Kevin was bearish in July 2011 bullish in Feb 2012
In July 4 Kevin wrote Google will buy RIM.Obviously being privy to insider information has it's advantages and I am sure Kevin knew stuff public didn't know at that time.As it happened RIM really faltered as stock went to 12 and CEOs resigned, product got delayed ...
Now that Kevin is bullish I am feeling good about this.I always bought their vision of mobile computing platform but was getting worried will they get enough time to execute on their vision.But OS 2.0 is looking good and if BB 10 is even of same standard, RIM will continue to hold it's ground for a long time to come ...
I think Kevin's sentiment is a good leading indicator of RIM's fortunes ...
Thoughts??