Research in Motion (RIMM): RIMM’s stock price has corrected 68% YTD and it is now trading near its book value. Continued market share losses are a serious concern for the company. I see a further downside in RIMM’s share price unless there are any signs of market share stabilization. I also don’t see any chance of RIMM’s acquisition. The three major players, which will likely dominate the complete smartphone ecosystem going forward, are Apple (AAPL), the Nokia-Microsoft (MSFT) combination and the Google (GOOG)-Motorola (MMI) combination. It will be very difficult for any other player to stand the competition and hence I doubt if any one will be interested in RIMM’s business/assets.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.N