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Technology Stocks : Personal Digital Assistants (PDA)

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To: KevRupert who started this subject	9/29/2000 7:34:01 PM
From: KevRupert	Read Replies (2) of 817

SG Cowen Comments on RIMM: Tech Radar - Comments from SG Cowen 9/29/00 7:37:45 AM Source: News.com URL: cnetinvestor.com ".....RIMM (Strong Buy, $83) BlackBerry Penetrates Enterprise, New Mkt Oppys Ahead . Blowout revenues of $42.5MM (+57% Q/Q); Q2 EPS upside ($0.02) vs. Street ($0.03). Blackberry 57% of revenues vs. 50%; 900 new server installs a leading indicator of growth. . Multiple oppys ahead as major partners commit to rollouts and branding; support for Lotus Notes will essentially double the mkt oppy w/ an installed base that is larger than the currently targeted MS Exchange mkt. . By the end of F02, we project a total of 460K BlackBerry subscribers, which is less than 1% penetration into the current base of enterprise seats, and does not consider the ISP market, which RIMM will access through partners such as AOL. . Launch plans for Europe on track to integrate voice; volume expected in Q1:F02. FIRE (Buy, $15) Acquisition Increases Training Capacity 6x . FIRE annc’d the acquisition of Signature Software to bolster its training capacity and meet growing demand from partners and customers. . Signature Software specializes in the design and construction of enterprise apps; already fully trained on FIRE’s suite as the cos have previously worked together on several implementations. . Acquisition increases training and consulting resources several fold. Should help customers more easily implement complex selling systems. . Stock continues to trade at an attractive relative valuation: 5x 2001E rev; considerable discount to competitor SLTC (NR, $40) at 13x....."

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