifespan of the 800w or the older but not forgotten Sony-Ericsson T608 on Sprint?
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
RE: ACCESS
I'm still around. Not here, particularly: there's not been much of interest going on in this locale for a good while. Still happily and busily employed at ACCESS, which is still a going concern, so that's another two mis-predictions you can add to the lengthy list of things about which Mikey "i-Book-Pod-Touch Air" Cane has been thoroughly in error.
What ever happened to him after Access announced that it suddenly was going to go back to the drawing board to completely "reposition" ALP OS?
I don't recall us ever making any such announcement. Maybe it's something you hallucinated, fantasized or heard from Mikey.
Merry Christmas, guys. Still a few hours left to make amends for your wicked ways and see whether you can possibly forestall another stocking full of nothin' but twigs and coal.
RE: ACCESS
See, but they remember *my* name.
You? Mr. Smarmy.
RE: ACCESS
>>I don't recall us ever making any such announcement. Maybe it's something you hallucinated, fantasized or heard from Mikey.
A common pattern seems to exist for persons having "visitor" somewhere in their username.
"twrock is infamous around these parts" (from my profile over at Brighthand due to my negative 62 rep points rating)
RE: ACCESS
lefty - so how many devices have shipped so far with ALPOS?
The real question is - how good is the shadow on the second hand? Can it match Cobalt's?
-Bosco
m105 -> NX70v -> NX80v -> iPhone -> iPhone 3G
RE: ACCESS
Apple Sells 10M iPhones. Psychopath Increases Meds.
http://mikecane2008.wordpress.com/2008/10/21/apple-sells-10m-iphones-psychopath-increases-meds/
As I am often wont to exclaim:
NEXT!
RE: ACCESS
Gekko: Do you have any customers?
Lefty: No.
Gekko: Do you have any prospects?
Lefty: No.
Gekko: You got anything on the horizon?
Lefty: Uh, no.
Gekko: Do you have any action at all?
Lefty: No.
Gekko: Do you have any conceivable reason for even getting up in the morning?
Lefty: I like to get the Daily News.
RE: ACCESS
Schadenfreude isn't much of a reason to get up in the morning, either, Lizard Boy. I guess I flew 150K miles this year because I didn't have anything better to do, hm?
RE: ACCESS
true on the schadenfraude. karma is a bitch.
but perhaps if you came here with some humility and some realism you'd be treated better.
RE: ACCESS
And Babblin' Mikey's doesn't even carry that much.
Sorry For The Inconvenience.
RE: ACCESS
Maybe you should get a better success barometer?
-Bosco
m105 -> NX70v -> NX80v -> iPhone -> iPhone 3G
RE: ACCESS
It's so cute to watch you guys indulging in these childish little fantasies of yours
On that note ALP seems to be ACCESS's childish little fantasy.
Apple and Google have delivered where it mattered, smartphones into the consumers' hands and revenue into the company's hands.
I'm wondering just like Gekko, where oh where are the ALP phones?
What happened to the ALP Samsung phone which Orange were allegedly going to release in June 08?
Statistics are like bikinis. What they reveal is suggestive, but what they conceal is vital. Aaron Levenstein
No more PDAs, huh?
How long have they been sitting on THAT information?
Thanks a lot, Palm.
Bah! You fools!
Probably more than one bit of prototype hardware too.
Really, *I* am the one who's been saying they're Doomed - and yet now I stand here in defiance of all of you.
You people have to get with the music! Out of step - again!
RE: Bah! You fools!
If a select few developers have ONLY been "briefed" (see another post by me here somewhere with the Colligan quote from last night), I'd say there is literally not a snowball's chance in Hell that January will show demos from (external) developers for Nova.
RE: Bah! You fools!
It will be the same with this, next month.
Also no more new Centro's!
RE: Also no more new Centro's!
from what i gather -
Treo = WinMobOS = Enterprise Focus
Centro = NovaOS = Consumer Focus
RE: Also no more new Centro's!
But maybe it wasn't a mis-speak, maybe they really are dropping PalmOS finally.
RE: Also no more new Centro's!
I think when they were saying this, they were expecting Centro to still be selling while Nova devices came on the market. It's no longer reasonable to assume that, so Palm will be back to two business lines: enterprise and everything else (fat middle)
RE: Also no more new Centro's!
Nothing - very little solid discussion there on tech aspects of Palm products. Just
"To the moon, Alice!" and "Fire Colligan!" stuff.
> ...enterprise and everything else (fat middle)
I think that's where they SHOULD go, but their last solid words were as I noted.
Whoa! 'carriers & developers' ?
RE: Whoa! 'carriers & developers' ?
== "...And on the OS front, there are existing developers that
== we have briefed..."
I don't know about you, but "briefed" to me for SURE does not BEGIN to suggest the developers were (1) shown anything close to final or (2) have their very own copy and API to start developing with.
The carriers, however, were not excited about Nova, though they were "positive" in response:
== "...As we started early disclosures to potential carrier partners,
== we've been extremely pleased at their positive reaction to our new
== platform and products..."
Again, "early disclosure" sure doesn't suggest anything close to final; certainly does not suggest an actual device running Nova was demoed. YMMV, I guess.
The "excited" bit, however, is based off of ONE sentence where Colligan is talking about a "development approach" and the developers who have seen THAT:
== "...Those developers we're already working with on our new
== platform are universally excited by our development approach..."
Be careful about reading blogs, posts, and the Me-Too Media, including PalmInfocenter et al; they OFTEN get it wrong.
The Me-Too Media, in particular, often just repeats what some other site has said (that's why they have the derogatory nick "Me-Too Media"...). Engadget right now, for example, actually has a "correction" on their latest article about Palm and CES that corrects one thing but, for some unknown reason, enhances the story by going on and saying:
== "...What Palm did reveal is that Nova is already in the hands of some
== of its development partners ..."
even though Palm never said that anytime during the earnings call. The article has those words because Engadget got their "info" from another site and, apparently, didn't bother to go back to the horse's mouth and see what the horse had to say itself.
Me-Too Media.
Be careful.
RE: Whoa! 'carriers & developers' ?
If JavaFX plays a big part in Nova, devs will be able to spin out stuff quickly. That could account for the excitement. Or not.
OTOH, I heard this from someone who is In The Know and a kick-ass killer coder who *should* be excited by something *exciting* from Palm: "Palm ... who?"
This same person In The Know told me Apple Has Something next month no one expects.
In a few weeks, all the cards will be on the table and we'll finally see.
Place your bets.
RE: Whoa! 'carriers & developers' ?
OTOH, his remarks about briefing developers and early disclosures to carriers WERE off-the-cuff remarks without strong fore-thought - as such I CERTAINLY believe THEM. He's not going to UNDERplay what has been done with developers and carriers...
JavFX Mobile has not yet been released - Nova =can't= be strongly relying on it.
RE: Whoa! 'carriers & developers' ?
RE: Whoa! 'carriers & developers' ?
Historically, that's been shown to be true when it comes to you.
RE: Whoa! 'carriers & developers' ?
Yep, and that includes certain people who post a whole lot to PIC. You can't be too careful.
>>"He who knows doesn't speak; he who speaks doesn't know."
No doubt.
"twrock is infamous around these parts" (from my profile over at Brighthand due to my negative 62 rep points rating)
Palm will be vindicated. Trust me.
- Chris B.
P.S. Screenshots will be coming to a website near you in a few days. Please be faithful, Palm Faithful. You will be happy you waited. Trust me.
Uncle Krakow: Top 5 Cell Phones of 2008
Gary Krakow
12/23/08 - 09:05 AM EST
Coming up with this list was not easy, given such a large field of worthy candidates, from the smartest smartphones to the tiniest talkers
But whittle I must. So without further ado and after much testing, using and angst, here are what I believe are the Top 5 cell phones of 2008:
RE: Uncle Krakow: Top 5 Cell Phones of 2008
Now I feel initiated!
RE: Uncle Krakow: Top 5 Cell Phones of 2008
I hadn't clicked on the link til I saw Mike's post, then just figured it was what it turned out to be...
Now THAT'S a viral video!
Have ya seen the hit count on that ridiculous (youtube) Claus Campaign's videos?
What a total failure.
Merry Christmas 2008
http://mikecane2008.wordpress.com/2008/12/24/merry-christmas-2008/
I'll have no argument, so don't reply with that!
Latest Comments
- I got one -Tuckermaclain
- RE: Don't we have this already? -Tuckermaclain
- RE: Palm brand will return in 2018, with devices built by TCL -richf
- RE: Palm brand will return in 2018, with devices built by TCL -dmitrygr
- Palm phone on HDblog -palmato
- Palm PVG100 -hgoldner
- RE: Like Deja Vu -PacManFoo
- Like Deja Vu -T_W
Goodbye Palm PDA