Peter Misek
Peter Misek
agreement believe bottom contract deal entails fact flow million revenue total value virtually
As a conservative estimate, we believe this deal could have a total contract value in the $20 million range. The fact that this is a licensing agreement also entails that virtually all of the revenue will flow to the bottom line.
announce bad customer major news switching
Even with all the bad news surrounding RIM, they have not been able to announce even one major customer that is switching services.
daring poker whether
It's a very high-stakes poker match. I think what's going on here is that NTP was daring RIM to unveil the workaround to let them know whether or not they actually had one.
demand news since starting
The news is starting to circulate that the pick-up in demand since the settlement has been very large.
basically capitalize demand extremely positive
This is an extremely positive development for RIM. The settlement basically makes the pre-warning irrelevant. There's a lot of pent-up demand for RIM products, and competitors have not been able to capitalize on this.
believe company decision district events final office patent string
After a string of unfortunate events for RIM, we believe the company has been boosted by the District Court's decision to elongate the final briefing timeline, while the Patent Office expedites its re-examination.
brands core damn earnings gross huge margins okay positive seen service software strength stronger within
The earnings were a huge positive surprise, and I think it was an okay quarter. I would like to have seen stronger service bookings and more strength on software, but the core brands within software did well. And gross margins were pretty damn good.
admission closest guess months scale technology
The closest person in scale is probably Microsoft, but by their own admission their technology is behind. And if I had to guess I'd say it's 18 to 24 months behind.