I 100 percent disagree with everything you said, but I'm glad you said it. |
It's hard to argue that there's any impact from new competition and people are being forced to rework their models significantly and so the estimates that have come today are universally higher, most notably from the bears. |
NTP only wins if they get paid out. They don't win if RIM goes to zero. NTP is looking for money, plain and simple. And RIM has a lot of cash. |
Over the next few years, the service side should pick up and contribute more significantly to earnings. |
Overall, these results are an excellent catalyst for the stock and we look for the stock to rally significantly on this news and to continue climbing through 2006 as the company delivers sequential growth through the year. |
The results are definitely better than expected. Even the subscriber additions are certainly better than feared. There's no doubt that the third quarter was better. The guidance for fourth quarter is slightly better than expected. |
The settlement was a hair higher than we had expected. But this was the first time that the lawsuit had tangibly affected business. |
They're (NTP) going to get an injunction, there's just no way around it. The question is whether it's stayed or not. |
Whatever the probability was for a stay of the injunction, it just got a lot higher. |