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

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To: Ajay Aggarwal who wrote (69812)4/12/2001 5:06:57 PM
From: ZenWarrior  Read Replies (3) of 122087
 
I don't own RIMM yet, but I'm not sure why you would short it... .11/share income this last quarter on 46% *sequential* quarterly growth is absolutely incredible ( biz.yahoo.com )... especially in this market. .11/share * 4 quarters = .44/share annualized earnings, or a mere 65 "current" P/E for a company growing revs well over 100-150%/year, and just starting to really earn money... meaning earnings growth could be substantially higher over the next year or 2. Wish I looked at their numbers earlier, as I love their product. You just don't see any other PDA's w/ small keyboards like theirs.

So what if *part* of the AOL rev is nonrecurring? The very fact that AOL is buying from RIMM tells you they have serious growth ahead.

Looking to buy on weakness... unless you have some fundamental thoughts that make any sense?

- Zen
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