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Should Apple buy Palm for their Patent Portfolio?
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John Molloy
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DawnTreader
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No.
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No, but HTC or NOIKIA will.
For the Patent BULLETS, and the excellent webOS that they have.
I’m calling this one, and DID CALL IT, six weeks ago. Time to load up on some options, beats the tables in Vegas!
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“Even in the worst of times, someone turns a profit. . ” —#162 Ferengi: Rules of Acquisition
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I see Google as a possible buyer.
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John Molloy
- [ Ignore ]
No, but HTC or NOIKIA will.
For the Patent BULLETS, and the excellent webOS that they have.
I’m calling this one, and DID CALL IT, six weeks ago. Time to load up on some options, beats the tables in Vegas!
HTC would be an interesting choice. Do Palm have sufficient IP in this area to pull down the HTC case? Will it be admissible?
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Google doesn’t have to loan them squat.
HTC just has to offer some ChiCom’s son a good job, and the Chinese Gub’ment will front the money.
Right now, the “value” of ALL of PALM is only 750 million. You only would need to offer for 52% and say at a 25% premium, or $6/sh, for the 80 million shares you would need to actually purchase, so you could own PALM effectively for under 1/2 billion, chump change in today’s world.
I would not be surprised if HTC or HP are not ALREADY in preliminary negotiations with PALM. NOIKA should be, but they are not as quick on their feet as others.
My two cents.
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“Even in the worst of times, someone turns a profit. . ” —#162 Ferengi: Rules of Acquisition
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Just a thought… Any thoughts on this?
Buying Palm for it patents is a sign of weakness that tells people like myself to short AAPL because AAPL apparently needs those patents to defend its existing technology.
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Black Swan Counter: 9 (Banks need money, Jobs needs a break, Geithner has no plan, Cuomo’s grandstanding, .Gov needs a hobby, GS works for money, flash crash, is that bubbling crude?).
For those who look, a flash allows one to see farther.
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John Molloy
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Buying Palm for it patents is a sign of weakness that tells people like myself to short AAPL because AAPL apparently needs those patents to defend its existing technology.
Oh come now Eric. If Palm do have some patents that dilute Apple’s patent portfolio - surely investing a 40th of the companies cash pile is worth it. Sign of weakness? Really?
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Buying Palm for it patents is a sign of weakness that tells people like myself to short AAPL because AAPL apparently needs those patents to defend its existing technology.
Oh come now Eric. If Palm do have some patents that dilute Apple’s patent portfolio - surely investing a 40th of the companies cash pile is worth it. Sign of weakness? Really?
Yes. During a take over savvy traders short the company buying and go long the company being purchased and play the arbitrage between the two.
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Black Swan Counter: 9 (Banks need money, Jobs needs a break, Geithner has no plan, Cuomo’s grandstanding, .Gov needs a hobby, GS works for money, flash crash, is that bubbling crude?).
For those who look, a flash allows one to see farther.
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Buying Palm for it patents is a sign of weakness that tells people like myself to short AAPL because AAPL apparently needs those patents to defend its existing technology.
Oh come now Eric. If Palm do have some patents that dilute Apple’s patent portfolio - surely investing a 40th of the companies cash pile is worth it. Sign of weakness? Really?
Yes. During a take over savvy traders short the company buying and go long the company being purchased and play the arbitrage between the two.
I think there was a movie about that, LOL. There was a time when PALM was “the” innovator in handheld devices. Although I am a proponent of Apple spending some of its money, buying PALM would bring more baggage than the patents would help. I would also think that many of these patents will be irrelevant in a short time. :apple:
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Adversity does not just build character, it reveals it.
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Buying Palm for it patents is a sign of weakness that tells people like myself to short AAPL because AAPL apparently needs those patents to defend its existing technology.
Oh come now Eric. If Palm do have some patents that dilute Apple’s patent portfolio - surely investing a 40th of the companies cash pile is worth it. Sign of weakness? Really?
Yes. During a take over savvy traders short the company buying and go long the company being purchased and play the arbitrage between the two.
I think there was a movie about that, LOL. There was a time when PALM was “the” innovator in handheld devices. Although I am a proponent of Apple spending some of its money, buying PALM would bring more baggage than the patents would help. I would also think that many of these patents will be irrelevant in a short time. :apple:
Palm is out of cash in 2011 and like APple in the late 80, is learning that it isn’t about the system software, its about the number of applications that can be run.
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Black Swan Counter: 9 (Banks need money, Jobs needs a break, Geithner has no plan, Cuomo’s grandstanding, .Gov needs a hobby, GS works for money, flash crash, is that bubbling crude?).
For those who look, a flash allows one to see farther.
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According to this report Palm has 197 days of unsold stock on hand. http://www.electronista.com/articles/10/03/19/palm.may.not.survive.if.estimates.correct/
[ Edited: 19 March 2010 07:13 PM by geoduck ]
The analyst states a target price of $0.
Heck, maybe I’ll offer double the target price and buy it.Signature
Millions if not billions of people use computers and the Internet.
I build computers and fix the internet.
I Win. -
LOL. Keep in mind, you’d be responsible for the debt.
According to this report Palm has 197 days of unsold stock on hand. http://www.electronista.com/articles/10/03/19/palm.may.not.survive.if.estimates.correct/
The analyst states a target price of $0.
Heck, maybe I’ll offer double the target price and buy it. -
I don’t care WHO buys Palm, just that somebody DOES. And soon….
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DawnTreader
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I don’t care WHO buys Palm, just that somebody DOES. And soon….
One problem is there are preferred shareholders blocking the door so common shareholders might not see any daylight.
Palm is obviously an early casualty of Android OS smartphones coming to market. The problem is carriers may choose to no longer offer the product cutting off Palm’s revenue stream. The company has less than 90 days to figure out a plan. Clearing inventory isn’t cheap. Advertising and training expenses only move product already in the channel. What are the prospects for sales orders even if the channel supply can be cut in half over the next 90 days?
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The first time I saw a Palm, a long time ago, (not sure the model) I was blown away by the fact you could store books on it. I thought Wow! Dictionary, Roberts Rules of Order, and other reference works available, would be be mind blowing just by having these references at your fingertips.
Many years later we have the internet, with all its research capabilities, on a small hand held device. The Palm is now obsolete.
“The times are a changin’.” If you cannot keep up… you sink.
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Cheers:
Bob
