25 de Abril. As 27 horas e 30 minutos que fizeram a Revolução

[AC Investor Blog]

Péssimos resultados, -16% no after-hours... já transaciona abaixo dos $8... OUCH !!!

[elbronzeado]

Será que esta quebra representa um bom ponto de entrada curto?

A ver o que ocorre nos próximos dias...

[Elias]

Research In Motion could be moving closer to a sale
Business First
Date: Tuesday, April 17, 2012, 7:19am EDT

Industry analysts believe that Research In Motion Ltd. is edging toward either a sale of the company or a spinoff of one of its divisions.

So says the Toronto Star in this morning's editions.
RIM is reportedly looking to a pair of investment banks for help in reviewing its strategic options.
“It’s not a surprise. They should have done it a while ago,” said Peter Misek, an analyst at Jefferies and Company.

A RIM spokesperson declined comment. And another analyst said that hiring an investment bank would not guarantee a deal, since the bank might eventually decide in favor of the status quo.

Research In Motion, which is based in Waterloo, Ont., is best known as the manufacturer of the BlackBerry. It has been losing market share to Apple Inc. over the past couple of years, with a corresponding decline in stock price.

http://www.bizjournals.com/buffalo/blog ... ?ana=yfcpc

[Elias]

"opções estratégicas", dizem eles.

Cá para mim a notícia foi lançada estrategicamente a 2 minutos do fecho

[VirtuaGod]

Poderá ter alguma coisa a haver com isto... notícia fresquinha ainda!!

http://www.bloomberg.com/news/2012-04-16/rim-said-to-discuss-hiring-bank-to-help-weigh-strategy-options.html

[Elias]

ALguém reparou na RIMM hoje?

Esteve negativa durante toda a sessão e fechou a subir 4%, sendo que a totalidade da subida (5%) foi feita nos últimos 5 minutos de sessão.

[Elias]

A RIMM vai de mal a pior...



RIM Earnings Miss; Several Executives Resign
Published: Thursday, 29 Mar 2012 | 5:56 PM ET Text Size
By: CNBC.com with wires

Research In Motion reported quarterly earnings and revenue that missed analysts' expectations and announced the resignations of several senior executives, including former co-CEO Jim Balsillie, on Thursday.

RIM shares were briefly halted shortly before the earnings release.

"The results are in line with expectations which were weak already," said Colin Gillis, analyst at BGC Partners. "But it's not just these results. The forward outlook continues to be bleak. Next quarter it's going to be more of the same. There's no sign of a turnaround."

The company [RIMM 13.73 0.06 (+0.44%) ] posted fourth-quarter earnings excluding items of 80 cents per share, down from $1.78 a share in the year-earlier period.

Net income dropped to $418 million in new CEO Thorsten Heins' first quarter as chief executive. A year ago it earned $934 million.

Revenue was $4.2 billion, a 24-percent decrease from $5.56 billion a year ago.

Analysts had expected the company to report earnings excluding items of 81 cents a share on $4.54 billion in revenue.

Balsillie was long one of the company's public faces. Also resigning from the board were David Yach, a chief technology officer, and Jim Rowan, a chief operating officer.

German-born Heins took over in January, but immediately raised investor doubts about his turnaround chops by declaring RIM didn't need drastic change, a stance he later clarified as meaning RIM was not going to be split up or sold.

But the results showed a major shakeup in the works at the Waterloo, Ontario-based company.

Before they were halted the shares had been trading 2 percent higher in extended-hours trading. (Click here to get the latest quote for Research in Motion.)

The BlackBerry maker has been stung by slipping smartphone shipments and limited deliveries of its poor-selling PlayBook tablet. It booked writedowns on its BlackBerry 7 phones and goodwill.

The company shipped 11.1 million BlackBerrys and more than 500,000 PlayBooks in the three months to March 3. During RIM's earnings call, Heins said the company plans to launch BlackBerry 7 in the next few weeks.

http://www.cnbc.com/id/46884165

[lsilva4]

Um artigo sintético dos ciclos/fases das empresas/negócios. Faz uma abordagem temporal completa: passado, presente e futuro.

Jan 27, 2012 12:04 AM GMT+0000
View: Innovate Without Mercy Is Lesson of RIM’s BlackBerry

The travails of Research In Motion Ltd. (RIM), the Ontario-based maker of the BlackBerry mobile messaging device, follow a pattern sadly familiar to technology-company watchers and admirers of classical tragedy. Brave innovation and superb execution create a new market, which the upstart dominates. But ultimately the very scale of the new champion’s success drags it down.

No tech company, least of all RIM, can be unaware of this cycle. The main lesson is in plain sight: Technology firms must be their own most formidable competitor. They must strive as eagerly as their rivals to displace their own commanding technologies. If they don’t, somebody else will.

The lesson may be clear, yet applying it is almost impossibly hard. One reason is that the bigger the initial success, the greater the reluctance to dismantle it. On Jan. 22, RIM proved the point. Its formerly class-leading, class-creating products have been failing in the new market for smartphones. Consumers and businesses are dumping their BlackBerrys for Apple Inc.’s iPhones or smartphones powered by Google Inc.’s Android operating system. RIM’s belated effort to market an iPad competitor was a costly and embarrassing flop.

Revenue (RI1) and profit have slumped and investors have hammered the share price. Earlier this week, RIM announced that its founders and co-chief executive officers, Jim Balsillie and Mike Lazaridis, were stepping down. But the new CEO, Thorsten Heins, is a company insider who promptly affirmed his commitment to the founders’ vision.
Future Disruption

What leads technology innovators astray is the idea that market dominance, once achieved by their own disruptive technologies, can be guarded from future disruption. This complacency is understandable because great innovators experience their sector’s barriers to entry firsthand. Economies of scale, the power of established networks, and the salience of industrywide standards and platforms make it hard to break through. However, the force of a sufficiently powerful innovation can overcome these barriers. And here’s the point: the next sufficiently powerful innovation is always on its way.

RIM created valuable proprietary technologies. The particular way BlackBerrys connect to mobile networks was its main strength because it allowed the devices to work more securely and corporate IT managers to exert the control they desired. These benefits were overwhelmed, however, by the amazing ease of use and range of applications offered by newer smartphones.

RIM was too concerned about defending the technologies it had created, and not concerned enough about giving users of its devices the best possible experience -- a strategy that could have meant surrendering its previous advantage.

Eastman Kodak Co., which filed for bankruptcy this month, is the classical instance of this syndrome. A paradigm-shifting innovator -- in the 19th and 20th centuries, that is -- Kodak led the development of film-based photography, established overwhelming presence in its burgeoning new market, and for decades reaped profit accordingly.

Sadly, Kodak can also fairly claim to have invented digital photography, the technology that destroyed film. But with a near-monopoly to protect, the company grew that business too tentatively. In a way, it wanted digital to fail. It rested on its laurels and the power of its brand.

Newcomers with less to lose arrived and swept its business away. Fujifilm Holdings Corp., its Japanese competitor, is one such rival. Less wedded to past success, it innovated across a wider range of technologies and embraced digital photography more wholeheartedly. Fujifilm is still a successful business, whereas Kodak is bust.
Defending Windows

Will Microsoft Corp. one day be another Kodak? It’s possible. Microsoft still has a hugely profitable near-monopoly in its Windows operating system to defend, and has been an unimpressive innovator in technologies, including smartphones, which now threaten to challenge it. Compare that with Apple, which began its recent startling run with no similar grand success to inhibit it. That, by the way, has now changed. Today, Apple has its own platforms to defend and is no longer led by one of history’s most instinctively disruptive bosses.

Examples of wholesale corporate reinvention -- of shattering competition that works from the inside out -- are few and far between. In the technology sector, International Business Machines Corp. comes to mind. In its 100-year history, the company has been a serial self-reinventor: from mechanical tabulating machines to computers, from mainframe computers to personal computers, from computing machines to computing services. Transitions as demanding as the one that leveled Kodak have been taken in stride, not once but repeatedly.

Paradoxically, innovation for its own sake has not been the animating spirit of IBM, one of the world’s most innovative companies. Instead, it has been the desire to build and keep relationships with customers. That is worth pondering. Technologies come and go, but you always need customers. The watchword might be: Put their needs first, then innovate without mercy for their sake, not your own.

In Bloomberg

http://www.bloomberg.com/news/2012-01-2 ... -view.html

[Elias]

Continua a levar porrada: hoje cai mais 5% para os 14,80.-

[Elias]

Research in Commotion: New RIM CEO Gets Cold Reception on Wall Street
By Matt Nesto | Breakout – 1 hour 16 minutes ago

Investors who took a 40% ride in shares of Blackberry-maker Research In Motion (RIMM) over the past month are running for cover today, after the company named an insider to lead a turn-around that many feel borders on the impossible. One thing is clear, by appointing five-year company veteran and current Chief Operating Officer Thorsten Heins to become the new CEO, RIM has sent a message to the market that it did not want to hear.
In fact, if it weren't for an ongoing belief that the Canadian company remains a takeover target, RIM would surely be falling even more than it is.
"As a trade, he (Heins) is a terrible choice," says Macke in the attached video clip. "He could be a stud but I just don't know. All we know is he's been there five years and that's not what the street was looking for."
As COO, Heins oversaw sales and product development at RIM, making him responsible for the company's failure in the tablet space. You have probably never heard of or considered buying The Playbook.
It's hard to imagine any person who wouldn't have a hard time coming up with better selling digital devices than those currently offered by Apple (AAPL) and Google (GOOG). To suggest that Heins is now suddenly in possession of some sort of untapped genius seems to be a stretch.
Further frustrating to some activist investors is the fact that the two former co-CEOs are sticking around, with both Mike Lazaridis and Jim Balsillie both staying on the board.
So with so much bad news, it begs the question: Is it time to buy RIM?
RIM shares were at an 8-year low as recently as December 20th. On this front, Macke and are much less caustic and can see the case for trying to trade this fallen angel; just not quite yet. For their part, only 1 of the 48 analysts who cover the company rate it a "buy," with the rest pretty much just stepping out of the way while lowering the estimates.
Would you buy RIM here or is their CEO pick enough to keep on the sidelines?

[Elias]

Fabricante do BlackBerry afunda 7% com mudança de CEO
23 Janeiro 2012 | 15:30
Diogo Cavaleiro - diogocavaleiro@negocios.pt

Os dois administradores executivos da tecnológica demitiram-se, tendo sido substituídos pelo antigo responsável financeiro. Acções caem mais de 7%.
As acções da Research In Motion (RIM), a fabricante do BlackBerry, estão a perder mais de 7% na sessão de hoje, na sequência da demissão dos dois administradores executivos e da sua substituição pelo administrador financeiro.

A RIM está, assim, a recuar 7,25% e está a negociar nos 15,99 dólares canadianos, depois de ter já desvalorizado mais de 3% na sexta-feira. Os deslizes dos títulos aliviaram a subida da empresa em 2012 para 10%.

Ontem, Jim Balsillie e Mike Lazaridis anunciaram a sua demissão da liderança da canadiana, afirmando que, “em todas as empresas bem sucedidas”, há um momento em que “se entra numa nova fase de crescimento” onde se deve passar “o testemunho”, declararam em comunicado.

A tecnológica, entretanto, já avançou que será Thorsten Heins, o anterior administrador financeiro da empresa, a ocupar a administração executiva da empresa. Uma mudança que tem efeitos imediatos.

"Heins não é um visionário. Tem de explicar às pessoas porque é que elas precisam de um BlackBerry. Vai ser muito difícil para ele", comentou Ehud Gelblum, analista do Morgan Stanley, citado pela Bloomberg.

O ano passado, a RIM teve um ano difícil ao perder 75% em bolsa. Isto num período em que teve diversos problemas com vários produtos e em que teve, por exemplo, de adiar o lançamento de novos BlackBerry.

De acordo com a consultora Gartner, a quota de mercado da RIM no mercado de "smartphones" a nível global desceu de 15% para 11% no terceiro trimestre, em termos homólogos. Uma perda que o novo administrador executivo tem agora de inverter.

[Elias]

Cai mais de 6% a esta hora.

[lsilva4]

"Em todas as empresas bem sucedidas, desenvolvidas pelos seus fundadores, chega uma altura em que se entra numa nova fase de crescimento e é tempo dos fundadores passarem o testemunho a uma nova administração"

http://www.jornaldenegocios.pt/home.php ... &id=533159

Modelo de Greiner a funcionar na perfeição

Hehe pensei precisamente o mesmo.

Vamos lá ver é se o novo CEO vai a tempo de fazer algo relevante pelo futuro da empresa.

[MVP]

"Em todas as empresas bem sucedidas, desenvolvidas pelos seus fundadores, chega uma altura em que se entra numa nova fase de crescimento e é tempo dos fundadores passarem o testemunho a uma nova administração"

http://www.jornaldenegocios.pt/home.php ... &id=533159

Modelo de Greiner a funcionar na perfeição

[Elias]

sobe 5,8% no pre-market

[PMACS]

Presidentes executivos da fabricante do BlackBerry apresentam demissão

"Em todas as empresas bem sucedidas, desenvolvidas pelos seus fundadores, chega uma altura em que se entra numa nova fase de crescimento e é tempo dos fundadores passarem o testemunho a uma nova administração", declarou Mike Lazaridis.

Jim Balsillie e Mike Lazaridis, ambos fundadores e presidentes executivos da canadiana Research In Motion (RIM), fabricante do 'smartphone' BlackBerry, anunciaram no domingo que vão abandonar os seus cargos na empresa.

"Em todas as empresas bem sucedidas, desenvolvidas pelos seus fundadores, chega uma altura em que se entra numa nova fase de crescimento e é tempo dos fundadores passarem o testemunho a uma nova administração", declarou Mike Lazaridis num comunicado, citado pelo "The New York Times".

A RIM, com sede em Waterloo, Ontário, tem vindo a perder quota de mercado para a Apple e Google, depois dos modelos introduzidos em 2011 terem falhado as metas de vendas.

De acordo com dados da empresa de estudos de mercado comScore, a quota de subscritores nos Estados Unidos da dona do Blackberry caiu de 19,7 por cento de agosto para 16,6 por cento no final de Novembro.

Há muito que os investidores reclamam uma mudança na liderança da RIM, depois de 2011 ter sido um ano "duro", com interrupções no fornecimento de serviços entre telemóveis da BlackBerry, atrasos e vendas abaixo do esperado.

A RIM enfrenta a pressão dos investidores liderados pela Northwest & Ethical Investments LP para que nomeie um presidente independente para o conselho de administração, um papel que tem vindo a ser desempenhado e partilhado pelos presidentes executivos Jim Balsillie e Mike Lazaaridis.

A empresa tem estado ainda sob o foco dos analistas, uma vez que quando anunciou em dezembro que a sua nova gama de telemóveis BlackBerry só iria surgir no final deste ano, o impacto foi de "choque" e "descrença".

Por um lado, os analistas ficaram chocados porque a RIM sabe que os novos 'smartphones' são vitais para a recuperação da queda da quota de mercado que a empresa tem registado.

http://www.jornaldenegocios.pt/home.php ... &id=533159

[defst0ned]

Algum dos colegas aqui do caldeirão reparou que a RIMM hoje de manhã no pré-market estava a subir quase 2.5%, e abriu em terreno negativo?

Foi a primeira vez que vi isto acontecer.. alguém faz ideia do que aconteceu?

[Elias]

Parece que vai haver mexidas na gestão de topo, para acalmar os acconistas insatisfeitos.

RIM close to stripping CEOs of chairmanship: report

(Reuters) - Research In Motion is close to a decision on stripping its co-chief executives of their other shared role as chairman of the board, a newspaper said on Tuesday, a change that could meet a key demand from angry and disillusioned investors.

The National Post newspaper, citing "sources familiar with events," said Barbara Stymiest, currently an independent member of RIM's board, is leading the race to replace Mike Lazaridis and Jim Balsillie in the chairmanship.

RIM shares jumped more than 7 percent on investor hopes that the struggling BlackBerry maker was listening to increasingly strident demands for change.

"Any talk about an independent chairman is going to give this company a boost. It will increase the likelihood the value of this company will be unlocked," said BGC Partners analyst Colin Gillis.

"It breaks the stranglehold the current CEOs and co-chairs have on the company."

But other analysts doubted Stymiest, if named to the chairmanship, would actually assume the transformational role that activist shareholders are calling for.

Lazaridis and Balsillie, RIM's second and third-largest shareholders with a little more than 5 percent of the stock apiece, are currently in the unusual position of sharing the two top-tier positions, as chairman and as CEO.

They have resisted large-scale change so far, even as investor pressures mounted as the shares tumbled 75 percent last year after a series of profit warnings, and the botched launch and dismal sales of its PlayBook tablet computer.

RIM, which is also facing a slump in BlackBerry sales in the important U.S. market, on Tuesday extended its steep discounting of the PlayBook, offering each of the three storage sizes at a flat $299 until early February.

A 16 GB version initially sold for $499, matching the price of Apple's popular iPad, while the 64GB version was $699. RIM sold around 850,000 PlayBooks from its launch in April until late in November, a tiny fraction of iPad sales.

LOOKING AT OPTIONS?

The precipitous RIM share-price drop in 2011 prompted calls by some analysts and investors for RIM to consider strategic alternatives such as a split or an outright sale of the company.

Sources told Reuters last month that Amazon.com and other suitors had considered making a bid for RIM, but the board wanted to focus on a turnaround instead. [ID:nL1E7NKDH2]

RIM, based in Waterloo, Ontario-based, in June agreed to study its unusual corporate structure and report back to investors by the end of January. [ID:nN1E75T24F]

RIM did not respond directly to the National Post report, but said a committee of its seven independent directors was on track to deliver recommendations by January 31. That committee includes Stymiest, who has sat on the RIM board since 2007 and who is one of Canada's most successful businesswomen.

Analysts were not sure if Stymiest could herald the more radical change activist investors want if she took over as chair, or if such a change would just be more window-dressing at a company that has earned a reputation for over-promising and under-delivering.

"She's being thrust into the limelight to appease shareholders. It doesn't really do much for me personally," said Matthew Thornton, an analyst at Avian Securities in Boston. "This one action doesn't solve anything, in my mind," he said.

FORMER HEAD OF TORONTO STOCK EXCHANGE

Trained as an accountant, Stymiest was a partner at Ernst & Young, then chief financial officer of Bank of Montreal's Nestbitt Burns investment bank before becoming head of the Toronto Stock Exchange in 1999.

In her five years as chief executive of Canada's largest stock market, she shepherded the bourse through one of the most transformative periods in its 150-year history.

She brought the exchange public in 2002, expanded the company into bond and energy trading, and acquired the resource-focused Canadian Venture Exchange, making the Toronto exchange a mining and energy powerhouse.

Notably for RIM investors and customers weary of BlackBerry network outages, Stymiest put an end to an embarrassing series of technical glitches that had plagued the exchange after it went electronic in 1997.

Stymiest left the exchange late in 2004 to become chief operating officer at Royal Bank of Canada, making her the apparent front-runner to eventually replace CEO Gord Nixon as the first female bank CEO in Canada.

But Stymiest appeared to lose influence at the bank, and was shifted to a lesser executive role in 2009. She left RBC, the country's largest lender, last year.

RIM shares were 8.1 percent higher at $15.67 on the Nasdaq and up 7 percent at C$15.83 on the Toronto Stock Exchange.

(Reporting by Alastair Sharp and Cameron French in Toronto and Sinead Carew in New York; Editing by Frank McGurty)

[Ulisses Pereira]

Acho que vai ser a novela dos próximos meses. A RIMM pode mesmo vir a ser uma aposta interessante paras empresas que a adquiram. Interessante e arriscada.

Atenção que estou a falar da óptica das empresas que estudam possíveis OPA`s e não na óptica do investidor.

Um abraço,
Ulisses

[Elias]

RIM rejeita ofertas de aquisição e diz que "pretende resolver os seus problemas sozinha"
21 Dezembro 2011 | 13:16
Andreia Major - amajor@negocios.pt

A Research In Motion recusou as ofertas de aquisição por parte da Amazon e de outros potenciais compradores, uma vez que a fabricante do BlackBerry prefere "resolver os seus problemas sozinha".

A RIM rejeitou as ofertas de aquisição de algumas empresas, justificando que pretende “resolver os seus problemas sozinha”, de acordo com a Reuters que cita duas pessoas com conhecimento da situação.

As acções da fabricante do BlackBerry já subiram 12,6% esta manhã na bolsa alemã, após fontes terem divulgado que a Microsoft e a Nokia já teriam lançado uma oferta conjunta para comprar a empresa, bem como a Amazon também estaria interessada na sua aquisição.

Segundo a Reuters, a Amazon contratou um banco de investimento este Verão para analisar uma potencial fusão com a RIM, porém a empresa não chegou a realizar uma oferta formal.

Também não é totalmente claro se as discussões informais entre a RIM e a Amazon conduziram ao acordo de um preço específico, ou que outras empresas já abordaram a RIM com as mesmas intenções.

O conselho administrativo da RIM pretende que os chefes executivos Mike Lazaridis e Jim Balsillie se foquem em tentar inverter o negócio através do lançamento de novos telefones, da melhor utilização dos activos e da reestruturação da empresa, de acordo com as duas fontes com conhecimento da situação que não quiseram ser identificadas devido ao carácter privado das discussões.

Apesar da RIM admitir que poderá realizar acordos de licenciamento de tecnologia e outro tipo de parcerias comercias para impulsionar as suas receitas, uma venda imediata ou uma joint-venture não está nos seus planos por agora, declararam os chefes executivos.

“A RIM já foi abordada por pessoas que queriam discutir a compra da empresa”, revelou um dos responsáveis da unidade de banca de investimento de tecnologia de um banco de Wall Street. “A questão que se coloca é que é difícil encontrar um valor que faça sentido para uma empresa que está em queda”, acrescentou.

O valor de mercado da RIM caiu 77% nos últimos 12 meses para cerca de 6,8 mil milhões de dólares (5,2 mil milhões de euros) após uma série de relatórios trimestrais decepcionantes, bem como adiamentos de lançamentos de telemóveis, fracas vendas do tablet PlayBook e outros desacertos.

A accionista activista Jaguar Financial já apelou a uma venda da RIM, ou na sua totalidade ou em partes separadas, de acordo com a Reuters. Porém, a gestão da RIM tem respondido às partes que se têm mostrado interessadas que não pretende, por agora, avançar com uma venda.

[Elias]

Entretanto hoje a RIMM sobe mais de 10% no after hours.

Será por causa disto?

[Elias]

Não foi referido aqui mas a RIMM apresentou resultados no dia 15 de Dezembro.

Artigo sobre o assunto:
http://www.fool.com/investing/general/2 ... arter.aspx

[fuminhas]

Provavelmente continuara a levar cacetada.
Parece ser um poço sem fundo à vista .

[Elias]

Mais uma cacetada: -10%

[fuminhas]

A RIMM hoje aguentou-se bem .