RIMM Forum Topics
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- Getting It Wrong: Analysts Contribute to the Current Downturn [view article]
- RIM Misses Estimates; Palm’s Revenue Also Down [view article]
- Foreign Markets Power Top Tech's Growth [view article]
- Research In Motion's Dream Run Comes to an End [view article]
- Foreclosure Stimulus to Boost Tech's Four Horsemen [view article]
- Consumers Will Benefit From Smartphone Battle [view article]
- Dow Drop - Cramer's Stop Trading! (6/26/08) [view article]
- Nokia: Bargain of a Lifetime - Barron's [view article]
- Early Morning Tidbits: Google, RIMM [view article]
- Research in Motion Aiming at Larger Goal? [view article]
- Research in Motion's Bad News May Be Very Good for Investors [view article]
- Are Dividend Growth Investors Idiots? [view article]
loading ...Recent RIMM Articles
- Getting It Wrong: Analysts Contribute to the Current Downturn
- Foreign Markets Power Top Tech's Growth
- RIM Misses Estimates; Palm’s Revenue Also Down
- Research In Motion: Increased Spending Should Produce Benefits Later in Year
- Consumers Will Benefit From Smartphone Battle
- Research in Motion Aiming at Larger Goal?
- Early Morning Tidbits: Google, RIMM
- Don't Bank on Financials - Fast Money Recap (6/27/08)
- Nokia: Bargain of a Lifetime - Barron's
- Scotia Capital Analyst: Competition Not Slowing Research In Motion
- Full List of Articles »
Research In Motion's Dream Run Comes to an End [view article]
One more thing...Countless many said AAPL would have little to NO effect and or impact on the telecoms & handset OEM. Well that NOT what i am reading lately....
food for thought
More Phone Trouble: Sony Ericsson Issues Q2 Warning
Posted by Eric Savitz
Trouble in the mobile phone business continue to mount.
Following up on disappointing results this week from both Research In Motion (RIMM) and Palm (PALM), Sony Ericsson (SNE, ERIC) this morning said that sales and pre-tax net income in the second quarter would “continue to be negatively affected by moderating demand of mid-to-high end mobile phone,” as well new product delays.
The company expects to ship 24 million phones in the second quarter, with an ASP of 115 Euros. Gross margin will be down both sequentially and year-over-year; the company expects to break even in the quarter before taxes. (The company notes that it sold over 100 million phones in 2007.)
This morning, Ericsson is off 74 cents, or 6.8%, to $10.12, while Sony is down $1.09, or 2.4%, to $44.46. Palm, which reported weak results after the close yesterday, is down 46 cents, or 7%, at $6.08. RIMM, which fell $18.88 yesterday, is down another $5.91, or 4.8%, to $117.55. Nokia (NOK) is down 82 cents, or 3.3% at $24.24; Apple (AAPL), which fell $9.13 yesterday, is down another $2.22, or 1.3%, to $166.04.
Little to no effect?
iJah420 say JAH RIGHT! Reply
Research In Motion's Dream Run Comes to an End [view article]
DejaVuiPhone 2.0 w/SDK 2008 = iPod 2001 x 10000+
Its like DejaVu. The MP3 player market happened well before the release of the iPod. There were many players available for purchase PRIOR to the iPod. ALL onlooker naysayers LAUGHED @ AAPL..... ITS TO EXPENSIVE! its this.... it its that... BLAH BLAH! and on and on. Well the rest is history.....
Now the SAME THING IS HAPPENING!!!! except this time the stakes are higher. How many analysts claim that AAPL doesn't under stand the telecoms or how they do not know enterprise? huh? Well keep doubting all you want, AAPL is poised for greatness and growth due to their superior innovation, hardware design and OS. Keep laughing people the yet has yet to come from AAPL.
iJah420 says...... China Mobile here come! Reply
ngbang
Research In Motion's Dream Run Comes to an End [view article]
Isn't mobileme for noncritical consumer emails, not businesses? ReplyResearch In Motion's Dream Run Comes to an End [view article]
One risk Apple has in the consumer mkt (which no one has mentioned) is running their mobileme/"push notification service" server platform as reliably as RIM has managed to do over the years. RIM had a few well publicized outages last year but have since been extremely reliable. Their long term track record is actually excellent as well. They even mentioned that some of the recent uptick in spending was to augment capacity and increase resiliency of the platform.I have to tell you that as a .Mac subscriber, I am amazed by how often I see there are disruptions with the service. Imagine if you can't instant message because their servers are having issues (realistically you wouldn't receive notifications of new messages when you close out of the IM program but this certainly would degrade usability). This requires real execution and a stable/resilient platform.
Doesn't anyone see the complexity of these services is noteworthy? Hence the reservation about anointing iPhone King and all others dead at this time. Reply
Wall Street Breakfast: Must-Know News [view article]
Is this quote from LEN management a ray of hope on the horizon?"...aggregate levels of impairment and losses are more the nature of clean up rather than reconciliation to unknown market conditions. We have done the heavy lifting on impairment and are now situated with stated assets that can and will produce improving margins when the rate of declining market pricing subsides. We are very confident that even with continued degradation of market conditions our stated asset base will not suffer nearly the levels of impairment we saw in 2007."
Reply
ngbang
Research In Motion's Dream Run Comes to an End [view article]
ND, small/medium sized businesses will flock to the iPhone, which will save them $$ on a blackberry server. I'm pretty sure you must know this already. ReplyResearch In Motion's Dream Run Comes to an End [view article]
I think Apple is going after the corporate people of the future. Get them hooked on the brand while they're young, then let the iPhone's business features grow with them. Right now they will only cut into RIMM's consumer market. Replyngbang
Research In Motion's Dream Run Comes to an End [view article]
I saw a great demonstration of the corporate features at the media event hosted by Apple, as well as at WWDC.ullric, were you invited?
I'm gonna believe my lyin' eyes on that one. Reply
ngbang
Research In Motion's Dream Run Comes to an End [view article]
Face it, the market is RIMM's to lose. ReplyThe Current Market: Investors Lack Fear [view article]
Still a lot of room on the downside for tech with this lack of fear and high PE ratios. No room for these in a bear market! ReplyResearch In Motion's Dream Run Comes to an End [view article]
"Corporate email is proven. It was tested w/ over 75 corporations starting in January. "This statement (or something similar) by Apple during the keynote only meant that at least one person at 75 of these fortune 500 companies have tried the phone. Could have been an I.T. person, could have been a casual user.
We do not know at this point how well the phone implements corporate features. We only know it has been "looked at", and obviously that is a minuscule number of users compared to the installed base of RIMM, and these test users have not made statement about how they felt about the product.
Reply
Foreclosure Stimulus to Boost Tech's Four Horsemen [view article]
Agreed about the American consumer as an economic phenomenon that can be accounted on.If one doesn't already have one by birth and breeding, one will mutate one upon being issued their social security number- the consummate consumer gene.
In America, it's a jungle out there, and there is every type of organism to deal with the remains (making lemonade?) left laying at the side of the path as Americans pursue their genetic calling. And, that is not a bad thing. I'm inclined to believe it may even be spiritual. It's what we are here to do. There is such a thing as being smart about it, and, we can be nice to each other in our pursuits, too.
Thought provoking point of view, Mr. Schwarz. Reply
ngbang
Research In Motion's Dream Run Comes to an End [view article]
"... but it's a little soon to bring out the casket! " Somebody needs to convey the above to Eric S., as it relates, or, more to the point, doesn't relate, to Jobs. Replyngbang
Research In Motion's Dream Run Comes to an End [view article]
RIMM still needs to shed the 52++ P/E poundage, but it looks like that's happening.Looks like the wallstreet boys who are getting laid off and returning their blackberries to the office manager won't be around to inflate it anymore.
Can't say I'm sorry.
Apple's turn now, whether wallstreet 'gets it' or not. Reply
Research In Motion's Dream Run Comes to an End [view article]
I completely agree with J Lazerow. All this forum talk is purely speculation and most of it incorrect. People throw out incorrect information like saying that the Bold will hopefully be a touchscreen (it will not), or that somehow being released late (due to Apple strong-arming AT&T to push the release to allow the iPhone exclusive treatment) will miss the November, December holiday season. I wouldn't worry about it not being out by then too much considering that John Mayer already has one in his hands... it will come soon enough (and maybe not in this country first!). We will just see how things pan out, but I agree that this is far from the death of RIM. A company and its value is much more than one product or one country... Wall Street has turned into a rumor game where traders think a few week delay in the release of one product somehow makes the company worthless. Reply