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JohnPartyka

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  • Research In Motion - The Future Isn't In BB10, It's In Mobile Payment [View article]
    "Mobile payment will be one of the keys for RIMM."

    Brilliant deduction, Wilson! The writing was already on the wall about the future of mobile payments, and of course it follows that a reliable, secure O/S is a key ingredient... your point about how HTML 5 will change the app development landscape rings true as well.

    I can't see the future either, but it helps to hear a fresh perspective now and then. Thanks.
    Jan 18 02:05 AM | 4 Likes Like |Link to Comment
  • Analysts gave a cool response to RIM's (RIMM +3%) Jan. 30 BlackBerry 10 launch event announcement. With RIM only saying it will provide details about the availability of the first BB10 smartphones at the event, Raymond James thinks (like Jefferies) the phones won't arrive until March. Evercore is worried RIM's "existing phone sales could fall of even more" as customers await BB10 devices. Reviewing BB10's features, SA's J.M. Manness is only impressed by BlackBerry Balance, which splits up a phone into work and personal halves. [View news story]
    It seems to me these weekly RIM releases are likely a corporate strategy to keep RIM stock afloat until they can actually release a product. If so, it seems to be working... no matter how fluffy the releases are, they are usually followed by a few days of buoyed sales, followed by an inevitable decline.

    For once I agree with the analysts. I may buy some RIM as it approaches it's true value, say $7 or less.
    Nov 13 12:32 AM | Likes Like |Link to Comment
  • Research In Motion's Latest Earnings Report Is Not A Reason To Buy [View article]
    My advise: If you feel (as I do) that RIM will rule in 2013 after BB10, then sell what you may have now and buy it back later this year.

    My reasons: RIM has little to offer before then. And impulsive investors are a fickle bunch, so the current $7.69 price will likely fall below $6 or lower before we see the sun rise in 2013.

    I`m open to argument on that...
    Oct 1 11:58 PM | Likes Like |Link to Comment
  • The Battle For Third Place: BlackBerry BB10 Vs. Microsoft Windows 8 [View article]
    Thanks for the excellent preview link, Herr Hansa! It was very relevant to our multi-tasking discussion. I think 8 active sessions would cover my needs at least... and having 4 "live" thumbnails prominent is useful for real-time feedback apps, like a stock ticker for example.

    As you say, it's too early to tell...
    Sep 26 10:15 PM | Likes Like |Link to Comment
  • The Battle For Third Place: BlackBerry BB10 Vs. Microsoft Windows 8 [View article]
    I'm probably one of the "unwashed masses", but I envision a PDA that can be customized to provide real time feedback on incoming messages, local weather changes, notices on the latest car (or whatever) deal I'm looking for, a stock ticker on items in my portfolio, news headlines on selected topics, the date/time (of course), GPS feedback when needed... along with links to more static apps like a camera, photo editor, document manager, contact directory, to-do list, etc... all open at the same time, although 99 apps at once is surely stretching the point.

    I'd settle for up to 10 active tasks at any time. Can't imagine anyone who's info needy enough for more than 20. My point is, any PDA O/S must be able to multi-task well to survive.
    Sep 26 02:10 AM | Likes Like |Link to Comment
  • The Battle For Third Place: BlackBerry BB10 Vs. Microsoft Windows 8 [View article]
    Thank you for a well researched and clearly explained analysis.

    That was my main point, but I'm unsure of Herr Hansa's thoughts on multi-tasking. Two excerpts that caught my attention:

    "BB10 emphasizes layering, distributing, and creating an order to content management. There appears to be a fluidness to this, though without a final device we cannot really be certain whether a device loaded with many apps will remain fluid -- especially given Research In Motion's claim that all apps are live and active all the time."

    ... Personally, I have no quarrel that RIM claim, but the wording implies that the writer does... and then again:

    "Multitasking user interfaces can be useful for some end-users, but I suspect most people will want a device that emphasizes doing one thing at a time very well."

    Perhaps I misunderstood the intent. I agree the ability to do at least one thing right is essential, but as we must multi-task in the real world, so must our apps. Sure, that doc I was editing can wait, but I may still want to see new posts, weather or stock price changes, for examples.
    Sep 25 10:25 PM | Likes Like |Link to Comment
  • RIM: A Sob Sister Dances For A Day [View article]
    Further to Mr Marek's missing positives - there was surprisingly little coverage on a news item today that should have eclipsed yesterday's minor RIM/MS licensing agreement... one that underscores RIM's admirable commitment to open source standards, namely:

    RIM And Marmalade To Offer Developers Free SDK Licences And A BlackBerry PlayBook Tablet

    http://bit.ly/SEd1Iy
    Sep 20 07:15 AM | Likes Like |Link to Comment
  • Microsoft (MSFT) has signed a patent licensing deal with Research In Motion (RIMM) covering its exFAT file system for flash memory devices. The deal follows an exFAT licensing agreement with Sharp. Microsoft is asserting its patents for the older FAT file system in a case against Motorola Mobility. (PR[View news story]
    In the short term, yes. RIM reversed it's steady decline abruptly after the announcement and closed .17 (2.4%) higher today. In the long term, I doubt it will have any effect.
    Sep 18 10:53 PM | Likes Like |Link to Comment
  • Microsoft (MSFT) has signed a patent licensing deal with Research In Motion (RIMM) covering its exFAT file system for flash memory devices. The deal follows an exFAT licensing agreement with Sharp. Microsoft is asserting its patents for the older FAT file system in a case against Motorola Mobility. (PR[View news story]
    I think this exFAT licensing agreement with MS was merely a matter of course, but it's interesting to note how quickly RIM stocks went up after the announcement. There must be many investors out there waiting expectantly for a RIM reincarnation.
    Sep 18 05:07 PM | Likes Like |Link to Comment
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