We believe Bell-Cable competition will unfold like the Vietnam War, with many battles stretching over a long period of time. It will be a war of attrition, where the player with the greatest cash flow to fund its arsenal wins.
Nobody wants to get their head chopped off. John Chambers doesn't know the future. There are huge penalties for saying things are getting better and then not delivering so even if he saw that things were up, he likely wouldn't say it.
It's a positive step, but it's a baby step.
It just seems as if RIM is headed for a high-stakes gamble with the way they're handling the license dispute.
It just seems as if R.I.M. is headed for a high-stakes gamble with the way they're handling the license dispute. The lower-risk strategy would be just to settle. We're wrestling with what investors should do with the stock given the dispute.
It's typical when a market gets a certain critical mass, that Microsoft comes in and tries to squeeze out the niche players.
It was a chilly reception. You could tell by the questions.
As far as technological innovation they are ahead of the Bells. Whether they can leverage the technology to put them on an even position with the Bells -- it's possible but not probable.
Many, many companies have failed, competing with or selling to the Bells.
They've got price competition with an older model phone.
