Research In Motion Limited (USA) (RIMM)

losing market share...and popularity

I am betting that BlackBerry will hold its ground, and that is good enough in a growing smartphone market.

portefeuille6

Undervalued at current levels...

Great potential to keep growing. Currently has no strong competition in the corporate segment and still can GROW in the consumer space as new models and updated Storm's take over

The leader in multi task cell phone architecture. Combined with the vast coverage of Verizon should be a winner. Has unfairly been beaten up recently and the recovery from this will spur the stock on.

THE NAME RESEARCH IN MOTION, SAYS ITR ALL? !!!!! THINK.LOOK!LISTEN,!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Buying on the dip... should've got in at $56 :D

Legacy corporate and government clients is a very big market ..may not be in US , but I'm seeing Chinese, Indian & Asian companies have very recently started giving Blackberries to their employees on a mass scale. If I'm a big company like a bank, the most important feature that I would look for when giving a PDA to my employee is the supportability..Nobody beats RIMM in support. These bank employees (as an example) are laymen in terms of using a PDA & need lot of support to check their office email & office applications on a PDA. iPhone does not give any such support..Android is yet to come . I think RIMM is available at such a cheap price, with so much of cash on its hand, right time to buy it

With a PE of 16 and an eps growth of over 70% this stock should fly, I know that AAPL and MOT both have new products but RIMM has been counted out so many times and they always seem to find a way to recover, I'll stick with them.

Blackberry is first and foremost the phone of business. In my anecdotal world, those with "company phones" sport a blackberry, and those who pay for their own have an iPhone. I don't see Android supplanting Blackberry in this sector in the least. Blackberry's enterprise integration is still superior to Apple's, and Android isn't even on the radar. Granted, this is a bit of a knee-jerk to the market's knee jerk, but it's good enough for my caps.

try here in the huge gap back in April ...

I believe this to be a good entry point for the next year or so.

The smartphone market (and ultra-mobile computing in general) is growing.
RIM has a higher market share than Microsoft, and it's growing. Microsoft's is shrinking.
RIM has a huge enterprise business with a high cost of switching, one that complements Microsoft's enterprise business. Microsoft should own that business.

RIM's products are, in many respects, better than Microsoft's.
But the best reason for Microsoft to buy RIM is that RIM has a better mobile business -- collecting revenue from BlackBerry device sales and service fees, instead of just software licensing fees.

RIM, for instance, gets several hundred dollars in revenue for each BlackBerry sold, plus BlackBerry email/Web service fees. Microsoft, on the other hand, has stuck itself with a lousy business selling Windows Mobile operating system licenses for $8 to $15 per phone, according to research firm Strategy Analytics.

So while analysts expect RIM to top $14 billion in revenue next fiscal year, Microsoft will be lucky to reach $400 million in Windows Mobile revenue (30 million Windows Mobile licenses at an average $12 a pop). That's couch change for Microsoft, whose revenues should top $60 billion this year.

Sure, this would be a tricky deal to integrate, and there are a lot of big decisions to make. Microsoft will eventually have to pick one software platform -- Windows Mobile or BlackBerry -- and stick with it. It might have to abandon dozens of partners. It might blow up.

But Apple (AAPL) and RIM have shown that owning both the hardware and software platforms make for better mobile products. And Microsoft has enough to lose -- to Apple, Google (GOOG), etc. -- to avoid being a weak player in what could be the next major platform war. Meanwhile, RIM has today what could take Microsoft many years to build -- a real, big, mobile business.

Sentiment : Strong Buy

While I can see RIMM losing some market share to increased competition from Google, the sector itself is expanding at a rate that will ensure a well-respected and established company like this will be profitable for years to come (and this is based on their current product portfolio, which I'm sure will be expanded over time).

should get some action right around 3rd quarter earnings, December 17th, their earnings have been steadily increasing throughout the years. their 3rd quarter earnings will spike this stock higher, might underpreform short term as the markets are getting choppy once again, but its approaching a floor price. Its a good fundamental play.

This stock took a strange drop after earnings and I think it will climb back to the $85 range soon. Very good company with lots of cash.

i love my BlackBerry

RIMM will have their Apple type increase in the near future. AAPL over $200 is a joke. RIMM will have a similar joke period where it rockets back over $100. Buy in the mid $60s and enjoy the ride.