Research In Motion Ltd. (RIMM)

All Comments on RIMM

  • commenter
    Lisa
    Dec 10 03:51 PM
    Citigroup: RIM Stands to Benefit from JetBlue's WiFi Plan [view article]
    They must have worked incredibly hard to make this non-open-platform, ie. just internet access with open email. Reply
  • commenter
    frs
    Dec 07 04:04 PM
    Research in Motion's Price Target Lowered by Analysts [view article]
    Yea, I'll bet that 'survey' was real scientific and accurate. Right. And on the basis of a few ad hoc comments and no real empirical data, they see fit to adjust the target by a 10% factor. Brilliant. These guys couldn't analyze their way out of a paper bag, thus their record of being more often wrong than right.

    If an analyst claims a lower price target or slowing sales, then it's likely a good 'buy' signal for the rest of us.     Reply
  • commenter
    bert
    Dec 07 03:27 AM
    'Slowing Momentum' at Research in Motion; Stock Falls [view article]
    If RIMM beats guidance for the fourth quarter, as Misner predicts, price should get a boost on the 20th. Swings tend to go to irrational extremes. On the downside positive news is ignored. For example, there was no gain when VIP and MBT announced they were offering the Blackberry. Next year as most companies have slow growth RIMM will continue to gain in revenue and EPS along approximately the same trajectory as originally assumed. I did sell some RIMM for AAPL, but am waiting for price to dip a bit more and then I hope to load up. I am not concerned about upcoming earnings. Lets see. Reply
  • commenter
    Just the
    facts, just
    the facts
    Dec 06 03:17 PM
    'Slowing Momentum' at Research in Motion; Stock Falls [view article]
    Eric,

    Do you think that Peter Misek listened to Jim Balsillie's presentation to ScotiaCapital's Telecom & Tech conference on November 20? In response to a question regarding whether RIM is experiencing any kind of market related slowdown, and any effect from a slowdown in sales to the financial sector, Balsillie responded that whatever financial sector slowdown may be occurring is dwarfed by the effects in international markets. Morever, as long as job growth contnues, BB sales to enterprises will continue. Does anyone have any idea about sales of BB at retail? IPhone is doing well at retail, but sales to enterprises are a future event - not current.

    Misek also throws in the word "potential" slowdown in momentum. Usage of that word qualifies him for a "weasel" award. Either he has done the channel checks, and can say there is a slowdown, or he has not done the work. Moreover, did any of his surveys include sales to any country beyond Canada (as he is located in Toronto)?

    Moreover, it would be nice to get some objectivity from the journalist.     Reply
  • commenter
    Brewer
    Dec 06 01:46 PM
    'Slowing Momentum' at Research in Motion; Stock Falls [view article]
    Face facts, blackberry is 90's tech, plain and simple. Reply
  • commenter
    JIM
    Dec 06 08:02 AM
    Research in Motion's Price Target Lowered by Analysts [view article]
    Who killed the Blackberry....

    APPLE!

    Eats blackberries for breakfast, lunch, & dinner.     Reply
  • commenter
    Lucmee
    Dec 06 02:04 AM
    My Website
    iPhone Browsing Market Share Shows Importance of Usability [view article]
    What does SAP know that you don't? I suspect that there are lots and lots of CEO's poking their IT crews in the eye about making their iPhones work in the corporate environment. SAP smells the pot boiling and they know that "dinner will soon be served." iPhones and iPhone like devices are the wave of the future and usage will (is) grow exponentially. I've personally brought over 22 people to the mac os experience just this year. And they all very largely sold themselves... Now multiply me by 50,000... Reply
  • commenter
    Nimish Mehta
    Dec 05 07:52 PM
    iPhone Browsing Market Share Shows Importance of Usability [view article]
    Yes, I agree on the usability argument. There's no comparison between the OS's either (and yes I use an iPhone too).

    That said, we shouldn't forget that almost all of SAP users are people who work for large F500 companies (and this newly announced CRM module is a integrated to their large company ERP offering only anyway). These large company users use blackberrys not iPhones for work related stuff. iPhones don't work with Corporate exchange servers and VPN connections and so on. So it just seems like a very strange decision for SAP to FIRST support the iPhone BEFORE spporting the Blackberry... anyway time will tell it was a wise one or not.     Reply
  • commenter
    Dan Poarch
    Dec 05 05:14 PM
    iPhone Browsing Market Share Shows Importance of Usability [view article]
    Agreed. NM, you miss the point. SAP picked the better web platform, not the larger installed base. Basing their decision making on where the experience is better, to better enhance their own product. A smart decision, time will tell how wise. Reply
  • commenter
    kellyii20
    Dec 05 03:57 PM
    iPhone Browsing Market Share Shows Importance of Usability [view article]
    It is simply based on usability... The Iphone has the better full blown operating system on the Iphone, as we all know. Windows OS obviously can't compete with a obviously more superior operating system, Leopard. Which helps to directly translate into more eyes on the various sites online. Which is ultimately what really matters in the end. Not how many business people are CURRENTLY using the inferior OS on the Crackberry. Reply
  • commenter
    Nimish Mehta
    Dec 05 03:44 PM
    iPhone Browsing Market Share Shows Importance of Usability [view article]
    Carl - Blackberry usage in businesses is substantially higher than iPhone usage in businesses. SAP's move doesn't make sense given that most of it's CRM users are likely to be sales and marketing people - who tend to use Blackberrys are their primary work-related mobile device vs iPhone.

    I don't get how you conclude your second paragraph from your first one. Can you please help connect the dots on why windows mobile and iPhone browsing behavior translates to SAP's decision to release CRM capability on iPhone AHEAD of Blackberry? Just because iPhone used more for web browsing than windows mobile devices?

    Thanks,     Reply
  • commenter
    John Lazerow
    Dec 05 10:48 AM
    Research In Motion's iBerry? [view article]
    For this comment to be valid, you are saying that other companies will replicate what RIM has in their service offering and that every phone will have secure, instant push email and data services. That's their huge competitive advantage, it has nothing to do with an open or closed OS. RIM controls the device presence on the network for data, i.e. when your BB's pin number shows up on any BB enabled cellular network in the world, RIM recognizes this and starts delivering data and knows what has and hasn't been delivered.

    Under any other scenario whether it be Android, Windows Mobile, or any other configuration, you simply have the device and the server somewhere on the internet and NO middleman to guarantee delivery. This will be RIM's enduring value proposition whether they stick with selling their own devices or shift to a service oriented company getting BB clients on all devices.

    In re the stock's decline, it has been a good trade for you, congrats. I have been looking to buy more, but feel $100-110 is the right value for the company today, certainly not $50 or $60. And we'll get more data points in a few weeks when they report.     Reply
  • commenter
    Tom B
    Dec 05 10:02 AM
    'Slowing Momentum' at Research in Motion; Stock Falls [view article]
    The expected decline begins. RIMM will look pretty ugly when the iPhone app SDK hits the street. Reply
  • commenter
    HAYWEED
    Dec 05 07:49 AM
    Research in Motion's BlackBerry Sales Strong [view article]
    And now they are cutting estimates a week later. This is laughable.

    See Barrons.

    blogs.barrons.com/tech.../
     Reply
  • commenter
    HAYWEED
    Dec 04 02:49 PM
    Research In Motion's iBerry? [view article]
    John:

    Should I be happy now as it down big the last few days and now below the 50 day moving average.

    On your comment that 500 million phones will be smart phones you may be right but in a few years every phone will be a smart phone as nobody will want a regular phone. But Rimm has their own operating system just like Apple did with the Mac. The mac was big for a while then every computer had a graphic interface and Apple about went away. Now they are coming back. Rimm may easily suffer the same fate as Google makes an open system and Microsoft promotes their system. Rimm will be a niche player to business not the consumer. How about Nokia offer free music today. That is an ouch to Rimm not Apple.

    PS: I do agree with you that Todd's articles are a joke.     Reply

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