Prudent Guy

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

BTW, in case you somehow missed the issue with RIMM I'm referring to, see here. It talks about the fact that RIMM raised subscriber add guidance, as you trumpet here, but did NOT raise revenue guidance.

finance.yahoo.com/tech...

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

Sulli,

First. How are you comparing subscriber growth? Supply orders for various Apple components is not device-in-hand-bought-... subscriber growth. You're not even comparing the same thing!

Second. RIMM subscribers up, but no revenue increase. That is getting ignored and is a VERY bad sign. What's the explanation for their margins not holding? RIMM revenue is not increasing as much as it should for increased subscriber takedown.

Maybe Apple has issues, maybe not. But this kind of unscientific garbage journalism is one of the reasons why I grow less and less interested in wasting time on Seeking Alpha.

Could Modu Be the iPhone Killer?

Oh, and the interfaces on their phones...I guess they are prototypes, but they look to be ca. 2005 or so?

Could Modu Be the iPhone Killer?

So my choices are:
1 - iPhone, with a fantastic user experience, with models from a company that consistantly proves it's ability to add memory and functionality to new models;
2 - an object with very little memory from an unproven small company that is somehow going to either a) get exclusive partnerships to integrate with companies who make every device I use every day or b) blow through craploads of R&D capital to create their own "jackets" (basically their very own devices) to compete with the existing specialized devices?

Heh.

I mean, if they get a proven product out there and the user experience is great, then, hey, I'll be all over it. I'm not going to hold my breath though.

Blame it on iPod's Near Zero Growth

FreeRange,

My comment was directed at the author, not you. I agree that there is more to just Apple than iPod; valuing it just based on iPod numbers is extremely myopic. My point was that even if you JUST look at the iPod numbers, the author is a dunce.

(Anyway, the problem is people's interpretation of their low guidance.)

Blame it on iPod's Near Zero Growth

Yet another individual who doesn't understand the relationships between unit growth, revenue growth, and margins. Go back to finance 101 and then get back to us.