Nobody wants to get their head chopped off. John Chambers doesn't know the future. There are huge penalties for saying things are getting better and then not delivering so even if he saw that things were up, he likely wouldn't say it.

222

While it is conceivable that Stern would sell some shares to cover his multimillion dollar tax bill on the shares, it is unlikely in our opinion that he would unload all of the shares in the short run since the company is in a high growth phase where stock returns are likely to be the highest and perhaps may generate higher returns than other investment options.

196

The PDA market is evolving into a phone market.

181

Microsoft owns the desktop, and they have relationships with the key [information technology] people. They tell them what they want, and then Microsoft has the resources to get it done.

178

It just seems as if R.I.M. is headed for a high-stakes gamble with the way they're handling the license dispute. The lower-risk strategy would be just to settle. We're wrestling with what investors should do with the stock given the dispute.

165

It's a positive step, but it's a baby step.

159

It's typical when a market gets a certain critical mass, that Microsoft comes in and tries to squeeze out the niche players.

124

Judge Roberts moved NTP and Research in Motion closer to a settlement, and that's what investors were hoping for all along. NTP thinks past and future royalties may be as much as $1 billion, but our view is they could provide a discount to get the deal done, get the cash up front, and avoid a reexamination of the patents.

121

It was a chilly reception. You could tell by the questions.

115