6 posts and columns on Ehud Gelblum

Palm: Pssst. Wanna Buy 1.15 Million Smartphones?

in Mobile on March 19, 2010 at 2:33 pm PT

Palm shipped 960,000 smartphones during its third quarter–23 percent more than in the previous quarter. Too bad the company sold fewer than half of them, because now, on top of all its other woes, Palm is developing an inventory problem, a nasty one, too.

Could WebOS Licensing Be Palm’s Salvation?

in News on March 16, 2010 at 4:36 am PT

A worst-case scenario: If Palm’s handset sales further dwindle, its brand awareness continues to decline and the company begins to run out of cash, what then? Here’s one idea: Stop building smartphones and start licensing webOS.
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Verizon Likely to Add Palm Pre, Pixi at Consumer Electronics Show

in News on January 6, 2010 at 5:00 am PT

Verizon has carried just about every smartphone Palm has ever built, so it was really just a matter of time before the carrier began selling Palm’s Pre and Pixi. According to Bloomberg, Verizon will be doing just that in the months ahead.
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Palm’s Biggest Problem: Sprint

in Mobile on January 5, 2010 at 5:00 am PT

“Were not for its lack of distribution, inadequate advertising, and resulting limited developer community, Palm would be shipping far higher unit volumes than it does today.” So begins a research note from Morgan Stanley analyst Ehud Gelblum that says the end of Palm’s carrier exclusivity with Sprint can’t come soon enough.
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Opnext Shrs Tumble On J.P. Morgan Downgrade

in News on July 7, 2009 at 4:47 am PT

Opnext shares are down sharply after J.P. Morgan analyst Ehud Gelblum cut his rating on the provider of optical networking equipment to Underweight from Neutral. The analyst writes that the company’s legacy business is continuing to suffer from an inventory correction, resulting in flat revenue at best over the next few quarters.

Cisco: Skepticism Abounds About Foray into Servers

in News on March 18, 2009 at 4:12 pm PT

Seems the more the Street thinks about Cisco Systems’s announcement Monday that it will sell servers, the less the Street is inclined to be enthusiastic. As I noted Monday, Cisco is expected to lose current revenue from partners Hewlett-Packard and IBM as it comes into deep competition with both. And the effort Cisco will need to make to actually be successful in selling a server against both vendors seems somewhat formidable–however enthusiastic Cisco is about its “Universal Computing System.”