Palm, Inc. (PALM)

Too many competitors and PALM just doesn't have the traction.

Short interest at 30% is way too high, so expect a squeeze.

Should improve once their phones get on Verizon (confirmed) and AT&T next year.

Not even close to an iPhone killer. Google's Android platform and the dazzling range of different handsets will eat up the rest of the market. Nokia will probably stick with Symbian for too long, before throwing in the towel and going Android. It's like the PC wars of the 80's replayed on your mobile device. Wicked flashback.

Where was I? Oh Palm who? WebOS what? Their plans for the developers kit is too late - it should be out by now. SDK FAIL. Also their App store approval process seems non-existant. Some developers are complaining their new weather and calculator web apps have been in processing for waaaay too long.

Goldman Sux can only keep their stock price so high for so long... until we're back where we were 12 months ago.

These guys are still around? LoL! What a joke!

Too much competition from Android, iPhone, and RIMM. How do you compete with the free Android.

I expect PALM to get a short-term technical bounce at about $10, brief support at the mid-May low, and then bounce to the 200-day avg near $12. The CMF(20) and CMF(10) show distribution is not only strong, but the intensity of the selling pressure is building each day. RSI(14), RSI(7) and even RSI(2) are still in the 20s, and volume isn't too exciting, so it's not a stampede to the exits--yet. Once PALM does get a bounce back to the 200-day I anticipate we'll see a rout follow. Of course the fundamentals are dreadful and they've missed Santa's sleigh (the boat) for Xmas. I might take another look at PALM once it nears $6.

Palm is a classic example of too little, too late. Its WebOS is great. But so is Android, iPhone OS, Windows Mobile and even RIMM's OS. WebOS has some advantages (multitasking for example) but that isn't going to be enough to convince a critical mass of people to (a) buy into a new OS thereby abandoning whatever OS they have been using, and (b) buy into a failing wireless data operator (Sprint). Palm - put a fork in it, you are done!

Slight short squeeze expected. 10% upside before year end.

This is part of the mobile internet index that Cramer is touting I looked and figured what the hay its worth a shot to see if they grow they way he thinks they will. His thesis is that the mobile internet while be as big a game changer as the original internet was. Being a CTO I do not think it will be that big a movement but it will provide enough growth for his index to work just not be the huge bust out he thinks it will be. What your looking at is replacing every cell phone and laptop with a device that can connect to the internet at broadband speeds form just about anywhere in the US. The only problem I with his choice is that he left out HP and DELL and Lenovo the big laptop makers they will have a play and I am including them in my version of the index.

Insider Buying at $16??? I think I like this one at $12. Definitely a risky stock, and I would rather have my money in MGM or BAC but this one is currently undervalued. It may hit $9, but should bounce slowly back to $15-20.

Palm just can't compete with Google- or Apple in making a quality smartphone that'll have quality apps. Apple may have the best marketing and phone - but google's onslaught will be a good challenge.

Cake Dex test run

Do they make anything anyone cares about?

I still believe that they simply don't have the financial resources to take on already established players like Nokia, Samsung, Apple, and Research IN Motion over the long haul.

It wasn't that long ago that Palm was the darling of the jet-set, and soon after, everyone who wanted a do-it-all personal organising device. And not soon after that, "Palm" became synonymous with "PDA", as in, "load your calendar on your Palm or Palm device..."

What happened since then?

Perhaps the most telling sign of Palm's troubles is the launch of the Pre. Much-heralded and much-expected, especially by Palm tifosi (who remember the good old days, and might even still have been using a Treo device), the Pre seems to have landed without much fanfare. Has Palm even separated out Pre sales from the rest of its device sales tally? Last I heard was no.

The Android market is gearing up and ready to put Palm in even more dire straits. Make no mistake: Android is going to be the Windows of the smart phone market. Aside from large enterprise environments which have already made giant commitments to Blackberry or MSFT software, Android is a free, open-source alternative which will revolutionise the smartphone market.

Making Sprint the launch partner for Pre, given all this, seems like a suicide pact: a former pack leader now reduced to marketing through the sickliest of the major NA carriers.

Palm hires great designers and great programmers. Let's hope that management can capitalise on their proven track record and turn things around, but for now, as the saying goes, this dog won't hunt.

Nothing but hope. No way it will take any meaningful market shares from i-Phone.

Great New WebOS, The only phone i have ever used and come away with an "iphone like" experience, great Phone, great Concept, Perfectly executed, Synergy makes my life alot easier ;-)

Fundamentals are bound to catch up with this stock eventually....

There was hype that DELL was supposed to buy these guys and for the longest it drove the shareprice through the roof. Now that Dell is bidding for $3.9B for Perot and they already bought Glasshouse, it's hard to say what happened on with the rumored acquisition of Palm. In any case this is overvalued on it's own and Dell would go into negative equity if it tried to buy Palm at current market cap. (although they have enough cash to do it) Either way Palm was a much better deal when it was overvalued at $8, now that it is overvalued at $16 there shouldn't be any upside left. Although, I wouldn't short it.