.crazylegs..

RIM Beats Apple in One-Hit Wonder Quarter. What's Next?

I can respect that. I just wish posters would actually have some knowledge before ranting. I can see you are rational.

RIM Beats Apple in One-Hit Wonder Quarter. What's Next?

jmmx - are you an apple fan by any chance? verizon is subsidizing the handset to lock in the data plan (you have to have an email plan to qualify - comes right off their site - so your friend must have some kind of data plan to get the bogo offer) RIM gets a profitable handset sale PLUS the two years of service revenue kickbacks from verizon at 80% margins ($4-5 gross per month or another $100 over the contract).

so, you're wrong about the bogo offer and you're wrong about the margin. perhaps you should pursue the age old adage that you'd rather have people believe you to be a fool and remain silent than open your mouth and remove all doubt?

and by the way, i have a bold (and a curve, and a javelin, and a storm, and an 8700, and a 7130) and an iphone and you are correct that safari rocks, but the bold browser is quite capable. this is just my opinion though. no doubt i'll get blasted by an apple fan.

Smartphone Wars to Heat Up This Summer

JamesApple - are you still blaming RIM for the current financial crisis? Just curious. I recently read one of your rants that blamed them.

Who Will Win the Smartphone Wars?

Back it again again brewdog! i thought you would be quiet after your rim "creative" accounting blunder where you ignorantly wondered out loud how rim's margins could be decent when vz is offering bogo, not realizing vz is subsidizing the phone, and not rim.

in re the keyboard, funny that the iphone does that because rim's phones do that as well, and have for some time. again, ignorant of facts. please stop posting, i'm getting tired of pointing out your mistakes. it's fine to love your iphone, i love mine (but prefer to use the bb day to day), but at least try to be a little balanced in your approach.

besides, if apple has been leading tech since '79, the why for almost 30 years such low mkt share? just a question.


On Apr 08 10:50 AM brewer wrote:

> Windows Mobile and RIM are basically 90's technology compared to
> the iPhone. Palm is simply a rip off, with a dumb keyboard for
> those who think they somehow can't type on screen. They only reason
> they have Pre is that they hired away Jon Rubenstein from Apple.
> (Guess that once the megahertz myth was a moot point--intel move,
> he had nothing left to explain at Apple.)
>
> I find the predictive correction on the iPhone/iPod keyboard to be
> so good that it's faster than using a fixed keyboard. And it's
> great that it can change to add whatever key you want, and even hold
> a key to get any diacritical. Try that on any other keyboard!<br/>
>
> Apple is leading tech to an even greater extent now, but this has
> been their role since 1979.

Who Will Win the Smartphone Wars?

and of course only software matters and not air interface/data transmission technologies. while apple can write some serious code they don't understand yet the scarcities involved in mobile. their devices end up using so much bandwidth that carriers need to upgrade and upgrade. look at att's capex plans ahead of iphone launch in june. meanwhile rim approaches everything from an efficiency standpoint and compresses data that moves over the network. this gives them an advantage when it comes to carrier incentives. regardless of the nonsense written here, the macro picture means there will be plenty of business for multiple smartphone vendors for the next few years so it is quite possible both rim and apple can coexist and prosper simultaneously. (ps. don't tell that to any of the apple fans here, they won't believe it)

and remember the best technology does not always equal the most mkt share. many factors affect ultimate end sales.

Sorry to Get You All A-Twitter, But Google Is Not in 'Late-Stage' Talks to Acquire the Hot Microblogging Service

Arringgton is a Hit Whore.

The Ongoing Smartphone Revolution

hayweed, timbom - must get tiring defending apple so vociferously every day. do you take extra vitamins each day?

Smartphone Lock-Ins Aren't As Bad as Some Claim

"as well as a channel for RIM (RIMM) and the Korean firms to offer their “me too” smart phones."

Joel - is it really fair to lump in RIM with the Korean device makers as a "me too"? Isn't RIM the leader in smartphones in the US?

The Google Phone: Blockbuster or Bust?

Android = Linux. this will be more popular with tech geeks. Google has no ambition of being the windows of mobile phones. they just want you to use google apps and search on your phone so they can deliver ads to every phone platform, whether it be iphone, blackberry, windows mobile, symbian, etc

Five Great Quality Companies: Are They Too Expensive?

1. GOOG is expected to put up $20 earnings in 2008 and it has $40 cash per share. SO, net of cash it is valued at 22.5x 2008 earnings.
2. AAPL EPS means little. Show me the cash! They have generated $6 per share of cash in the first 3 quarters and will generate at least another $1 to $1.50 per share in cash in Q4. With $23 per share cash on the balance sheet, it trades at about 18x 2008 cash flow net of cash - and you are paying for that figure for the year ending in 2 months! It gets even cheaper if you look at 2009.
3. RIMM might appear most over valued but it has the best growth potential. iPhone is serving to HELP them in a big way by bringing tons of attention to the smart phone space. Seems strange, but the reason for this is simply price of data. They will ride the demand elasticity curve for data services as they continue to work with carriers to offer lower data plans (tmobile $10 BB plan?, pre-pay BB plans?) The company has said they see huge volume increases anywhere they get the carrier to lower data pricing. Demand elasticity is huge for data services - and they are the only handset maker who is in a position to work with carriers to lower data prices as RIM offers a compelling service with their email system. Combine that with cheaper handset prices (cheap flip, curve update coming) and you shouldn't be focused on whether the Bold or Thunder competes with the iPhone, but you should watch home many folks buy the BB flip (aka Kickstart) instead of that cheap LG, samsung, or moto when combined with a low priced email plan because the customer gets a great service for a small incremental fee.

Early Morning Tidbits: Google, RIMM

I can't wait for a few months out to see how RIM has fared against the iPhone "onslaught". I think it's a huge mistake to believe that iPhone hurts RIM - it actually has brought a lot of attention to the smartphone market. When you think about distribution, RIM has a huge advantage being on 375 networks vs. Apple's 80 or so after full launch. And RIM sells blackberries on the 80 networks Apple is on. It seems to me that both are well positioned.

Google Ad Planner Making the Industry Nervous

If it's free, doesn't this just give advertisers another tool to evaluate their spend? Google isn't forcing anyone to use this, are they?

Apple's iPhone Should Boost Microsoft, Yahoo and Google

Weak point on Yahoo, really weak. If you think MSFT will perform because Apple is licensing Activesync (or Active-stink as Phil Shiller called it in the presentation) you are way off base. I believe activesync gets them in the game today with exchange users but if they are providing their owns servers to provide push notifications, how long will it be before they create their own integration with exchange without activesync? Just a thought. MSFT is slipping away slowly but surely...

Comparing Valuations of Yahoo vs. Google

Also need to factor in cash sitting on the balance sheet which makes GOOG cheaper on a PE basis net of cash.

Was Peter Lynch Wrong? Crocs and Other Trendy Companies

"Of course, there are "trendy" or "hot" products/services/busi... that continue to grow and expand, despite skepticism. Examples of this are Google (GOOG), Starbucks (SBUX) and Blackberry devices (RIMM), at least up until the present time."

what a joke comment. blackberries are tremendous productivity tools while google provides a measurable advertising system. both provide value to the end user/client. these are not "hot" products or companies that will suddenly fade because teenager tastes are fickle.