7 posts and columns on prospects

RIM’s BlackBerry Jam

in Mobile on April 1, 2010 at 11:21 am PT

Research in Motion’s disappointing fourth-quarter results have inspired a somber mood today among analysts who follow the company. Seems news of the company’s lower phone shipments has compounded fears that it is losing ground to Apple’s iPhone and the conga line of new Android handsets that have debuted recently.
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Double Face-Palm: Analysts React to Palm’s Lowered Guidance

in Mobile on February 25, 2010 at 11:10 am PT

No question now: Palm is in for a rough time of it. News that the company’s webOS smartphones are not selling nearly as well as hoped has incited quite a bit of analyst hand-wringing over Palm’s prospects for a comeback. Given the magnitude of the shortfall Palm is expecting, many are questioning the company’s future.

Sprint Undervalued by as Much as 50 Percent? Keep Dreaming…

in News on December 8, 2009 at 9:05 am PT

If Sprint, as Barron’s recently claimed, deserves more respect on Wall Street, it’s not going to find it at Pali Research, which clearly does not see the same 50 percent upside potential in the company’s shares. In a note to investors this morning, Pali analyst Walter Piecyk says he’s not buying predictions about Sprint returning to growth in 2010.
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Nokia Buy Palm? Riiiiight.

in News on November 13, 2009 at 12:39 pm PT

Palm shares are trading higher today, bolstered by anticipation of the Nov. 15 launch of the Pixi, the company’s second webOS handset, and by some silly rumors about a potential takeover by Nokia. Does the company really need another software platform to add to Symbian, Maemo and Qt? C’mon.
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More Pulitzers, Less Money: New York Times Ad Sales Down 27 Percent; Q2 Looks Just as Bad

in Media on April 21, 2009 at 5:51 am PT

Yesterday the New York Times won five Pulitzer Prizes and executive editor Bill Keller took a well-deserved victory lap with a speech that reportedly had his newsroom in tears. But for better or worse, none of that matters to investors, who are trying to figure out what the company’s long-term prospects look like. In the near term, they look terrible. In the first three months of this year, the company saw ad sales drop 27 percent, and the Internet no longer helps: Web ad sales were down 6.1 percent. The company says to expect more of the same, for a while.
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PRC Mulling "One-iPhone Policy"

in News on March 30, 2009 at 6:00 am PT

If Apple is indeed preparing to offer the iPhone 3G in China in partnership with China Unicom, its sales prospects are looking pretty damn good. Bank of America analyst Scott Craig believes the company could claim as much as a fifth of the smartphone market in China when it launches the device there–and in relatively short order.

PRC Mulling “One-iPhone Policy”

in News on March 30, 2009 at 6:00 am PT

If Apple is indeed preparing to offer the iPhone 3G in China in partnership with China Unicom, its sales prospects are looking pretty damn good. Bank of America analyst Scott Craig believes the company could claim as much as a fifth of the smartphone market in China when it launches the device there–and in relatively short order.