Peter Misek
Peter Misek
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.
decision largely stock surprise
The decision does not come as a surprise and was largely incorporated in the stock already in our opinion.
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.
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.
advanced lawsuit products
Perversely, the lawsuit highlighted how much better and technologically advanced RIM products are. After that, who knows.
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.
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.
believe both comments lose ominous parties waiting
In our opinion, the judge's comments were more ominous for RIM than NTP. In the end, we believe both parties have more to lose by waiting for a verdict.
fit good largely shaky strategic
This would be a very good strategic fit -- largely because each is a little shaky alone.
extremely impact positive
If true, the impact of this partnership could be extremely positive for RIM.
beat double growth guidance high issues laptop last pc unit volumes
I think the big issues for the U.S. are going to be the server, PC and laptop unit volumes in the last quarter. The guidance for unit volume growth is in the high single/low double digits -- we think they'll beat that.
continue device expecting move stock
I think as these device announcements that we're expecting out of RIM emerge, the stock is going to continue to move higher.
blush caused initial sell stock subscriber
I think it was the initial blush on subscriber numbers. That's what caused the stock to sell off.