JIM

Is There a Mobile Phone Recession?

.02 beat. Nothing much there.

Is There a Mobile Phone Recession?

Apple does not want to be the low-cost leader. Makes no sense for the longevity of their business model and it's totally at odds with their ethos. All the other companies competing on price are sucking wind; some are ready to kick the oxygen habit altogether.

iPod's have per-unit yielded more revenue as time has gone forward. Expect the company to continue enhancing the desirability of their phones and inching that revenue ever-upward as well.

Hold On To RIMM

If Apple had only beat by .02, you can rest assured the stock would have been totally obliterated the next day. Just look at what happened with some misplaced concern over a slight change in growth rate for iPods, while beating by a country mile.

Consider what you're getting for the premium you pay for RIMM. A decreasing rate of growth?

Given that UBS can go up 11% after writing down 19 billion additional, and that Merril says it's fat with cash, and that people believe them, anything is possible today. We obviously want to admire the emperor's new clothes.

But 'possible' doesn't make it correct.

Was long RIMM, but it's just not worth the worry that their world is going to shrink.

Is There a Mobile Phone Recession?

Considering that high-quality handsets with disruptive technology and ease of use like the iPhone are actually being used in place of laptops in increasing numbers, it's actually cost-effective to embrace this technology. Not expensive, as some have intimated.

India, for example, while not having a carrier agreement in place with Apple, is very hospitable to the iPhone due to the ubiquity of WiFi.

This will be increasingly the case for burgeoning developing countries not hindered by legacy networks.

Hold On To RIMM

AAPL will be on top eventually. RIMM's P/E is preposterous in this environment.

Research in Motion Unfazed by Apple

Disintermediation in the enterprise yet to occur. Apple will make inroads once the enterprise software is available for push email. Imagine NOT HAVING your company's mail have to be pushed out through a Canadian server with the attendant fee? Bye, bye RIMM. Enjoy while you can.

Jim Cramer's Mad Money In-Depth, 3/24/08: Happy Days Are Here Again

Cramer should be in prison.

RIM's Single Point of Failure

Someone must be paranoid here; I don't see one mention of A---E. Carl studiously avoided it. Seems we all know the 800lb gorilla that was not mentioned anywhere here.... Go A---E!

Apple and RIM Battle for the Corporate Mobile Market

This Blackberry VS iPhone argument smells a bit like the DOS vs Windows arguments of days gone by.... RIMM will need all the luck it can get with its 52 p/e ratio. It's in Apple's, and, soon, many analyst's crosshairs!

Apple and RIM Battle for the Corporate Mobile Market

Macke said one night on the show I no longer watch, "Hope it kills the iPhone, hate it", speaking of RIMM. Said it with hate and conviction as well.

What a hoot. He truly is a Porky Pig and Elmer FUD hybrid!

Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth

What do you call yourself, Toad? A writer, an analyst, and investor? You don't seem capable of any of those vocations if this article is any indicator...

Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth

What a piece of crap. Toad Sullivan should be ashamed of himself.

Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth

Experts abound on this site, unfortunately, expertise itself is exceedingly rare, Todd...

Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth

You are making some shamelessly wildass assumptions here about iPhone demand. I don't see much data aside in your idle speculation here.

Anyone can roll a joint and spout lazy pseudo analysis.

Apple, until I see otherwise, from a credible source, is on track with iPhone, iPod, and Mac sales.

Don't delude yourself with your obvious pipedream.

Research in Motion's Price Target Lowered by Analysts

Who killed the Blackberry....

APPLE!

Eats blackberries for breakfast, lunch, & dinner.