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Technology Stocks : Research In Motion TSE RIM Nasdaq RIMM -- Ignore unavailable to you. Want to Upgrade?

To: The Other Analyst who wrote (711)	5/30/2000 12:23:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 989

Could this explain the weakness?Downward Motion Motorola's (NYSE:MOT - news) announcement of a cheaper ($200 vs $300) device similar to Research in Motion's popular Blackberry dealt a nasty body blow to Research in Motion. Motorola's Talkabout T900 will allow email and limited web access. And it comes in ``icolors'' for those who either shun basic black or wish to make a fashion statement. Research in Motion's stock was $160 on March 1, 2000, but it's closer to $25 today. It has been a rough couple of months. Motorola's announcement was just what the company didn't need. Not as if competition wasn't going to challenge Research in Motion, either through a new device or the convergence of similar features through a cell phone. One thing's for sure. The company is no longer a cult -- it's a business and before investors dive in, they should wait for its response to this latest development. The company's relatively small size, market share and aggressive marketing should serve it well against the Motorola behemoth rollout. The game's afoot, and Research in Motion, at least for now, is still in the fray.

To: The Other Analyst who wrote (711)	5/30/2000 8:35:00 PM
From: dwayanu	Respond to of 989

... parts shortage is short-term and unless a company is going to lose market share permanently because of it, I doubt that would explain the weakness in RIMM. RIMM has been in a steady slide since the mid to low $40s in mid April. I would judge that following the downgrade back in April, it has just been following the NASDAQ until the last week or two, when it did slide down more than the index. Agree in general the shortage is short term, e.g. 6-12 months, but as modern precise inventory management and production prediction are used to generate earnings projections, plus the current (um....make that 'former' <g>) downward bias of the market, then the possibility of earnings revisions is quite enough to whack the stock. (This is just a general statement, I don't know anything about RIMM's production process.) RIMM is in good company, a lot of medium-small good companies went down in the last two weeks, like COBT and WIND that I follow. I bought RIMM last week specifically for its rebound potential. - Dway P.S. Oh yawn, just another 17% day in the portfolio. Only difference, this one was UP !!! <VBG>