Peter Misek
Peter Misek
blush caused initial sell stock subscriber
I think it was the initial blush on subscriber numbers. That's what caused the stock to sell off.
continue device expecting move stock
I think as these device announcements that we're expecting out of RIM emerge, the stock is going to continue to move higher.
add cents full means suspect year
I suspect what that means is that we should add 13 cents for the full year to our estimates. He's not usually that cryptic.
along appears biggest business company nightmare publicity spite
It appears to be that their business is chugging along very well in spite of what must be the biggest publicity nightmare a company can face.
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.
fit good largely shaky strategic
This would be a very good strategic fit -- largely because each is a little shaky alone.
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.
decision largely stock surprise
The decision does not come as a surprise and was largely incorporated in the stock already in our opinion.
channels enterprise filter quiet retail starting
From the retail channels and the enterprise channels, it's all starting to filter out. You can't keep any of that really quiet for very long.
extremely impact positive
If true, the impact of this partnership could be extremely positive for RIM.
advanced lawsuit products
Perversely, the lawsuit highlighted how much better and technologically advanced RIM products are. After that, who knows.
believe company decision district events final office patent string
After a string of unfortunate events for RIM, we believe the company has been boosted by the District Court's decision to elongate the final briefing timeline, while the Patent Office expedites its re-examination.
basically capitalize demand extremely positive
This is an extremely positive development for RIM. The settlement basically makes the pre-warning irrelevant. There's a lot of pent-up demand for RIM products, and competitors have not been able to capitalize on this.
agreement believe bottom contract deal entails fact flow million revenue total value virtually
As a conservative estimate, we believe this deal could have a total contract value in the $20 million range. The fact that this is a licensing agreement also entails that virtually all of the revenue will flow to the bottom line.