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Ivan.Tang

 
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  • Research In Motion: Best Acquisition Target For Lenovo [View article]
    I totally agree with TGC. It's great to have so many different insights into my article. Thanks for all your inputs.
    Sep 15, 2012. 09:45 AM | 1 Like Like |Link to Comment
  • Research In Motion: Best Acquisition Target For Lenovo [View article]
    Rudy, I don't think it contradicts with my article. Yes, Lenovo now concentrates on gaining more PC market share worldwide, but it knows well, just like other PC makers, that the PC market is shrinking and to be replaced by smartphones. Lenovo itself has developed low-priced Android smartphones in China, now already second place after Samsung. That's why I think Lenovo should be interested at buying RIM. Remember Apple? It started with making Macs but now iPhones represents half of its revenues. Lenovo and other PC makers just try to follow suit, though at least half a decade late.
    Sep 13, 2012. 11:23 AM | Likes Like |Link to Comment
  • Research In Motion: Best Acquisition Target For Lenovo [View article]
    beerman111, Lenovo's main trading exchange is HK, and it trades only over-the-counter in NY, that is why its trading is scarce.
    Sep 12, 2012. 02:25 PM | Likes Like |Link to Comment
  • Research In Motion: Best Acquisition Target For Lenovo [View article]
    Platt, I agree with you that regulators will never allow Chinese companies buy RIM. But buy RIM is still better than license BB10. As a licensee, you are controlled by RIM and your customer data exposed, just like the current case of Android. RIM also provides BBM network, corporate customer base and patents.
    Sep 11, 2012. 09:36 PM | Likes Like |Link to Comment
  • Research In Motion: Best Acquisition Target For Lenovo [View article]
    As the initial reactions to the alpha edition of BB10 was not quite good, and that consumers are already used to iPhone or Android, reaction will at best be mediocre after BB10 is officially launched. I agree with Slichvguy that RIM can last past 2013 by itself. If it decides to sell itself by then, the price might be even lower than now. The Chinese might be the most possible buyers as they (or rather Chinese banks) have deep pockets and have the largest home market in the world. But I really doubt if Canada or US government would approve the deal.
    Sep 11, 2012. 07:56 PM | Likes Like |Link to Comment
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