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Superfly_FR

Superfly_FR
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  • Time To Short Research In Motion [View article]
    Market shares V.S usage ... Read what Oracle's C.E.O Ellison testified a few days ago. People that DO still use Blackberry ... a lot. http://t.co/et2ZWA5t
    Oct 4 09:17 AM | 1 Like Like |Link to Comment
  • RIM Beats Estimates But So What [View article]
    and ... please check what Oracle C.E.O Ellison stated about BlackBerry devices USAGE ... insightful.
    http://t.co/et2ZWA5t
    Oct 4 09:15 AM | 3 Likes Like |Link to Comment
  • RIM Beats Estimates But So What [View article]
    BlackBerry devices are attached to contracts (BIS/BES). Just count the licenses.
    Oct 3 10:54 AM | Likes Like |Link to Comment
  • RIM Beats Estimates But So What [View article]
    "We aren't interested in adding shares to the portfolio of our Best Ideas [...] at this time" is a fair statement, why didn't you use it as your article title instead of this "doom and gloom"-like one?
    You will gain credibility, after your previous article (the linked one) that was so-so accurate.
    Once again, as stated by M. Heins, there's no ambition for RIM being in #1-2 position before 3-5 years. This should be kept in mind while perpetually arguing "fighting the kings is a tough battle". Thorsten knows this, that's part of the plan. See his battle like the Ryder Cup; calm, bold : no surrender.
    Oct 2 09:35 AM | 2 Likes Like |Link to Comment
  • Research In Motion's Latest Earnings Report Is Not A Reason To Buy [View article]
    "on board" : I meant "aboard".
    Oct 2 05:14 AM | Likes Like |Link to Comment
  • Research In Motion's Latest Earnings Report Is Not A Reason To Buy [View article]
    This is what was announced since January; then we should have hit a $5 low for months ... and this has not happened.

    I believe if RIM keeps on track with restructuring (don't forget they're hiring new blood too) and delivering on time, the stock might stand in the $7-$8 area.

    (this is not a technical analysis)
    Oct 2 05:12 AM | Likes Like |Link to Comment
  • Research In Motion's Latest Earnings Report Is Not A Reason To Buy [View article]
    "Perspective" thoughts :

    1. RIM is nowhere targeting APPL nor SAM. This not even a mid-time goal. Nothing to expect (as a strategy) before 3-5 years in the "fight for #1". Heins knows that, he said it numerous times. I believe there is room enough in this incredibly growing market for a #3 or even #4 profitable position.

    2. Your article is very focused on B2C perspective. You must add the enterprise one, in particular the BYOD / BES10 (fusion, balance) perfect match with current and future needs (security/privacy, cost-efficiency and compression concerns).

    3. What we can observe now is not a -unattended- revival of RIM (what with ?) but a strict application of plans and ability to deliver on time. This is new to RIM and shakes green flags.

    4. What has been unveiled about BB10 is commonly felt as "real innovation" and might be very attractive for bored-of-the-same-old-... Joes. Also be ready for some extra surprises.

    5. On the device side, what we "know" about them is that they will match the highest standards, one (rumored "A-series") may even beat anything in terms of power V.S battery life ratio.

    6. You then forget to mention carriers (alike you do for NOK) as supporting RIM (they all seem on board). They are pushing for alternatives as APPL and SAM are pressuring them out of proportions. Add to this they have stated favorable reviews of pre-release devices, even with an unfinished/unpolished OS. They will receive final devices for validation tests in October (on time, again).

    This should add a bunch of salt to your point of view.
    I believe RIM might not be the best value to invest, depending on your risk and terms strategy, but yet your title is IMHO misleading; it miss clearly a conditional precaution.

    Disclosure : I'm long RIM and nowhere affiliated to them.
    Oct 2 05:02 AM | 5 Likes Like |Link to Comment
  • Research In Motion: Bad Speculative Play With Big Risk [View article]
    oops ... I was right ;)
    Sep 29 07:44 AM | Likes Like |Link to Comment
  • Time To Short Research In Motion [View article]
    RIM has been announced dead for Quarters, they're not.
    They have lost position and market shares, so did appl V.S Samsung.
    They have cash, they have customers, they have a great and innovative platform (from devices to back-end). The brand is getting recognized again. Carriers are on board. The management is clear, the road is set and they deliver on time.
    Maybe that's why some find this is an accurate long investment.

    Pull off that pressure WS gamers have on the stock and open your perspective. It's time to forget about the past and guess what future is. Take one : HTML5. 2013 - in mobile world, at least - will be all about this. Who's really ready for that ? RIM.
    Sep 29 06:20 AM | 3 Likes Like |Link to Comment
  • Stick A Fork In RIM, They Are Done [View article]
    well, finally, they grow (+2Million subscribers) and maintained cash reserve, actually raised it up ($100Million) to $2.3Billion.

    Yet, I agree they are not cured yet. But they are on the right tracks (better than "market guidance"), execute their plan in time and deliver BB10 Tools (to developers) and devices (to carriers) on time.

    Confidence is a tiny thing, but I believe M. Heins and all the guys at RIM deserve it. Now we can say we have a proof they're able to.
    Sep 28 09:22 AM | 1 Like Like |Link to Comment
  • Why Research In Motion Is Still Cheap [View article]
    @ Matthiew Frankel
    You've been quoted and linked here : http://bit.ly/SHNX8G

    Thank you for this balanced yet insightful article.
    Sep 28 08:42 AM | 2 Likes Like |Link to Comment
  • Why Research In Motion Is Still Cheap [View article]
    there's some confusion here : BBM (BlackBerry Messenger) is a social tool mostly use by end consumers. BBM is a customer magnet in developing countries, notably due to its unmatched price:free (against paying SMS and/or paying data plans).

    I believe you refer to BES (BlackBerry Enterprise Server). Here is a real challenge for RIM (yet still leader in that sector), but recent additions made to the BES 10 platform is gaining attraction of many corporations which dream is to exit the BYOD nightmare).
    Sep 28 08:40 AM | 4 Likes Like |Link to Comment
  • Research In Motion Limited Management Discusses Q2 2013 Results - Earnings Call Transcript [View article]
    Do not be unfair to the fews who wrote it right. I'm sorry I can't list them here, but I believe they'll get more followers now ;)
    Sep 28 03:23 AM | Likes Like |Link to Comment
  • Morgan Stanley's RIM Shot [View article]
    @tiger8896 : It is "as simple as that", if the app is compliant with RIM's restriction. In short, you can't use native NDK.
    I believe this thread is still relevant, so if you want details, just jump here : http://bit.ly/NRSJP0
    Sep 26 05:51 PM | Likes Like |Link to Comment
  • Morgan Stanley's RIM Shot [View article]
    oops, sry LoganSix, you did it before :)
    Sep 26 05:47 PM | Likes Like |Link to Comment
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