Horace Dediu
-
Palm: Pacific Crest Downgrades; Merrill Cuts Target To $5; Needham Fears “Oblivion”
Palm: Pacific Crest Downgrades; Merrill Cuts Target To $5; Needham Fears “Oblivion” – Tech Trader Daily – Barrons.com Palm unveiled the webOS and Pre on Jan. 8th, and the stock skyrocketed from $3.30/share the day before to $7.14/share on Jan. 15th. January 2009 predictions for Palm by Morgan Keegan: About Palm at Sprint: Storm/iPhone-type Success Continue reading
-
Mobile Platforms: First Market Where Google Beat an Incumbent
No, that incumbent is not Apple. Google has taken on Microsoft with free good-enough web services for a few years. Gmail for business against Exchange, Chrome against Internet Explorer, and soon Chrome OS against Windows. But it’s Android vs. Windows Mobile which is shaping up to be the first success story for Google. Windows Mobile Continue reading
-
Windows Phone Classic Phones not upgradeable to Windows Phone 7 Series
“Because we have very specific requirements for Windows Phone 7 Series the current phones we have right now will not be upgradable,” Microsoft cuts off Win Phone 7 upgrades for all WM6 devices | ElectronistaInvites ‹ Asymco — WordPressNow why would anyone buy a WinMo 6.x (aka Windows Phone Classic) phone today? Is this is Continue reading
-
Kathryn Huberty Predicts Apple Performance
10 months ago Ms. Huberty released her price target for April 2010 (see graph) at between $100 and $105. The stock was trading at $121 then and her forecast was for a 14% decline. She wrote: Investment Conclusion: The combination of a March quarter beat and positive management tone is likely to keep AAPL shares Continue reading
-
Rubinstein on why Pre is not Selling
Dave Whalen and I just returned from a very successful meeting with Verizon Wireless, where they acknowledged that their execution of our launch was below expectations and recommitted to working with us to improve sales. To accelerate sales, we initiated Project JumpStart nearly three weeks ago. Since then, nearly two hundred Palm Brand Ambassadors, supplemented Continue reading
-
Skype and Adobe Jump off WinMo Ship
Weak spin from both on reasons to leap off a sinking ship. Skype has just discontinued Windows Mobile version of Skype client: We’ve chosen to withdraw Skype Lite and Skype for Windows Mobile because we want to offer our new customers an improved mobile experience – much like the version that has proved so popular Continue reading
-
New Survey Data on iPad Demand Suggests Significant Upside From Current Estimates
Admob did an interest survey. Although limited by its methodology (see below) the data is incrementally interesting as it also relates to the ChangeWave survey. ChangeWave suggested that 13% of early adopters claim they are likely to buy an iPad. Admob suggests that 16% of existing iPhone users would be likely to purchase an iPad Continue reading
-
Palm's Forecast
full-year revenue would be “well below” its previous target of $1.6 billion to $1.8 billion. Wall Street was expecting $1.6 billion If we assume $1 billion/yr. revenues, that works out to about 3 million smartphones a year out of a market that Gartner just forecast to be 215 million this year. That gives Palm just Continue reading
-
Droid is now $50
90% off.Amazon.com: Motorola DROID A855 Android Phone (Verizon Wireless): Cell Phones & Service Continue reading
-
But… it has multitasking!
Palm warns of 30% miss on estimates. Feb. 25 (Bloomberg) — Palm Inc. said it expects that adjusted revenue for the third quarter of fiscal year 2010 will be in the range of $300 million to $320 million. The average estimate of analyts surveyed by Bloomberg was for adjusted third-quarter revenue of $409.3 million. The Continue reading