bryanz

44 Comments

    • Research In Motion: Vulnerable to a Takeover Bid? Part 2 [view article]
      Unless the situation at RIMM really deteriorates to a state of disrepair I don't see how MSFT would get a majority of shareholders to agree to the deal unless they offered $80/share at least. They couldn't even get YHOO to agree to a deal. Imagine if some company came in now and offered $115 for POT? They'd be laughed at. RIMM is trading at Fwd P/E of less than 14 right now while still producing a product with extremely high profit margins. They missed by a PENNY and got obliterated b/c their margins are going to shrink 3%?.

      Where's the synergy anyway? You're talking about two wholly disparate smartphone platforms in BB OS and Windows Mobile. Integrating those seems like a logistical nightmare. Would MSFT just keep two separate platforms and sell Blackberrys and Treos?

      I mean I understand its a rough market but it's not like RIMM is knocking on death's door here. They aren't desperate for a buyer, they've got the Storm coming out soon, they've got the successor to the Curve coming out sometime in Q4 of this year... They're maintaining their enterprise and business market while expanding into the consumer space. Smartphones are replacing regular phones as people realize they can have things like small devices with full or near-full keyboards, brilliant screens, WiFi, GPS, etc.

      RIMM and AAPL are the leaders in the smartphone market for a reason, and they'll both continue to stay that way for the foreseeable future.       Oct 11 03:28 AM
    • What Does JPMorgan Think? [view article]
      really interesting article... SA needs to bring back more of these. thx! Oct 11 03:00 AM
    • Does Apple Need an Enterprise Strategy After All? [view article]
      @Hayweed
      Look, I'm an AAPL shareholder but the things you're saying are so fanyboyish that bias is dripping off your sentences.

      The Bold not being released on AT&T yet, from what I've heard from several sources, is because of AT&T not being able to handle the saturation of the 3G network of the iPhone and so T is hesitant to put another data intensive phone on their network. The Bold is in several other markets already so it's not like the phone is still in RIMM's R&D.

      The Storm has obviously been more of a hassle and I'm curious myself to see how it will perform (I'm a RIMM shareholder too).

      You talk about RIMM having multiple radios like that's some kind of detriment. It's actually what allows them to serve multiple networks and introduce phones and multiple price points. Both iPhones (with their different radios) exist only on AT&T w/i this country. RIMM is on every single major network in the US and hundreds across the world... it's what allowed them to get into China and other huge markets before AAPL did.

      I know RIMM has been hammered lately, AAPL has too, but to think that both these companies can't still grow in the smartphone space is crazy.

      And don't talk like the $199 is what the iPhone costs... you're leaving out the $35/month service plan that iPhone buyers are on the hook for 24 months for.       Oct 04 02:07 AM
    • Morgan Stanley in Distress [view article]
      Are you seriously quoting the bible as a predictor of the demise of MS and GS? Pardon the pun... but good lord you can't be serious. Sep 18 12:38 AM
    • What B of A Gets by Passing on Lehman & Gobbling Up Merrill [view article]
      So I'm a little confused on this... has BAC actually agreed to pay $50B for MER? Or have they agreed to pay 0.86 in BAC shares per 1 share of MER as of some closing date? Is the $29 a guaranteed number? I can't see how it is since MER is still hanging out in the teens...

      Anyone care to shed some light? Thanks!       Sep 16 02:52 AM
    • More on Fundamentals and Stock Prices: The Case of Potash Corp. [view article]
      The 50 is turning down pretty heavily, it failed against the 200 and got beat up (albeit with the rest of the market) today. 150 was resistance in the past, maybe it'll bounce, especially tomorrow if the market catches its breath. But right now there's no compelling reason for it not to go lower first, maybe even to 130. I'd be watching the 50 and the 200, they're getting awfully close on the downside... Sep 05 02:32 AM
    • Sirius: A Near-Term Struggle? [view article]
      5 for 1 reverse merger would be nice... I know they're not generally looked kindly upon, but neither is a $1.50 stock with 3B shares outstanding. Get the share price back over at least $5 by any means necessary, minimize dilution to minimize volatility, and pay down debt... Aug 05 03:31 AM
    • Research in Motion Pays Up for Growth [view article]
      84c this Q vs 39c same Q last year. I wonder how many times before earnings the estimates were raised? My favorite quote: “the number of technology stocks with over $1 billion in quarterly sales that are growing in the triple digits is one.”

      I think the future is still very bright for both RIMM and AAPL.       Jun 26 10:10 PM
    • Research In Motion vs. Apple: The Smartphone Showdown [view article]
      @Apple Heavy... if you're referring to the guy that said "ass," grow up. In reverence to George Carlin, I do need to point out that ass isn't one of the 7 words. =)

      And using words like "RIMM fanatics" in the same breath when your username is Apple Heavy just goes to show what side you're clearly on. Both AAPL and RIMM have made me a good amount of money so badmouthing either one of them is just pointless to me. Both the iPhone and the BB are great platforms with the potential to expand without cannibalizing each others sales. People with "dumbphones" are going to upgrade to smart phones and they want choice. But why are you even throwing HTC into the mix, honestly? They run WinMo software which I have yet to see very many people like all that much.       Jun 24 01:30 PM
    • Research in Motion Rallying Ahead of Earnings [view article]
      "Research in Motion (RIMM) and Apple (APPL) seem to be dominating the handset space as both companies are at 52 week highs today"

      RIMM yes, AAPL no. AAPLs 52 week high is over 200. The stock is currently in the 180s.

      I think RIMM might touch $150 going into earnings. If it does, I'll probably pare down my position some. I'm a little scared going into earnings this quarter. Especially with the Fed decision coming too.       Jun 21 07:07 PM
    • Research In Motion vs. Apple: The Smartphone Showdown [view article]
      RIMMs touchscreen model isn't a "rumor". It's the Blackberry Thunder and it's a CDMA phone that will be available on Verizon in Q3.

      The Blackberry Bold is the first 9000 series phone from RIMM and will support HSDPA on AT&Ts network. It will be available sometime this month if I remember right. The Blackberry Javelin is similar in form and function to the Bold but is not 3G and has an upgraded camera. This phone is supposed to for T-Mo. The Bold "may" come to T-Mo considering they're talking about finally rolling out their 3G network to a wider audience.

      Also the Blackberry Kickstart (I think that's the name) is the first Blackberry flip phone and will be released sometime in Q3 I believe.

      Websites like BGR, BBCool, Crackberry, etc have covered these details for a while now.       Jun 21 07:03 PM
    • Research In Motion: Expectations Running High [view article]
      I think one of the major issues with the iPhone is that you're tied to AT&T. Lots of people don't like the idea of being tied a carrier no matter how cool their phones are. Back when they were Cingular I had some pretty crappy customer service experiences with them and promised myself I wouldn't give them my money anymore. I switched to T-Mo, their customer service is great, coverage is pretty good, and even with my Blackberry plan my minutes are still cheaper than a standard plan from AT&T. A phone that loads the national geographic website in 19 seconds, no matter how slick, isn't enough to convince me to go back to them. Jun 20 01:21 AM
    • S&P Upgrades E*Trade Despite Struggling Financial Sector Peers [view article]
      Hi Cindy,

      I've followed your ETFC articles for several months now and while I'm rooting for them to recover (no current position) the frequency of articles that you generate on ETFC (especially considering that on SeekingAlpha you're batting 1.000 since April on ETFC articles) makes me think you're a part-time employee in the PR department. The lack of other writers on this site even mentioning the stock is next to nil, and while I understand trying to buying on the cheap and sharing your investment advice with others, I also understand catching a falling knife and pumping. While I wouldn't go as far as to call you an E-Trade pumper, especially because it looks like you put effort and thought into your articles, your undying confidence vs. everyone's else indifference or neglect isn't exactly inspirational.

      I think ETFC is a covered call idea at best for the time being. There's no positive momentum in the stock and the way the market is moving right now, especially financials, it's hard to want to throw my money at it. Good luck though...       Jun 12 04:23 PM
    • Nine High Yielding Stocks Under $5 a Share [view article]
      Why is a stock with a 0.9% yield considered "high yield"? Jun 10 04:11 PM
    • Dark Pools of Liquidity Are Coming Around Again [view article]
      @ghamilton
      The way I understand it, and someone can correct me if I'm wrong, is that the stock markets provide a means of centralization, which in turn provides liquidity. They allow a large number of market participants to easily communicate and coordinate the buys and sells that move the markets. The "dark pools" are basically institutions that trade outside of the market. From what I understand there's nothing necessarily wrong with that, it's basically over-the-counter trades of stocks that also trade on the public markets. If you wanted to sell a position that you hold you don't have to go through your brokerage, you could - theoretically - find a buyer without the coordination of a securities exchange and arrange that transaction. This is what the dark pools are, except on a much larger scale.       Jun 01 01:42 AM
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