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  • RIM (RIMM -21.2%) has added to its losses, as worries about the impact of BB10's services pricing mount. Goldman, which upgraded RIM to Buy last month (I, II), suggests investors are overreacting, since BB7 won't be affected. But Deutsche is less sanguine, forecasting RIM's service revenue will fall 20% each of the next 2 years. Ditto CLSA, which is "downgrading" shares to Sell from Underperform. "RIMM’s business model is being challenged by operators that are unwilling to both subsidize devices aggressively and hand over a slice of their data revenue." (transcript[View news story]
    Don't know about the future prospects, but the government is still a big user of BB products. This is mostly due to the fact that both android and iphone don't currently integrate well into an organization's infosec infrastructure.
    Dec 24, 2012. 12:39 AM | Likes Like |Link to Comment
  • Why It Is Time To Bite The Bullet On Cisco Systems Once Again [View article]
    Nice call
    Nov 13, 2012. 09:35 PM | Likes Like |Link to Comment
  • Market recap: Stocks rallied on investor relief over an end to election uncertainty, as the market typically has done on presidential election days. "Republican sectors" such as coal, HMOs and defense stocks performed well, fueled by rumors of Romney strength. Tracking the rally in stocks, crude oil spiked 3.6% to $88.71 and gold jumped 1.9% to $1,715. NYSE advancers led decliners nearly two to one. [View news story]
    Hope it will be quick, they need to get to addressing the fiscal cliff.
    Nov 6, 2012. 07:45 PM | Likes Like |Link to Comment
  • Cisco Is A High-Dividend Stock That's Still Undervalued [View article]
    Pretty sure $0.32 is the old dividend. The newly stated dividend should be $0.56. Decent for the sector but not great. The hype is more because they actually did raise the dividend by ~75% and Chambers stated that they would like to return around 50% of FCF to shareholders.

    As for cloud, you do realize that the "cloud" requires lots of racks that need to be connected and managed? I don't know who is preferred by cloud providers or what a large data center will look like in 5+ year(sdn, openflow, virtual switches, fabric, etc), but I would look a little deeper than simply dismissing.
    Aug 19, 2012. 01:46 AM | Likes Like |Link to Comment