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【TOP 25】Peter Misek Quotes - WhatsApp Status | Page-1

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If true, the impact of this partnership could be extremely positive for RIM. - Peter Misek Quotes

If true, the impact of this partnership could be extremely positive for RIM.

After a string of unfortunate events for RIM, we believe the company has been boosted by the District Court's decision to elongate the final briefing timeline, while the Patent Office expedites its re-examination. - Peter Misek Quotes

After a string of unfortunate events for RIM, we believe the company has been boosted by the District Court's decision to elongate the final briefing timeline, while the Patent Office expedites its re-examination.

Implementing a work-around will only delay things. - Peter Misek Quotes

Implementing a work-around will only delay things.

Delay

We continue to believe that Microsoft is a fiscal-year 2007 story and hence are maintaining our 'Buy' recommendation and our $32 target price. - Peter Misek Quotes

We continue to believe that Microsoft is a fiscal-year 2007 story and hence are maintaining our 'Buy' recommendation and our $32 target price.

We believe the impact of an injunction to RIM would be severe. We would guess that the stock could fall $20 to $50 per share. - Peter Misek Quotes

We believe the impact of an injunction to RIM would be severe. We would guess that the stock could fall $20 to $50 per share.

I suspect what that means is that we should add 13 cents for the full year to our estimates. He's not usually that cryptic. - Peter Misek Quotes

I suspect what that means is that we should add 13 cents for the full year to our estimates. He's not usually that cryptic.

Perversely, the lawsuit highlighted how much better and technologically advanced RIM products are. After that, who knows. - Peter Misek Quotes

Perversely, the lawsuit highlighted how much better and technologically advanced RIM products are. After that, who knows.

I think the big issues for the U.S. are going to be the server, PC and laptop unit volumes in the last quarter. The guidance for unit volume growth is in the high single/low double digits -- we think they'll beat that. - Peter Misek Quotes

I think the big issues for the U.S. are going to be the server, PC and laptop unit volumes in the last quarter. The guidance for unit volume growth is in the high single/low double digits -- we think they'll beat that.

This would be a very good strategic fit -- largely because each is a little shaky alone. - Peter Misek Quotes

This would be a very good strategic fit -- largely because each is a little shaky alone.

As a conservative estimate, we believe this deal could have a total contract value in the $20 million range. The fact that this is a licensing agreement also entails that virtually all of the revenue will flow to the bottom line. - Peter Misek Quotes

As a conservative estimate, we believe this deal could have a total contract value in the $20 million range. The fact that this is a licensing agreement also entails that virtually all of the revenue will flow to the bottom line.

In our opinion, the judge's comments were more ominous for RIM than NTP. In the end, we believe both parties have more to lose by waiting for a verdict. - Peter Misek Quotes

In our opinion, the judge's comments were more ominous for RIM than NTP. In the end, we believe both parties have more to lose by waiting for a verdict.

The decision does not come as a surprise and was largely incorporated in the stock already in our opinion. - Peter Misek Quotes

The decision does not come as a surprise and was largely incorporated in the stock already in our opinion.

It appears to be that their business is chugging along very well in spite of what must be the biggest publicity nightmare a company can face. - Peter Misek Quotes

It appears to be that their business is chugging along very well in spite of what must be the biggest publicity nightmare a company can face.

I think it was the initial blush on subscriber numbers. That's what caused the stock to sell off. - Peter Misek Quotes

I think it was the initial blush on subscriber numbers. That's what caused the stock to sell off.

Blush

Even with all the bad news surrounding RIM, they have not been able to announce even one major customer that is switching services. - Peter Misek Quotes

Even with all the bad news surrounding RIM, they have not been able to announce even one major customer that is switching services.

News

The closest person in scale is probably Microsoft, but by their own admission their technology is behind. And if I had to guess I'd say it's 18 to 24 months behind. - Peter Misek Quotes

The closest person in scale is probably Microsoft, but by their own admission their technology is behind. And if I had to guess I'd say it's 18 to 24 months behind.

EBay is an enormous competitor. - Peter Misek Quotes

EBay is an enormous competitor.

Patent law and case law do not intersect until the very end. - Peter Misek Quotes

Patent law and case law do not intersect until the very end.

Law

The earnings were a huge positive surprise, and I think it was an okay quarter. I would like to have seen stronger service bookings and more strength on software, but the core brands within software did well. And gross margins were pretty damn good. - Peter Misek Quotes

The earnings were a huge positive surprise, and I think it was an okay quarter. I would like to have seen stronger service bookings and more strength on software, but the core brands within software did well. And gross margins were pretty damn good.

It's a very high stakes poker match. I think what's going on here is that NTP was daring RIM to unveil the workaround to let them know whether or not they actually had one. - Peter Misek Quotes

It's a very high stakes poker match. I think what's going on here is that NTP was daring RIM to unveil the workaround to let them know whether or not they actually had one.

Poker

It's a very high-stakes poker match. I think what's going on here is that NTP was daring RIM to unveil the workaround to let them know whether or not they actually had one. - Peter Misek Quotes

It's a very high-stakes poker match. I think what's going on here is that NTP was daring RIM to unveil the workaround to let them know whether or not they actually had one.

Poker

This is an extremely positive development for RIM. The settlement basically makes the pre-warning irrelevant. There's a lot of pent-up demand for RIM products, and competitors have not been able to capitalize on this. - Peter Misek Quotes

This is an extremely positive development for RIM. The settlement basically makes the pre-warning irrelevant. There's a lot of pent-up demand for RIM products, and competitors have not been able to capitalize on this.

I think as these device announcements that we're expecting out of RIM emerge, the stock is going to continue to move higher. - Peter Misek Quotes

I think as these device announcements that we're expecting out of RIM emerge, the stock is going to continue to move higher.

The news is starting to circulate that the pick-up in demand since the settlement has been very large. - Peter Misek Quotes

The news is starting to circulate that the pick-up in demand since the settlement has been very large.

News

From the retail channels and the enterprise channels, it's all starting to filter out. You can't keep any of that really quiet for very long. - Peter Misek Quotes

From the retail channels and the enterprise channels, it's all starting to filter out. You can't keep any of that really quiet for very long.

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