or Connect
AppleInsider › Forums › General › General Discussion › Shareholders urge Palm be put up for sale
New Posts  All Forums:Forum Nav:

Shareholders urge Palm be put up for sale

post #1 of 28
Thread Starter 
Palm's third-largest shareholder on Wednesday urged the Sunnyvale company, which makes the popular Treo mobile device, to put itself up for sale, and recommended Apple in a list of potential buyers, reports SiliconValley.com.

It was the second time in four months that a major Palm shareholder has made such a suggestion, said the publication, an online extension of the San Jose Mercury News. In November, the company's fifth-largest shareholder also urged the company to explore a possible sale. Palm's second largest shareholder is expected to make a similar request soon.

According to the report, the latest push came from private investor Mark Nelson, who owns about 4 million shares, or 8 percent, of the company. In a letter to Palm's board of directors, Nelson noted that despite surging Treo sales, Palm is poorly equipped to dominate the smart-phone market in the future.

"Competitors are moving quickly in terms of product development and market penetration,'' Nelson wrote. "These competitors can potentially sacrifice profits in the smart-phone segment for the sake of greater market penetration.''

Therefore, he wrote, the company should "begin exploring strategic alternatives, including a sale of the company, while Palm is in the ascendant.'' Nelson went on to write that RIM, Hewlett-Packard, Dell and Apple would make good potential Palm buyers.

Apple has been credited with jump-starting the hand-held PDA market with Newton MessagePad, which it manufactured from 1993 to 1998. Since then, the company's interest in the PDA market has wavered.

While Apple continues to file PDA-relevant patent applications in the United States and Europe, company co-founder and chief executive, Steve Jobs, does not appear to be keen on the PDA market segment.

Speaking at the Wall Street Jounal D: All Things Digital conference in the spring of 2004, Jobs stated that he was proud not only of the products Apple had shipped in recent years, but also the products the company developed by decided not to release. When pressed to elaborate, Jobs replied, "an Apple PDA."
post #2 of 28
I still do not understand why there isn't a future in an apple PDA. Could someone fill me in?
post #3 of 28
I remember Steve also saying that the iPod would absolutely, positively NOT have video.
post #4 of 28
What was it he sad about flash players, I can't rightly remember?
post #5 of 28
Quote:
Originally posted by Matthew Yohe
I still do not understand why there isn't a future in an apple PDA. Could someone fill me in?

There's not really a future in ANY PDA. The PDA market has been shrinking for years whilst the SmartPhone market has grown.

I'm not sure why Apple would buy Palm? I'm sure if they wanted to do PDA/Smartphone hardware they could do it themselves. They don't need the brand name. The Palm OS was sold off last year so they wouldn't get that and in any case Symbian is a much better OS. Buying Palm would be pointless.
post #6 of 28
well, you must admit that the bottom TOTALLY fell out of the PDA market from just a few years ago. used to be, all anyone wanted was a PDA, but now cell phones have filled that niche (and let us not forget that the iPod can show calendar items and to-do's too.
When you're lovers in a dangerous time,
You're made to feel as if your love's a crime.
Nothing worth having comes without some kind of fight.
Gotta kick at the darkness 'til it bleeds daylight.

-...
Reply
When you're lovers in a dangerous time,
You're made to feel as if your love's a crime.
Nothing worth having comes without some kind of fight.
Gotta kick at the darkness 'til it bleeds daylight.

-...
Reply
post #7 of 28
Makes you wonder what an iTunes phone would be like. Palm's Treo is a nifty, multi-featured phone/PDA, but the UI is very un-Apple-like.
post #8 of 28
Quote:
Originally posted by Porchland
Makes you wonder what an iTunes phone would be like. Palm's Treo is a nifty, multi-featured phone/PDA, but the UI is very un-Apple-like.

Not just that, the OS is very un-Apple-like, Underneath, Garnet is a mess of an OS that should have been junked when switched from the 68K derived Dragonball CPU to ARM. Really, if Apple resurrected it's Newton OS it'd be a leap past PalmOS Garnet, not that that's likely. I don't know what happened with Palm's BeOS derived OS but it's a real pity that wasn't used.

Apple could put a new UI on top of Symbian just as Sony Ericsson did with UIQ on top of that and Nokia did with Series60 and would have a much better smartphone than anything Palm or Microsoft have.
post #9 of 28
Quote:
Originally posted by Strawberry
I remember Steve also saying that the iPod would absolutely, positively NOT have video.

Did he really say never? Some time ago, I watched the presentation announcing the iPod photos, and what he said during that presentation was that the market and content wasn't ready for video on the iPod, so they started with photos. In that light, I think it makes some amount of sense

Quote:
Originally posted by Alias789
What was it he said about flash players, I can't rightly remember?

I think he said that when the available stable of flash players was at about 128MB in capacity. Even if he did say never, I'm sure Appley had to relent from their strategy when they realized there was a pretty large untapped market that wouldn't pay what it takes to get the full sized iPod.
post #10 of 28
So Steve said we wouldn't get one, eh...?

Translation: He'll introduce one at the next big show.
My computer can beat up your computer.
Reply
My computer can beat up your computer.
Reply
post #11 of 28
I don't think Apple is interested in buying Palm. I don't think they see the value. As others have said, they don't need Palm to build a smartphone or equivalent, or for that matter even a PDA. They have the technology inhouse. I mean, if you look at it, it's not such a big leap to call the iPod a PDA. It's close, and slowly getting closer. Look how much it has already morphed from a single purpose MP3 player.
post #12 of 28
Quote:
Originally posted by initiator
I don't think Apple is interested in buying Palm. I don't think they see the value. As others have said, they don't need Palm to build a smartphone or equivalent, or for that matter even a PDA. They have the technology inhouse. I mean, if you look at it, it's not such a big leap to call the iPod a PDA. It's close, and slowly getting closer. Look how much it has already morphed from a single purpose MP3 player.

q: what would be the main reason apple would potentially buy palm?

a: to get the rest of the BeOS (beyond the journaled file system, which they got pre-panther when they hired that guy -- i forget his name).
When you're lovers in a dangerous time,
You're made to feel as if your love's a crime.
Nothing worth having comes without some kind of fight.
Gotta kick at the darkness 'til it bleeds daylight.

-...
Reply
When you're lovers in a dangerous time,
You're made to feel as if your love's a crime.
Nothing worth having comes without some kind of fight.
Gotta kick at the darkness 'til it bleeds daylight.

-...
Reply
post #13 of 28
Quote:
Originally posted by rok
q: what would be the main reason apple would potentially buy palm?

a: to get the rest of the BeOS (beyond the journaled file system, which they got pre-panther when they hired that guy -- i forget his name).

Palm don't own the OS anymore. They sold that last year to Access.

There's absolutely no technical reason they'd want Palm.
post #14 of 28
Quote:
Originally posted by aegisdesign
I don't know what happened with Palm's BeOS derived OS but it's a real pity that wasn't used.

Wasn't it originally intended to be PalmOS 6 before that project got derailed?

My Tungsten E2 may be the last Palm PDA I own. Right now it's hard to be optimistic about Palm's future no matter how I look at it.
post #15 of 28
Quote:
Originally posted by sjk
Wasn't it originally intended to be PalmOS 6 before that project got derailed?

It was even released but AFAIK nobody used it. They're up to v6.1 now and still nobody using it. Now they're porting the API to Linux so it runs over a Linux kernel and you can still run old 68K apps. They're in a nasty place by the sounds of it.
post #16 of 28
Apple would have no use for a declining company like PALM. Their future looks very bleak... but the iPhone will pick up where CrackBerry and PALM left off.

Proud AAPL stock owner.

 

GOA

Reply

Proud AAPL stock owner.

 

GOA

Reply
post #17 of 28
Palm doesn't own BeOS anymore? I didn't know that.
'L'enfer, c'est les autres' - JPS
Reply
'L'enfer, c'est les autres' - JPS
Reply
post #18 of 28
Quote:
Originally posted by Gene Clean
Palm doesn't own BeOS anymore? I didn't know that.

http://palmsource.com/press/2005/111405_access.html

I presume since palmsource owned BeOS, it went to Access also.

YellowTab released Zeta a while back under licence from Palmsource. I expect that's still in place.
post #19 of 28
Quote:
Originally posted by aegisdesign
It was even released but AFAIK nobody used it. They're up to v6.1 now and still nobody using it.

A stealth major release if ever there was one.

Quote:
Now they're porting the API to Linux so it runs over a Linux kernel and you can still run old 68K apps. They're in a nasty place by the sounds of it.

When I read about the Linux porting awhile ago my reaction wasn't much more than "yawn, whatever".
post #20 of 28
Quote:
Originally posted by aegisdesign
Palm don't own the OS anymore. They sold that last year to Access.

There's absolutely no technical reason they'd want Palm.

whoa, that slipped under my radar too.
When you're lovers in a dangerous time,
You're made to feel as if your love's a crime.
Nothing worth having comes without some kind of fight.
Gotta kick at the darkness 'til it bleeds daylight.

-...
Reply
When you're lovers in a dangerous time,
You're made to feel as if your love's a crime.
Nothing worth having comes without some kind of fight.
Gotta kick at the darkness 'til it bleeds daylight.

-...
Reply
post #21 of 28
Palm, talk to the Hand
post #22 of 28
The only value I see in either Palm or PalmSource (owned by Access) is in the PIM apps that are so easy to use, the original Graffiti input (which they refuse to use anymore), and just the Palm name. Then again, if Apple wanted to do a PDA, they could just call it the iPad or something like that. If Apple could buy the Palm OS, in particular what they have for Linux, port it to some kind of embedded Darwin, get the PIM apps over ... blah, blah, blah ... yeah they might have something, but I'm not sure if it'd be worth it.

I'd love to see Apple head in this kind of direction, but to be honest, I'd rather see an iTablet type device. I'm envisioning something like the Motion Computing LS800 running OS X. I'd order one today if it was available.

For an iPad they could beef up the iPod a bit, much like the current iPods in size, but with a full size touch screen (which would be great for a video iPod anyhow) and Graffiti like pen input. Of course, here is where having some nice PIM apps would come in handy.
post #23 of 28
Apple has a PDA. Calendar, address book, pictures. And it holds a hell of a lot of music. Only rub, of course, is that you can't input anything into it without a computer.

Perhaps the next rumored video iPod, with touchscreen click wheel, will allow for input w/o a computer. iPod Pro perhaps?

I can't see Apple buying Palm. I've been tempted by the Treo, but keep holding out for some sort of Apple PDA/iPhone/iPod Pro.
post #24 of 28
Its kind of a niche market, but medicine needs devices like PDAs/tablets. Go to any hospital in the US and you will finds most docs, residents and med students carrying around Palms or PocketPCs. After HIPPA was signed into law, there has been a gradual move towards electronic medical records, orders and lab reporting. Medicine is one place where the "paperless office" concept does work well.

Also, retail would be another great application for these small devices. Think about the guys walking around Apple stores during the holiday season. The potential to expand into other retail outlets is huge. Apple could offer a single integrated solution of handhelds and point of sale registers based on iMacs with touchscreens.
post #25 of 28
Quote:
Originally posted by rok
q: what would be the main reason apple would potentially buy palm?

a: to get the rest of the BeOS (beyond the journaled file system, which they got pre-panther when they hired that guy -- i forget his name).

You may be thinking of Steve Sakoman. He drove the BeOS. Too bad it never made it. ms squelched that on the hardware front.

Palm does have the Treo.

Probably not too likely for Apple to buy Palm. It would be handy for Apple to have its own nicely done phone.
post #26 of 28
Quote:
Originally posted by NordicMan
You may be thinking of Steve Sakoman. He drove the BeOS. Too bad it never made it. ms squelched that on the hardware front.

Palm does have the Treo.

Probably not too likely for Apple to buy Palm. It would be handy for Apple to have its own nicely done phone.

The BeOS file system guy is Dominic Giampaolo who now works at Apple.

Steve Sakoman was also at Be, co-founding it in fact. IIRC he did the Tracker (the equivalent of Finder) and the initial Hobbit based hardware. Before that he was in charge of Newton at Apple where the Hobbit was also used for prototypes before they chose ARM. In 2003 he left Palm, where he was in charge of the old Be team at Palm working on Cobalt (which became PalmOS6 after he left) to work for ..... Apple.
post #27 of 28
Quote:
Originally posted by aegisdesign
The BeOS file system guy is Dominic Giampaolo who now works at Apple.

Steve Sakoman was also at Be, co-founding it in fact. IIRC he did the Tracker (the equivalent of Finder) and the initial Hobbit based hardware. Before that he was in charge of Newton at Apple where the Hobbit was also used for prototypes before they chose ARM. In 2003 he left Palm, where he was in charge of the old Be team at Palm working on Cobalt (which became PalmOS6 after he left) to work for ..... Apple.

Right, thanks, aegis.

Thanks for the note on the fellow Giampaolo. What is Sakoman doing now at Apple?
post #28 of 28
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: General Discussion
AppleInsider › Forums › General › General Discussion › Shareholders urge Palm be put up for sale