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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (69896)	4/13/2001 12:47:02 PM
From: mishedlo	Read Replies (2) \| Respond to of 122087

The reality is that RIMM numbers are pure horsesh*t. Straight from the report biz.yahoo.com Income (loss) from operations 1,861 Investment income 11,238 They report this as 11 cents when 1861/(1861+11238) 1.4% of that 11 cents was from operations the other was from investments. Give me a FN break. 1.5 cents on opertions, what a joke. Very nice. That is the number to use when calculating their PE. Now look at this!!!!!!!!!!! Receivables up WILDLY!!! Warning Will Robinson Warning!! Trade receivables 50,268 27,239 Other receivables 13,894 6,035 Inventory up almost 100% Inventory 68,044 36,852 I am sure there are other bad numbers in there as well.

To: Anthony@Pacific who wrote (69896)	4/13/2001 12:56:13 PM
From: ZenWarrior	Read Replies (1) \| Respond to of 122087

That's true... in fact, that's why I dislike PALM even after its fall. But I do think RIMM has a much higher growth potential than PALM. Have you considered shorting PALM? Bottom line for me: I would much rather own AAPL, as they're likely one to take away from RIMM and PALM. $4 Billion in cash and Jobs' creativity can do wonders. PALM lacks any creativity whatsoever lately. Anyway, thanks for the input... TTYL, - Zen