Seeking Alpha

Superfly_FR

Superfly_FR
Send Message
View as an RSS Feed
View Superfly_FR's Comments BY TICKER:
Latest  |  Highest rated
  • 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 08:07 AM | Likes Like |Link to Comment
  • 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, 2012. 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, 2012. 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, 2012. 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, 2012. 07:28 AM | 4 Likes Like |Link to Comment
  • The RIM Head Fake [View article]
    @Gene: thanks, typo.
    Nov 29, 2012. 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, 2012. 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, 2012. 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, 2012. 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, 2012. 12:33 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
357 Comments
858 Likes