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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (39651)	10/13/2010 8:00:34 PM
From: Walter Bagehot	Read Replies (1) \| Respond to of 78745

I think that is a valid risk re RIM that businesses would migrate to other platforms, but the valuation on present results is compelling given the earnings power they have demonstrated over >5 years now. If they lose customers here and there (which I imagine will be unlikely given IT people's distaste for change in the corporate world...the staying power of SAP, IBM and Microsoft being a case in point) then growth in BRIC economy businesses is more than likely to replace them as they move up the value chain and use BBerry-like devices as well. Plus you can't beat the debt-free model that protects the downside...and I'm holding for the long-term so don't really mind the wild short-term price movements