Biffins,
You keep coming back to the same point that RIMM doesn't run iOS or Android as the main reason why this business has no chance of surviving. We can all put our own values on... login to read the rest
It's my daughter's birthday today. She wants an iPhone. I don't think that she is even aware of the Blackberry. Is there any younger person out there who wants a Blackberry?
I am jumping into this discussion late, but it seems to me that the ongoing discussion of RIMM's technology and even operating results is a red herring at this price. Isn't the key here whether... login to read the rest
Biffins I disagree. You can say the samething about Apple in 1995. Look where it is now. BB10 could go bust, or become a big hit. At this point, no one knows.
However, Mr Market has... login to read the rest
RIMM reported after the close that they are going to report an operating loss for the quarter and will suspend all future financial guidance. They've also hired JPM to explore strategic options. Looks like they
The most common comparison of RIMM that seems to be made is to PALM, obviously from a technology relevance perspective. Financially, however, I don't think these comparisons make sense.
Obviously, this acquisition turned out terribly for... login to read the rest
Utah --
Don't want to hijack the RIM thread but noticed your Nokia/Apple royalty PV estimate. When you try to estimate the NPV of the settlement, do assume that the stream grows with total iPhone... login to read the rest
As I said in my post on Aug 2, the problem is stuctural. RIM as a company is going to collapse. I contend the argument that "RIMM is FCF and will continue to be". RIMM... login to read the rest
Much better short than long here, IMO...
Historicals are irrelevant at this point, and a buyer would have to be nuts to acquire the whole company after the recent fiasco. There is definitely some valuable assets... login to read the rest
http://www.bloomberg.com/news/2011-08-15/google-agrees-to-acquisition-of-motorola-mobility-for-about-12-5-billion.html
Like this and other articles have pointed out, Google is looking to build up their IP portfolio. Google will continue to increase its IP portfolio through other means. Given RIMM's huge IP portfolio, I... login to read the rest
After this: http://techcrunch.com/2011/08/12/rim-sprint-4g-playbook-cancelled/
all I can think of is "death-spiral." I've seen it before with plenty of companies. Anybody remember DEC and Wang? Atari (previous incarnation)? Nobody thought they could go away, then they did.
Just a... login to read the rest
That's a good question that I honestly hadn't given much thought to. You might be right that a recessioncould help Blackberry but I'd think this would only be marginal.
In emerging markets price definitely matters.... login to read the rest
[Funny that my wife also just bought a blackberry too -- her entire family owns blackberries and I recently asked them if they'd switch to iPhone or something else and they said no. I don't... login to read the rest
Erosion of margin of safety is probably one of the most important (and often forgotten by amateurs) investment decisions. My largest positions tend to be quality names with good history of capital allocation because time... login to read the rest
I also like NOK, with a similar thesis to yours. The reason RIMM is larger in my ptfolio is because of a) valuation, and b) such a negative sentiment on the stock. ... login to read the rest
You raise good points. To me it's a matter of "are those things already embedded in the price?" Regarding your point that developers create apps for the operating systems with highest demand, which in turn... login to read the rest
Thank you for a thoughtful write-up.
Assuming no one buys RIM for any of reasons you have identified and it remains a going concern (an outcome the probability of which I am not sure how to... login to read the rest
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