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Old 06-30-2005, 04:25 PM   #5
derekweb
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Posts: 160
Karma: 3134
Join Date: Jun 2004
Location: United States
Device: Palm Treo 700p & iPaq hx2755
Quote:
Originally Posted by Voice_of_Reason
Do you really think PalmSource can last 2 years by itself?
Yes.

Reasoning :
1) They are still building products that, as currently, there is demand for

2) They have a new product pipeline from Linux/BE starting material (not sure if it's exactly linux or whatnot, but the source is essentially from GPL ware type Linux of some sort). This cuts down on several costs on the back end, and increases portability across several new frontiers of devices and embedded devices. With Palmsource being a well known brandname that caters to EASE OF USE, and having a great deal of functionalityand stability, I can easily see them marketing to this angle to attract new business in other devices, not just PDAs or PDA Phones.

3) They made a profit in 4Q. Just because Wall Street threw a hissyfit for PalmSource not making MORE money is Wall Streets' problem. I call that more of an Expectation issue, than a performance issue.

Now. Does all of this negate any future need of performing and hitting goals? No. PalmSource has less of a margin for error than someone like, say .. Microsoft or Intel. As such, they need to be mindful of their goals, they need to continue executing them, and they need to budget for some room for errors (as they always happen) and they absolutely MUST guide both Wall Street and End Consumers on Expectations! Expectations and Performance are what make and or break a company in terms of being able to secure financing as well as sales on products.
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