Research In Motion Ltd. (RIMM)

All Comments on RIMM

  • commenter
    Oct 01 05:05 PM
    AAPL's Time For Greatness Is Now [view article]
    Apple's accounting for iPhone revenue is fine; this is one of the reasons why Apple will have sustainable earnings in the next 18 months to ride out the recession.
    A true investor would understand and appreciate this, while a trader would not.
    Reply
  • commenter
    Oct 01 04:39 PM
    AAPL's Time For Greatness Is Now [view article]
    The "market" "knows" that Apple's iPhone revenue is deferred. Hence, the current share price reflects that knowledge. Why then does the share price appear to undervalue the stock? I believe there is a general mentality in financial markets (and in the culture) that focuses on short-term results. Many do not forsee continued growth in earnings that would lead to P/E multiples closer to 30 than 20. Hence, Apple in my opinion is currently undervalued. If you agree that the long-term will bring greater rewards, then buy --and be patient. In the interim short-term traders will be rewarded or punished -- both for the same reason, Apple's inherent volatility. Reply
  • commenter
    Oct 01 04:33 PM
    AAPL's Time For Greatness Is Now [view article]
    Wait for apple's earnings and guidance. The rest of the world has iPhone on its Chrismas Wish List. Reply
  • commenter
    Oct 01 04:21 PM
    AAPL's Time For Greatness Is Now [view article]
    KenC -- thanks for the reminder...yet another reason SarBox must go, in my opinion. It obviously did not prevent this nationwide Enron we are now in.

    I believe AAPL will surprise substantially in the next 2 Qs -- simply because of the global expansion of the iPhone.
    Reply
  • commenter
    Oct 01 04:19 PM
    AAPL's Time For Greatness Is Now [view article]
    More idiotic ANALysis from blah-blah. I'd rather take investment advice from my 4-year old niece. Reply
  • commenter
    Oct 01 04:09 PM
    AAPL's Time For Greatness Is Now [view article]
    There's no greatness here, just another company like all other companies trying to suck up profits any way it can.

    It's finally reasonably priced - I would take a 1/2 position here and slowly complete your position down to $80 if you can get it.

    Hold a tight stop when it goes over $160 and the AAPL fanatic fools start piling in

    Reply
  • commenter
    Oct 01 03:47 PM
    Crop of New Smartphones Will Compete With iPhone [view article]
    Open-source OSes are not a mass-market selling point. Ask Linux all about it. The average user wants functionality and usability. He doesn't care whether it is open-source or not. It's like iTMS tracks. No one cares that it has DRM, because the DRM is not a hindrance. That's why Amazon's music store has made no inroads into iTMS share. Reply
  • commenter
    Oct 01 03:43 PM
    Crop of New Smartphones Will Compete With iPhone [view article]
    Ho-hum! Yet another crop of would-be / wannabee iPhone "killers" and a writer who obviously doesn't know the field or what these devices actually are.

    First, as I have said many times on these threads: iPhone is NOT a "smartphone" - it is a MID (Mobile Internet Device) - and it is the best - and so far the ONLY - one out there that is a true MID.

    Second, regular wireless phones, even "smartphones"... are passe for true mobile wireless internet device users, though there will doubtless always be a market, at least for the near to intermediate term. However, that market will never shop an iPhone or anything like it - because they can't afford it and generally aren't tech-savvy.

    Third, my income is well below 100K, as is most of the people I personally know who already have or are planning on getting the iPhone. I don't know about you but I NEVER give my personal info to those wretches in marketing. If you do, you are just plain silly.

    Fourth, Apple has the best OS and mobile OS available (OS X), and they interface beautifully - but will still work with those poor Windows users still mired in that drecky platform. As for the other abysmal "mobile platforms" being offered... the less said the better!

    Fifth, I have used the touch screen. There are NO problems for the average user - even one with thick fingers who is a poor typist (like me). In fact, the intuitive nature of the app makes it even easier to type using this system - and there is nobody among the younger generation who feels the need for a physical keyboard, which just make the whole thing bigger and bulkier than it needs to be.

    Sixth, I have spoken with AT&T sales personnel at our local store - which is in a small rural town in OR. They said the iPhone outsells all their other "smartphone" models by 25% - with the next closest model being their Blackberry. If that is indicative of actual sales nation-wide (which, judging by the fact that the iPhone is still flying out of stores everywhere, it is), I assume that means Main Street has already spoken.

    As to the touted G1 - it is a clunky ugly duckling (though the Open Source model is one I support). However, like the Voyager and all the other "competitors"... whatever their good features, they all lack the main item - Apple OS as their platform. I will not settle for less.








    Reply
  • commenter
    Oct 01 03:41 PM
    AAPL's Time For Greatness Is Now [view article]
    Unlike other cellphones, the iPhone regularly adds new features, and due to SOX is required to charge for those new features. One way to get around charging customers every time Apple updates the OS with new features, is to use deferred revenue accounting. Reply
  • commenter
    Oct 01 03:25 PM
    Crop of New Smartphones Will Compete With iPhone [view article]
    Your article is pointless. Tell us something that is not common knowledge. The more expensive things in life tend to be more easily bought by the more well heeled among us. So what's new? If you cannot appreciate what is now common knowledge - that the iPhone is so very very much more than a smartphone (as it used to be defined pre iPhone) that it is pointless to compare it with anything out there now, gPhone included. If you don't appreciate that simple game-changing fact, and further understand that it will take even the best of the also-rans at least 4 to 5 years to match the iPhone as it is today, then you should become a beet farmer. If you think that the app store is something special already, despite the variability of what's on offer there, don't you realise that there are totally new apps waiting to be conceived and developed that will raise the iPhone's functionality as a handheld computer beyond what it is today and most importantly, new app categories that add totally unexpected functionality to its capabilities as a phone ... and I am not talking about anything we could imagine right now. I refer to altogether new killer apps that add usefulness to telephone or comms functions beyond what we already have today. On day one, the iPhone had visual voicemail - a real boon to anyone who hated guessing who had left messages. It was so good it has been widely copied. Look next for apps and added functions that take us into areas of usefulness that others will find it hard to copy on their platforms. This has been hinted at by SJ and we can expect this kind of differentiating strategy to be implemented on Macs, iPods and iPhones. When you have a scalable OS, an ecosystem and tight integration of concepts and designs, you cannot be copied except in a superficial way ... things that (sort of) seem to be the same but are much more crude in their execution, simplicity and ease of use usw.
    Who do I bill for your education?
    Reply
  • commenter
    Oct 01 02:29 PM
    Crop of New Smartphones Will Compete With iPhone [view article]
    too funny, a computer company with a phone that's been on the market for a year is all of a sudden the standard that everyone is gunning for...and of course, this astutue writer thinks that apple is just going to sit there idle and watch everyone else up the ante..... Reply
  • commenter
    Oct 01 02:21 PM
    Crop of New Smartphones Will Compete With iPhone [view article]
    iPhone will dominate as usual. Could careless about the competitors. Reply
  • commenter
    Oct 01 01:36 PM
    A Giant Pinball Game - Fast Money Recap (9/30/08) [view article]
    If its a foreign bank that bought a US unit that then got in trouble or was in trouble its the same as if it is a wholly owned US bank - less lending here and the system seizes up and the death spiral downward continues. It's a consequence of pushing globalization that this is affecting everyone everywhere as now the bad debt is everywhere. You know, it's funny - I don't see too many people pushing globalization and deregulation as much as they did a year ago. Reply
  • commenter
    Oct 01 01:32 PM
    A Giant Pinball Game - Fast Money Recap (9/30/08) [view article]
    To Britishsteel: Actually, I can't vote for it. And I haven't ever seen any House representatives or senators on this site so I'm not quite sure why you're telling us to vote against it. Until it changes, US is a representative democracy and its the rep/sen who actually votes on behalf of us. Reply
  • commenter
    Oct 01 10:30 AM
    A Giant Pinball Game - Fast Money Recap (9/30/08) [view article]
    If you could look back and do one thing for the last month, you would have doubled your money, at least:

    Buy an ETF index fund at the end of a down day and sell it at the end of next day if it's an up day.

    Casino America?


    Reply