Analyst: Apple’s iPhone has Palm ‘shaking in their sandals’’

“Apple’s iPhone already looks like a smashing success from a financial standpoint,” Scott Moritz reports for TheStreet.com. “In the past week, with the device’s launch still three months off, a few analysts have already raised their sales estimates.”

Moritz reports, “Even industry skeptics think Apple’s deft design hand, and consumers’ growing allegiance to the iPod brand, will push the company past its target of 10 million iPhones sold over 18 months.”

“‘First, don’t call it a phone,’ says Ovum analyst Roger Entner. ‘The carriers have destroyed the value of the phone. To most people, a phone means it’s free. It’s like calling your car a Yugo.'” Moritz reports.

“One outfit that sits squarely in Apple’s path is Palm. The Treo, an expensive handheld computer phone, had many loyal fans before sleeker smartphones, such as Motorola’s Q and Samsung’s BlackJack, started chipping away at the Palm phone. Now, with the imminent arrival of the iPhone, Palm seems doomed, say analysts. ‘Palm is shaking in their sandals,’ says Ovum’s Entner.”

Full article here.

Related articles:
Palm hires former Apple engineer in attempt to respond to iPhone – March 09, 2007
Palm hires Morgan Stanley to explore sale – March 05, 2007
The once-mighty Palm Inc. doomed to decline and failure – thanks to Apple’s iPhone – February 23, 2007
Analysts: time is right for Palm sale – February 20, 2007
Palm CEO can’t stop talking about Apple iPhone – February 19, 2007
Palm CEO: ‘We don’t want to follow design fads’; Nokia CEO challenges Apple over iPhone – February 13, 2007
Apple ‘iPhone’ could cause Nokia, Palm, Motorola, and RIM to really start to sweat – December 07, 2006
Palm CEO laughs off Apple ‘iPhone’ threat – November 20, 2006

42 Comments

  1. We still don’t know if the iPhone connects correctly to Exchange. There’s a lot of things we don’t know about it. I’m not writing ANY obits until we find those things out.

    Yeah, Palm is probably toast, but it’s probably toast if the iPhone never sees daylight.

  2. Hey Ballmer lets get some betting going on.

    When will Apple surpass the paltry 10 million phone mark.

    My bet is 1 month after release. 30 Days 10 Million iPhones.

    OHH are there alot of people waiting to break their f@cking contracts
    and get the real goods.

    Just a 1 month thought

  3. Col. Kilgore,

    LOL!!!! ROFLMAO!!!!

    Blacberry Pearl? How many people who bought one now wishes they weren’t in 2-year contracts!

    I’ll tell you who, the ones who are going to be getting 3G iPhones. That’s who!

    S.

  4. Col. Kilgore,

    LOL!!!! ROFLMAO!!!!

    Blacberry Pearl? How many people who bought one now wishes they weren’t in 2-year contracts!

    I’ll tell you who, the ones who are going to be getting 3G iPhones. That’s who!

    S.

  5. Col. Kilgore,

    LOL!!!! ROFLMAO!!!!

    Blacberry Pearl? How many people who bought one now wishes they weren’t in 2-year contracts!

    I’ll tell you who, the ones who are going to be getting 3G iPhones. That’s who!

    S.

  6. I’ve always had a softspot for Palm in all its iterations.

    They reminded me of Appe in many ways. They originally came out with a simple product that was easy to use and filled a new niche. (like the original Mac)

    Then they went through technological and business turmoil, just like apple did in the mid nineties.

    Then they came out with a successful product in the Treo, just like Apple did with the iMac.

    Personally I wish them the best of luck, and hope they can find a Jobs like leader to grow them out of this funk. In fact, if anyone could make an “iPod Killer” or at least strong competitor, it would be Palm. Surprised they have not pursued that route.

  7. Colonel Kilgore said: “I love the smell of Palm in the morning . . .”

    You sick puppy! Spat my Starucks just over the iSight cam on when I read that.

    Rock on Colonel Kilgore
    ” width=”19″ height=”19″ alt=”raspberry” style=”border:0;” />

    MDN Magic Word: instead. Of what MDN?

  8. There are many apps that run on a Palm that have no present hope of running on an iPhone. There will always be a market for devices that are able to run certain apps. One example would be Epocrates for Drs. There is also a certain flexibility in having 3rd-party development. You can load a palm with whatever you want but not so, seemingly, with an iPhone. It is Apple’s way or the highway. Usually Apple’s way is fine but not always (thus we have a need for things like Quicksilver, Pathfinder, etc, etc).

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