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Technology Stocks : Research In Motion TSE RIM Nasdaq RIMM

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To: Mobius who wrote (260)	8/20/1999 9:27:00 AM
From: New Economy	Read Replies (1) of 989

I am not sure if we can compare MFNX with RIMM because MFNX is in a different industry all together (Telecom, Fiber). The thing to remember is the number of unit sales required for RIMM to double or even triple EPS in the next 6 months to sustain the run - up in the stock price and justify the P/E. The EPS will be directly related to margins available for RIMM on these sales. It all depends on their ability pump out the large volume in a short span of time otherwise the EPS will suffer and the market will then react accordingly. We will have to wait until the next quarterly earnings get released and judge which direction the earnings revisions will occur. Portfolio of products: RIMM was also known for their wireless PC Cards: New Comers Sierra Wireless out of Vancouver Canada was in the market as well. Now we have the interactive pager that everybody is betting on will be the next growth engine for RIMM. We shall see. NE.

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