PALM - The rebirth of Palm Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PALM - The rebirth of Palm Inc.

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Steve Powers who wrote (1947)	9/26/2000 6:56:08 PM
From: Mang Cheng	Read Replies (3) of 6784

Something I found interesting from the news report is that Average Selling Price of Palm was $262 Q4 and $240 Q1. Given Palm sold 1.5 million devices in Q4, i.e. they got 1.5 million x $240 = $360 million Total revenue for Q4 was 401 million, 401 - 360 = 41 millions That means they got 10% of revenue ($41 millions) from licenses and subscriptions. With this month Sony starting to sell their Clie, they should be able to increase this 41 millions significantly. Palm should be able to get 5 to 10 million from Sony in Q2 (just a wild guess). Palm as of now is still 90% hardwares and only 10% OS related softwares. Another piece of interesting statistic is that ASP dropped by 8.4% from $262 to $240. At the same time, unit sales increased by 36.4% from 1.1 million units to 1.5 mill units. Since these two numbers are inter-related, I havn't been able to figure out a correlation yet. Mang

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next