本帖最后由 cellphone 于 2013-1-18 21:20 编辑
RIM
After spending weeks consolidating at the $12 levels, RIM is seeing a renewed surge in buying interest as investors are turning bullish about the prospects of the new BB10 platform ahead of its launch later this month. The BlackBerry maker has jumped close to 25% over the past week as confidence grew that the BB10 devices will be getting the all-important carrier support necessary for the new platform to take off. After Verizon (VZ), AT&T (T) and T-Mobile, it was Sprint’s (S) turn to announce that it will be carrying the upcoming BB10 devices, helping RIM complete a sweep of the four national carriers in the U.S. Earlier, RIM had announced that around 150 carriers across the world are testing out the new BB10 devices in their labs, and that they will be made available soon after BB10 is officially released on January 30.
However, while it is crucial that BB10 receive all the carrier support necessary for RIM to execute a tough turnaround, this alone doesn’t ensure that BB10 will be accepted by customers. The initial reviews of the platform have been positive (RIM has offered sneak peeks at its new OS), and the company is looking to launch six new BB10 devices at various price points in order to get the best shot at capturing customer as well as developer interest this year. But in a smartphone market largely dominated by the iOS and Android, carving out a niche for BB10 could prove exceedingly tough. More so now that the market seems to be getting even more competitive with Windows Phones’ apparent resurgence during the holiday season. Keeping this in view, we maintain our $12 price estimate for RIM stock, about 10% below the current market price. An upside/downside to our price estimate completely hinges on the kind of success and market share gains that BB10 sees in the coming months. (see RIM Bounces 14% On Optimism Ahead of BB10 Launch) |
发表于 2013-1-18 15:56
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发表于 2013-1-18 17:06
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