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  • Why RIM Is Still A Good Long-Term Pick [View article]
    The fish are attracted to that one little speck of light that keeps the hope going through all the darkness. But eventually they will find a hungry anglerfish at the other end of that light.
    Aug 2 12:41 AM | 1 Like Like |Link to Comment
  • Why RIM Is Still A Good Long-Term Pick [View article]
    Funny, it seems many are chasing after LK on their rickety bicycles...just 'cause he hit the rocks, took a face plant, then off the cliff...it didn't deter them at all...still these guys are pumping the pedals to catch up...investors too!
    Aug 1 01:26 AM | Likes Like |Link to Comment
  • The next iPhone (AAPL) will be delayed due to Qualcomm's (QCOM) 28nm baseband chip shortage, claims China's First Financial Daily. Qualcomm foundry TSMC (TSM) has been having 28nm supply issues, something that has led Qualcomm to strike deals with TSMC's rivals. But Apple and Qualcomm remain up slightly premarket (albeit less than the Nasdaq), which suggests some have doubts about this rumor. Qualcomm has promised the shortage would disappear by year's end.  [View news story]
    Contributor Darren Hart Points to some Taiwan publication that answers some concerns: 

    July 2, 2012 (CENS)--Qualcomm Inc. recently designated United Microelectronics Corp. (UMC) as its second supplier of 28nm process...

    UMC will begin to produce Qualcomm’s Snapdragon S4 processors and 3G/4G baseband chips using 28nm process in the fourth quarter this year. 

    http://bit.ly/MvqD7R

    tight supply of the process at TSMC has inspired 28nm process buyers to turn to UMC and other suppliers, such as GlobalFoundries and Samsung...

    ......This year, primary buyers of UMC’s 28nm process capacity would be Texas Instruments (http://bit.ly/MvqS31) and Qualcomm. 

    http://bit.ly/NFbFAL


    Qualcomm estimated tight supply of 28nm process will become relieved in Oct.-Dec

    http://bit.ly/MvqDVq


    Looks like Qualcomm will most likely be able to accommodate Apple's needs.....
    Jul 30 11:20 PM | Likes Like |Link to Comment
  • The next iPhone (AAPL) will be delayed due to Qualcomm's (QCOM) 28nm baseband chip shortage, claims China's First Financial Daily. Qualcomm foundry TSMC (TSM) has been having 28nm supply issues, something that has led Qualcomm to strike deals with TSMC's rivals. But Apple and Qualcomm remain up slightly premarket (albeit less than the Nasdaq), which suggests some have doubts about this rumor. Qualcomm has promised the shortage would disappear by year's end.  [View news story]
    Thanks, stockgal and cincinnatus!
    Since the problems lie in the TSMC foundry, why would it stall Qualcomm, isn't the materials TSMC is producing easily substituted? I would have thought that the fabrication part is far more complex, and the foundry production would be relatively generic...no? Delay to the iPhone would have serious implications to the stock.
    Jul 30 12:32 AM | Likes Like |Link to Comment
  • The next iPhone (AAPL) will be delayed due to Qualcomm's (QCOM) 28nm baseband chip shortage, claims China's First Financial Daily. Qualcomm foundry TSMC (TSM) has been having 28nm supply issues, something that has led Qualcomm to strike deals with TSMC's rivals. But Apple and Qualcomm remain up slightly premarket (albeit less than the Nasdaq), which suggests some have doubts about this rumor. Qualcomm has promised the shortage would disappear by year's end.  [View news story]
    Thanks for the info, much appreciated!
    Jul 28 05:46 PM | Likes Like |Link to Comment
  • The next iPhone (AAPL) will be delayed due to Qualcomm's (QCOM) 28nm baseband chip shortage, claims China's First Financial Daily. Qualcomm foundry TSMC (TSM) has been having 28nm supply issues, something that has led Qualcomm to strike deals with TSMC's rivals. But Apple and Qualcomm remain up slightly premarket (albeit less than the Nasdaq), which suggests some have doubts about this rumor. Qualcomm has promised the shortage would disappear by year's end.  [View news story]
    @ Cincinnatus
    I don't know about chip tech at all, so forgive the ignorance in this area...so can you clarify some things? Qualcomm is producing the 3G and 4G wireless capabilities and TSMC is their primary supplier of wafers?

    If TSMC is having trouble with their processes, Qualcomm would have other options, or is there no one else to produce adequate supply? Does companies like Intel or Samsung have capabilities to fill the gap?

    Also, if 28nm is the problem, why couldn't they use other sizes to fulfill the same functions? Clearly 4G in wireless is not new, and they already have it working in their iPad, or is it just that Apple thinks the current tech is too power hungry for the smaller phones?
    Jul 27 06:44 PM | Likes Like |Link to Comment
  • Will The RIM-Pire Strike Back? [View article]
    I suspect that you misunderstand my post. Android had superior growth for several reasons. In reviewing you already mentioned two important factors.

    "Part of the reason is that the operating system is essentially free. The other part is that many manufacturers offer the Android OS on their product line-up (such as Samsung and a few other recognizable names"

    The growth adds up many manufacturers together. This creates a critical mass where developers will be eager to take part in selling to such a large base of customers, therefore the ecosystem begins developing on its own. Also the price points and thin margins make the Androids very affordable, but not all that profitable for most of the manufacturers.

    Let's compare RIM. They will not have an OS "given" to them, so that reduces profit, they don't have Samsung's advantage as a parts supplier, they are entering the modern smartphone game a few years later than Android or iOS, if they don't compete on price with Android and MSFT, then they will charge premium prices and go head to head with the iPhone5/iPad ecosystems or against the new Galaxy, and also they will miss the holiday season rush.

    I am saying that you hold up Android as an example...but RIM has none of the advantages that Android had...Samsung is the only iOS competitor making good profits, but they have advantages that RIM will never have. Logically, the argument doesn't hold up, imo.... btw, I did check out the link...if RIM goes in such a totally different direction, then they won't have to compete in phones...I don't think phones will be all that profitable for them going forward...
    Jul 25 03:21 AM | 1 Like Like |Link to Comment
  • Will The RIM-Pire Strike Back? [View article]
    The facts presented in the article was regarding market share. The rest seemed to be wishful thinking that it is "possible" that RIMM follows the growth that Android had, but giving no reason why this should occur. "Hope" is not a strategy!
    Jul 24 02:39 PM | 2 Likes Like |Link to Comment
  • Canadian investor Prem Watsa doubles down again on what was already a big investment in Research In Motion (RIMM), as a filing shows his Fairfax Financial (FRFHF.PK) goes to 51.9M shares - worth about $351M, a 9.9% stake. Watsa figures RIMM's undervalued and recovery could take three to five years.  [View news story]
    Yes, even if they sold now, before the situation worsens, with the stock below $7, would someone pay enough to bring Prem to even? I have my doubts on that one. And, that is a lot of time, energy, and tied up capital just to break even. This one seems like a loser for him.
    Jul 23 07:10 PM | 1 Like Like |Link to Comment
  • Canadian investor Prem Watsa doubles down again on what was already a big investment in Research In Motion (RIMM), as a filing shows his Fairfax Financial (FRFHF.PK) goes to 51.9M shares - worth about $351M, a 9.9% stake. Watsa figures RIMM's undervalued and recovery could take three to five years.  [View news story]
    Sounds like a sound balanced assessment Luis. The impression that Thorsten Heins gives is that he intends to play out the BB10 scenario, which could be quite a ways off before contributing to profits. In the meantime, I think avoiding cash burn will be difficult, which is probably why they took such deep, deep cuts to personnel. It seems that they are continuing to lose ground in enterprise and in N. America, including Canada. I think that the picture 6 months from now will look worse, not better.
    Jul 23 07:03 PM | 1 Like Like |Link to Comment
  • Canadian investor Prem Watsa doubles down again on what was already a big investment in Research In Motion (RIMM), as a filing shows his Fairfax Financial (FRFHF.PK) goes to 51.9M shares - worth about $351M, a 9.9% stake. Watsa figures RIMM's undervalued and recovery could take three to five years.  [View news story]
    @galaxy
    I am starting to wonder if he doesn't care about the money, he bought in last Sept, increased his holdings earlier this year, and then close to doubled down early this month. I think that he is taking back the board from the twin doodoo birds. That needs to be done, but I think he is a year and a half late in doing it. The momentum is not on his side, unless he wants to tear it apart and sell. If he liked the strategy of waiting for a BB10 revival, then he should have waited to buy in cheaper.
    Jul 23 06:14 PM | 1 Like Like |Link to Comment
  • Canadian investor Prem Watsa doubles down again on what was already a big investment in Research In Motion (RIMM), as a filing shows his Fairfax Financial (FRFHF.PK) goes to 51.9M shares - worth about $351M, a 9.9% stake. Watsa figures RIMM's undervalued and recovery could take three to five years.  [View news story]
    Everyone not in possession of a time machine is guessing; but past is prologue, and things have not been well at Waterloo
    Jul 23 06:03 PM | 1 Like Like |Link to Comment
  • Canadian investor Prem Watsa doubles down again on what was already a big investment in Research In Motion (RIMM), as a filing shows his Fairfax Financial (FRFHF.PK) goes to 51.9M shares - worth about $351M, a 9.9% stake. Watsa figures RIMM's undervalued and recovery could take three to five years.  [View news story]
    I agree that from a money standpoint, he should have waited...maybe even until just prior to BB10 release sometime next year. It makes me think that it is more about influence at this point. Perhaps, now he will call the shots?
    Jul 23 05:57 PM | 1 Like Like |Link to Comment
  • Canadian investor Prem Watsa doubles down again on what was already a big investment in Research In Motion (RIMM), as a filing shows his Fairfax Financial (FRFHF.PK) goes to 51.9M shares - worth about $351M, a 9.9% stake. Watsa figures RIMM's undervalued and recovery could take three to five years.  [View news story]
    In addition, Prem Watsa bought his stock earlier this month, so that could be around $7.50-$8.00, in fact the move up to $8 probably had to do with his buying, that much buying has to move the stock. So since his doubling down, he has lost an additional 11% on his initial investment AND his recent purchase...

    I guess if you have billions you don't have to care? Monopoly money I suppose, and it now gives him status as the largest shareholder by a large margin...perhaps this isn't about profit, but power...
    Jul 23 05:37 PM | Likes Like |Link to Comment
  • Canadian investor Prem Watsa doubles down again on what was already a big investment in Research In Motion (RIMM), as a filing shows his Fairfax Financial (FRFHF.PK) goes to 51.9M shares - worth about $351M, a 9.9% stake. Watsa figures RIMM's undervalued and recovery could take three to five years.  [View news story]
    We can assess some of how good a call Prem makes with RIMM by his earlier RIMM call. Last Sept he must have bought in around $25, taking a 70%+ loss thus far. Who here has done that poorly in RIMM? He very well could be blinded by his involvement...
    Jul 23 05:14 PM | 1 Like Like |Link to Comment
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