Todd Sullivan

Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth

Dan,

i fail to see what web stats have anything to do with sales? that is a commentary on the user.

RIMM is saying "sales" are ahead of expectations, not "expected demand"...

Apple just cutback orders in anticipation of a slowdown. so they may be sitting on loads of components already. This must be real because of the lag time to turn around production. They just cannot say "oops, we need more" and get the stuff tomorrow.

they have to be sure demand will slow.

Apple's AT&T Deal Is Costly

valueplays.blogspot.co...

Apple's AT&T Deal Is Costly

Ken,

I believe AT&T has done great and I have said countless times i thought they would be (and are) the real winner here.

I also have said rimm benefits huge because they sell $99 smart phones..

as for motorola, i have never had a comment on them (or nokia or Lg or any other handset maker other than apple and rimm.)

Apple's AT&T Deal Is Costly

oh blah,

i was not going to be a seller before earnings came out. that being said, there are always "other trades" one could have done and lamenting that serves no purpose...

the trade i made was a VERY low risk proposition.

Apple's AT&T Deal Is Costly

david,

i try to never buy options. to be a consistent winner in them, be a seller. that being said, the trade i made is just about $$ in the bank

Apple's AT&T Deal Is Costly

belkin,

you miss the point...

it is not an "either or". had they not played hard ball, they could have had both..

$120 X 400,000 (and growing) phones equals an additional $48 million a year.

What Does Verizon Have In The Wings?

RTH,

you clearly have not read any of my apple stuff.. i have said it is a great company and the ipod "was brilliant". where is the hate there?

what have have said since before the phone was release was that it was way overpriced, Apple's recent actions prove me correct

What Does Verizon Have In The Wings?

peter, i got a blackberry for $99 from sprint and a $40 a month data plan