Apple Has Already Won The Tablet Market [View article]
Congrats on your short/put strategy, well done! I agree sometimes arrogance and hubris sets in. But remember Prem watsa, an outsider who controls a huge chunk of RIM shares has no such emotions, he will act judiciously plus do not count out RIM. They have 80 million subscribers connected, soon to be 100 million. If you travel a lot, BBM is the way to get connected and inexpensively... just one of the many USP of RIM.
Apple Has Already Won The Tablet Market [View article]
Already won? The tablet war just started a couple of years back... no company ever wins in tech forever. lets talk in 5 years or perhaps sooner. maybe, maybe not.. i think apple is one of the best companies today. Remember Sears, it was voted the best company when the seeds of its destruction were well placed.
Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
I agree with you Bachar Samawi. In fact you have cleared up some of my own thoughts so thank you. I am mulling over things that RIM should do and I will be writing an article on that. Today RIM is a victim of both its own arrogance and a very unfair treatment by the media and the street. Media is parsing every word that any RIM executive says anywhere. They never did that to the greatest of all marketeers, the Late Steve Jobs who introduced a phone that actually dropped more calls than any other phone. Imagine Blackberry phones dropping calls like that? I have forwarded your article's link to RIM's management and board. It makes so much sense.
Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
When you add all the numbers, it comes close to $50 a share. We can get to $50 once Mr Heins and the board start living in the real world and stop saying to themselves: "We are Blackberry". Then make BB10 a real success and we could look at a tripe digit price in 3 to 4 years. Status quo is not the right way to go.
Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
zoomjockey, Bachar Samavi did not say anywhere Apple to spend 18 billion in buying RIM. Far from it. What he is saying is that Apple make a small investment with an option to make a larger investment of about $3 billion (pick your number) and they get RIM's stock and get other perks like BBM on Apple's devices though I think RIM has to have some caveats put in where they do not lose their customers to Apple because Apple is offering RIM's proprietary features. But those are very important details that need to be nnegotiated. The larger point is by spending less than $3 billion, Apple gets a lot of stuff and RIM benefits tremendously as well. A classic win-win strategy. But my concern is that RIM's management maybe too arrogant and not ready to deal... not yet. And that is unfortunate. Thorsten Heins is on a high of being a new CEO; let him calm down and then he will get his head out of you know where and make the right move.
Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
The word you are looking for is perilous and you are so quick to jump on anything related to RIM so fast with a totally negative spin. I havent seen a single positive thing from you regarding this company but the same bashing day in and day out. You are so transparent.
Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
Excellent article though 2 points to consider:
1. Is Apple in danger of any antitrust issues? I dont know. But from Apple's perspective by making an investment, they hedge the risk of some very big company buying this platform and going head to head with Apple or someone else making an investment in RIM like Google. So maybe a partnership with RIM will eliminate any future competition plus they get some valuable IP, data security, BBM, and they can do some joint ventures in international markets. 2. I hope RIM management wont act in an arrogant way. They have so far demonstrated a very arrogant attitude and they need to come down to earth and stop saying things like "We are Blackberry". They need to understand they are not No1 anymore... by a long shot.
Having said that, I wont jump to the consclusion that Apple can possibly put RIM out of business. Not so fast. Those 75 million subscribers love their Blackberries and BB 10 and QNX enabled devices integration can surprise all of us. But I 100% agree with the assessment that RIM should partner with a larger, more resourceful player to halt this vicious cycle that is part RIM's own doing, part unfair treatment by the media and Wall Street. In fact I have been extremely vocal in my communications with the management and the board regarding this partnership. I hope they are listening.
Bachar, thank you for a very thoughtful article that makes so much sense. I am following you now.
I am working on an article in my spare time to bring to light some of my thoughts.
It's Time For Apple To Buy BlackBerry [View article]
It's Time For Apple To Buy BlackBerry [View article]
It's Time For Apple To Buy BlackBerry [View article]
BBRY will be a dominant force in a market worth trillions of dollars.
So yes, if Apple offers $60 per share, maybe we will talk to them.
Apple Uniquely Positioned To Cash In On Android [View article]
Apple Has Already Won The Tablet Market [View article]
I agree sometimes arrogance and hubris sets in. But remember Prem watsa, an outsider who controls a huge chunk of RIM shares has no such emotions, he will act judiciously plus do not count out RIM. They have 80 million subscribers connected, soon to be 100 million. If you travel a lot, BBM is the way to get connected and inexpensively... just one of the many USP of RIM.
Apple Has Already Won The Tablet Market [View article]
Apple Has Already Won The Tablet Market [View article]
http://seekingalpha.co...
On March 5th you were short RIMM and on March 15th, no RIMM position?
Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
I have forwarded your article's link to RIM's management and board. It makes so much sense.
Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
The larger point is by spending less than $3 billion, Apple gets a lot of stuff and RIM benefits tremendously as well. A classic win-win strategy. But my concern is that RIM's management maybe too arrogant and not ready to deal... not yet. And that is unfortunate. Thorsten Heins is on a high of being a new CEO; let him calm down and then he will get his head out of you know where and make the right move.
Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
Apple And Blackberry: $16 Billion Or Fruit Salad? [View article]
1. Is Apple in danger of any antitrust issues? I dont know. But from Apple's perspective by making an investment, they hedge the risk of some very big company buying this platform and going head to head with Apple or someone else making an investment in RIM like Google. So maybe a partnership with RIM will eliminate any future competition plus they get some valuable IP, data security, BBM, and they can do some joint ventures in international markets.
2. I hope RIM management wont act in an arrogant way. They have so far demonstrated a very arrogant attitude and they need to come down to earth and stop saying things like "We are Blackberry". They need to understand they are not No1 anymore... by a long shot.
Having said that, I wont jump to the consclusion that Apple can possibly put RIM out of business. Not so fast. Those 75 million subscribers love their Blackberries and BB 10 and QNX enabled devices integration can surprise all of us. But I 100% agree with the assessment that RIM should partner with a larger, more resourceful player to halt this vicious cycle that is part RIM's own doing, part unfair treatment by the media and Wall Street. In fact I have been extremely vocal in my communications with the management and the board regarding this partnership. I hope they are listening.
Bachar, thank you for a very thoughtful article that makes so much sense. I am following you now.
I am working on an article in my spare time to bring to light some of my thoughts.