If you agree with the bears on this, one way to play is 'buy the rumor, sell the news' and go long through 3rd week of Jan and then reverse course. If you are a bull, then just go long and stay long. Obviously I am a bear on this one but do not want to take the risk of a short squeeze if I am wrong so I am playing it through puts waiting for the fall to define the risk. So far it has been a profitable play.
Kurt - your comments makes my point exactly - there is very little that actually differentiates smart phones in today's market - they are all just flavors of the same thing. There is no new break-through, no amazingly new software, no new form factor, no new integration with other tech gadgets, it will be just one more phone on the market with perhaps some slightly better security.
RIM: Short-Term Trade, Long-Term Sell [View article]
RIM: Short-Term Trade, Long-Term Sell [View article]
RIM: Short-Term Trade, Long-Term Sell [View article]
RIM: Short-Term Trade, Long-Term Sell [View article]
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