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Superfly_FR

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  • Research In Motion (RIMM) has resumed trading. Shares are up 7.1% AH, as investors give a thumbs-up to its FQ3 beat, gross margin improvement, and $950M in operating cash flow. [View news story]
    back to the $13 range (pre-market) as I write
    Dec 21 05:32 AM | Likes Like |Link to Comment
  • Research In Motion (RIMM -1.7%) is sliding a bit ahead of Thursday's FQ3 report, possibly thanks to critical comments from UBS' Phillip Huang. He thinks RIM's recent rally "is reminiscent of Palm which saw shares go from $3 to a peak of ~$18, only to fall back down to $3.76 in about 15 months." (William Blair) (Bernstein[View news story]
    PALM ? Again ??? #boring.
    This guy should jump in the ship with the new schoolbook "Digital" comparison or the stunning "there's only 3 slots in this market, RIM won't last over a year" (was : "dead already" 6 months ago).
    His analysis is DOA at the first occurrence of the word "PALM".
    Dec 17 01:49 PM | Likes Like |Link to Comment
  • Microsoft Or RIM? Why There Is Only Room For One More Mobile Operating System [View article]
    @Marcap ... 100% Marcap, full force. lol
    Dec 17 10:15 AM | 1 Like Like |Link to Comment
  • Microsoft Or RIM? Why There Is Only Room For One More Mobile Operating System [View article]
    @Kurt : Nature hates vacuum. That's not off-topic.
    Dec 17 10:12 AM | 1 Like Like |Link to Comment
  • Microsoft Or RIM? Why There Is Only Room For One More Mobile Operating System [View article]
    @ruud33 " other MDM's can now replicate this experience on other OS devices" They certainly can't with Blackberry devices.
    Dec 17 10:08 AM | Likes Like |Link to Comment
  • Microsoft Or RIM? Why There Is Only Room For One More Mobile Operating System [View article]
    @Frank, thank you for this insightful explanation and experienced returns on costs. Balance is a real key feature of BB10/BES10 and I hope the recent BES trade program will enlighten many decisions in that area.
    Dec 17 10:06 AM | Likes Like |Link to Comment
  • Microsoft Or RIM? Why There Is Only Room For One More Mobile Operating System [View article]
    Well, in fact, given the main arguments you gave (those I discussed) nothing leads to an ability to count the number of "main actors".
    The definition of "main actors" still remain to be set.

    No one can figure what the market will be in 1-2-3 years (tomorrow, in tech age) and you seem to omit the eventuality of another type of services/apps diffusion: namely "the cloud".

    In that area, RIM with QNX based devices and its owned NOC enhances this cloud feature and raise it to a platform with devices instant interoperability (another point you missed). This is yet to be widely deployed, but the basis (QNX) and the plumbing (NOC) is here and is a great potential advantage. (look in the automotive sector about QNX Car2 to see what it can offer to services/industry).

    I believe many like you do not envision what the future is and I'd be very pretentious to believe I can myself. Still, "3" sounds like a podium number, nothing more, furthermore in a exponentially growing market where technology and usages are still day 1 (or 2).
    Dec 17 09:58 AM | Likes Like |Link to Comment
  • Microsoft Or RIM? Why There Is Only Room For One More Mobile Operating System [View article]
    1/ "A mobile operating system, like its PC laptop or desktop equivalent, is a collection of software that manages the phone's computing resources and provides common services for external programs, known as "apps"
    => You're referring to appl iOs philosophy. A nutshell OS with almost no core functionalities, where you mandatory need to add/buy apps to get things done, even basic ones.
    Blackberry platform will embed natively most of the productivity apps at their best level, excluding farts and games.

    2/ "The Windows Phone 8 (app number) disadvantage compared to the top two, is being partly addressed by Microsoft through tools that convert Android apps, and partly by funding for third party developers."
    => Are you kidding ? Blackberry offers the widest range of development platforms including Native (C++/Qt), HTML5 (Webworks HTML/JS/CSS), AIR and, of course, Android porting platform. Note that even the Native/Qt track can also be used in JavaScript mode ...

    3/ "Needless to say, the to be released BB10 has even less application support than Windows Phone."
    => current Windows mobile app count is 80.000 (march 2012 - so, W7 apps), BB10 will have - at launch - over 100.000 apps. Count the W8 apps, compare, and let us know ...

    Obviously you feed the lines with on idea in mind, not with facts or reasonable arguments. For that reason, I didn't even read the end.

    Ultimately, the fable that in a 1Billion+ subscribers growing market (2013), there's only room for 3 is just an Chrystal ball assumption, as 7 for luck.
    Dec 17 05:31 AM | 6 Likes Like |Link to Comment
  • Research In Motion Poised To Conquer The Enterprise Space Once Again [View article]
    Thank you M. Kesarios. As usual, insightful and documented. A pleasure.
    Dec 13 01:12 PM | 4 Likes Like |Link to Comment
  • Research in Motion (RIMM) is downgraded to Sell at Canaccord, which says the fundamentals don't support the recent 30% gain in the stock price. The BB10 is an improvement, says Canaccord's Mike Walkley, but he assigns "a very low probability" it can turn around the company's long-term business trends. Shares -1.7% premarket. [View news story]
    read "I want to save my shorts". Nothing new in these lines, old studies, with old assumptions ...
    Dec 3 10:52 AM | Likes Like |Link to Comment
  • Research In Motion - Possible $43 Stock Price In 12 Months? [View article]
    BTW thanks for the reading. IBM (as noted) was effectively one of the very first promoters of cloud computing, in its modern sense (i.e : not "distant server over the internet").
    Dec 1 08:57 AM | Likes Like |Link to Comment
  • Research In Motion - Possible $43 Stock Price In 12 Months? [View article]
    lol Marcap, you're so ... whatever.
    RIM invented the cloud in the context of this thread : the mobile world.
    Dec 1 08:53 AM | 2 Likes Like |Link to Comment
  • When Research In Motion Wins, Who Loses? [View article]
    @Kurt : #brilliant. Thank you.
    "would be a good fit in Samsung's other divisions, such as home appliances and home electronics" ... absolutely; some may have already noticed Renault-Samsung IS licensing QNX software for automotive infotainement systems ... (see bottom of http://bit.ly/Uwwfov)
    Nov 30 11:48 AM | 1 Like Like |Link to Comment
  • Research In Motion - Possible $43 Stock Price In 12 Months? [View article]
    @recession12 "Not to mention cloud computing from the mobile phone is on fire, and rimm has totally missed the boat"

    This one is so laughable at. RIM invented the cloud with its NOC infrastructure. apple's icloud is nothing but farms of servers (with poor reliability). appl marketed the (i)Name (invented by IBM, if I remember well) and poorly implemented it.
    Some network skill enhancements won't hurt ;)

    Unless appl inovates ... people will stop salivate. And then, the loved brand will be (on the smartphone area) the wrong woman. This is exactly what happened to RIM ... remember ? iOS will be the oldest OS in Q1 2013: 5 years with the same interface and gestures, escaping from ease of use due to original misconception ("they only need 20%; give them that"). Now most users use their smartphones as a computer extension ... and 20% is not enough.
    Nov 30 09:07 AM | 2 Likes Like |Link to Comment
  • The RIM Head Fake [View article]
    @LoganSix ... how did we use to say ? "Strike back" ? hehe ... thanks to Goldman Sachs ... back above $12.38 in pre-market.
    http://bit.ly/YtFhpc
    Nov 29 08:07 AM | Likes Like |Link to Comment
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