Peter Misek
Peter Misek
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.
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.
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.
case law patent until
Patent law and case law do not intersect until the very end.
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.
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.
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.
advanced lawsuit products
Perversely, the lawsuit highlighted how much better and technologically advanced RIM products are. After that, who knows.
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.
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.
fit good largely shaky strategic
This would be a very good strategic fit -- largely because each is a little shaky alone.
decision largely stock surprise
The decision does not come as a surprise and was largely incorporated in the stock already in our opinion.