Peter Misek
Peter Misek
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.
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.
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.
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.
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.
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.
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.
case law patent until
Patent law and case law do not intersect until the very end.
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.