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引自precentral.net4 B; k. Y9 t+ i& x, X/ A
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文章大意是说华尔街再次开始流传NOKIA可能对收购PALM感兴趣的流言，使得PALM当天股份直上8.30%。
" H1 m+ D/ T3 b分析师普遍看好PIXI，认为它将会如同CENTRO那样大卖特卖。
& d M2 h/ ?# T5 D; d- O反观NOKIA自己，虽然在全球仍然是最大的智能手机制造商，但在美国市场不咋地，干不过APPLE和RIM，花个几十亿美刀收了PALM可以让NOKIA在美国市场有点起色。1 H4 |. W" `% L7 a$ v' ?9 K
PALM总共有1.42亿股在市场上，另外有三分之一的股份在Elevation Partners手里，按当日12.40元的收盘价来计，轻松值个27亿美刀。如果有人一起哄说要买，搞到40亿不是啥难事儿。NOKIA有这个钱（去年刚砸81亿买一家手机导航软件公司），而PALM也将能更大力地投资和发展——不过NOKIA想看到回报可能得等个几年。1 H/ Z2 O4 |% _1 g C
PALM已将自己待价而沽了吗？可能未必。但是，肯定公有某一个价格一旦报出来后，PALM的董事会别无选择只能说YES。（译者注：比如溢价很多，总不能搞得像YAHOO杨致远那么恶心吧？）PALM的股价还会往上走，所以如果有公司要买的话，那现在就是最好的时机了~~# E- F. r ~+ V6 z
$ q' |, C& {" D3 R' c再次重申偶的意见：希望NOKIA收购，然后保留PALM品牌和研发上的一定的独立性，同时注入大量现金和现有资源（包括技术、工业设计和人员等），那PALM必将有大发展。如果可能，收购后，最好NOKIA全部开用WEBOS，则WEBOS必成智能手机市场最重要一极；如果做不到，NOKIA就自己继续搞SB和M系统，保留PALM自己搞WEBOS的权力。& L( L# Y+ v& I/ J8 J* |9 b
- [% K5 R& T5 B/ t4 wWall Street is at it again, with the rumor again circulating that Finnish smartphone maker Nokia is interested in buying Palm. The news, as well as Sunday’s impending launch of the Palm Pixi, drove up shares of PALM $0.95 (8.30%) in the day’s trading, closing at $12.40. The jump ended a less than stellar week, with Palm stock up 9.54% from Monday. During the same one-week period the NASDAQ technology exchange was up 2.62%.
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9 U7 T" g1 K: I$ M# T( N% M$ FAnalysts have been generally positive on the Pixi and believe that it will sell well like the Centro before it. Unlike the $150-$200 range in which the Pre competes; there are few true contenders in the $100 bracket in which the Pixi will launch.
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As some analysts have pointed out, it would make little sense for Nokia to be looking at Palm. Nokia just launched their flagship N900 handset with the brand new Maemo operating system. Maemo has been a rather significant investment for Nokia and is expected to power more and more of their smartphones over the stalwart Symbian OS.: u- w" b: [4 V8 J( n$ o! M
+ N" B. W# U! k8 xAdditionally, while Nokia has not done well in the United States, and are loosing marketshare overseas, globally Nokia is still the dominant smartphone maker, easily overshadowing Apple and Research in Motion in terms of sheer volume. While getting a better foothold in the USA is a goal of Nokia’s, to do so by purchasing Palm would be a multi-billion dollar venture.
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% ]5 U+ L* n+ IWith 142 million shares on the stock market and another 1/3 of the company owned by Elevation Partners, at today’s 12.40 closing price purchasing Palm would easily cost at least $2.7 billion. Factor in future earning valuations and a takeover bid could easily balloon to close to $4 billion. While Nokia has that kind of money (last summer they sunk $8.1 billion into buying Navteq), Palm would require further significant investments in marketing and development and it would take several years before Nokia would see any profits from the acquisition.$ [; y, b5 i& Z4 q! b( J& u
0 S+ Y$ Z: V x3 h( ~Is Palm for sale? Probably not, but as with any company if somebody were to make an offer there’s a price where Palm’s board would have no choice but to say yes (lest they face the wrath of angry shareholders). Based off of most analyst predictions and price targets, the purchase price of Palm is going to keep going up, so if somebody were to buy Palm, the time to do so would be now. |
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发表于 2009-11-14 07:41
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