neutrino23

Why Research in Motion Is a Takeover Target

I don't see RIM taking off. They'll probably maintain their position or slowly lose share while remaining profitable. They just don't have the software or technology to keep up with expansion outside of their core business (email).

I don't see RIMM as a take over target. Sure, they will have a steady cash stream, but it is a long shot that they will grow rapidly.

I think Palm is a better take over target than RIMM. It takes much less cash and you get a better OS. The downside is that there are fewer customers so again, it is a risk as to whether they will grow rapidly.

Apple: Three Battles Won, Nicely Positioned for the Fourth

If you look at the distribution of Walmart stores you see they tend to be where Apple stores are not. Selling through Walmart is a way to reach more customers without cannibalizing sales at Apple stores.

On top of Apple posting a great quarter, they are preparing for a great year of product releases.

First comes new iPhone hardware and software, then comes Snow Leopard, then comes the mystery touch screen device, then at the end of the year we might see new laptops when Intel updates their CPU line. All in all a busy year.

With a King's Ransom in Cash, Why Still No Buying Spree in the Tech Space?

Last year Apple bought P.A. Semi. That probably was a good indicator of their thinking. They didn't buy them simply to get bigger or because they were cheap they bought them because they wanted the talent and IP.

Going forward I'd expect more of the same. They'll buy a company if they identify it as owning some IP that they think will help them accelerate the main business.

Certainly price would be important if they were to look at trying to ingest Adobe. However, if they want to acquire a smaller company owning critical IP what difference does it make if the price is $50M or $100M if the end result is they can increase sales by 10% (about $4B/year now)?