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Strategies & Market Trends : Value Investing

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To: Mr.Gogo who wrote (41954)	3/24/2011 10:59:03 PM
From: Jurgis Bekepuris	of 78728

RIMM - I love the valuation, but I wonder if it is mortally wounded business as Android-Apple duopoly proponents believe. Current results don't mean much if the future is falling off the cliff. On the other hand, NOK may have given RIMM a lot of expansion space. Very few people will buy doomed Symbian phones nowadays, so 2011 is for RIMM to take some space together with Android and Apple. The question is whether they will use it well. Disclosure: Tiny GOOG position. Sold RIMM at $64 some months ago. No APPL or NOK positions. Not sure if I will buy anything in this space.

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