Anthony @ Equity Investigations, Dear Anthony, Message Board

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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: Anthony@Pacific who started this subject	4/12/2001 4:41:10 PM
From: Ajay Aggarwal	Read Replies (1) of 122087

RIMM Conference Call notes: - Guidance was down, although done in a very subtle way. They told that revenue would come at the lower end of expectations. - 45% of the current revenue was contributed by AOL and they said a part of this is non-recurring but refused to clarify the numbers - Merryl analyst asked about channel stuffing. The new subscriber numbers trail units shipped by some 40k. Again no answer to this. Just a fudge. - Interest income will go down by 2.5 million/quarter on account of lower rates - BT Cellnet contract is for 175 000 units over two years - There has been returns of Blackberries from financial institutions but again they refused to quantify this. - They are holding large component inventories in order to avoid shortage. Shortage when demand is declining!!

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