Treo 800w: Selling a lot or Not enough to sell?
Palm, Inc. has been having a decent week so far, hitting 2 million Centro sales and getting out that BT voice-dial patch.
On top of that JP Morgan has some interesting things to say regarding the Treo 800w:
Bad news: Sprint and Best Buy stores are woefully short
Good news: Demand appears to be high for the device
So why the constraint? According to Palm, they were not expecting anymore supply problems for the Centro (like they had earlier) and it seems odd, though perhaps plausible that the 800w would.
Another angle would be that production is just not up to par yet and in addition newer devices will have to be re-flashed with a the new updated ROM (which would include BT voice-dialing). According to our esteemed forum member (and software wiz) Hannip, the new BT voice-dial patch was not something Palm whipped up overnight:
This lends credence to the idea that BT voice-dialing was always planned but just not ready for launch, as opposed to sheer oversight. Indeed if that is the case, it would make sense to constrain supply until it was ready, while still maintaining their soft launch with Sprint.
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If we see increased supply and devices with updated ROMs in the next few weeks, that just might be reason.
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