Palm Presenting at Investor Conference Next Week

Palm.comPalm, Inc. today announced that Palm's Chief Executive Officer Edward T. Colligan is scheduled to present at the Thomas Weisel Partners Technology, Telecom & Internet Conference 2009 in San Francisco on Wednesday, Feb. 11, 2009 at 9:10 a.m. Pacific Time.

There will be a live webcast made available, which can be found here.

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Anyone find any info on this conference?

Ken@weboshelp.net @ 2/6/2009 12:22:22 AM # Q
Even the official website seems to be password-protected. Must be an exclusive list of attendees. Any idea what Ed will be presenting about?

www.weboshelp.net - webOS tutorials, resources, news and forums
RE: Anyone find any info on this conference?
SeldomVisitor @ 2/6/2009 5:50:53 AM # Q
It's a financial conference. Expect Colligan to tout the Pre, new direction of Palm, etc and mention that nothing good will result w.r.t. finances until late calendar year 2009, earliest. The Q&A, if any, will be the most interesting part.

RE: Anyone find any info on this conference?
palmit @ 2/6/2009 7:20:39 AM # Q
RE: Anyone find any info on this conference?
CFreymarc @ 2/6/2009 8:12:19 AM # Q
Conferences like these are rather exclusive. I'm surprised that this site got word of it. Frankly, if you don't have an investment portfolio of ten million or more, you are pretty much not on the guest list. At times, these conferences are gatherings of tech players trading war stories that shake out the "more mouth than money" crowd from those who really make a difference in the business. Be interesting to see what is said and what gets out of this conference.
RE: Anyone find any info on this conference?
freakout @ 2/6/2009 1:03:35 PM # Q
I'm surprised that this site got word of it.

Psssssst! Palm put out a press release. It's not some big secret. :P

http://investor.palm.com/releasedetail.cfm?ReleaseID=363935

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Newton is to Palm Pilot as...

DrewT3 @ 2/6/2009 9:35:45 AM # Q
Newton is to PalmPilot as Foleo is to:

http://www.engadget.com/2009/02/06/lgs-lba-c300-bluetooth-qwerty-card-is-the-best-calculator-loo/

Maybe Palm is the new Apple!

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Palm Hires SDK Dev Comm Mgr

mikecane @ 2/6/2009 10:09:45 AM # Q
News, kiddies!

Palm Hires Pre SDK Developer Community Manager
http://prepoint.wordpress.com/2009/02/06/palm-hires-pre-sdk-developer-community-manager/

RE: Palm Hires SDK Dev Comm Mgr
Gekko @ 2/6/2009 10:18:38 AM # Q

sheesh. nice bio and pic. actually that's what i pictured you looking like, but less groomed.

RE: Palm Hires SDK Dev Comm Mgr
abosco @ 2/6/2009 2:26:19 PM # Q
Found a picture of Mike Cane:

http://tinyurl.com/aa6vvs

-Bosco
m105 -> NX70v -> NX80v -> iPhone -> iPhone 3G

RE: Palm Hires SDK Dev Comm Mgr
mikecane @ 2/6/2009 2:40:25 PM # Q
ROTFLMAO!!!!

RE: Palm Hires SDK Dev Comm Mgr
freakout @ 2/6/2009 2:42:53 PM # Q
Great! His first order of business: make the damn SDK public, already!

Found a picture of Mike Cane:

Are you sure it's not this? http://tinyurl.com/abk8y2

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RE: Samsung does Tapwave Zodiac?
twrock @ 2/6/2009 7:12:31 PM # Q
I've still got a Zodiac II that acts as a dedicated MP3 player for my stereo system. I replaced the battery last month so it could actually be used as my main handheld if needed. Other than the fact that I really had no use for the special gaming hardware (joystick, extra buttons, etc.), that was one great unit.

Ah, the "glory days" of Palm. Sony, Handera, Tapwave, everyone was trying to build the next greatest thing.


"twrock is infamous around these parts"
(from my profile over at Brighthand due to my negative 62 rep points rating)

RE: Samsung does Tapwave Zodiac?
Gekko @ 2/6/2009 7:34:51 PM # Q

i'd like to smash your pdas into a thousand pieces.

RE: Samsung does Tapwave Zodiac?
twrock @ 2/6/2009 8:09:35 PM # Q
Yes, yes, we know how you feel about PDA's.


"twrock is infamous around these parts"
(from my profile over at Brighthand due to my negative 62 rep points rating)
RE: Samsung does Tapwave Zodiac?
mikecane @ 2/7/2009 8:55:17 AM # Q
>>>i'd like to smash your pdas into a thousand pieces.

Why don't you go back to the playground and woo the little children with your Gacy clown outfit and Playskool cellphone?

RE: Samsung does Tapwave Zodiac?
Gekko @ 2/8/2009 10:54:53 AM # Q

i'm not the one that scares small animals and little children.

RE: Samsung does Tapwave Zodiac?
mikecane @ 2/8/2009 1:58:48 PM # Q
>>>i'm not the one that scares small animals and little children.

And that's exactly my point! Little children SHOULD be scared of you!!

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Bring on the FOLEO Mark 2!!

mikecane @ 2/8/2009 2:00:47 PM # Q
God knows SONY needs a frikkin lesson on how to do it!
http://tnkgrl.wordpress.com/2009/02/06/unboxing-the-sony-vaio-p/#comment-11323

What a shame! tnkgrl is going to implant XP on it. Should be an interesting blog post, that. Ah, I was soooo looking forward to that VAIO P. Size and weight are just techlust-o-licious. And that RED!!!

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listening now

freakout @ 2/11/2009 9:31:44 AM # Q
sigh. I need more sleep. Curse you, Colligan, why couldn't you have presented at a more civilized hour than 4am!

some interesting quotes (paraphrased)

"accessible to more than 10 million developers"

haha. does it make sense to license out webOS? "Boy, I've been down that path... people said "lets be the next Microsoft". A lot of bigger competitors came in and took the ideas and a lot of the market share"

"relentlessly focused on getting the platform and the SDK out the door... we have a robust roadmap of products over the next few years"

what bout Centro? gonna try to marry that with webOS? "There will be no more PalmOS based products. We'll transition to webOS and keep WinMob"

will you keep the low-end focus? "We're innovators. We're focused on breakthrough products rather than "let's sell 20 handsets next quarter"

sprint? "Incredible long-term relationship. There are more Palm users on Sprint than any other network. Number of fantastic attributes, outstanding data network... we've been working very hard to line up our marketing efforts for awhile now. Focused on making sure everyone is trained on the product in the stores. They'll put in a significant effort with regards to marketing and pricing." (subsidies?)
pricing? margins? "Long-term margin goal of getting back to the mid-30s. Maturing

Centro has driven our margins down. Treo Pro will help some when it launches. That's why we raised additional resources (elevation cash injection). We hope Pre will help us get out margins back up"

Plans beyond Sprint? Very cagey response, not much detail.... No new carrier partners till 2010??!! say it ain't so, Eddie!

Apple patent battle? "There's no issue with Apple over patents right now. There's been speculation but nothing's been done. The whole issue with patents is elaborate... We have a big patent portfolio in mobile computing built over 15 years... we did that to have a defensive position in the marketplace. It's like two porcupines circling around... you don't attack so you don't get stung. If something does happen there we do have the portfolio to defend ourselves. We're going to drive the product out the door."



Tim
I apologise for any and all emoticons that appear in my posts. You may shoot them on sight.
Treo 270 -> Treo 650 -> Treo 680 -> Centro

RE: listening now
freakout @ 2/11/2009 9:42:15 AM # Q
poaching other companies talent? They've brought on a Nokia supply-chain guy (missed his name) in addition to all the Apple people. "Augmenting our sales team" They're using longtime palm supply chain partners as well as some of Rubinstein's.

Audience participation: who are the key manufacturing partners? "Confidential. They're the best of the best. We're not concerned about their ability to ramp. This is a complex design and develop and we really want to nail the forecasting, especially in this economic climate. We need to predict and manage the supply chain effectively."El

Does it concern you that HTC might compete with you as well as manufacturing your stuff? No.

On Elevation: "Mid-life venture capital. They have a long-term view... I knew we were going through a big transition and it would take 18 months at least to get it out the door. They're very supportive. Fred Anderson is an asset 'cause he's been through that at Apple."

Will that 100 mil be enough to get you through? "We did a lot of planning to make sure it would be enough. We clearly have a very difficult economic environment that has put pressure on our revenue... Centro is maturing and we're trying to get Treo Pro out the door."

Third-party developers? "There's tens of thousands of PalmOS developers, huge community we've worked with. There are certain apps that are killer apps that drive sales... ePocrates for instance. We're doing what we can to get these guys to come over. The second thing is the whole web app community that weren't targeted by PalmOS, hence the web-based dev environment. Number of apps out day one, we expect it will grow very rapidly."

outta time! i'm going back to sleep

Tim
I apologise for any and all emoticons that appear in my posts. You may shoot them on sight.
Treo 270 -> Treo 650 -> Treo 680 -> Centro

RE: listening now
SeldomVisitor @ 2/11/2009 9:54:18 AM # Q
Note the lack of an answer to "Developers?".

Oh.

Wait!

EVERY web developer is one of theirs!

Hmmm...I wonder if that makes every C developer one of Apples?...

RE: listening now
SeldomVisitor @ 2/11/2009 9:56:58 AM # Q
Note how he didn't say " Yes" to the answer "Do you expect to have a fully functioning App Store on launch?"

RE: listening now
mikecane @ 2/11/2009 10:26:09 AM # Q
>>>poaching other companies talent? They've brought on a Nokia supply-chain guy (missed his name) in addition to all the Apple people.

Oh stop. You make it sound as if these people are the PROPERTY of those companies!

When you grow up and have been out in the big bad world of paycheck-earning, you learn very quickly that NO ONE is "indispensable." If Jobs - God forbid - dies, Apple will also continue. (STFU about mentioning Akio Morita and Sony, willya? Special case. And Honda has been going on without Honda. And AstroBoy without Tezuka. Disney without Walt. Etc.)

RE: listening now
freakout @ 2/11/2009 2:04:23 PM # Q
Settle down big fella. Poaching was just the first word to mind that quickly summarized the question. (I've been in the "big bad world" of paycheck earning for awhile now, thanks very much. :P )

Apple will certainly continue without Jobs - they might even come up with better, more open products - but their shares will suffer. You can't get away with turning your Chief into a cult leader without suffering some inevitable comedown when he finally leaves.

Note how he didn't say " Yes" to the answer "Do you expect to have a fully functioning App Store on launch?"

That wasn't the question so far as I recall. It was something like "How are you going to support/entice developers?" Colligan mentioned the app catalog as part of that and made no reference to it being available at launch or not. I expect it will. He also said it will "catalog everything on the device", although I'm not sure if that means it will catalog the software on your personal device and make recommendations based on that, or if he just means it will have all the webOS software in it.

RE: listening now
SeldomVisitor @ 2/11/2009 4:17:33 PM # Q
>> Note how he didn't say " Yes" to the answer "Do you expect to have a fully
>> functioning App Store on launch?"
>
>
> That wasn't the question so far as I recall. It was something like "How are you
> going to support/entice developers?"..

Ya think?

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