Monday, March 22, 2010

Palm, Inc. AT&T: Too Little Too Late? $PALM $T [Credit Suisse] Morgan Stanley Research]

AT&T: Too Little Too Late?
PALM officially announced the availability of the Pre/Pixi on AT&T’s network in the “coming months.” This had
been widely expected and in fact previewed when AT&T Mobility’s CEO Ralph de la Vega openly disclosed on
January 6th that it would carry webOS products in 1H10. The pricing for the Pre/Pixi is $149/$49 after a $100
mail-in rebate, is equal to Verizon for the Pre but $30 lower for the Pixi. We believe the AT&T products are
nearly identical to those on Verizon, except for an additional color scheme on the Pixi.


AT&T launch announced: not incremental[Credit Suisse]

■ Palm announces launch with AT&T in ‘coming months’. This morning Palm announced that the Pre Plus and Pixi Plus will be available on the AT&T network in the US ‘in the coming months’ for $149.99 and $49.99 respectively with a two-year contract and after a $100 mail-in rebate.


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