Larry,
Does RIMM fit the short profile that you're using?
It's about 6 months out from the peak. I just read Bill Fleckstein's article about RIMM gving away a blackberry if you order drinks and a side at Pappa John's website.
h
RIMM generally qualifies. It didn't sell off as much as I would like to see, but it's the general idea. I'm not adding any more until I sell the four that I already have on the list.
Also, I remember I would tell you when I sold CEPH. I still own it.
Larry
Steve
Re: RIMM
July 21 2005, 9:59 AM
From the article:
"So, let me see if I get this: If you buy a couple of Cokes and some chicken strips or bread sticks, that is considered to be fair trade for a BlackBerry. You don't have to be too close to the technology business to understand that this is an act of desperation. There are too many BlackBerrys out there, and Research in Motion needs to move them.
You could argue that getting a free BlackBerry with airline tickets or hotel reservations might make sense, as the demographics match up. And you might get a bona fide user from the offer. But it stretches credulity to think that, because a person orders a Papa John's pizza, he's exactly the right person to pay $40 a month for constant contact with his e-mail.
To repeat, this can only be viewed as an act of desperation. I continue to feel that the clock is ticking against Research In Motion. One of these days, there's going to be a serious implosion in that stock."