Richard, i agree, iPhone and Apple are safe, possibly the best company ever but i am nervous for when Steve Jobs steps down as CEO, we saw what happened the first time... Apple has huge premium on the Steve factor. Guys just remember he is actually the genius who created graphical user interfaces and microsoft got the idea from him. So far iPhone hasnt taken any market share away from RIMM, actually the opposite happened, smartphones are becoming more popular and as a result RIMMS earnings have exponentially grown. check this link out: http://www.valueinvestorsa.com/RIMSnippetFromAnnualReport.jpg - then remember when iPhone was launched, i think in mid 2007, RIMM's revenues is strongly up. I think the NexusOne will not take much of their market, the guys here in SA just dont know RIMM's product too well, its the best seller in USA and Canada and they have enormously loyal users who will not trade for anything, even the ones who want an iPhone have both phones... each have their strong points, BB and corporates are a perfect fit... I think the mobile market will go into a huge growth phase shortly and RIMM, Apple leading the way... The US bulls on mobile internet all hold these companies including google, but not for their new phone but for the use of mobile searching and advertising which in 5 years is expected to cater for 80% of the searches through the google system (that is from mobile devices)... This will be a big trend.
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