RIM to Be Sold Within 24 Months, Jackson Says

My chat with @tomkeene & @scarletfu this morning about $RIMM and $YHOO



[Long YHOO]

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Lang & O'Leary: BlackBerry Service Outage

Ironfire Capital founder Eric Jackson talks about the impact of Friday's BlackBerry service outages

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RIM's New Marketing Chief Makes No Sense

NEW YORK (TheStreet) -- Tuesday's shareholder meeting for Research In Motion(RIMM_)was dead boring, with no real news. As a result, the stock got hammered on Tuesday -- down 6%.

One of the strangest things I found had to do with RIM's new chief marketing officer, Frank Boulben. He did an interview with Canada's Globe and Mail on Monday and a TV interview Tuesday.

RIM CEO Thorsten Heins made a big deal on Tuesday during his remarks on his new management team that he'd personally assembled and was going to turn RIM into a "lean, mean hunting machine." (Seriously, he said that.)

Is there any other position on that team more critical than marketing? For years, RIM has emphasized engineering over marketing. Founder Mike Lazaridis believed that giving names to his devices was silly marketing fluff. So he decided all that was needed was a bunch of four digits for device names like 8900 or 9500.

Read the full post on TheStreet

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Can RIM Pull Out of Its Tailspin?

NEW YORK (TheStreet) -- Research In Motion(RIMM_) will report its latest quarter after the close on Thursday.


As Horace Dediu pointed out on his Asymco blog, last yea, RIM reported that it sold 13.2 million phones. Yet, in the prior quarter reported in April, RIM only reported selling 11.1 million phones.


Read the full post on TheStreet

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Amazon May Be a Potential RIM Buyer, Jackson Says

Eric Jackson, president and founder of Ironfire Capital LLC, talks about the outlook for Research In Motion Ltd. and the company's stock. Jackson speaks with Betty Liu and Sheila Dharmarajan on Bloomberg Television's "In the Loop." (Source: Bloomberg)



[No positions]

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More Muddled Thinking From BlackBerry Management

This morning, shares of Research In Motion(RIMM) are up because investors think management waved the white flag and want to sell the company to the first bidder.

Therefore, bid up the shares now, before the acquisition premium gets put in.  Well, more on the potential for a RIM buyer in a later post.

I want to give people pause before jumping in to RIM shares here.

The new management – under CEO Thorsten Heins – still suffers from Balsillie-like muddled thinking.

Read the full post on Forbes

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BNN Video: Is Apple a $1,600 stock?

Apple Inc. (AAPL-Q 617.78 3.3 0.54%) shares hit a new high Tuesday, briefly reaching $614.91 US during morning trading. Apple shares have already gained more than 51 percent this year, but Eric Jackson, founder and managing partner of Ironfire Capital, sees the maker of the iPhone, iPad and other i-related products hitting $1,650 a share by 2015.

Jackson tells BNN Apple is poised to grab a huge share of business in emerging markets.

"They are playing in markets that are going to be massive in three to five years," Jackson says. "The wave is just starting that they are going to be capitalizing on."

Jackson says the iPhone will remain Apple's cash cow. He projects emerging markets like India will power a six-fold surge in sales over the next few years.

Here's the video here

[Long AAPL]

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Reading the Tea Leaves in RIM Shakeup

Did Mike Lazaridis try to push out Jim Balsillie from RIM last year?  Did the board placate him with a more senior position in the new Thorsten Heins era?  We may never know.

Read the full article in TheStreet

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Roger Martin's Silly Defense of RIM: Opinion

Why Roger Martin's feisty defense of RIM over the weekend was pompous, simple-minded, and hypocritical.

Read the full post on TheStreet

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Why Every Company Needs A "No Bozo" Policy

Bozos kill companies.  Here's how to ensure your company operates by a strict "No Bozo" policy.

Read the full post on Forbes

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Why Companies are Terrible at Selecting, Retaining and Motivating Their Talent

Here's a Top Ten list of what not to do as a boss, if you want to keep great people around you.

Read the full Forbes post

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Jackson on Possible New RIM Chairman, Share Price

My appearance on Bloomberg West last night:

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RIMM's Collapse Was Predicted in 1993

Best Jim Balsillie quote ever contained within....

Read the full Forbes post

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Research In Motion's Co-CEOs are Brutal at Fortune Telling

RIM says it won't make its previously lowered full-year guidance. That's not a shocker but it just shows how bad these co-CEOs are at predicting the future.

Read the full post on Forbes

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Thoughts on Yahoo! Buyers and Why Mike Lazaridis Needs to Be Put In a Room

My appearance on Bloomberg West last night

See the video here

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Open Tuck Business School Class on Why Smart Executives Fail and RIMM

Here's how to participate in a live-streaming MBA class next Tuesday on the topic of Why Smart Executives Fail.

Read the full post from Forbes

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How Jim Balsillie First Discussed the Competitive Threat of iPhone to the BlackBerry

Here is how Research In Motion's Jim Balsillie sized up the iPhone in 2007.

Read the Forbes post here.

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No Questions Please for Research In Motion

Here's a "how to" guide from Jim Balsillie of Research In Motion on how to avoid tough questions from your research analysts

Read the full Forbes post here.

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Inside the Sausage Maker of Executive Compensation at RIMM

An inside look at how executive compensation gets paid out at Research in Motion.

Read the full post on Forbes.

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Why Do Canadians And Americans See Research In Motion So Differently?

Some Canadian money managers believe that "the pessimism of the big US bulge-bracket firms" are responsible for Research In Motion's low stock price. Really?

Read the full post on Forbes here.

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