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Superfly_FR

Superfly_FR
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  • Research In Motion: The Party Is Over... Sell Now [View article]
    Current situation is nothing but compensation of the "under book value" RIM has been dealing with for a year. This was due to several past management errors, mostly about marketing and ability to deliver on time. In brief, the non-confidence investors had in RIM former 2 CEOs (and we can understand why).

    Current management have proven to be very accurate in many areas : restructuring, production, developers recruitment, communication, social channels and - last but not least - ability to put facts and products in regards of announcements, on time.
    Add the carrier support and you have a winner.

    Bellow $18-20, there's nothing abnormal with RIM's stock value, and I expect the stock to reflect at least that by the 30th of January

    Even Misek (who predicted two months ago RIM was worth $5/share) is now begging for (and jumping in the ship before it's too late) RIM up to the $40 range, since he had BB10 in hands and read about general positiveness.
    See video here : http://bit.ly/10BCzQP

    Wise readers may also want to read your September article about RIM ("Stick a fork in RIM, they are dead") and set their confidence level accordingly : http://seekingalpha.co...
    Jan 17 09:12 AM | 9 Likes Like |Link to Comment
  • Valuing RIM: Stop Guessing And Look At The Phone [View article]
    @lihy70 Do you count Asia, China and Australia (as examples) in emerging countries with only low-end devices customers ? Do you know China is actually a bigger market than U.S ?
    Sure US is important (mandatory), but it's clear for months now that RIM is targeting high growth makets ... but we'll discuss of it later, as it is step #2 in Thorsten Heins strategy (with mid/low end devices).
    Jan 16 06:15 AM | Likes Like |Link to Comment
  • Research In Motion's Stock Surge, And Why It's Not Here To Stay [View article]
    @Kurt :
    RIM has stated the highest HTML5 compatibility .
    RapidBerry (if I remember well) made some comparizon tests with the devAlpha against iphone5 and Galaxy SIII. In these particular tests the devAlpha won.
    (just to be clear about who said what)
    Jan 15 03:06 PM | 2 Likes Like |Link to Comment
  • Research In Motion's Stock Surge, And Why It's Not Here To Stay [View article]
    @Vald : This reply sounds like an act of desperation. ;)
    Jan 15 03:03 PM | 4 Likes Like |Link to Comment
  • Research In Motion's Stock Surge, And Why It's Not Here To Stay [View article]
    Vlad, you sure know that any app developed for BB10 is brand new (ie previous BB apps won't fit), isn't it ? So, basically, how do you name a platform that can rally to 100K apps in - say - 9 months ? Uncared ? Really ?

    BTW: 100K apps is basically more than the number of apps being DL in appStore, the 600K remaining haven't been DL once ... ever.

    You'll hear pretty soon in general audience media about something named "Red October". You can even Google it right now. In the middle of this storm you'll find some brands/products : iphone, windows and Nokia. Strangely, not RIM: I bet they're happy with that.

    You seem very oriented by the past ...
    I'm pretty sure you've not hold a BB10 device in your hand. I did. And I know you'd better change your perception, for the good of your portfolio.
    Jan 15 03:00 PM | 10 Likes Like |Link to Comment
  • Valuing RIM: Stop Guessing And Look At The Phone [View article]
    Marcap ... I wasn't expecting less from you lol.
    "RIM's customer base is made up of predominately lower-end consumers": where do you get that from ? Are you talking about revenues distribution or device sales?

    " It is extremely unlikely that more than a very small percentage of those customers will be willing or able to upgrade to an expensive BB10 device" : You should get closer to news. BB10 will not be high-end only devices. Mid and (high-)low ranges are expected in 2013.

    "Many of RIM's once prime customers have already migrated to iPhones and Androids. Those will not be switching either as most of them will be locked into 2 and 3 year contracts": So, when appl unveilled 4S and 5, no one was locked into 2-3 year contract ?

    (this one is the cherry on the cake)
    "By the time their contracts expire, BB10 will be at least a year old, and who knows what new products will be on the market by then. " : So, if I understand what you write, ALL contracts were issued 1-2 years ago (1st Feb ?), there will be zero new consumers, no one had a device before, no one changed of operator, no one broke his glass and no one bought off-contract. Oh damm. RIM is dead. How could we have missed that, again ?
    Jan 15 12:53 PM | 5 Likes Like |Link to Comment
  • Research In Motion Might Drive Your Next Car [View article]
    George, thank you for this insightful article that will help many non-tech "analyst" to understand that RIM's vision of "ecosystem" is not anymore limited to the smartphones area but all over BlackBerry10 and QNX powered devices ... virtually endless combinations heres.

    I'd suggest you might use (or add) the latest QNX car / Bentley video, revealed at CES 2013 : http://bit.ly/V2Ic83

    Thanks again for these lines.
    Jan 13 05:35 AM | 5 Likes Like |Link to Comment
  • Not only has Research In Motion (RIMM +11.4%) brushed off BMO's downgrade and a Vodafone service outage, the company is now among the day's biggest tech winners. In addition to short-covering, RIM is probably getting a lift from new leaked pictures of the BlackBerry Z10, RIM's first touchscreen-only BB10 device. The pictures show a sleek-looking device that supports easy switching between Personal and Work modes. Also, Sprint has joined other nationwide carriers in confirming it will sell BB10 hardware. (X10 images[View news story]
    haha BooooooMO (sry, couldn't refrain). Cover your bad beat and join the dance !
    Jan 11 02:22 PM | 1 Like Like |Link to Comment
  • Research In Motion Is Trading Off Hope [View article]
    You really don't have any idea of what a technology sector analysis is, right ? You should limit to (if any) financial statements.
    What current renowned tech expert may let you believe that BB10 OS isn't better than - or at least very competitive with - current Oses, iOS being the oldest (dusty) OS in place as of date ?

    Investors don't know s***t about technologies and only rely on doom and gloom "analysis" like this one.

    While you accuse RIM investors to trade on hope, yourself - and some (paid ?) others - are flooding the news to cover shorts and balance the pile of positive returns from current CES. Those positive returns even being issued by historical RIM bashers like ZdNet (http://zd.net/11mMrwK), TechnoBufallo (http://tchno.be/VTXrf5), BGR (http://bit.ly/11mLNiZ) or Gizmodo (http://bit.ly/VTXrvl) , forced to admit BB10 pertinence in quite a "I must admit we were wrong" 180° turn.

    Now, maybe you'd like some material facts ... then, let's quote Rogers in BGR most recent article (once again, a former strong bashing platform) :
    “While we can’t release the total number of reservations we have received for the BlackBerry 10 all-touch device, we can say that customer interest is definitely strong and reservations continue daily,” a Rogers spokesperson told BGR via email.
    http://bit.ly/11mLNj1

    And all your "poetry" above won't change a bit of this. Get some valuable tech knowledge.
    Jan 11 10:41 AM | 3 Likes Like |Link to Comment
  • Research in Motion (RIMM) is downgraded to Sell at BMO, with price target cut to $9. Shares -3.5% premarket. [View news story]
    yes you did.
    Jan 11 10:09 AM | 4 Likes Like |Link to Comment
  • Research in Motion (RIMM) is downgraded to Sell at BMO, with price target cut to $9. Shares -3.5% premarket. [View news story]
    I bet you'll change your mind in 19 days.
    BB10 fulltouch (1st released) screen size is 4"2 (against 4" for iP5)
    BB10 range will expand in 2013 up to 6 devices and high/medium/low ends, addressing corresponding markets/areas.
    Jan 11 10:08 AM | 2 Likes Like |Link to Comment
  • Research in Motion (RIMM) is downgraded to Sell at BMO, with price target cut to $9. Shares -3.5% premarket. [View news story]
    Are these guys living under a rock ?
    I believe not. So, unless they are totally dumb and blind (just try to find any renowned tech/business expert reporting anything but a very probable MASSIVE interest - not to say success) they are covering their clients shorts. Again.

    One day, this kind of usage will go on court. And that day, finance will earn back some shine and virtue and I believe, worldwide economy will feel much better.
    Jan 11 10:00 AM | 1 Like Like |Link to Comment
  • 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
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