Dont buy RIMM

svntn

15 P/E is not for a true growth stock. aapl's is 30, goog's is 25, amzn's is 70. I understand it would be hard for rimm to get back to 30 P/E or more, but it equally hard to imagine it falls to 10 P/E or lower. Bottom line is it is in a growth market and its key competitive advantages are still valid.

As to the citi analyst. I would say he will be awarded because he got his prop trading desk to snap some really cheap shares when nobody was selling when rimm was standing on the huge gap support. It was creative.

\ 20# yaobooyao

hbw

如果你还记得我9月21号的旧帖，你就知道是什么人在领导这只鼹鼠了。。。
yaobooyao 发表于 2009-11-3 20:02

请发个旧帖链接，谢谢！

yaobooyao

15 P/E is not for a true growth stock. aapl's is 30, goog's is 25, amzn's is 70. I understand it would be hard for rimm to get back to 30 P/E or more, but it equally hard to imagine it falls to 10 P/E ...
svntn 发表于 2009-11-3 22:10

Anyway,  I won't touch it neither short nor long it.

I can't forget the time when GRMN , SNDK, BRCD fell like a rock (huge tech success stories but then market changed their favor), and I just want to avoid.

svntn

I feel hilarious that you commented RIMM's leaders got no vision. Unless you have strategic consulting background and have insightful knowledge about the company's strategy and product offering/pipeline, or you got friends who are in key business positions within the company, such comment sounds a little naive.

20# yaobooyao

yaobooyao

I feel hilarious that you commented RIMM's leaders got no vision. Unless you have strategic consulting background and have insightful knowledge about the company's strategy and product offering/pipeli ...
svntn 发表于 2009-11-3 22:21

OK, I take it back. This is too personal and emotional.

Let's end this discussion.

smartll

it may be a buy...

yam

If you are long term investor, don't buy RIMM,

It will become a $30 stock in 6 months.
yaobooyao 发表于 2009-11-3 18:01

如果你没有足够的论据，就不要在这里丢人现眼。

yam

加拿大公司的宿命？！
Like NT？
CoolMax 发表于 2009-11-3 18:57

看看美国有几个高科技公司能活过比北方电讯更久的？Compaq, 朗讯, ......

天真的冷酷

Better to wait for a while.  GRMN, TomTom, Nortel, Rimm all face a strong competition from goog.

ppteam

I don't know how bad RIMM is on technology side, actually no one is for sure.
But I do know RIMM dominates corporate blackberry world, just simple domination. And we all know it's much easier to make fatter profit from corporate clients.
Take my company as example, we pay $600 for each Blackberry (no kidding), we have 20+k employees use Blackberry. Compare with iphone profit margin, it's DAY and NIGHT.

dsp

My 1st BB pearl started to reboot itself randomly after 3 months usuage. My 2nd pearl could not adjust camera zoom. I do not know how long BB will live at this kind of QoS.

zhishun

Please do Not doubt the capability of Apple for sw dev. They have more Experience than rimm to develope complex and Secure sw, e.g. Mac os. The question is if they want and when they want to add some New features. As far as i know, usually you Need to wait 3 weeks to get à iPhone. If iPhone is 3 Years Advance than others, there is no hurry to add some New features. This is just maketing Stratege. BTW, rimm is Not Target of Apple, nika will Be the one.