Hayweed
Loading...
Symbols:
Loading...
Symbols:
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
Trading Center
- Free E-Newsletters
- About Seeking Alpha
- About Us
- Contact Us
- What's New
- Readers Feedback
- Advertise With Us
- Contributors
- Contribute an Article
- Feature Your Book
- Our Contributors
- Anonymous Contributions
- Dispute an Article?
- Legal
- Terms of Use
- Privacy
- Copyright
Latest Comments122 Comments
Apple, RIM: An Historic Collapse in U.S. Corporate IT Spending
Will Storm’s Delays Hurt RIMM’s Q3?
Rimm counts a sale as a delivery to the carrier not to the ultimate user. My guess is that Verizon who never shows the phone being used (unless the video is simulated) knows that the phone has software issues. 8 of the 12 reviews I saw said it was disappointing. I used one live at Circuit City but Best Buy had no demos. They did have a video screen tv showing it being used and it looks like the software is quick. My test though and many reviewers notes that the software hangs and locks ups a lot.
Verizon must have ordered a small initial volume and sold them all. Now that the must have blackberry fanboys have bought their phones, can they sell anymore is the big question.
Expectations for RIMM: Analysts Continue to Differ
Exploiting the Downside of the Markets
Music Moves to New Phase as CDs Fade
Reading Apple: iPhone Sales Slightly Off, MacBook OK
I think sales will be good this quarter and even better thanks to Verizon advertising the storm. If the phone is not as good as the iphone, than many verizon customers who are on the fence may finally switch to AT&T and the iphone.
Opposing Views on RIMM's Future
Verizon Wireless has stores in Circuit City. In my city almost half of the AT&T stores are in Circuit City's which may not be in business much longer. 5 stores in Circuit City out of 13 stores.
The fact that Verizon is tied in with Circuit City also hurts Verizon as a brand. Also since the Circuit is in bankruptcy will they even have many phones in inventory. I cannot imagine that Rimm sold phones to the Circuit on the hope of getting paid back.
Opposing Views on RIMM's Future
The AT&T Salesman said he liked the bold but that it was overpriced. He further stated that iphones were still selling really well.
The big day for Rimm is next Friday when the Storm goes on sale. If they have lines then Rimm may be ok. No lines for their consumer phone and you can put one more nail in the cofffin or $10 more downside prior to earnings.
Dell's Got a Demand Problem
The question is, if Dell went out of business would anyone miss them or could you just buy a similar computer from another PC maker.
What's RIMM's Problem?
Research In Motion Tgt Cut To $60 From $72.75 By Canaccord >RIMM
Last update: 11/13/2008 11:11:22 AM
(MORE TO FOLLOW) Dow Jones Newswires (201-938-5400)
What's RIMM's Problem?
News Flash: Music Industry Still Lost
Apple's cut is so small that they have nothing to give. The record company gets $.70 per song but only share about $.18 with the artist. The record industry is the middleman that technology is eliminating.
Apple vs. RIM: Study Shows iPhone More Reliable than Blackberry
My iphone is now at 16 months with no problems. I have dropped it in parking lots, dropped it on concrete floors, caught the earbud cord on a shopping cart and had it fly across the grocery store. Even kicked it facedown across my garage floor. No scratches on the screen. Did manage to get one tiny scratch which may have been while golfing with the divot tool in my pocket.
My wife has retired her iphone after she dropped it for the 20th time. Concrete, wood, pavement were no problem but dropping the phone on a tile floor managed to put a hairline crack from top to bottom. Problem was that it still worked like it had never been dropped. So she got a 3g and now the iphone is being used by the kids.
PS: the battery still works great. The only reason that Blackberry needs a battery door is so that when it locks up you can open it, remove the battery, reinstall the battery, close the phone and reboot. Now that is ridiculous. I used to have to do that with my Sony Ericsson phone that lasted 4 years.
RIM Faces a Critical Month As Apple Gets Tough
Flip - 2g phone
Bold - 3g phone
Storm - evdo 3g with touchscreen
Javelin - 2g curve replacement
They sell to 400 different carriers which means multiple versions of each phone. Apple has one phone, one version, one software version.
Rimm has numerous operating systems.
Rimm is trying to start an app store that should begin in March of 2009. Are developers going to write software for all 4 phones. How will that work. What if sales do not ramp this Christmas while Apple has already sold 200 million downloads as of 2 weeks ago.
The pricing is problematic. The bold is $299. Isn't that a bit high in comparison to the iphone. In Canada, Rogers just cut the price so how long will the 299 hold up here. The Flip is around $150 depending on rebate which is too much for a 2g phone.
Rimm is spending big money on marketing showing ads that don't show the phone doing anything. Even when they show the phone the phone image is computer generated such as people's faces. They are trying to promote life on blackberry but never show it working. The storm has been advertised but never shows the screen. Why?? Apple is advertising all the time, showing the phone doing the app store, directions, gaming, etc. They are advertising the touch like crazy which is the iphone without the phone. The funnest ipod ever is a pretty cool example of what the phone can do. They run the mac vs.pc ads so Apple is everywhere and seems to be mocking everyone else that their products are the best.
As an investment, Apple is in computers, software, mp3 players, phones, wifi gadgets, Servers, routers, music, movies, tv, and they have retail stores where they sell their stuff and other people's add on products.
Rimm is in phones and software, and they make a server.
Pretty easy investment decision, Apple is way more diversified.
Who Will Win the Home Entertainment Battle?
1. Connects your home entertainment center to iTunes. Now you can stream over the air or by wire your entire iTunes library to your tv/surround system. Do people still have stereos?
2. Allows for all of your photo libraries to be used as a screen saver while music is playing. Everyone that has ever seen this asks how we do it.
3. You can play all of your movies and tv shows that are in itunes.
4. You can watch content that you load into iTunes such as DVD's, tivo recordings, etc.
5. You tube on the Tv. Kids love this.
6. You iPhone becomes your remote.
Call it a flop if you want but it is a neat device for certain uses, just like a tivo is a great dvr if you want a dvr. A dvd would be nice but why buy a dvd when you can buy the movie in Itunes. Lastly, why buy dvd's period unless they are kid movies. Are you really going to watch Superbad 10 times on a dvd when you could tape it to your dvr or computer for free.