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.
case law patent until
Patent law and case law do not intersect until the very end.
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.
along appears biggest business company nightmare publicity spite
It appears to be that their business is chugging along very well in spite of what must be the biggest publicity nightmare a company can face.
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.
channels enterprise filter quiet retail starting
From the retail channels and the enterprise channels, it's all starting to filter out. You can't keep any of that really quiet for very long.
extremely impact positive
If true, the impact of this partnership could be extremely positive for RIM.
add cents full means suspect year
I suspect what that means is that we should add 13 cents for the full year to our estimates. He's not usually that cryptic.
believe continue hence microsoft target
We continue to believe that Microsoft is a fiscal-year 2007 story and hence are maintaining our 'Buy' recommendation and our $32 target price.
believe fall guess impact per stock
We believe the impact of an injunction to RIM would be severe. We would guess that the stock could fall $20 to $50 per share.
advanced lawsuit products
Perversely, the lawsuit highlighted how much better and technologically advanced RIM products are. After that, who knows.
fit good largely shaky strategic
This would be a very good strategic fit -- largely because each is a little shaky alone.
decision largely stock surprise
The decision does not come as a surprise and was largely incorporated in the stock already in our opinion.