1. ptpete's Avatar
    If BB10 is any bit successful, buying after launch will be too late any you will have missed the risk premium you get buying today.

    Developer interest is at an all time high. The native tools rock... and still have room for improvements.

    You have to monitor this activity somehow (getting to know some developers would be a start) that's where the edge will be.

    Of course execution risk is still there, but as DeRusett points out, this is a completely different team.
    05-22-12 01:50 PM
  2. sleepngbear's Avatar
    If BB10 is any bit successful, buying after launch will be too late any you will have missed the risk premium you get buying today.

    Developer interest is at an all time high. The native tools rock... and still have room for improvements.

    You have to monitor this activity somehow (getting to know some developers would be a start) that's where the edge will be.

    Of course execution risk is still there, but as DeRusett points out, this is a completely different team.
    The problem with this in regards to the stock price is, there's nothing here that says RIM will succeed, and if they will, when. That's all the WS wonks want to hear. Until it actually performs, starts incereasing market share and most importantly, shows a return to significant and sustainable profit growth, investors won't touch it. Apple stock price started its astronomical climb not when the iPhone first dropped, bit after it demonstrated what a dusruption it was to the market. It will be the same deal with RIM and BB10. Thorsten could come out tomorrow and announce that the first BB10 device is way ahead of schedule and being released next week, and the stock will most likely keep doing what it is today for about another month, or until the first round of sales figures get published. And if those figures are not conclusive one way or the other, it could be several months before there's significant stock price movement ... one way or the other.

    Edit -- Case in point: Dell results disappoint Street, shares dive - Yahoo! News. Why is it always after the investor calls that stock prices react one way or the other? I have an extremely hard time believing that all these experts with all the resources at their disposal do not see the trends in competing businesses and other signs that indicate how companies such as Dell are going to perform from one quarter to the next. Especially when these clowns refuse to look past the next quarter, you'd think they'd at least have a better grip of what the current situation is. But they don't.

    Point here is, it takes earnings calls for all of them to see the light ... or the dark. No matter what kind of preparations RIM is making now, no matter how excited the development community is about the platform, no matter if God Himself came down from on high and decreed that RIM shall rise above all others, the only activity these people can accurately monitor is that which has already happened and been reported. Sad but true.
    Last edited by sleepngbear; 05-22-12 at 05:26 PM.
    05-22-12 02:07 PM
  3. Chrisy's Avatar
    well the problem is BB10 will NOT be successful at all
    And you know this...how? Care to back up your claims with any facts, opinions or insight?
    sleepngbear and kbz1960 like this.
    05-23-12 03:36 AM
  4. editionfws's Avatar
    Seriously? What makes you think bb10 won't go anywhere??
    05-23-12 07:06 AM
  5. kill_9's Avatar
    RIM today is very different from RIM in 2008, management has changed, internal focus has changed, and they actually have some people who are software first people in management positions, so to count RIM out based on their past and dismissing that Apple made a turn around isn't really fair to RIM...
    As much as I want your statements to reflect reality do not confuse your own rationale thoughts with the mindset prevalent within Research In Motion. Thorsten needs to clean out every manager from the old guard which includes even the front-line supervisors. Trimming and pruning a tree with rotten roots will not revive the tree; it just dies a slower death. From speaking with actual employees of the company it is evident there are a lot of talented people with brilliant ideas being blocked by management. Watching a company that was a pioneer in the mobile messaging industry morph into another wannabe bit player leaves me with a sense of disappointment. Research In Motion could rise from the ashes if it dared to return to its innovative, standards-setting, engineering competencies. Thorsten needs to make the hard decision to take the firm off the public market and back into private ownership. Give the middle-finger to the financial analysts and industry pundits. My goodness, with all the ideas generated by the CrackBerry Nation the company could actually thrive and prosper for another half century.

    Maybe CrackBerry Nations needs to create a manifesto and post it on front door of Research In Motion.
    05-23-12 07:33 AM
  6. shupor's Avatar
    Where does one go to buy some stock if one was interested ? =P
    Buy Stocks Online and invest your money at ShareBuilder
    Chrisy and manofice1 like this.
    05-23-12 09:06 AM
31 12
LINK TO POST COPIED TO CLIPBOARD