Peter Misek Quotations

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

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.

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

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.

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 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.

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

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

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

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.

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

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

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.

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.

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.

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.

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

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

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 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.

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.