Research In Motion Limited (USA) (RIMM)

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.

This is part of the mobile internet index that Cramer is touting I looked and figured what the hay its worth a shot to see if they grow they way he thinks they will. His thesis is that the mobile internet while be as big a game changer as the original internet was. Being a CTO I do not think it will be that big a movement but it will provide enough growth for his index to work just not be the huge bust out he thinks it will be. What your looking at is replacing every cell phone and laptop with a device that can connect to the internet at broadband speeds form just about anywhere in the US. The only problem I with his choice is that he left out HP and DELL and Lenovo the big laptop makers they will have a play and I am including them in my version of the index. It's been a flop so far but I have hopes.

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).

More and more people are switching to the I-phone - even the older business people. I think the Blackberry will get squished by the Apple.

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.

Downward Momentum

One bad quarter beat rimm up, it will rebound and keep its standing.

in my humble view RIMM is way to overvalued !

RIMM had a bad quarter. I see a lot of people still owning the BlackBerry or buying a new one. If iPhone is to beat BlackBerry, that means that Samsung, LG, Nokia, Motorola will all go down. People are overreacting and overselling this stock.

...technology is lagging behind competitors..wife has a blackberry, I have an iPhone...the difference is astounding..unless they beef up their technology, they will continue to lose market share..

Hello iPhone.

vERY REASONABLE pe FOR A GREAT GROWTH STOCK.

The blackberry will always be the conservative businessman's choice for a mobile device.

That's why IBM computers are still being used in the workplace instead of iMacs.

It's all subcultural, iPhones are for the 'elite liberal artisan' and Blackberry's are for 'professional conservative businessman'.