22 Quotes by Peter Misek

We continue to believe that Microsoft is a fiscal-year 2007 story and hence are maintaining our 'Buy' recommendation and our $32 target price.

We believe the impact of an injunction to RIM would be severe. We would guess that the stock could fall $20 to $50 per share.

This would be a very good strategic fit -- largely because each is a little shaky alone.

The decision does not come as a surprise and was largely incorporated in the stock already in our opinion.

After a string of unfortunate events for RIM, we believe the company has been boosted by the District Court's decision to elongate the final briefing timeline, while the Patent Office expedites its re-examination.

As a conservative estimate, we believe this deal could have a total contract value in the $20 million range. The fact that this is a licensing agreement also entails that virtually all of the revenue will flow to the bottom line.

This is an extremely positive development for RIM. The settlement basically makes the pre-warning irrelevant. There's a lot of pent-up demand for RIM products, and competitors have not been able to capitalize on this.

It's a very high-stakes poker match. I think what's going on here is that NTP was daring RIM to unveil the workaround to let them know whether or not they actually had one.

The news is starting to circulate that the pick-up in demand since the settlement has been very large.