Patent law and case law do not intersect until the very end.
Perversely, the lawsuit highlighted how much better and technologically advanced RIM products are. After that, who knows.
The closest person in scale is probably Microsoft, but by their own admission their technology is behind. And if I had to guess I'd say it's 18 to 24 months behind.
The decision does not come as a surprise and was largely incorporated in the stock already in our opinion.
The earnings were a huge positive surprise, and I think it was an okay quarter. I would like to have seen stronger service bookings and more strength on software, but the core brands within software did well. And gross margins were pretty damn good.
The news is starting to circulate that the pick-up in demand since the settlement has been very large.
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.
This would be a very good strategic fit -- largely because each is a little shaky alone.
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.
We continue to believe that Microsoft is a fiscal-year 2007 story and hence are maintaining our 'Buy' recommendation and our $32 target price.
Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.
Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.