Rob Sanderson
Rob Sanderson
along basically caused encourage judge saying
I think this is what really caused them to settle. This along with the judge basically saying all that he could to encourage a settlement.
connected dominant margins market palm platform shrinking tough
The Palm OS I think will be the dominant platform for the disconnected and sometimes connected PDA, ... But that market is shrinking and the margins are diminishing. They're in a tough spot.
bullish expect good growth job optimistic painting people picture products
I think they did a good job of painting a big picture of growth opportunities in new products and new markets, which is what one would expect going in. A lot of people are pretty bullish and optimistic about growth opportunities.
changed yesterday
Not much has changed from yesterday to today.
good negative
It was a good quarter. There's not a lot of things to look at on the negative side.
comments face positive scenarios takes taking
It takes one of the positive scenarios away from RIM, taking the judge's comments at face value, which I think we should.
compare deeper forms
That's an important piece. Anything that they do in alternative forms of distribution doesn't compare to getting deeper in the car.
bringing creations good helping innovative near
Their good at bringing innovative creations to market. I just don't see this one helping in the near term.
cash drive flows good growth leg stocks
At some point, the growth in cash flows is going to drive these stocks higher. I don't think there's another big leg down. These are pretty good stocks.
hard time
DirecTV is having a hard time getting compensated appropriately for what they've delivered,
bit opinion street view wall
The opinion on Wall Street is that the 'triple play' is going to kill them. But I think that view is a bit simplistic.
coming earnings lost stock
A lot of the luster has been lost with the first earnings disappointment. The stock is coming back down to Earth, and that is probably healthy.
almost football
It's almost a must have for a football fan.
excited stock worried
There will always be things to be excited about and things to be worried about with a stock like this. They are going to keep us on our toes.