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bedrock65

bedrock65
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  • Research In Motion Poised To Conquer The Enterprise Space Once Again [View article]
    there we go again with that stupid "too little too late" phrase. First off it's never too late otherwise Android and iOS would never have taken off, secondly BB10 is far from too little.
    Your comment about RIM trading around $6 is a reflection of what plagues the stock market, so many companies are not valued at it true value, take Amazon they are only worth a fraction of its current market value yet that's what the market is willing to pay, RIM at $6 was trading at less than 50% tangible book value which borders on the ridiculous and even criminal but the market is free and everyone can choose to buy and sell at their own desire(peril).

    What I find interesting is all the hype going on with BB10 over the last couple of months and so many haven't even realized that the best features of BB10 won't be announced until January 30. Hats off to Thorstein Heins and his team.
    Dec 13 01:32 PM | 15 Likes Like |Link to Comment
  • BlackBerry 10 Will Flop. Then What? [View article]
    I penned it rear view analysis. RIM has all its ducks in a row, BB10 is set to be an amazing success.
    Jan 23 08:56 PM | 13 Likes Like |Link to Comment
  • 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: 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
  • RIM's BB10 Chances Better Than Analysts Expect [View article]
    the too little too late argument doesn't hold unless you're a Palm and run out of cash. Take the time to look at BB10, there are a lot of demos on line, the UI experience is tremendous and it's fun to use,nothing compares to it. If RIM lines up the popular apps at launch, not 2,000 solitaire apps or 3000 fart apps, apps that consumer really want then BB10 will be a longterm success. Just wait and see, it's only few months away.
    Dec 3 11:29 AM | 8 Likes Like |Link to Comment
  • Morgan Stanley's RIM Shot [View article]
    Who you gonna trust? Morgan Stanley analyst or Alex Saunders?
    Interesting day today, we found out BB10 will be in carrier hands in October, January 21 date launch may have been inadvertently spilled, all the major social apps will be available at launch plus another assurance that all major apps will there at launch.
    And more surprisingly, RIM increased its subscribers base to over 80 million contrary to many analyst and BBM users up to 60 million from 54M.
    Overall a very good day much to the chagrin of many analyst and tech media.
    Sep 25 09:40 PM | 8 Likes Like |Link to Comment
  • RIM: Will BB 10 Devices Revive Stock In 2013? [View article]
    just a few comments hopefully you can correct or clarify on your comments.

    What “investors stormed out on CEO Thorsten Heins?” This is news to me.


    “RIM has a few months to last before it will begin to go under debt”.

    Really, $2.2 Billion is going to evaporate in a few months? are you privy to RIM’s cash flow forecast?


    “Scribes from the Pocket Lint magazine were given exclusive access sans cameras to the future BlackBerry devices. While they didn't have anything negative to say, I guess this is where all things positive about RIM end. “

    Actually they reported the following:
    “If you're a BlackBerry user, trust us when we say you'll be excited.”

    “The very fact that these devices will be launched in the first quarter of 2013 is enough to make people move on”

    Are you implying that smart phone consumers only buy phones in the fourth quarter?


    “No one is going to wait for another 6 months for these BB 10 devices which were just announced. “

    How about the 78+ million BlackBerry customers? Or consumers whose contract expire in December, January, etc…?

    “it is extremely late to expect that those who have abandoned BlackBerry devices will return to the devices again”

    And you can speak/think for all the Global smart phone users?

    “RIM fails to understand is that those who use iPhones and Android phones refuse to change platforms because they invest a lot of money in applications”

    And what percentage of users is this? 10%? 20%
    Sep 7 01:32 PM | 8 Likes Like |Link to Comment
  • Will BlackBerry 10 Live Up To Investor Hype? [View article]
    This analyst is underestimating blackberry nation. RIM will have a successful launch, it's longterm survival will be whether they will be able to reclaiming former BB users and also new users, with BB10 operating system they have a good chance.
    The analyst says he doesn't see anything exciting, well sir please take off your iGlasses. BB10 OS will surpass what's presently available and RIM has left the best for Jan 30, just wait and see.
    Dec 18 08:09 AM | 7 Likes Like |Link to Comment
  • Research In Motion Is Up Over 100%: Time To Sell? [View article]
    Share price appreciation is always a result of speculation and hope, look at every stock, even RIM at $140 was based on speculation and hope. Could history repeat itself?

    Despite an aging portfolio they have produced positive net subscribers now I expect a flat or a reduction in net subscribers however if they report increased net subscribers this week look for the share price to inch towards $18.
    RIM, I believe have already started to create the next big thing, BB10 platform.
    As for the brand, well 80 million subscribers say otherwise and that's 30 million more when compared to 2010 figures.
    Dec 16 12:25 PM | 7 Likes Like |Link to Comment
  • "RIM cannot compete on cost, it cannot compete on user experience, it does not have the range of devices offered on other ecosystems, it cannot compete on content and to date it has not been able to compete on development talent," says Pac Crest's James Faucette, outlining his bear case on Research In Motion (RIMM). Pac Crest's checks indicate RIM's channel inventories are "still way too high," and that retailers are cutting down on BlackBerry shelf space. [View news story]
    if you remove not you get the following:

    RIM can compete on cost, it can compete on user experience, it does have the range of devices offered on other ecosystems, it can compete on content and to date it has been able to compete on development talent,"
    Sep 10 05:53 PM | 7 Likes Like |Link to Comment
  • Research In Motion Short Sellers Will Not Get A Second Chance [View article]
    And RIM is about the change the rules with BB10.
    Six months ago the bears were predicting RIM's demise, they said RIM would burn through its cash before BB10 could launch or that BB10 was vapourware or developers didn't want to develop apps for Bb10. Well RIM has more than enough to launch BB10, enterprise and government are testing BB10 and RIM will have over 100,000 apps at launch. Not bad for a dieing company.
    Dec 20 11:24 PM | 6 Likes Like |Link to Comment
  • Research In Motion's Biggest Risk Could Be A Hostile Takeover Bid By Microsoft [View article]
    Good article.
    With over 20% of the shares belonging to Watsa, Lazaridis and Balsillie. What are the chances of a successful hostile bid?
    I recall last year, Balsillie was quoted as saying there are measures in place to counter any unsolicited bid and I believe RIM was trading north of $25 at the time.
    Oct 5 07:56 AM | 6 Likes Like |Link to Comment
  • Stick A Fork In RIM, They Are Done [View article]
    No it's not, it's a very poor article.
    Sep 18 09:21 PM | 6 Likes Like |Link to Comment
  • Research In Motion's (RIMM -2%) BlackBerry 10 debacle has apparently worsened: a source tells BGR RIM will halt development of the current version of BlackBerry Enterprise Server following an update due later this year, due to a lack of compatibility with BB10 devices. Moreover, a next-gen version of the product that will support BB10 won't support older BlackBerrys. Meanwhile, the iPhone and Android continue to rapidly eat away at RIM's enterprise base. (PlayBook e-mail issues) Update: RIM responds by saying the next version of BES will support older BlackBerrys. Update 2: BGR sticks to its guns, pointing out old and new BES will need to be run simultaneously. [View news story]
    People who really know and understand what RIM is doing will buy their stock
    Aug 22 01:35 PM | 6 Likes Like |Link to Comment
  • Research In Motion's (RIMM -2%) BlackBerry 10 debacle has apparently worsened: a source tells BGR RIM will halt development of the current version of BlackBerry Enterprise Server following an update due later this year, due to a lack of compatibility with BB10 devices. Moreover, a next-gen version of the product that will support BB10 won't support older BlackBerrys. Meanwhile, the iPhone and Android continue to rapidly eat away at RIM's enterprise base. (PlayBook e-mail issues) Update: RIM responds by saying the next version of BES will support older BlackBerrys. Update 2: BGR sticks to its guns, pointing out old and new BES will need to be run simultaneously. [View news story]
    Seeking alpha has reached an all time low, reporting erroneous and total false information. Do some research before posting other websites articles especially those coming from BGR.
    For your information Mobile Fusion is RIM'S new MDM that is added onto BES furthermore Fusion will also manage Android and iOS devices something that BES couldn't.
    Aug 22 01:34 PM | 6 Likes Like |Link to Comment
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