bert

Research in Motion: Shortcrusher?

Dittos, With earnings at .62 and earnings growth estimates above 50% that gives a PEG of less than one! So much for the notion RIMM is overpriced. Russia: VIP, MBT will be huge. I would only caution that the world growth story for RIMM may not happen in 3 weeks. This will progress over the course of the next year. RIMM needs a pen recognition screen for China (Chinese like to pen in characters) and a better carrier in Brazil. These things could take a while but consider the market opportunity.

'Slowing Momentum' at Research in Motion; Stock Falls

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.

Research in Motion's BlackBerry Sales Strong

What most people don't properly conceive is that RIMM is entering a new market (consumer) in new geographical areas. This is a double projection of exponential growth. VIP and MBT are both adding RIMM products the potential growth is geometrically, exponential. And right now the PEG is just 1.26 based on the current quarters earnings. If the market goes down over the next few days RIMM could be an even better opportunity.