by Tiernan Ray, Blogger, Barron's, Tech Trader Daily
The “binary” outcome of RIM’s dilemma, according to research done by Citigroup’s Jim Sava, rests largely on whether or not Bold and Storm, the company’s widely anticipated new products, hit the market in time for the holidays. From there, in either case, the flowchart of scenarios and corresponding percentages–do consumers like the product? do profits go up?–become overwhelming. And of course, the company has recently changed its strategy and business model–it’s now a consumer company. Given that, it still boils down to Suva’s coin toss. Heads: earnings up; tails: earnings down.
by Tiernan Ray, Blogger, Barron's, Tech Trader Daily
What’s the killer app on a BlackBerry? Citigroup analyst Jim Suva has a note out today detailing his experience testing the forthcoming Research in Motion (RIMM) BlackBerry–the “Bold.” He says one of his tests involved watching the comedy movie “Talladega Nights” about race car driver Ricky Bobby, which showed off the pretty screen on the device.
by Tiernan Ray, Blogger, Barron's, Tech Trader Daily
Not that you’d notice it from yesterday’s stock action, but Citigroup analyst Jim Suva thinks BlackBerry-maker Research in Motion is setting itself up for a strong second half of the year with the introduction over the next several weeks of its 3G version of the BlackBerry, the “Bold.”
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