Peter Misek
Peter Misek
announce bad customer major news switching
Even with all the bad news surrounding RIM, they have not been able to announce even one major customer that is switching services.
admission closest guess months scale technology
The closest person in scale is probably Microsoft, but by their own admission their technology is behind. And if I had to guess I'd say it's 18 to 24 months behind.
brands core damn earnings gross huge margins okay positive seen service software strength stronger within
The earnings were a huge positive surprise, and I think it was an okay quarter. I would like to have seen stronger service bookings and more strength on software, but the core brands within software did well. And gross margins were pretty damn good.
beat double growth guidance high issues laptop last pc unit volumes
I think the big issues for the U.S. are going to be the server, PC and laptop unit volumes in the last quarter. The guidance for unit volume growth is in the high single/low double digits -- we think they'll beat that.
daring poker whether
It's a very high-stakes poker match. I think what's going on here is that NTP was daring RIM to unveil the workaround to let them know whether or not they actually had one.
believe continue hence microsoft target
We continue to believe that Microsoft is a fiscal-year 2007 story and hence are maintaining our 'Buy' recommendation and our $32 target price.
believe both comments lose ominous parties waiting
In our opinion, the judge's comments were more ominous for RIM than NTP. In the end, we believe both parties have more to lose by waiting for a verdict.
believe fall guess impact per stock
We believe the impact of an injunction to RIM would be severe. We would guess that the stock could fall $20 to $50 per share.