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Technology Stocks : Research In Motion TSE RIM Nasdaq RIMM

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To: nauset who wrote (672)	3/30/2000 7:23:00 PM
From: nauset	Read Replies (2) of 989

MER's Milunovich on RIMM < Merrill Lynch < < Research In Motion (RIMM; $95 1/2; D-2-1-9) < Feb00E$0.16ÿ 01E$0.40 < * RIMM shares are weak today.ÿ We think there are a few concerns < surrounding the stock. < * Technology, specifically the Microsoft/AT&T/BT deal as well as < supply concerns for flash memory and LCD screens. < * We spoke with the company and it appears that this deal will not < directly compete with RIMM but may be more supportive in creating < applications for the wireless space. < * More importantly, it appears that the supply situation with RIMM and < its suppliers is very strong.ÿ The company believes it has at least a < quarter's worth of supply in hand. < * We view the weakness particularly as a buying opportunity as we < expect positive announcements coming. < * RIMM is due to report earnings results on 4/11 and we believe the < new form factor will be announced around then, which we think will be a < positive catalyst for the stock. < * We expect RIMM to experience a good quarter, in line with our sales < forecast of $25mil sales and EPS estimate of $0.05. < (S. Milunovich/W. Crawford)

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