EUA vão aplicar tarifas de 25% sobre Japão e Coreia do Sul

[atomez]

RIM está numa situação mais perigosa porque é uma empresa de um único produto que está debaixo de fogo de concorrentes cheios de força e de cash.

Hoje já está a cair 14%!

Não se vê como será capaz de recuperar. O mais certo é ser OPAda por uma IBM ou Oracle ou Cisco...

[Ulisses Pereira]

"Value Tech Takes a Beating"

By Jim Cramer
RealMoney Columnist
4/28/2011 6:38 PM EDT

"Microsoft (MSFT - commentary - Trade Now) and Research In Motion (RIMM - commentary - Trade Now). Two giant sequoias felled by the Apple (AAPL - commentary - Trade Now) and Google (GOOG - commentary - Trade Now) axes. That's how I felt when I left the office tonight.

After chatting with Dan Hesse, CEO of Sprint Nextel (S - commentary - Trade Now), it's pretty clear that the competition -- particularly Apple and yes, the Android -- is formidable. Microsoft? Search isn't moving the needle, it's owned by Google. And the PC? It's been stunted by Apple.

Now, neither of these two proud companies is valueless. The installed base and billions in sales of these two companies will, forever, keep them "in the game."

But Research In Motion's grim. You can't have that kind of rapid deceleration without thinking that the whole ball of wax may be melting. The action in Microsoft, strong of late, now makes me feel like it was all part of some sort of index rebalancing; the one I believe has Apple hamstrung while its index market cap gets redistributed. Still, these are jarring reminders of what happens when you invest in "value tech" instead of aggressive-growth tech. It almost always leaves you wanting.

Random musings: Bravo to Bryan Ashenberg for sticking with Skyworks Solutions (SWKS - commentary - Trade Now). He's got a great note out tonight.

At the time of publication, Cramer was long AAPL. "