Motorola? Palm?
Palm’s the news this week. I don’t have any inside scoop on this story, but I think Om did a good job analyzing the strategic implications.
Just in case he’s right and Motorola ends up being the big winner, I can’t pass up the chance to remind everyone what I said way back in November:
“Which brings us to some pure, unfounded speculation. Given Motorola’s aggressive buying spree, it’s natural to ask what’s next. How about Palm? Palm’s stock has been trading down this year, making it affordable and maybe even attractive.
Palm’s products are a great complement to both Moto’s consumer portfolio and Symbol’s more hard working devices. And the combination of Good and Treo has been a pretty popular combination in the market.”
Even if Motorola loses out in this week’s bidding, obviously the logic in that posting still holds and Motorola has good reason to be actively considering picking up Palm.