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Thursday, July 2, 2009

And for You, Mr. McNamee? Ah, Yes–The Boiled Crow Sandwich.

mcnameePalm seems to have satiated pent-up early demand for its new Pre smartphone, constrained supplies be damned. In a pair of investor notes issued today, analysts at Pali Research and JP Morgan say that sales of the Pre have tapered off to a point where supply and demand are roughly in parity.

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Wednesday, July 1, 2009

LogMeIn Logs IPO Gains

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Tuesday, June 30, 2009

Palm Pixie in November?

According to some lines of code secreted away within webOS, Palm has at least one more handset in the pipeline–the so-called Eos (codename: Pixie). And while no one seems to know when it will arrive at market, there’s speculation today that we’ll see it by November, right in time for the winter holidays.

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China Delays Filtering Initiative

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Palm Sold 300,000 Pres in June

palm_pre_adflvDuring its post-earnings conference call last Thursday, Palm refused to say how many Pre handsets have been sold to date. Or how many it believes it will sell in the first quarter of production. The company would say only, in the words of CEO Jon Rubinstein, that “sales have been strong and growing.” So until Palm provides specific Pre sales figures, we have only the estimates of analysts with which to gauge the device’s impact on Palm’s moribund smartphone franchise. And the latest estimates, from Edward Snyder at Charter Equity Research, suggest that the impact is great.

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Monday, June 29, 2009

Dell: Who You Gonna Buy?

dellguy1-150x150Bernstein Research analyst Toni Sacconaghi has a few ideas about what Dell should do with the nearly $11 billion in cash reserves it’s sitting on and they don’t include buying Palm. Sacconaghi believes that Dell isn’t interested in a “transformational” acquisition, though its interest in the handset market might suggest otherwise. Rather, the company is mulling the acquisition of small- to medium-sized enterprise-related companies.

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Friday, June 26, 2009

That 48 Percent Obviously Doesn’t Include iPhone Users

cell-phone-throwing1Nearly half–48 percent–of Americans would drop their mobile data service completely if they were driven to it by the souring economy. That’s the conclusion of a new study by Strategy Analytics, which found that consumers are not so taken with mobile connectivity that they’ve completely lost site of household budgetary constraints.

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RIM Product Line More FrankenBerry Than CrackBerry

frankenberryWith the Palm Pre and iPhone 3GS in stores and the myTouch 3G, T-Mobile’s second Google Android phone, headed to market, is Research in Motion’s product lineup beginning to look a bit dated? Which leads to another question: Has RIM’s success made it too complacent? GC Research analyst Tero Kuittinen believes it has.

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Palm: Execution Is Everything

palmhailmaryjpg-150x150Palm shares are on a tear this morning, rallying on the company’s fourth-quarter financials and the promise of its new Pre handset. Palm is trading at $15.30 as I write this, up more than nine percent in reaction to the company’s claims that the Pre and Palm’s webOS are off to a strong start.

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Thursday, June 25, 2009

Guess That’s What You Call a “Pre” Forma Loss, Eh?

palm1Too bad Palm launched the Pre a week after the close of its fiscal fourth quarter. If it had brought the device to market earlier, the quarterly results it posted Thursday afternoon might have been even better. After market close, Palm posted a narrower-than-expected loss despite a steep revenue decline, sending its shares up more than 10 percent.

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Wednesday, June 24, 2009

Palm: The Turnaround Story of the Year

greatest-american-hero_pre-150x150A quick but noteworthy follow-up to my earlier post about the incredible gain in market cap Palm made in the last year. Palm’s valuation is actually higher than the $1.95 billion I quoted earlier. Quite a bit higher, it turns out.

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Hospital Confirms Apple CEO’s Liver Transplant

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One Million Palm Pre Apps Downloaded

appcatalogWell, here’s a nice data point to consider in advance of Palm’s earnings tomorrow. The company’s Pre App Catalog, which has been widely criticized for its paltry selection, just reached one million downloads.

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Pre Makes Palm a New Man in Only Minutes a Day

charles_atlas_thumbPalm’s market cap is currently $1.95 billion. A year ago it hovered around $400 million. Amazing when you think about it, really. On the promise of the Pre and the company’s new WebOS operating system alone, Palm has added more than $1.5 billion to its market cap.

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Sprint CFO: What iPhone?

sprintbreadline-150x150jpg1It’s been three weeks since the Palm Pre debuted and Sprint is still having trouble keeping it in stock. This according to Sprint Nextel CFO Bob Brust, who says that supplies of the new handset continue to be tight and that Apple’s new iPhone 3GS hasn’t really had an impact on sales.

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About John

John Paczkowski has been poking fun at the tech industry and the personalities that drive it since 1997. From 1999 to 2007, he wrote the award-winning tech news Web log Good Morning Silicon Valley for the San Jose Mercury News, Silicon Valley's daily newspaper.

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Ethics Statement

Here is a statement of my ethics and coverage policies. It is more than most of you want to know, but, in the age of suspicion of the media, I am laying it all out.

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alt.misc

  • 10 Best Uses Of Classical Music In Classic Cartoons

    Includes “Pigs in a Polka,” “Rabbit of Seville” and, of course, “What’s Opera, Doc?”

  • Web Site Story

    Take the famous ballads and duets of West Side Story, insert a dozen mentions of famous social media sites like twitter and facebook, and this is what you get.

  • Wooden iPod

    An iPod mini rebuilt with a wooden case

  • Han Solo, P.I.

    Star Wars meets Magnum, P.I.

  • The “literal video” collection

    Music videos recreated with new lyrics based on what’s actually happening in them. Daydream Believer and Total Eclipse of the Heart are particularly good.

  • E-Mail From Your Facilities Department

    In response to numerous e-mails, I have no idea what planet the giant alien creature is from. Judging from its enormous gills, I’d have to guess it’s from a watery planet. Reminder: please let me know if you plan to be in the office on Memorial Day so I can request HVAC for your floor.

  • Amazon Customer Reviews: Three Wolf Moon T-Shirt

    For those of you who mock the wolf shirt beware. There is an old Navajo story about a young man who made fun of another man for wearing a wolf trio shirt. Legend has it that in his sleep, the wolves on the other man’s shirt came to life and tore his body to shreds. They never found any part of that man’s body. The Wolf is something to be respected and feared, not treated like a novelty.

  • Nice Muscle!

    Hands down the most inexplicably bizarre game for Wii I’ve ever seen

  • Respectful Yo Mama Jokes

    Yo mama is so attractive she could be on the cover of Prevention.

  • Introduction to Microcontroller Programming: The Flatulometer

    The inspiration for this project was to determine who could generate the worst flatulence measurable in a personally unbiased manner.

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