Liberty Posted July 27, 2011 Share Posted July 27, 2011 Funny stuff - Google Executive Chairman Eric Schmidt caught again using his blackberry AGAIN!! haha.. some habits dies hard i guess? Pic and top 10 reasons why he was using it :D http://www.androidcentral.com/top-10-reasons-why-eric-schmidt-was-again-caught-using-blackberry?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+androidcentral+%28Android+Central%29 lol. But probably doesn't mean much. A lot of uber-techies have 2 of everything and use them in turn to be really familiar with all the different techs on the market. There's an interview with Sergey where he says that he uses Bing and all other search engines. Link to comment Share on other sites More sharing options...
Smazz Posted July 27, 2011 Share Posted July 27, 2011 well then I must! :P http://crackberry.com/celebrity-blackberry-sightings-weekly-roundup-33 Link to comment Share on other sites More sharing options...
Liberty Posted July 27, 2011 Share Posted July 27, 2011 I'm not sure I understand what you're implying that you "must" do, and what the link is with Eric Schmidt. ??? Link to comment Share on other sites More sharing options...
DCG Posted July 27, 2011 Share Posted July 27, 2011 Funny stuff - Google Executive Chairman Eric Schmidt caught again using his blackberry AGAIN!! haha.. some habits dies hard i guess? Pic and top 10 reasons why he was using it :D http://www.androidcentral.com/top-10-reasons-why-eric-schmidt-was-again-caught-using-blackberry?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+androidcentral+%28Android+Central%29 How does anyone know that that's even a blackberry, or even Eric Schmidt? There are android phones with a physical keyboard thatblook like blackberries from that distance. Link to comment Share on other sites More sharing options...
beerbaron Posted July 27, 2011 Share Posted July 27, 2011 This thread is about to compete with the Level 3 thread... ValueCarl, BrkGuy must feel threatened. ;D Link to comment Share on other sites More sharing options...
Smazz Posted July 27, 2011 Share Posted July 27, 2011 Funny stuff - Google Executive Chairman Eric Schmidt caught again using his blackberry AGAIN!! haha.. some habits dies hard i guess? Pic and top 10 reasons why he was using it :D http://www.androidcentral.com/top-10-reasons-why-eric-schmidt-was-again-caught-using-blackberry?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+androidcentral+%28Android+Central%29 How does anyone know that that's even a blackberry, or even Eric Schmidt? There are android phones with a physical keyboard thatblook like blackberries from that distance. it's a Motorola or Samsung. But BB fanatics have to grasp onto anything I guess, even something as wholly unrelated to the investment thesis as this. The Truth hurts, its not the first time hes been caught with it and it was posted on the Android site and you're the one quoting annonymous letters but when you a see a pic of the guy using the phone you cant believe it? LOL!!! :D Link to comment Share on other sites More sharing options...
Myth465 Posted July 27, 2011 Share Posted July 27, 2011 This thread is about to compete with the Level 3 thread... ValueCarl, BrkGuy must feel threatened. ;D Lol Link to comment Share on other sites More sharing options...
Liberty Posted July 27, 2011 Share Posted July 27, 2011 This thread is about to compete with the Level 3 thread... ValueCarl, BrkGuy must feel threatened. ;D Impossible. These guys are in a league of their own ;D Link to comment Share on other sites More sharing options...
ubuy2wron Posted July 27, 2011 Share Posted July 27, 2011 , you focus on stuff like this. I will focus on the reality, such as yet another rimm downdrade and another new low....it's human nature that when there is "stress" that we focus on "diversions". Things never change. Seems to me you are letting MR. mkt make your decisions for you the falling price for TRE confirmed your suspicions that it was a fraud ,the analysts downgrade and new low confirms that RIMM is a failing company. I have no insight either way on either company but a lot of value investors look at the new low list as the pond to do their fishing in. Link to comment Share on other sites More sharing options...
ubuy2wron Posted July 27, 2011 Share Posted July 27, 2011 Nope the intrynsic value of a company is a number that is independent of its mkt price. Mr mkt some days agrees or disagrees with your analysis but it does not make your analysis more or less correct. An analysis down grade sure as heck is nothing that would make me change my mind unless he presented information that I was not aware of. A falling share price and analysts down grades are EXACTLY what a value investor looks for the guy who bought all of that TRE if he has done his homework must be sending the Muddy Watters guy a thankyou note and a bottle of Champagne right now. I added to my investment in TEVA today if they closed the mkt in TEVA for the next 5 years I have a pretty high conviction that I made the right decision. Those who are investing for themselves have the ability to run a marathon as do Mr Buffett and Mr Watsa because of their structure unfortunately most professional money managers are compelled to run a series of 100 yard dashes. Link to comment Share on other sites More sharing options...
Smazz Posted July 27, 2011 Share Posted July 27, 2011 Those who are investing for themselves have the ability to run a marathon as do Mr Buffett and Mr Watsa because of their structure unfortunately most professional money managers are compelled to run a series of 100 yard dashes. Thats it right there. Link to comment Share on other sites More sharing options...
Liberty Posted July 27, 2011 Share Posted July 27, 2011 My evaluation of RIM has nothing to do with their share price. I would think the same about their strategy, products, and corporate culture if their shares were selling 10x what they are now. Link to comment Share on other sites More sharing options...
moore_capital54 Posted July 28, 2011 Share Posted July 28, 2011 Hey guys, I am looking for a blog post about RIMM from a few weeks ago where the writer starts off by posing a question "Would you buy this company?" And then goes through the fundamentals without saying the name and then finally reveals its rimm. I can't seem to remember where I saw it. Thx in advance! Link to comment Share on other sites More sharing options...
prunes Posted July 28, 2011 Share Posted July 28, 2011 http://seekingalpha.com/article/276105-what-to-eye-when-scouting-an-undervalued-play Link to comment Share on other sites More sharing options...
DCG Posted July 28, 2011 Share Posted July 28, 2011 http://seekingalpha.com/article/276105-what-to-eye-when-scouting-an-undervalued-play His points are largely focused on past results though, where it's of course the future (and future expectations) that drives stock prices. RIM's P/E can rise if earnings go down. I remember during the oil boom in 2007 companies like RIG were selling for over $155/share, but with a P/E of only around 5. A few months later it was selling for $44 a share, with a pretty high P/E. I 'm not saying RIM's earnings will disappear that quickly, but the current multiple is clearly anticipating a significant drop in earnings. I don't hate RIM, and think they can resume their high growth rate, but think once it's clear that that is happening, there will still be plenty of time to buy the stock. I don't mind missing some gains if future gains become more apparent. What worries me (and apparently a lot of investors) is that in RIM's management's words, the next leg of the companies growth is still a year away. Link to comment Share on other sites More sharing options...
prunes Posted July 28, 2011 Share Posted July 28, 2011 I wasn't endorsing that article. In fact, I think the author's argument is naive. I was responding to the poster before me. Link to comment Share on other sites More sharing options...
beerbaron Posted July 28, 2011 Share Posted July 28, 2011 I wasn't endorsing that article. In fact, I think the author's argument is naive. I was responding to the poster before me. The author's argument is quite bad, he is looking in the rear view mirror. The balance sheet is not really supporting the stock yet, so the bet is really that they will turn their business around and PE expansion will happen. BeerBaron Link to comment Share on other sites More sharing options...
Liberty Posted July 28, 2011 Share Posted July 28, 2011 I was responding to the poster before me. Do you mean me or someone else? Link to comment Share on other sites More sharing options...
Rabbitisrich Posted July 28, 2011 Share Posted July 28, 2011 It's still an interesting article because it demonstrates one way in which investors fall into value traps (not saying that RIMM is a trap!). He tries to apply a "traditional" value technique of assessing a normalized business model and considering the manageability of a dislocation to a situation that requires more of an entrepreneurial perspective. The author's website is pretty good overall. Link to comment Share on other sites More sharing options...
Uccmal Posted July 28, 2011 Share Posted July 28, 2011 I see Katie Holmes uses a BB. I wonder if they are standard issue for Scientologists - you know with their security issues and all ::) Link to comment Share on other sites More sharing options...
Liberty Posted August 2, 2011 Share Posted August 2, 2011 Business side article: http://www.wallstreetandtech.com/it-infrastructure/231002655?cid=sem_edit_WST&wc=4 Link to comment Share on other sites More sharing options...
Smazz Posted August 2, 2011 Share Posted August 2, 2011 I know you're just posting this but that story is just one newspaper/online source quoting another with the usual RIMM bashing at the end - of course no mention of the fact Android Apps being run on the BBs. This "reporting" is getting even more shoddy with every passing article And the Kicker: Apple’s stellar results prompted one expert to tell Bloomberg News that “Apple is in its own asset class.” Based on its market capitalization of its stock, Any body else remember crazy verbage such as this.. 0h sometime around the turn of the millenium? Anyway, Russia looking to ban the Ipad/Adopting Rim: http://business.financialpost.com/2011/07/27/russian-government-considering-banning-ipad-adopting-rim-playbook/ Australian Govt http://www.cfoworld.com.au/mediareleases/12797/blackberry-playbook-first-tablet-to-be-certified/ Edit: Sorry, the links werent working a min ago - hopefully its been cleared up Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 3, 2011 Share Posted August 3, 2011 I'm surprised that Android is being considered for the enterprise given all its malware problems: http://news.cnet.com/8301-27080_3-20087265-245/android-users-twice-as-likely-to-see-malware-than-six-months-ago/?part=rss&subj=news&tag=2547-1_3-0-20 http://www.pcmag.com/article2/0,2817,2390339,00.asp Link to comment Share on other sites More sharing options...
Liberty Posted August 3, 2011 Share Posted August 3, 2011 I'm surprised that Android is being considered for the enterprise given all its malware problems: http://news.cnet.com/8301-27080_3-20087265-245/android-users-twice-as-likely-to-see-malware-than-six-months-ago/?part=rss&subj=news&tag=2547-1_3-0-20 http://www.pcmag.com/article2/0,2817,2390339,00.asp Lol, I guess Windows shouldn't be considered either... Link to comment Share on other sites More sharing options...
moore_capital54 Posted August 3, 2011 Share Posted August 3, 2011 I bought more RIMM Today, I really think its a screaming buy here, as are BAC and CSCO. Link to comment Share on other sites More sharing options...
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