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.
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.
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.
advanced lawsuit products
Perversely, the lawsuit highlighted how much better and technologically advanced RIM products are. After that, who knows.
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.
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.
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.
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.
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.