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The Pentagon, which has traditionally only ever used BlackBerrys, has requested bids for...

The Pentagon, which has traditionally only ever used BlackBerrys, has requested bids for software that can manage and enforce security for Apple (AAPL) and Android (GOOG) devices as well. RIM (RIMM) can take solace from the Pentagon's plan to continue supporting "large numbers" of BlackBerrys, while the company says its Mobile Fusion product could manage Android and Apple devices.
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Comments (5)
  • Tony Petroski
    , contributor
    Comments (6373) | Send Message
     
    "The Pentagon, which has traditionally only ever used BlackBerrys..."

     

    young man, calm down and write English sentences.

     

    The Pentagon has their preferences. There's certainly a place for the Blackberry, but in the field, on occasion, bayonettes come in to play.
    1 Nov 2012, 07:16 AM Reply Like
  • bjnflicks
    , contributor
    Comments (3484) | Send Message
     
    I have heard from several executive friends that all the with-it companies have already or are now switching over to Apple, not Google, and yes replacing Blackberry in many cases. Enterprise business is booming for Apple and the Street doesn't seem to realize it yet. In fact, the Street is so down on Apple these days it is a mammoth contrarian indicator,

     

    Just read an article on CNBC saying Apple wont move much until they start showing christmas sales numbers. So does this writer assume that no smart money already knows Apple is about to have the greatest most profit multiple quarters in corporate history? And think of all the cash on the sidelines now. A lot of it could and should go into Apple. And soon.

     

    Sure the market has been edging and spooked and technical breakdowns have been common, especially with Apple which has been the hardest of any major stock for some idiotic reason. But the technical breakdowns responsible for the 100 drop have almost nothing to do with fundamentals. In fact, Apple stock is now so cheap it's effectively priced below some loser old tech companies. And did I mention Apple is making more money than any company on earth, growing at above 25% and is taking over a big chunk of the world? PLus, almost all the recent news has been excellent.

     

    Simple math. Ignore the nay-sayers and buy cheap while you can. It is at rock bottom bargain prices right now. I would bet the house on it. And the farm. And everything you can get your hands on. Sell all your other stocks and go 100% Apple now if you want to make a bundle in the next 3-4 months. It should go up 30% from here by January when Wall Street will finally be unable to deny the fantastic earnings. And I see no reason why it cannot hit 1000 either, though that I would not bet the farm on. Just 850 seems like a very reasonable number.
    1 Nov 2012, 07:40 AM Reply Like
  • bedrock65
    , contributor
    Comments (637) | Send Message
     
    I think the competition is finally catching up to iOS. As many have seen, both BB10 and WP8 look very promising and will grab market share which will come from Apple and Android. I thought $800 was a realistic target for Apple and held off selling my position when it hit $700, hopefully I will get another chance at +$700.
    There have been many headlines about RIM losing it's grip on Government, remember that government represents less than 2% of its customers. RIM's strategy has changed sure they want to retain the government sector but they are after the BYOD market which is going to increase exponentially over the next year or two. My employer is doing so later next year and the it will be controlled by Mobile Fusion.
    2013 is sure going to be very interesting.
    1 Nov 2012, 08:09 AM Reply Like
  • slofstra
    , contributor
    Comments (20) | Send Message
     
    Lots of hyperbole and few facts, bjnflicks. Yes, it's true Apple has lots of buzz. But corporate decisions are based on capital requests and sound business analysis, not so much on wanting to be "with it". The fact is that the market can overprice a great company like Apple, and underprice a company that is facing challenges. Have you figured out how many Blackberries RIM has to sell to get a decent ROA? You might be surprised.
    1 Nov 2012, 11:38 AM Reply Like
  • Gene Chan, CFA
    , contributor
    Comments (244) | Send Message
     
    A good opportunity for RIM to sell Mobile Fusion licenses, which has much higher margins than hardware.
    1 Nov 2012, 10:11 AM Reply Like
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