Stock Talk 02: Apple value, RIM results, Android uptake

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By Kevin Michaluk on 23 Dec 2011 12:23 pm
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Following RIM's recent earnings report, our resident stock guru Chris Umiastowski wrote a debrief piece on it titled Is RIM a Total Train Wreck, or Just Under Marketed? The story definitely got the CrackBerry community engaged. Now on the latest episode of Stock Tock the guys get into this topic even further. Join Chris, Ed, and Rene as they talk Apple value, RIM's latest results, the uptake of Android, webOS going open source, Microsoft's mobile chances, HTML5 platforms, the future of LTE, and the year ahead. This is Mobile Nations Stock Talk.

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Kevin Michaluk Kevin Michaluk "Founder, Editor in Chief " 3922 (articles) 3285 (forum posts)
8 comments

Chris Umiastowski

Damn right ... I agree with what that Chris guy said :) Ed & Rene are pretty darn smart too.

Merry Christmas everyone!

Kevin Michaluk

Lol. Amen! Merry Christmas Chris. Look forward to seeing you more on the sites in 2012.

Rene Ritchie

Good looking, too! Happy holidays, and to all a profitable new year!

trsbbs

Good accurate comments and assessment of RIMs position and outlook.

Thanks!

Tim

Bilaal

At what point do they discuss RIMs position? 46mins is long

advil_yum

NIce show - looking forward to more!

Kiddo2050

Anyone that buys Apple stock now is a moron. Let's see, share of smartphone market declining, Windows 8 next year (read iPad domination over). Apple TV a failure. Music market locked up but already priced into stock.

RIM likely a better buy, products might hit and if they don't a takeover bid will raise stock price.

Not saying RIM is a better company, just talking buying stock.

br14

Interesting analysis. I didn't hear anything about patent disputes and to my view 2012 could be the defining year for how the smart phone business progresses.

Oracle vs Google if settled in Oracles favour will increase Android cost and probably mean Google have to charge for Android or bear up to $15 per device (that's over 3 billion so far). Other cases have already been won in this space with various Android device manufacturers.

Sadly for Google buying Motorolas IP portfolio probably won't yield any ammunition which which to target Oracle in the usual cross-licensing solution.

The impact is that carriers, who currently make a killing on low cost Android phones, will see margins diminish and the incentive to sell Android devices will lessen.

And ultimately carrier incentive is what drives the market - at least in North America.

The mobile phone market has always been volatile. You're only as good as your current product offerings, and those change every few months.