[From Eric Mann] Palm is going to be the hardest hit as soon as the iPhone hits the shelves according to a new research report on Palm and the potential impact of the coming of the iPhone. "With the BlackBerry Curve ramping and iPhone launching June 29th at AT&T, we view Treo as the most impacted by these launches and anticipate even further declines in sell through trends." He says clerks at AT&T stores had already reported “frustration” in trying to sell Palm’s "750" series of Treo phones. Moreover, the upcoming introduction of a new model of BlackBerry, the 8830, at Sprint stores, will hurt sales of Palm’s recently introduced Treo 755p model."
PalmInfocenter / Barron's Online