Originally Posted by SharonW:
I don't think I'm being overly optimistic. I think that without easy answers (give me exact Pre sales numbers or nothing), analysts and other people such as yourself remain doubtful as it is the path of least resistance and effort.
That is true. If you just go on facts and do no extrapolation, it naturally leads to the pessimistic view in this case. I can't even pump much thinking into it, as it just leads farther away from what we know / don't know. So if I was a cautious investor, or in my case a cautious developer trying to gauge the platform, I am sort of left with the facts as they are, and that leads to the pessimistic view.
Originally Posted by :
You sound clearly intelligent and knowledgeable enough to also agree that NDA's between Sprint and Palm would be, not only, a reasonable explanation for a non-breakout of numbers, but given Sprint's situation, quite likely. I would like to hear more from you regarding that particular post to flesh out your entire hypothesis as I think I've laid out quite a few examples of known and demonstrated behaviors on the part of all carriers that support my reasoning.
An NDA is generally intended to protect intellectual property, proprietary information, or stuff that hasn't been patented but needs to be exchanged between partners, so I don't think that enters into sales info specifically. They may have other contracts in place that govern this. But I keep coming back to the idea that if they had something good to announce, they would have. That's practically a tenet of publicly traded companies pushing new products.
Now the funny thing is, sales of 500-600K Pres is good news in some circles. Why wouldn't they want to tout this? Even if it wasn't blockbuster sales, they could spin it favorably.
So I feel like I'm left with a lack of aggressively-spun good news, and lowered guidance going forward.