Peter Misek Quotes (9 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 singlelow double digits -- we think they'll beat that.

    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.

    Implementing a work-around will only delay things.


    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.

    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.

    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.


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