Showing posts with label RIMM. Show all posts
Showing posts with label RIMM. Show all posts

Wednesday, October 10, 2012

Here's Why All the People Freaking Out About Apple's Stock Crash Need to Take a Xanax

There has been an awful lot of angst and hyperventilating about Apple‘s (AAPL) stock price movements in the last few days.

“Apple has now entered BEAR Market territory. Down 11% from its high” was one tweet I saw yesterday.

It sort of goes with the territory, I guess, when you’re the biggest company in the world with a market cap in excess of $600 billion that even small percentage moves in the price of the stock get outsized attention from critics.

Read the full post in Forbes

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Friday, September 28, 2012

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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Monday, September 24, 2012

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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Wednesday, July 11, 2012

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.

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Wednesday, June 27, 2012

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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Friday, March 30, 2012

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.

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Wednesday, March 28, 2012

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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Wednesday, February 22, 2012

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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Tuesday, February 14, 2012

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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Tuesday, January 31, 2012

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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Thursday, January 19, 2012

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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Wednesday, January 04, 2012

Jackson on Possible New RIM Chairman, Share Price

My appearance on Bloomberg West last night:

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Monday, December 19, 2011

RIMM's Collapse Was Predicted in 1993

Best Jim Balsillie quote ever contained within....

Read the full Forbes post

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Friday, December 02, 2011

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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Tuesday, October 11, 2011

Erin Burnett's Asinine Apple Analysis

Erin Burnett has a history of making snap uninformed judgments and then inviting on guests or telling a narrative seeking to confirm her bias. She did it for years in her former business anchor role about the biggest company in the world: Apple. What will she do for "real news"?

Read the full post here on Forbes

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Thursday, October 06, 2011

Steve Jobs' Own Words From His Last Earnings Call

Steve Jobs' comments from last October's earnings call - his last.

Read the full Forbes Post

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Friday, September 30, 2011