Comments on: Palm Reports Q4 and FY 2007 Results
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Palm Q4 Results
Dumping ballast overboard
You are correct. Palm is throwing any possible dead weight overboard in an effort to remain afloat long enough to get bought out.
Since my last 2 comments here were deleted yesterday (likely due to Palm telling the Palminfocenter site owner to censor any TVoR posts if he wants to keep seeing any ad revenue from Palm) I'll step back and let things unfold as they will.
I hope they understand that TVoR's message has already gotten through: everyone now realizes that Emperor Palm has no clothes. Jeff Hawkins' embarassing attempt to hype an overpriced, castrated laptop didn't work. Unless Palm delivers a good product from now on they will find themselves being COMPLETELY ignored.
http://sanjose.bizjournals.com/sanjose/stories/2005/07/11/smallb2.html
There is a third business that I've been working on but I'm not going to tell you what it is. It's in mobile computing. It's something different and it's in its early stage. We have three businesses at PalmOne. One you don't even know about, which is just a child. Another is the teenager and the other one is the mature 45-year-old.
I'll give you a couple clues. I always think of mobile computing as personal computing. This long-term vision has led us through everything -- first the organizers and now through the smart phone space. It's like everything a personal computer is. Continue down that path. What are the implications of a world where everyone has a super high-speed Internet connection in their pocket and many gigabytes of storage, super-fast processors, audio, visual and multimedia? What are the consequences of that? How will that change computing when you have all that stuff available to you all the time? I try to think into the future. That's how we come up with new products. So I'm not going to tell you what it is, but it's following the consequences of mobile computing.
- Jeff Hawkins
July 2005
RE: Palm Q4 Results
http://www.palminfocenter.com/news/9375/register-article-on-palms-diminished-windows-mobile-focus/
and now? Perhaps Palm got so badly spooked by the iPhone spectre that they did a quick about-face on their POS plans? Or perhaps the utter debacle of the 700p has been the final stake (stylus?) in the heart of Garnet in the eyes of the two big domestic CDMA carriers? Or perhaps Verizon has actually decided to take a pass on the 755p and, if Sprint passes on the 800p, that's the end of the line for Garnet in any form (as TVoR hints at). The current rumor is that Verizon has placed a moratorium on any new smartphones for the forseeable future. I am guessing they are going to try to clear stock this summer and hit hard with (maybe) a Treo 800w and the Motorola v9m and a handful of sleek new LG smart & dumbphones this fall.
Changing topics slightly, is it possible that Ed Hardy was privvy to something none of the rest of us were and had some "insider info" before Palm pulled the plug on new PDAs at the 11th hour? http://www.brighthand.com/default.asp?newsID=12508
Is it possible that Palm has the specs/design of Z22, E2 and TX replacements in the can and have been holding off actually putting them into production out of hope that the Treo line's momentum would continue? How long would it take Palm (assuming the designs are all finalized) to get approval, strike up manufacturing agremeements, and get these things produced, boxed and shipped out? 6 months? 9 months? A year?
Wouldn't it be ironic that Palm would have to field a handful of refreshed "no carrier interference" Palm OS PDAs and a few rebadged WinMob Treos to keep themselves afloat until they can be acquired sometime next year?
Pilot 1000-->Pilot 5000-->PalmPilot Pro-->IIIe-->Vx-->m505-->T|T-->T|T2-->T|C-->T|T3-->T|T5-->TX-->Treo 700P
RE: Palm Q4 Results
Who would buy what from PALM and for how much?
That's a serious set of questions needing serious answers.
PALM has =dropped= Windows according to PALM - now they will buy from the HTCs of the world and stamp "Palm" on them.
Evidence totally suggests PALM is in the middle of dropping PalmOS - the top guys JUST said (paraphrase):
== "...Giggle...we went from 100% PalmOS to 50%/50% Windows/PalmOs...giggle...
== So, we have obviously seen significant growth in Windows Mobile and we
== expect to continue to see that..."
And, of course, the Fooleo was born dead.
So who's gonna buy what from PALM for how much?
RE: Palm Q4 Results
At the end of the day, SOMEONE will buy Palm if for nothing other than:
1. The Palm/PalmPilot brand/trademark
2. The Treo brand/trademark
3. Palm's wireless carrier agreements
4. Foleo stuff & misc. IP etc
Now, the $30 million question is how much all of the above is worth?
Pilot 1000-->Pilot 5000-->PalmPilot Pro-->IIIe-->Vx-->m505-->T|T-->T|T2-->T|C-->T|T3-->T|T5-->TX-->Treo 700P
RE: Palm Q4 Results
See below.
> ...2. The Treo brand/trademark...
See below.
> ...3. Palm's wireless carrier agreements...
Worthless - all those who would be interested in PALM already have those - and all evidence of late STRONGLY (yes, strongly) suggests those are DECREASING.
> ...4. Foleo stuff & misc. IP etc...
Giggle.
> the $30 million question is how much all of the above is worth?
Yup, $30 million's about right!
smartphone growth can't offset pda declines?
it looks like the growth in smartphones can't offset the decline in pdas. no wonder the want to "diversify, diversify, diversify". they need another growth engine because the treo alone can't carry the whole load as pda sales/revenue continues to plummet. they must have told hawkins "we need a hat trick" - invent another breakthrough product and he came up with the foleo.
RE: smartphone growth can't offset pda declines?
RE: smartphone growth can't offset pda declines?
Pat Horne
RE: smartphone growth can't offset pda declines?
"There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else." - Sam Walton
RE: smartphone growth can't offset pda declines?
Where's the incentive to upgrade.... ??? not had solid PDA releases from palm in years... hence your getting declining sales.....
wow how amazing is that... is Microsoft paying the management at PALM ????? surely SHAREHOLDERS screaming and shouting...... lets outsource the management all of them....
palm customer....
RE: smartphone growth can't offset pda declines?
RE: smartphone growth can't offset pda declines?
lower average selling prices and lower gross margins?
RE: smartphone growth can't offset pda declines?
I'm STILL waiting on a ROM update for my 700p. Imagine if you had a Foleo and it worked well with your current smartphone. Your contract expires, you get a new model, and it's not on the list of supported Foleo devices. Uh oh. And with Palm's traditionally glacial release schedule + their staff reductions, how can anyone think they can capably support not only a new OS but a new category/type of product?
Pilot 1000-->Pilot 5000-->PalmPilot Pro-->IIIe-->Vx-->m505-->T|T-->T|T2-->T|C-->T|T3-->T|T5-->TX-->Treo 700P
RE: smartphone growth can't offset pda declines?
ASUS Fooleo, anyone?
RE: smartphone growth can't offset pda declines?
Heck, if nothing else, Palm could become a resurrected "living dead" brand that the cheap Asian ODMs use for their rebranded products--think Westinghouse, Polaroid, Emerson, Sylvania etc etc. Even the Europeans like the hang "respected" names on otherwise unremarkable Philips/Magnavox/RCA/GE stuff nowadays.
Pilot 1000-->Pilot 5000-->PalmPilot Pro-->IIIe-->Vx-->m505-->T|T-->T|T2-->T|C-->T|T3-->T|T5-->TX-->Treo 700P
RE: smartphone growth can't offset pda declines?
I am still astonished at how Apple managed to get good battery life in the iPhone.
Who would've thought an 5-6 months ago that an iPhone would outdo a Palm TX (same screen resulution) in battery runtime?
Pilot 1000-->Pilot 5000-->PalmPilot Pro-->IIIe-->Vx-->m505-->T|T-->T|T2-->T|C-->T|T3-->T|T5-->TX-->Treo 700P
Latest Comments
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That is to say, they missed REALLY bad on guidance...
[for those not into stocks, "guidance" is what a company says about how they're gonna do in the future]