Research In Motion Limited (USA) (RIMM)

a tech company sure to keep business progressing, and with more cash in the bank that expenses and debt to pay off... always a good sign. and profiting quarterly (the shares will steadily continue to move up against the downward trend of the market)

Lets be generous to RIMM for doing such a great job in taking someone else's product and making a fortune! They have a nice income statement for the last three years going up about 7 1/2 fold ('06 annual Income $382 M for a $23B company). The good news stops for RIMM after they won their "death blow" lawsuit, and had many recent analyst upgrades. Here is why nobody should purchase RIMM at this price.

a)Motley Fool Caps says SELL

b) P/E Ratio 60+

c) Stock holder equity is only up 16% in 3
YEARS.

d) Book value $11.402 per share (share price $128)

e) Price/book value is 11.29 !!! OUCH!

f) RIMM is trading ABOVE ther enterprise value.

g) RIMM's stock is up 100%+ in 3 1/2 months.

h) Shall I continue about the industry competition???

Have a happy day selling out because this is my favorite short I have seen in a long time.

Canadian Politicians better remember how a Nortel situation can have them replaced thanks to our parliamentary system. Protecting Nortel at the expense of Canada taxpayers who paid for the wireless division will have your voters voting you out. Expect a larger political fallout than seen across the border over this crude waste of money.

Compare market caps of this stock and Nokia, then compare penetration. Nokia has 10x the penetration but RIMM is within 10% of NOK's market cap.

Yeah, pull the other one guys. P/E of 63 says it all into a tape that is weak and likely to get a LOT weaker through the end of the year and into 2009.

What's worse, with their tiny penetration into the handset market any significant inroads by competitors (cough-apple-cough) could really hurt these guys.

Earnings coming up and this may be a short-term loser on their earnings release, but I'll still stick this one out there (and stick my neck out in the process); note my TIME FRAME for underperformance. No, I wouldn't short 'em here into earnings (I did, however, make bank on JUNE $150 PUTs that I bought at the close Thursday and sold off Friday) but I will be looking to go after them hard on the short side should earnings disappoint.

Two things to look for in the earnings release - gross margins and any hint of softness in forward demand. Hear any hint of either going south and these guys are a MONSTER short.

Oh please. A P/E of 52 and a market cap of $19.2 billion in a business that simply doesn't justify that kind of growth? I think RIMM is now EXTREMELY overvalued, and soon enough we'll see a decline in share price.

I've worked at wireless technology companies including RIM. I treat RIM as a cyclical stock. I buy a month before the quarterly report and sell 2 weeks after. I also buy on bad news (like the court rulings).
There are several reasons why RIM is a good stock to own. The market is barely tapped for secure wireless email and applications. It offers the only guaranteed secure and reliable delivery system. This is directly from the fact that microsoft and others fake push by using sms messages (which are neither secure or reliable) whereas RIM uses proprietary infrastructure on the provider end. This strategy hasnt been followed by microsoft or nokia because it takes too much time. RIMs market is obviously enterprise and what matters is secure and reliable delivery (meaning a message in a matter of seconds not minutes!). These facts are well known by enterprise customers. Unfortunately theyre not to common investors. RIM does NO marketing for its devices or services. It's relied on providers to do the marketing. This finally changed with the pearl. But it is still sub-standard. I assume they are still hiring lots of marketing staff (as can be seen on their jobs site).

MY outlook is that the Pearl will be picked up by executives and not en mass by consumers. What will be the turning point is if the Pearl will be picked up by prosumers along with the new BIS (as opposed to BES) offering. Thats the leapfrog because it's an untapped market that seeks security and reliability for an individual and not an enterprise.

ASIDE: even MS, Nokia and Motorola offer Blackberry software...so RIM is very well hedged IMO.

I see the stock falling to 105-110 short term and doubling within 2-3 years (with a likely split after the next quarter).
So much for 60 seconds..

products in pipeline will trounce the iphone

valuation play here....all potential upside figured into current price......look for volitility to increase in coming weeks.....may outperform short-term ....but long term look for this fad stock to head south of $100......and that is if they make their numbers....if they can't make their numbers growth stalls this baby will fall in a big hurry....verdict sooner or later reality will set in and return this stock price back to earth!!

JAMES FAUCETTER, PACIFIC CREST SECURITIES SAID EARNINGS REPORT WAS GREAT, FORMIDABLE COMPETITOR TO APPLE COMPUTER, NOKIA, PALM, MOTOROLA

NEW PEARL CURVE BUSINESS: 75% ENTERPRISE USERS

CONSUMERS: SHARES UP 2%, 40% POP PAST QTR

STRRET LOOK: .49/SHR $1.36B REVENUE

DOUBLED EARNINGS, REVENUE FROM 06 2QTR

LOW MARKET PENETRATION, GROWING QUICKLY, GO FOR A WHILE CONSISTENT GROWTH IN BLACKBERRY SUBSCRIBER BASE OUTLOOK: BETTER THAN ANTICIPATED GLOBAL CROWN ISSUED A $100 TARGET

1 OF 4 TECH HORSEMAN JIM CRAMER

STOCK SPLIT 3:1 AUG 07

OPPENHEIMER LIKES THEM IN BEAR MARKET

The company's blackberry continues to be popular and will likely continue to provide further earnings upside surprises. Latest outage and disappointing quarterly report make for a buying opportunity.

Research In Motion Ltd (RIM) is a name widely known for its primary solution called BlackBerry platform. A leading designer, manufacturer and marketer of innovative wireless solutions for the worldwide mobile communications market, RIM boasts of agreements with more than 75 carriers spread across 30 countries.

Presently, the company has staked out a dominant position in the PDA market, leveraging the popularity of wireless email. Going forward, as the market slows down, the company derives fewer opportunities. In addition, the market has become more competitive and bigger competitors, such as Nokia, Motorola and Apple have gained meaningful shares in the smart-phone market, eying the lucrative foothold in wireless data. Endorsing the same, it can be a big challenge for RIM to achieve the same success it has achieved lately in the enterprise market.

As the product launches in mid-2007 holds some momentum for the company, a slowdown in subscriber’s growth may attract some bearish sentiments. Moreover, RIM is still recovering from the customer and channel uncertainty inflicted by the NTP patent lawsuit, which has worked towards catching negative publicity.

Going ahead, technology advances is expected to make this stock less valuable in the long run, with more competitors eating up the market share. With stock price touching new highs and a price to earnings multiple above industry’s average, it’s not easy to justify the current valuation.

best phone on the market

Instutional investors have sold a net of 17,000,000 shares as of 9/30/07. The current market cap is not sustainable long term. It reminds me of stocks like EXODUS COMMUNICATIONS, QUALCOM, JUNIPER, ECT. back in the late 90's. The bubble will burst --> question is when?

Blackberry devices are still the main player in the corporate email mobile devices. I feel RIMM will maintain its strong position in the global corporate realm and it continually tries to get more of a hold in China.

Sorry this one trick pony is on it way out. I just hope no one on here really is buying positions on this company, unless they are short positions. You can thank me later.

Way over hyped, and will lose market share quick over the coming year as more competitors enter this space and eat market share. Investors are just putting their money in this stock because they are rightfully scared to put their money elsewhere in such risky and turbulent times. Once other sectors start to become attractive again, RIMM will get dumped like a red-headed step-child.

Overseas growth, increasing demand for mobility

The Blackberry. Everyone has one and those that don't want one. This is a great company and is expanding its platform to be used on other devices. There is a huge demand in this field and RIMM definately has the product that is loved. The company just keeps winning. You have to have this in your portfolio. Buy

I feel very confident that this stock will outperform the market in the next year because of their dominance of out of their products (blackberry) in the telecommunication market. Blackberries are everywhere in the business world and they continue to help help business employees communicate with each other and their clients.
I think RIM will continue to do well because they are pushing the limits of the capabilities of the blackberries and making large scales advancements.

See this recent article in CNN for more information:

http://money.cnn.com/2007/05/03/technology/blackberry/index.htm?cnn=yes
http://money.cnn.com/quote/quote.html?symb=RIMM&source=story_quote_link

They have solid presence in the business field in North America and Europe. They are trying to expand in the Indian market and are required by the government to provide additional security measures. If these issues are resolved they will have a additional growth in the Indian market.

http://timesofindia.indiatimes.com/India_Business/BlackBerry_issue_between_DoT_and_RIM_says_Bharti/articleshow/2957624.cms