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Strategies & Market Trends : Turnarund Investing

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Aug 1 5:00 PM EST

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To: bankbuyer who wrote (1016)	5/5/2012 3:14:31 PM
From: Covenant	Read Replies (1) of 1876

I've been waiting for RIMM to take its second leg down and finally establish a base. The company looks permanently impacted by AAPL but retains some excellent technology. The BlackBerry Server in particular is firmly embedded in both companies and governments, and has the side benefit of added speed due to data compression. RIMM will eventually be a good takeover target. AAPL is the most logical buyer, but NOK is desperate and needs solutions for its problems. Adding RIMM technology could be perceived by some as a good move as it would increase the number of solutions NOK brings to the table. I don't like NOK for a buyer as much as AAPL because NOK already has too fragmented a strategy.

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