Fed mantém juros pela quarta reunião consecutiva. Continua a ver dois cortes este ano

[Elias]

Aqui fica um gráfico de curto prazo.

Tem uma óbvia resistência nos 30 USD.

[Elias]

Hoje a RIMM tombou mais 4%

[T1ag0]

A vida do Blackberry está cada vez mais difícil!
http://pplware.sapo.pt/informacao/black ... gudiza-se/

[Elias]

g.a.

A RIMM continua fraquinha, fraquinha... E agora com um gap monstruoso entre os 30 e os 35... outro gap entre os 50 e os 55... e um terceiro entre os 58 e os 62...

[tonitogomez]

Nao me admiraria nada se fosse comprada por gigante tecnologico cm a MSFT.

http://www.bloomberg.com/news/2011-06-2 ... l-m-a.html

[Elias]

Mais uma machadada para a RIMM:

Here Comes The Developer Stampede Away From The BlackBerry
Matt Rosoff | Jun. 20, 2011, 5:47 PM

Seesmic, which lets users monitor multiple social networks in one place, will discontinue BlackBerry support at the end of June, the company said in a blog post.

Seesmic says it wants to focus development on its most popular mobile platforms: iOS, Android and -- ouch -- Windows Phone. It's also going to keep working on its Web and desktop apps.

This matches what a lot of other mobile developers have been quietly saying for the last few months -- they have to focus on the platforms with the most users, and they have no confidence that the BlackBerry will be a top platform in the coming years.

RIM's horrible earnings report last week probably didn't inspire a lot of confidence. Its transition to a new operating system is also a stumbling block -- why keep developing for the current platform if you have no idea how long it will be around?

We've talked to other mobile developers who are considering the same move. If it becomes a stampede, this could send the BlackBerry into a downward spiral -- fewer apps mean fewer customers mean less interest from developers, and so on.

Read more: http://www.businessinsider.com/seesmic- ... z1Pr8cFm54

[PT_Trader]

Isto está negro mesmo >> importante suporte quebrado!

[Elias]

O descalabro continua. Hoje a RIMM cai 5,7% para os 26,17.

[Elias]

Research In Motion: 10 Reasons Things Can Still Get Worse
Jun. 17 2011 - 10:33 am

So this is the bottom for Research In Motion, right?

Wrong.

It would be tempting to thing that RIMM, now down 51% for the year to date, a fair chunk of that this morning, has now discounted all the horrible implications of the company’s ongoing market shares losses to Apple and Android phones. But this is a company that despite it all still has a market cap of $15 billion.

Can things get worse? Oh yes, they absolutely can.

Citigroup’s Jim Suva this morning helpfully provides a list of 10 reasons things can still get worse for the BlackBerry phone maker before they get better. And let’s be frank: there’s no assurance that they’ll ever get better.

Here’s Suva’s list:

RIMM is missing the back to school season in North America, setting up risk of loss of consumer mind share in North America.
RIMM is missing much of the Nokia share opportunity while Apple and Android are grabbing this share.
New iPhone 5 slated to come out in the 2011 second half (he’s guessing here, Apple hasn’t announced anything) will pressure RIMM’s North America business as Verizon‘s CDMA iPhone 4 was not suited for traveling business users.
RIMM is losing carrier support in shelf space, promotion, eagerness for product certification.
Highly profitable monthly carrier subscriber fees to go lower as North America for RIMM continues to go lower.
RIMM is going through a business realignment (restructuring) and will reduce employee count at a time when we believe the company should be hiring to get product out on time versus delays.
EPS growth will decline year over year.
RIMM’s sales growth will be less than half of the industry’s smart phone growth.
No guarantees that RIMM has compelling products on time for holiday season.
We’ve seen this move before (Motorola, Nokia, Sony-Ericsson, LG, Palm); history of wireless is littered with OEMs that had significant product cycle/share gains, but then missed structural market shifts.

Suva, one of a number of analysts who downgraded the stock this morning, writes that the bottom line is that “RIMM has no short-term fixes to improve product portfolio, brand perception, to reinvigorate share gains, revenue growth and profitability.”


http://blogs.forbes.com/ericsavitz/2011 ... get-worse/

[atomez]

Ten Reasons Why BlackBerry Is Screwed

RIM, the maker of BlackBerry, was absolutely destroyed yesterday in the stock market. But that's just part of the story. RIM is screwed.

1. No new products until the summer

RIM's current lineup of phones is subpar, to say the least. Worse, basically none of the current models will get the marginally newer and better BlackBerry OS 7.0 update. Yet, RIM says there are going to be "delays in new product introductions into the very late part of August." Ugh.

2. Upcoming leaked products are boooooooring

Just look what is coming up next, supposedly: Stuff like the BlackBerry Bold 9900. Sure, it'll run BlackBerry OS 7 and might have a touchscreen! But it's also the same handset RIM has been pumping out for the last five years.

3. The Playbook

RIM's jump into the tablet market has been pretty floppy. The PlayBook is impressive under the hood and we liked it, at first. But the lack of basic features like email—something BlackBerry is very known for!—and a basically deserted app store makes it non-buyable. For basically anyone.

4. Blackberry App World is a ghost town

BlackBerry App World debuted in 2009 and had about 26,000 applications as of April 2011. Android had over 200,000 apps and iOS was pushing 350,000. More importantly, the number of quality apps? A barren wasteland.

5. Developers hate making BlackBerry apps

It's a bad sign when a developer who wants to code for your platform, throws up his hands in exasperation and says "screw it." It's even worse when that letter is posted on the Internet, goes viral and many nod in agreement.

6. Financials are in ruins

RIM's latest quarterly earnings were lower than expected. Terribly so. The expectation for next quarter has been cut 20 percent and serious layoffs loom. Hope you weren't planning on using your RIM stock to fund your retirement.

7. Leadership is struggling

RIM still has two CEOs, neither of which is a bold, innovative leader, even if Mike Lazaridis is an engineering genius. The pair spent a large portion of RIM's recent earnings conference call justifying why this co-leadership is a good thing. How about they just prove it with awesome phones and tons of happy users?

8. Even BlackBerry owners don't want BlackBerrys

A survey from last year suggested more than half of current BlackBerry owners were going to switch to Android or iOS. Enough said.

9. Enterprise interest is falling

This is death. RIM has a stronghold in the corporate world, but its grip is loosening. In the past, everyone from the CEO to the office manager had a BlackBerry on their hip. Slowly but surely, those BlackBerry handsets are being replaced with iPhones and Droids. Even the iPad is gaining ground. Apple's Tim Cook said recently that "more than 80 percent" of Fortune 100 companies are testing out the iPad.

10. Other companies are eating RIM's lunch

RIM's biggest advantage was its push email and BlackBerry Messenger service. Now just about every smartphone platform has push email (in some form) and Apple's new iMessage is gunning for BBM. BlackBerry OS 7 is already behind, and it's not even out yet. Just look at the voice control and navigation built into Android.

Co-CEO Mike Lazardis tried to put a positive spin on the company's "transitional" period when he said, "RIM has taken a unique path, and why we do things might not be obvious from the outside." Someone needs to tell big Mike that it's time to do away with this smokescreen and start releasing quality handsets ASAP. If it doesn't, RIM is going to end up like Palm.

[Elias]

Stop Trading: Cramer Says No to RIMM

CNBC's Jim Cramer says RIM is a value trap and mutual funds that own it are suffering from redemptions.

http://finance.yahoo.com/video/cnbc-228 ... m-25648137

[Elias]

O PER da RIMM está agora em 4

http://finance.yahoo.com/q/ks?s=rimm

[atomez]

RIMM hoje foi o bombo da festa dos shortistas!

Ainda por cima com a notícia que um dos seus principais acionistas se desfez de metade das ações que tinha...

"We are on the way out," Stephen Jarislowsky, chairman of Jarislowsky Fraser Ltd., told Bloomberg. Jarislowsky, a Montreal-based investment firm, is RIM's sixth biggest shareholder with 10.2 million shares as of March 30.

O futuro da RIMM é muito sombrio. É tal e qual a PALM, empresa inicialmente muito inovadora e com grande sucesso mas agarrada a um único produto, foi ultrapassada pela concorrência e não tinha "cabedal" para reagir. Acabou comprada pela HP.

[tonitogomez]

Fonix, uma queda superior a 22% e' obra... empresas tecnologicas tem uma volatilidade terrivel... e como diria o Warren Buffet sao extremamente dificeis de prever o dia de amanha... basta uma noticia..e buuuumm!

Casos recentes como a Cisco e a Nokia sao outros exemplos... A Nvidia e' outra candidata a desmoronar...

[djinha47]

ACÇÕES:A RIMM (Research In Motion) está a formar preço a Usd 29,00 /acção na pré-abertura dos EUA que representa uma variação de quase -18% (encerrou ontem a 35,33).Reportou uma redução nos resultados e cortou a estimativa do resultado anual para 2011, sinalizando um enfraquecimento das vendas do blackberry.Também anunciou um programa de "optimização de custos" e de recompra de 5% das suas acções.

[atomez]

A RIMM arrisca-se a ser alvo de uma OPA por parte de uma IBM ou Cisco ou Oracle...

[lsilva4]

Um aspecto que acho interessante é que praticamente todas as pessoas que tive a oportunidade de perguntar se comprariam um novo blackberry respondem-me afirmativamente. Será apenas uma coincidência?

lsilva, tenho constatado que em muitas ocasiões as pessoas fazem declarações de intenções que não se materializam.

Concretamente, manifestam vontade de comprar um determinado artigo ou de estar presente num dado evento e depois nem sempre passam das palavras aos actos.

Por este motivo, olho sempre com algumas reservas para as declarações de intenções. E então na bolsa isso é essencial.

1 abraço,
Elias

Exactamente daí ter deixado a questão, ainda assim não deixo de achar curioso até porque mostrar intenções já não é a fase inicial do processo de compra. Isto em termos genéricos

Um rácio financeiro por si só pouco ou nada significa e este é um excelente exemplo.

[Elias]

Bem visto, EBF.

Os PERs muito baixos são tão ou mais perigosos que os PERS muito altos.

[EBF]

-14%?

Com estes valores e tendo em conta os resultados esperados ficamos com um PER abaixo dos 6, actualmente estamos a valores de 2008, será que vamos ver valores de 2006 na casa dos $20?

[Elias]

Um aspecto que acho interessante é que praticamente todas as pessoas que tive a oportunidade de perguntar se comprariam um novo blackberry respondem-me afirmativamente. Será apenas uma coincidência?

lsilva, tenho constatado que em muitas ocasiões as pessoas fazem declarações de intenções que não se materializam.

Concretamente, manifestam vontade de comprar um determinado artigo ou de estar presente num dado evento e depois nem sempre passam das palavras aos actos.

Por este motivo, olho sempre com algumas reservas para as declarações de intenções. E então na bolsa isso é essencial.

1 abraço,
Elias

[lsilva4]

Impressionante a queda no after hours...
Talvez volte a despertar para o final do ano com os novos modelos.

Um aspecto que acho interessante é que praticamente todas as pessoas que tive a oportunidade de perguntar se comprariam um novo blackberry respondem-me afirmativamente. Será apenas uma coincidência?

Cumprimentos

[Elias]

-14%?

[EBF]

Boas,

Não é nada que não se esperasse, conseguiu ter EPS em linha com as estimativas, mas as receitas ficaram muito abaixo, para ajudar a guidance para o proximo trimestre, é abaixo do esperado. (Eps $1,32 ; Rev 4,9B/5,4B ; guidance $5.25-$6.00 ).

[Elias]

Quinta-feira saem os resultados.


Deixo alguns links para notícias e comentários sobre o assunto (não copio o texto todo para aqui por ser muito longo):


Research in Motion: More Trouble Ahead?
http://blogs.wsj.com/marketbeat/2011/06 ... ble-ahead/

RIM's Earnings Preview: Outlook Critical
‎http://www.thestreet.com/story/11153026/1/rims-earnings-preview-outlook-critical.html

RIM's Simplicity Plan Not Winning
http://www.thestreet.com/story/11149616 ... nning.html

After RIM warning, all eyes on new product outlook
http://www.reuters.com/article/2011/06/ ... RB20110614

[AC Investor Blog]

Já partiu a louça toda...... quero dizer, a LTA de longo prazo foi-se....