Demand for Treo 700w above expectations

[Colin Dunstan]

Say what you will about Palm's decision to extend their reach into Windows territority, but the Treo 700w seems to bring home the bacon. I received the following newsfeed today:

Palm demand for VZ 700w is strong so far. The firm said their checks on Palm's VZ 700w were positive, that enterprise demand was above expectations and they have heard that some 700w are sold out so far. The firm said they are at 34c for the quarter, but need to add 50k units which implies EPS of 43c-45c.

Related, in an article from today's MotleyFool, Tim Beyers explains why he favors investing in Palm company:

My guess is that the run-up has as much to do with Palm's product line as its improving fundamentals. That's what makes the new 700 so important to investors. The Windows line could have a dramatic impact on the business over time; shareholders need to get an idea of the odds of that occurring. So I consulted an expert, one the earliest of early adopters: David Gardner. His take: "I think making a Windows version is a good move for Palm, as it opens up the corporate Windows market more -- an enterprise-driven move, as opposed to Treo's past consumer-driven strategy."