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Superfly_FR

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  • Research In Motion: Don't Jump On The BB10 Bandwagon Yet [View article]
    Anyhow ... now: buy. Goldman Sachs target : $16.
    http://bit.ly/YtFhpc
    Nov 29 07:47 AM | 1 Like Like |Link to Comment
  • Morgan Stanley's Ehud Gelblum suggests Research In Motion (RIMM) investors use its recent run-up to take profits, arguing the odds are still stacked against BlackBerry 10. "While some of the new features on BB10 seem innovative, we had a similar reaction to Palm’s WebOS ... BB10 is too late." As proof, Gelblum notes a recent mobile workforce survey found only 5% of respondents saying they expect to upgrade to a new BlackBerry. Macquarie argued in favor of profit-taking yesterday. (previous[View news story]
    And Goldman Sachs goes "buy". "bye-bye" shorts. Sorry.
    http://bit.ly/YtFhpc
    Nov 29 07:45 AM | Likes Like |Link to Comment
  • The RIM Head Fake [View article]
    Goldman Sachs upgrade to "buy" and $16 target. Fasten your seat belts. http://bit.ly/YtFhpc
    Nov 29 07:43 AM | 2 Likes Like |Link to Comment
  • Research in Motion (RIMM) soars 11.9% premarket on a Goldman upgrade to Buy with price target of $16 (from $9). "For the first time in 3 years, we think out-year Street estimates are too low." [View news story]
    sorry shorts ... some told you.
    Nov 29 07:28 AM | 4 Likes Like |Link to Comment
  • The RIM Head Fake [View article]
    @Gene: thanks, typo.
    Nov 29 02:54 AM | Likes Like |Link to Comment
  • The RIM Head Fake [View article]
    "The Crackberry Web site features pictures of Asian developers busily coding for the new platform, and acting enthusiastic, but the fact is that Blackberry 10 development has to start from scratch"

    I respectfully but totally disagree. All developments can be done under various SDKs, notabilly known for openness. For languages (C/C++, Qt/QML, Action Script, HTML5 - oh, yes: you can mix them too) but also frameworks like HTML5 Webworks (forked from phoneGap) or game-oriented like Marmelade (basically means any marmelade game will run under BB10 or such).
    Porting Android, within some limitations (use of google's API) can be done in a breathe (dev time scale) ..

    oh, 1 more thing. There will be over 10K (serious) apps at launch ... never seen before for a new OS (I mean not an upgrade).
    Did I missed something ?
    Nov 28 04:03 PM | 1 Like Like |Link to Comment
  • Morgan Stanley's Ehud Gelblum suggests Research In Motion (RIMM) investors use its recent run-up to take profits, arguing the odds are still stacked against BlackBerry 10. "While some of the new features on BB10 seem innovative, we had a similar reaction to Palm’s WebOS ... BB10 is too late." As proof, Gelblum notes a recent mobile workforce survey found only 5% of respondents saying they expect to upgrade to a new BlackBerry. Macquarie argued in favor of profit-taking yesterday. (previous[View news story]
    Can everyone record ?
    Palm died BECAUSE THEY RAN OUT OF CASH: period.
    Nov 28 08:41 AM | Likes Like |Link to Comment
  • Morgan Stanley's Ehud Gelblum suggests Research In Motion (RIMM) investors use its recent run-up to take profits, arguing the odds are still stacked against BlackBerry 10. "While some of the new features on BB10 seem innovative, we had a similar reaction to Palm’s WebOS ... BB10 is too late." As proof, Gelblum notes a recent mobile workforce survey found only 5% of respondents saying they expect to upgrade to a new BlackBerry. Macquarie argued in favor of profit-taking yesterday. (previous[View news story]
    How's that any decent analyst still compare RIM to palm ? It remains a mystery.
    (edited)
    Nov 27 09:37 AM | Likes Like |Link to Comment
  • Research In Motion: Take Profits On Speculation [View article]
    Please sell, I'd love to buy some more cheaper.
    Nov 26 12:33 PM | 3 Likes Like |Link to Comment
  • Time To Short Research In Motion [View article]
    oh guys, I really hope nobody has late followed this ...
    Nov 22 12:31 PM | 1 Like Like |Link to Comment
  • Research In Motion - Possible $43 Stock Price In 12 Months? [View article]
    What is the proper risk/reward ratio when you can estimate a 400%+ reward ? What are the real chances RIM goes banckrupcy (or alike, meaning the share at $0)?
    Nov 21 08:53 AM | Likes Like |Link to Comment
  • Research In Motion - Possible $43 Stock Price In 12 Months? [View article]
    wow, Marcap, I salute your listening to previous remarks some of us have been writing here (no bashing intended). Glad to read balanced arguments here; you're right, all is about BB10 (and BES10) success.
    Those who have the chance to sport a Dev Alpha and/or to develop for BB10 are 90% enthusiast about it. I can understand videos, mockups and texts are not enough to convince everyone.

    Nevertheless the carriers massively supporting BB10 launch is a strong signal that BB10 is at least capable to reach current state of the art. They won't support it if it wasn't ... And Misek finally got that.
    Nov 21 05:44 AM | 3 Likes Like |Link to Comment
  • Research In Motion - Possible $43 Stock Price In 12 Months? [View article]
    nope, was "underperform" and $5. Basically he DOUBLED his target.
    Nov 21 05:34 AM | 1 Like Like |Link to Comment
  • Research In Motion Sets A Date [View article]
    @Marcap: it's somehow funny how your angle vary depending on the objective you serve. You were previously a defender of "RIM should have adopted Android", which is exactly the "catch-up" strategy.

    Building another platform was the other one. "no follow: innovate".
    This had been initiated years before T. Heins took the wheel. While the former two CEO's failed to execute on time, they did set the strategic fundamentals the "new RIM" is applying now.

    You have no idea what BB10 is, as you never had it operate in your hands. I did, some others did too. Ask them how they fell; you'll get some idea of what the comparizon with current OSes is.
    Nov 17 09:44 AM | 1 Like Like |Link to Comment
  • RIM's New Handset - Why I Am Skeptical [View article]
    Yes it is somehow. Mixed between "too big too fast" and "we are kings". Result = bad move and corporation deprecation (+ individuals hurt by job loss - certainly not least in my perception).

    Yet while very poorly executed, they had the vision of what is happening today (QNX, platform, vertical). They do deserve (severe) blaming but one has to remember that if RIM is back and successful, they also took their part of it.
    Nov 17 09:35 AM | 1 Like Like |Link to Comment
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