You seem like a rational individual, and have been around here for a few months (at least). However, just doesn't seem like your risk/reward analysis of RIMM is sensible at this time, since you are still long. Even IF they come out of the legal process OK, still HUGE competitive and pricing pressures to deal with. The valuation is just way out of line, and the momentum seems to be gone. All in my opinion, of course (and yes, I do have a short position).
Did you follow stocks in the years 1999 and 2000???????
Next time you are in Key West find the sandal vendor - best $5 one can ever spend. Do people still (annoyingly) clap when the sun sets?
Hi Pipeman...did you know that nearly 50% of patent cases that go to appeals court get overturned? You get the appeal by showing that the case was not conducted right the first time.
The jury decides in final only when your appeal is denied.
Let's forget about WiFi-WiMAX-VoIP for a minute (I am sure you have seen my posts over the last month). Even in conventional telephony RIM is going to get crushed. The Nokia article in Barron's was definitive; outlining the future despite fund managers and analysts whose wives, kids and dogs have BlackBerrys.
we don�t know what�s going on but you can bet that this matter occupies much of management�s time right now both in internal discussions and conversations with NTP. i do agree that nobody at RIMM is sitting on their hands regarding this.
damn pipe, again :) your right ... still can't believe it .... rimm blew that case and i'll never forget it ... lame attorneys and i mean lame !! ... (like my point of view counts as it is) ... nope, can't change it, except the us court of appeals .... counting on the big boys with this one ... last great stand for rimm as we see it .... 20 years is riding on this appeal and examine ... i wish the hell i knew what was really going on !! ..
<big time company at stake . . . not for the layman to decide>
but wahoo, as incomprehensible as it may seem, that�s the way it is. there is no requirement that juries be made up of engineers in patent cases, real estate brokers in land disputes, and experienced criminals in criminal matters.
the lay people have decided and the appealate judges will not change that decision, absent very unusual circumstances. otherwise, the judical system would be in chaos. the fact that RIMM is an NASDAQ NMS Company does not qualify as an unusual circumstance. pipe
it's been accepted by the us appeals court and the pto board "decided" to re-examine ntp's patents in question ... where else can this go? ... the highest courts in the land are involved .. this ain't small potatoes :) ... i like this stuff ... staying long ..
damn pipe and bull ....i mean that with respect guys... everytime we discuss this, come up with more issues or another point of view .. which is all good by the way... your wearing me out though :) ...