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

To: Dan Meleney who wrote (39667)	10/14/2010 1:53:53 PM
From: Madharry	Respond to of 78753

OT could anyone tell me their idea of a fair price on a warrant to buy a share at $15 when the share now trades at $13.50 has nav of $17 and the warrant is good for 2.25 years. thanks.

To: Dan Meleney who wrote (39667)	10/16/2010 4:59:31 AM
From: Walter Bagehot	1 Recommendation Respond to of 78753

Fair enough - all valid points. However two further points added to my position on BBerry's dominance 1) I could not understand why teenagers liked them at all, considering the lower ability to use music application and internet on them. Until one of them told me that it was unlimited free texting through BBerry server, and that everyone she knew had one for that reason alone. Android and iPhone can't beat that and are essentially in a different market 2) BBerry server and the back-end processes are more sticky for bank and secure application businesses - the security involved is so much greater than for other solutions that I don't see banks - for example - switching. Granted, I agree with you that iPhone is far better for many things (I have one, and wouldn't trade it for the world), but my BBerry is not used for browsing, but business connectivity. Given my firm is still on Lotus Notes, it will simply not change from BBerry now it has selected and implemented it. Finally, the balance sheet is safe, debt free and stable...I don't need the growth, and I can afford a huge amount of switching as it is not priced as tech boom companies were on their ascent...