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#1 |
Is papyrophobic!
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Join Date: Aug 2003
Location: USA
Device: Dell Axim
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Palm CFO to hold presentation on August 2nd
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#2 |
Recovering Gadget Addict
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Join Date: May 2004
Location: Pittsburgh, PA
Device: iPad
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I'm not too familiar with how these things are handled, but I do have some thoughts...
If the analysts are worth their salt, we should get some indication of how Palm intends to handle Garnet/Cobalt/Palm4Linux/other options. With Cobalt not getting any attention from PalmSource, and Palm4Linux a couple years out, willl they be able to stick with Garnet all that time, and are they waiting for Palm4Linux (maybe not a popular thought with analysts), and do they have fallback options for OS? Is Garnet really enough to work with for the top of the line Treo models for the next two years? I doubt he'll show his had too much, but if he doesn't want analysts to poo-poo the stock, he had better give up something solid! ![]() |
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#3 |
Fully Converged
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Join Date: Oct 2002
Location: Switzerland
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Working in a finance company, I know how those analyst presentations work. Usually you get a lot of food, listen to what the CFO says, and leave the room with an empty head. Of course, if you are interested in the company, you could prepare a list of "inconvenient" questions and see how well the CFO is prepared in answering those.
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