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bedrock65

bedrock65
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  • RIM: Don't Get Your Hopes Up For Service Revenue [View article]
    Scotia Capital analyst believes 70% of BlackBerry users will upgrade to BB10, Marcap you say 5% so being the impartial person that I am will take the mid point of 37.% or 30 million BB10 sales.

    And I agree with mythbuster it's time you move on your trolling is becoming pathetic and it doesn't serve this site well.
    Dec 29 09:19 AM | 11 Likes Like |Link to Comment
  • RIM's Short Interest And The Microsoft Strategic Alternative [View article]
    Not that big of an if, should the survey results prove to be true that 70% of existing BlackBerry users plan to upgrade to BB10. That's 55 million BB10 sales and don't forget RIM will still be selling BB7 devices in emerging markets.
    Dec 29 08:06 AM | Likes Like |Link to Comment
  • RIM: Don't Get Your Hopes Up For Service Revenue [View article]
    RIM has stated that service revenue are not going away in the near term and they will continue to sell BB7 devices that produce these revenues. What will RIM's service revenue look like in two years when the majority of BB7 users have transitioned to BB10, that's the big unknown, will the a la carte menu prove more successful? Will RIM license BB10 to other OEM's? Will RIM leverage BBM and make it a cross platform application that competes with Skype? Will RIM partner with automotive makers licensing QNX and it's NOC? A lot of questions that won't be answered in the near term, RIM is transitioning into something more than just a smartphone manufacturer and to.write them off would be premature.

    Here are two recent quotes from Scotia Capital analyst Gus Papageorgio

    "BB 10 is essentially QNX and that OS is already licensed out to car manufacturers, and medical equipment companies just to name a few. I also think that if it’s successful, players such as Dell and HP may take a look at it. We believe the PC is going to die in the next 5-10 years and everything will get absorbed into the smartphone. Maybe the tablet survives — we will see. That puts guys like Dell in a tough spot. I think BB 10 could be the platform they could use to get into mobility. I also think players like Nokia and HTC may also be interested"

    Scotia Capital 's Gus Papageorgio on M2M

    "Its a big complicated topic. But the crux of our argument is that making M2M happen is hard. You are going to have companies that are not used to dealing with mobile technology, software development, application development, regulatory issues, security, and control, trying to scale an M2M platform on a global basis. What does BMW know about mobile data networks, how do they role out M2M services around the world, how do they deal with app development, what OS should they use, how do you deal with regulations regarding driver distraction in France vs Chile vs Japan vs a thousand other locations? RIM can solve almost all of these problems. By putting QNX in these devices (cars, appliances, industrial equipment), which RIM is already doing, and then placing a mobile connection onto that device and connecting it to RIM’s network infrastructure, RIM can essentially turn that piece of equipment into a BlackBerry and allow IT departments to control, monitor, and secure the device just like they would a BlackBerry smartphone, while also allowing thousands of BlackBerry developers out there to develop for these new end markets."
    Dec 29 07:59 AM | 11 Likes Like |Link to Comment
  • Can Nokia Pull Ahead Of Research In Motion? [View article]
    Thorstein Heins stated in interviews that fees aren't going away in the near term .
    Dec 28 09:41 PM | Likes Like |Link to Comment
  • Can Nokia Pull Ahead Of Research In Motion? [View article]
    Actually not being dependent on someone else's OS is a benefit for RIM, they don't have to share their OS like Nokia does with HTC and Samsung and who's to say Microsoft doesn't do a 180 and develop their own phone in the future.
    Dec 28 09:24 PM | Likes Like |Link to Comment
  • Research In Motion Share Valuation: Buyers Beware [View article]
    a lot of data and effort put in to the analysis however RIM cannot be analyzed by prior metrics, at least not completely. There are so many unknown factors but we do know from what RIM has leaked thus far BB10 is so much different and powerful than BBOS. BB10 is really an unknown wildcard however we'll know more come January 30th.
    Dec 28 02:05 PM | 3 Likes Like |Link to Comment
  • RIM's Short Interest And The Microsoft Strategic Alternative [View article]
    Nothing official but BlackBerry sites are reporting that BBM desktop will be revealed at the launch event.
    Dec 28 06:02 AM | Likes Like |Link to Comment
  • Research In Motion Share Valuation: Buyers Beware [View article]
    You obviously have not done your due diligence, BB10 will have BlackBerry Balance, it allows for the OS to be partitioned in two,one for enterprise use and the other for personal and IT can only access the enterprise section.
    Dec 28 05:39 AM | 4 Likes Like |Link to Comment
  • Research In Motion Share Valuation: Buyers Beware [View article]
    If the product is not ready its not ready. RIM cannot afford to go to market with a half baked product. They learned their lesson from the PlayBook debacle.
    Dec 28 05:21 AM | 5 Likes Like |Link to Comment
  • Research In Motion Share Valuation: Buyers Beware [View article]
    Globally RIM has grown brand loyalty. Research in Motion's future comes down to the performance of BB10 and historical data from BB OS won't provide any insight to its success or failure.
    Dec 27 07:45 PM | 5 Likes Like |Link to Comment
  • RIM's Short Interest And The Microsoft Strategic Alternative [View article]
    agreed and Nortel was flush with debt and accounting irregularities which just exasperated their demise. RIM is free of debt and their balance sheet is clean, they have revamped their OS to the extent that they can easily port Android and iOS application something BBOS could not do. BB10 QNX OS opens RIM to another paradigm full of other possibilities
    Dec 27 04:15 PM | Likes Like |Link to Comment
  • Research In Motion's Q3 Conclusion: Aggressive Buy [View article]
    TradingChief
    just a heads up, on your #3 comment, you are incorrect about BB10 sales in Q4. CEO Heins was quoted on CNBC that "BB10 will be shipped in significant quantities to all key global markets including the USA". So there will be BB10 sales in the Q4 results furthermore in Canada carriers have begun taking BB10 pre-orders.
    Dec 27 03:59 PM | Likes Like |Link to Comment
  • RIM's Short Interest And The Microsoft Strategic Alternative [View article]
    Nortel couldn't be saved they were on life support and the plug had to be mercifully pulled. RIM doesn't have the same symptoms nor the prognosis of Nortel.
    Dec 27 02:31 PM | 1 Like Like |Link to Comment
  • Can Nokia Pull Ahead Of Research In Motion? [View article]
    with a QNX based BB10 you may one day operate your BBQ remotely! Suggest you invest in both Weber and RIM
    Dec 27 11:42 AM | Likes Like |Link to Comment
  • Can Nokia Pull Ahead Of Research In Motion? [View article]
    well that is great news, a market that RIM has not penetrated and now can work towards building a base in Europe.RIM has failed miserably from a marketing perspective and mostly from not providing a great user experience for consumers however that's going to change with BB10 and RIM's new management, CEO from Germany, CMO from France and a COO from Sweden can help spread the BB10 experience to their homeland.
    Dec 27 11:39 AM | 1 Like Like |Link to Comment
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