Peter Lynch

Julian Robertson: Some Buying, but Bearish on the Economy

Julian appears to have a different longer-term view from Warren Buffett.....I wonder who is right.

Only time will tell.

Research In Motion: Vulnerable to a Takeover Bid? Part 2

I posted a reply to your previous article, and this one is not different in theme. RIMM is still over-valued at $55 plus changes. Push email is quickly becoming a commodity and Microsoft is leading the charge. And that's why your thesis of RIMM being attractive to Microsoft is not logical.

RIMM is last cycle's story, just like Yahoo and Cisco before the tech crash in 2000. RIMM will still be around but its best days are behind her.

Research in Motion: Vulnerable to a Takeover Bid?

RIMM is still over-valued at the current price. And in the current market, no company in any sector is willing to do a big M&A deal in this environment. Walgreen just withdrew its offer for Long drugs, and it was for less than $3 billion.

Sell your RIMM at the next uptick.

RIMM's BlackBerry: Pure Domination

"Downside? Until corporate America decides to switch to another service, (which is hard to imagine) Research in Motion should continue to dominate with over a 55% worldwide market share."

With rationals like this, I guess the top in RIMM is not far away.....

Should Cisco and Motorola be Worried About Apple?

I think you are too optimistic regarding iTV's prospects. As good as the iTV may be, let's not under estimate the cable and satellite companies' ability to give their setup boxes away for free. Tivo is a prefect case in point.