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Technology Stocks : Research In Motion TSE RIM Nasdaq RIMM

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To: recycled_electron who wrote (723)	6/8/2000 11:47:00 AM
From: MCF	Read Replies (2) of 989

I just took a position in RIMM today and have been tracking them the past 2-3 months.Their product is positioned well for wireless and communication. Especially on alpha numeric paging and tracking email. Sat next to one of their engineers at the GPS 2000 conference in SF a couple of months ago. They are pushing + quaterlies and have a nice opportunity to gain a position against Palm.They are priced about $200 cheaper against the Palm 7 with rough parity on monthly fees. They just introduced a next generation device with a larger LCD screen(about the same size as Palms). The only negative I see is these are consumer devices,margins are going to be skinny and positives are going to be difficult to maintain.The advantage is Rimm is probably smaller than Palm in Rev and people overhead.They also have world class RF design resources in house.I am going to ride them awhile and see how they run.Good luck! Surf@60:)

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