Rob Sanderson
Rob Sanderson
appears company expertise gigantic government hurdle internal knowledge limited logistics wide
This appears to be, in our opinion, a gigantic hurdle for a company with limited personnel, resources, internal knowledge of carrier, RIM, and government infrastructure, and no expertise in logistics on a wide scale.
excited stock worried
There will always be things to be excited about and things to be worried about with a stock like this. They are going to keep us on our toes.
comments face positive scenarios takes taking
It takes one of the positive scenarios away from RIM, taking the judge's comments at face value, which I think we should.
bringing creations good helping innovative near
Their good at bringing innovative creations to market. I just don't see this one helping in the near term.
absence bit deal deserves economic guess justify news stock sure
The stock deserves to go up a bit on this news but in the absence of any economic terms, it's a big guess about how significant this is. I'm not sure if this deal is enough to justify the new stock price.
cable embrace growth history investors successful willing
Cable has a long history of growth from successful consolidation of cable systems, ... Investors will be more willing to embrace things that have worked.
connected dominant margins market palm platform shrinking tough
The Palm OS I think will be the dominant platform for the disconnected and sometimes connected PDA, ... But that market is shrinking and the margins are diminishing. They're in a tough spot.