Comments on: Palm Reports Slight Net Profit

Palm Inc upgraded by JP Morgan based on strong execution (PALM) 3.17: JP Morgan upgrades to Long-term BUY from Mkt Perform following last night's earnings report. In terms of other stocks in the space, this is one occasion where company specific execution appears to have won through. Notes that PALM intends to return to profitability by Q4, two qtrs ahead of firm's expectations. JPM expects stk to outperform both RIMM and HAND in the short-term. Firm has a 12-month target of $4.50.

-Today 22-Mar-02 Reit UBS Warburg Strong Buy ($6)

-Today 22-Mar-02 Up JP Morgan Mkt Perform -> LT Buy ($4.5)

http://makeashorterlink.com/?P5C41219

Yes, we can say thank you to Yankowski. It was his excellent leadership and management that led to this victory.

We should bring him back. If not, we should reward him with a $5 million bonus.

that after Microsoft is releasing schedule for the next several PPC OS updates, the smartphone long term agreement, and overal release block in relationship with desktop OS?

OK sure. and Palm will release that spiffy OS before the Second Coming.

in smartphone department Microsoft is ahead by next quarter. Zendo and O2. Not the first tier phone maker but definitely has bigger market than Samsung.

Thera is just repackaged Toshiba Genio, with its CF slot stuffed with Phone receiver. Audiovox is running the show. (again it's a US phone company) O2 will be made by HTC, so it will bring the iPAQ manufacturing experiance to drive down price.

and speaking of price, how about than i705? $450 + ~$480 annual (over $1000??? a year) and you still have to pay your cellphone bill too? yikes. And who still use 8mb B/W hardware for net purposes.

that compared to brand new smartphone like O2, J928 with full PDA capabilities + voice??? Go ahead spend your $1000 with that i705.

the economy is there pal.

mmO2 haven't ever made a handset before - they're a UK phone network, and a small one at that! Now they're making this XDA as an attempt to focus on the PDA / Communicator market - which given the low volumes involved many predict will fail and see them bought out - probably by Telifonica.

And as for Sendo (not Zendo) - they're a family run business in the UK!

Unlucky m8, but you are talking bollox.

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russ@russb.fsnet.co.uk

No, I blame it on Clinton. The economy has been known throughout history to react to policy as far back as 2 years. The upturn that we are seeing is based on Bushs policy of giving tax money back to the people that it was taken from unecessarily during the Clinton years.

My point is that Yankoskowsky blew it and the new management is just now seeing an upturn.

Such a golden age for the 'laissez faire' capitalists to shoot there mouths off without having to back it up with any concrete math. The invisible, magic hand!!! Hmmm....i'm pretty sure we've tried this neo-conservative..errr..i mean neo-liberal approach to the economy before - oh yes, it was the industrial revolution!!! And while that brought us all manner of technological advances, none of it mattered to the average joe until the government took a more (dare i say it?) 'socialistic' role in the economy so that 10 yr old kids didnt have to work 12 hr days in order for their families to earn a poverty level existence. Flash forward to the end of the 20th century - "hey, whats all this government 'red-tape' and taxes all about anyway? Damn it, if we could just get all that money back to the corporations that was stolen by the evil government, than we'd all be rich and happy!!!". Idiot. Clinton didn't screw the economy - the .Com enthusiasm and short sitedness of the entire western-corporate-world did.

In the aftermath of that insanity, Palm has been driven down well below what it is worth. The stock will rebound to something reasonable.

Mario

Spoken like a true speculator. Stockbrokers love people like you, especially when they need to trade up on their yatchs.

The only sensible way to invest is to buy stocks in solid but undervalued companies. Palm, Inc is in the middle of a savage price war, so I wouldn't touch them myself. However, the fact that they have managed to make a slight profit despite the red ink everywhere else*, is a remarkable achievement and one which bodes well for the future.

Footnote: * We will never know whether Sony makes a profit on its devices. (Japanese accounting practices are such that that they make Enron appear to be a paragon of disclosure.) It would nevertheless be surprising if they were profitable - Sony is a relatively new entrant into the US market, and taking into account R&D, marketing costs, the costs associated with establishing new distribution chains and their fairly small market share, it's likely that they are not making any money either.

Big difference. SHIPPED = units delivered to retailers.

The common denominator is that they're all lying in some way or another as to what they're real intentions are. I find them all simultaneously sad and impossible to take seriously.

Look E.G. Whiner, this site is called PALM infocenter, not PDA infocenter. From the URL down you know this is a advocacy site for the PALM platform. "PDA" Buzz and others like operate under a shallow banner of objectivity.

On the other hand, sites like PPC Thoughts seem to be on a mission to get us all to use PPC and other MS products. PDA Buzz is the biggest faker of all. Don't listen to me though, just visit the sites and see for yourself.

evaluate your Palm stock after the OS5.0 and market share trend. There won't be anymore dot.com bubble like the 90's.

ha! ha ha!
It will come true if you are talking not in USD but in RMB. (China Currency)

I really, really want to buy a Sony and the obstacle is selling my defective m505.

Since you believe Palm is king, you'll buy it. I'll only charge $550 for it. Thanks.

After six months all they can come out with is the ALMIGHTY m515 and the 'E' craddle. I think you should sell all you have and buy a lot of Palm shares because you will be millionaire in no time. They are only riding on their deteriorating steam of palm brand and mind share, which will dies off. But of course, if you are happy with the low end palm, that is perfect for you.

Man, you are the kind of sucker that Palm needs more of. Mind you I am only saying "Palm" and not "PalmSource" because the gem is in their OS and not their crappy hardware.

I think you should start a Palm Evangelizing Club and see how many of your friends will come back and haunt you when they realize what duds the m515's are.

Because Palm is nothing but crap,do you like it ? palm fan/troll ? King of the PDA ? You just cannot be serious !!

BTW, enjoy your SUDS M500/M505/M515 and ,of course, the "E"nhanced cradle (E/H/J/L... etc...) ,sucker !

Yep, the PPC trolls are running scared. They have had an easy year with their mantra "Palm is doomed" but now Palm is coming out of the woods. MS is running so scared they just fired half the executives in their Mobility department. Or was that because the PPC is so totally crap?

1. Palm's CEO got fired
2. Palm lost the graffti court case Xerox... "Palm Must Put Down $50 Mil. Bond in Xerox Case"
3. Cut a bunch of jobs
4. The company got split in two
5. Beaten in innovations by all of it's licensees (HandEra, Handspring, Sony)
6. Had to sell part of their company headquarters to have extra money because of the pre-annoucement bludder for the m500 series
7. Had to cut the prices of all their handheld to move them
8. Oh yeah...their stock prices when from $20 something to a few dollars in less than a year.

AND NOW!!!

Palm Reports Slight Net Profit!!!

Hardly ANYTHING to celerbrate....

1. Palm's CEO got fired
2. Palm lost the graffti court case Xerox... "Palm Must Put Down $50 Mil. Bond in Xerox Case"
3. Cut a bunch of jobs

- Third PPC chief through the Microsoft executive shredder....
- Compaq and HP want OUT....
- No PPC profit for Microsoft EVER
- Palm Pilot = Household name
- PPC = Household cleaner? Industrial Herbicide? I can't remember....

It's all about profit margin, revenue and market trend baby.

Anybody know what you're talking about? Anybody tired of Austin-wanna be Powers posting "baby" all over this board?

>>That's why they call it "Flash memory technology"

Oooh. So what do they call "four months to get PPC alarms working?"

>>How is that OS5.0 going anyway?

Like gangbusters!! What, they didn't tell you that on your last visit to MicosoftSucklings.com??

Brilliant come back!

>>from now on let's call the 5.0 like it is, the "audio patch" on ARM OS

HAHA!! When are you going to install your "grammar patch?" You amuse me, but you better get back to your Microsoft momma pig you little suckling...

it's true that Sony is making better PDAs than Palm, if you can't accept the truth, the least you could do is to shut up. I am not in anyway sponsored by any company to say that Palms PDA SUCKS comparing to Clie.

Are you in anyway sponsored by Palm Inc. to discredit any not Pro-Palm opinion ??

Hey I.M. Anonymous aka EdH from PocketThoughts, how about retracting this stupid comment? Looks like you messed up on your figures. Borrowed $50M, huh? Where did you pull that from, dumba***? Your bias is clearly showing, LOL!