Analyst: Next iPhone Means More Trouble for Palm

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The iPhone 3GS. Creative Commons-licensed photo by Fr3d: http://www.flickr.com/photos/fr3d/2660915827/
The iPhone 3GS. Creative Commons-licensed photo by Fr3d: http://www.flickr.com/photos/fr3d/2660915827/

If Palm has problems now, wait until this summer, one analyst predicts. Not only will Apple likely have introduced a new iPhone, but there is BlackBerry-maker RIM, as well as the growing strength of Android-powered handsets.

UBS analyst Maynard Um predicts Apple will unveil a new iPhone in June. Although Palm has a deal to promote its Pri, Pixi and Plus through AT&T, Um believes Palm will be down to a one-carrier strategy as AT&T focuses its marketing muscle on promoting the new Apple handset. Indeed, we saw the first signs of that pulling away when the Dallas-based carrier announced it would delay launching the Palm Pre and Pixi from April to June or July. In another sign the upcoming iPhone may be drawing AT&T’s eye off Palm’s new handset’s, the carrier will “sharply reduce its marketing budget” for the handsets’ launch, according to Cannacord Adams analyst Peter Misek earlier this week.

In addition, amid talk Palm might be better to sell itself to Apple or Google, Um told investors Palm must “drive greater scale” (analyst-speak for sell more handsets) at a time when AT&T is focused on the iPhone into August and Verizon is busy with its Android-based offerings.

Earlier this week, Morgan Stanley analyst Ehud Gelblum said Palm could license its webOS to other manufacturers, rather than hawk its own line of handsets. A BNET writer tweaked that suggestion, promoting Palm as the perfect take-over prospect in the increasingly competitive battle between Apple and Google.

[via Electronista]

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