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Palm Pre defect poll prompts analyst to 'sell'

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Another Analyst: Fewer than 250,000 Pres active in mid July
Davewrite Updated - 21st Jul 2009
Seeking Alpha July 21, 2009

"More bad views for Palm's (PALM) Pre Tuesday morning,
more good news for Apple's (AAPL) iPhone, more mixed
views for the rest of the wireless bunch from a couple
research notes put out by JRPG LLC, of Littleton, Colorado,
which bills itself as an independent research firm covering
the wireless industry.

"Handset analyst David Eller sees Palm?s returns on the Pre
creeping up, much as Jesup and Lamont analyst Kevin
Dede opined Monday. Eller says he thinks there were fewer
than 250,000 active Pre units at mid-July because of
returns caused by a keyboard issue."

" He says Sprint has considered lowering its Simply
Everything plan to $79 in order to stoke interest in the
Pre. The alarming thing is that a 250,000 number for
active units at mid-July would mean that fewer than
50,000 Pres were sold since the end of june, which would
result in a weekly shipment rate of 25,000 units for the
Pre, considerably lower than the 117,000 weekly units
Sprint would need to ship to maintain the exclusive
agreement with Palm.
--

"In addition to those Palm notes, Eller writes that Apple's
iPhone 3G S had a very successful launch in June, and he
estimates that AT&T (T) activated 2 million or so iPhones in
the June quarter of which 1.4 million were the GS model.
He says data points from China indicate that supply has
now reached 6.5 million units of the 3G S. Nokias (NOK)
N97 smartphone, by comparison, may only be reaching
production of 1.2 million."
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