RE: RE: RE: "All I care about is cash" It doesn't matter what RIM reports tomorrow. Even if RIM reports that BB10 phones will be out next week, that sales and subscriber numbers have doubled, and that the Playbook sales are now in line with the IPad, the media is going to hammer RIM and hammer them hard. At this point, everyone has to decide what hat they want to wear when looking at RIM. If you wear the hat of an interested tech junkie, you can still see a lot of positives and potential in the RIM story. QNX/BB10 is the best OS in the market right now...and if security is still a priority, RIM is still unmatched. As well, RIM continues to do well everywhere except for North America. If you're wearing the hat of an investor, you're not so happy. You've just watched RIM's share price take a brutal drop from an unrealistic high to an unrealistic low. You're watching a daily barrage of negative North American media coverage and a sad response from RIM's senior management. Heins is an improvement over his predecessors, but the investing world doesn't have confidence that RIM is going to recover.
My thoughts - I think BB10 is going to be all that but I'm not sure if RIM is going to be able to recover in North America as long as the media continue to assassinate the brand. In the tech world, today's golden child can be an orphan in short notice...so there's no valid reason why RIM couldn't arise from the ashes...but I think one of the bigger players is going to see the value in RIM's new o/s, subscriber base, and security patents, and will make a run at them. RIM will live on (80 million subscribers and growing practically guarantee it) but probably under a different, undamaged banner.
Don't expect anything remotely positive coming from the press tomorrow...and if RIM doesn't solidify a launch date for BB10 phones, they probably won't deserve anything positive. The investing world and the tech world have waited long enough.