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The Macalope Weekly: Weak sauce

The Macalope | Oct. 22, 2012
There are weak arguments and then there are the three arguments you’re about to read. First, are you ready for the RIM comeback?! Hello? Is this thing on? Second, does the size of the iPhone 5 show Apple’s arrogance? Dur, do you have to even ask? And, finally, hope you like Windows Phone, because your local cell carrier is apparently going to put you in a headlock until you buy one.

5) Licensing. The BB10 operating system is being licensed for other hardware like Microsoft Windows Phone 8.

Agreed. RIMs most likely path for success is as a shell company licensing its technologies to other companies that can actually make and ship modern phones.

6) Cash flow + growing existing user base. They still have $2 billion in cash and a user base of 80 million that grew by 2 million last quarter.

RIMs revenue for the last quarter grew from the prior quarter, but is still down considerably from last year. The way theyre gaining users is by fire sale.

7) They dominate the high-security niche market.

Indeed. Enjoy your niche position.

8) Leaked specs.

RIM is awesome at vaporware. The Macalope fondly remembers how the PlayBook was totally going to own the iPad. Until it shipped.

Do they still even make the PlayBook?

9) Incremental Improvements are boring. The last iPhone had only incremental improvements.

You know whats really boring? Listening to RIM yammer on about how awesome its next products are going to be, if only the market would just slow down and wait for it.

10) The competition is distracted. Samsung and Apple are embroiled in legal battles that wont end any time soon.

Its pretty rich having a RIM fan tell you Apple and Samsung cant walk and chew gum at the same time as RIM keeps tripping over its overly large clown shoes.

Im excited to watch RIM pull off the biggest comeback of the century.

Uh, OK, but you dont have money on this, do you?

&

Or & would you like to?

Bad impression

Does it ever strike you as odd that the Macalope can find fresh meat to tear his antlers into every day? How is it that pretty much every day of the week there is someone who is eager to step up (down?) and write something stupid about Apple? And how do these people think it reflects on them?

The Macalope doesnt have an answer, and hes not sure he wants to look a gift horse in the mouth. After all, its job security.

Which brings us to hedge fund manager Doug Kass, who is here to tell us about Apples Cycle of Abuse.

The real abuse, Doug, is reading your Apple analysis.

Kasss first order of business is to try to throw Woz in Apples face. Woz has, once again, said things that are not very favorable to Apple. Anyone surprised by that should review his comments of the last 15 years and marvel that anyone takes pause in them, even as Apple continued its march to unprecedented success.

 

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