Crystal ball: <<This economy IS IN RECOVERY, but ....> WOW!!! I wish I could have such a vision...! LOL! Frankly, I think the USA economy is sick, but I don't know why nor would I attempt to understand why! There are just too many guru's tying to explain; i. e., some say Greenspan screwed up and others say Greenspan is a god.... Unfortunately, I tend to believe Greenspan tightened the spicket too much! and he didn't act soon enough to cut!!! IMHO!
Now, unfortunately, PALM and other PDA's are now hurting due to a depressed economy! Will the market come back??? Yes, in time... Will PALM come back! Well, I really don't know!!! I guess it depends upon recovery of the USA economy (and market) and potential for PALM to GROW revenues and earnings! and maintain high market position.
Based upon H/W earnings, it looks dismal....based upon growth potential for O/S earnings, I doubt it -- H/W revenues may continue to grow but profit margins will be thinned due to competition... and potential O/S profit margin of 25% may not be in the palm for sometime... Oh swell, I was hoping for a PALM under the Christmas tree this year....now I don't know! not when I hear so many astute PDA users bitching about the screen light/color brigthness of the new color M model! .... Have had lots of confidence in CEO Y....now things are pretty depressing. Did Y drop the ball? Can Y pull this off successfully??? Perhaps it's time to bail!!
Hmmmnnnn! Mang and David, tell me I'm all wrong! Please...???
OT: RE <<That is why all these companies that traded with the enemy, Communist China, such as QCOM and FDX and the like, are in for a big surprise. >> Hope you're wrong! If QCOM goes, then what about PALM!
fns |
