The Research In Motion Forensic Valuation and Analysis is Released to the Public

Now that Research in Motion has reached our valuation target and
offered the opportunity for material gain for our subscribers, I have
decided to released the full 45 page professional Forensic Valuation
report to the public. It is quite extensive, and has been quite accurate
to date…

And from the valuation section of our Forensic Report (those who have downloaded it can refer to page 30)…

As you can see, we did a phenomenal job at anticipating the share
price fall and the practical floor. Those of you who used options and/or
leverage with proper risk management should have benefited handsomely.
Of course, this particularly industry segment moves much more rapidly
than most, which is why we have taken the opportunity to add flexibility
in our valuations and analysis (page 32)…

As is usual, I welcome any and all to compare BoomBustBlog research
to anything available from the sell side. I am confident many will wish to subscribe
after an apples to apples comparison. This report release to the public
is done in anticipation of the much more comprehensive, 65 page Google
Forensic Valuation (hopefully by later on today or tomorrow morning) and
the upcoming Apple Forensic Valuation. Please keep in mind that the
Research in Motion story is not over, by a long shot. It looks as if
they may have pulled a much needed rabbit out of their hat with their
new tablet, but at this point it is still vaporware from our perspective
since I have yet to get my hands on one. If it is what it is chocked up
to be, it will then be up to management to execute. Their track record
over their last 3 attempts at larger screen form factors have been
wanting, at best, but maybe the fourth time around is a charm.

Professional subscribers should take advantage of the interactive
valuation tools that I have made available to adjust the assumptions in
the valuation model to keep abreast of the RIM situation (see RIMM Multivariate Valuation Model).
We have not updated the assumptions since before the earnings
announcement, so there is some fine tuning to be done regarding the
valuation report, but the gist of the story remains the same, and the
report’s premise remains quite valid. I recommend all paying subscribers
use the market share tools to assist in fine tuning their assumptions
moving forward. This is a rapidly changing landscape, and what was once
the underdog may become the champion – seemingly overnight. I,
personally, am still quite skeptical of RIM management’s ability to
execute in this environment, but I am keeping my eyes open.

• RIMM Multivariate Valuation Model – Formerly available to Pro and institutional subscribers, now released to the public. You will have to register for a free subscription to the site to download.
• Smartphone Market Model – Blog Download Version – all paying subscribers
• Mobile Operating System Market Share Model – all paying subscribers

Previous Research in Motion commentary

• The Blacker the Berry, the Smaller the Market Share?
• Despite What May Appear to Be Strong Fundamentals RIMM Is In Trouble, Look Past the Present and Into the Future
• BoomBustBlog Research Opinion Hits the Mainstream Media, Sort Of…
• As I Have Anticipated, There is Absolutely No Fire in the Torch, Except for the One That’s Frying RIMM’s Share Price
• After Getting a Glimpse of the New Windows Phone 7 Functionality, RIMM is Looking More Like a Short Play
• RIM Smart Phone Market Share, RIP?
• This Quarter Offers a Lot of Challenges for Smart Phone Vendors with Fruit in Their Names!
• Many More Black Eyes for the Blackberry? A Complete Forensic Analysis of Research in Motion
• The BoomBustBlog Multivariate Research in Motion Valuation Model: Ready for Download
• As
  Research in Motion Continues Its Inevitable Downward Descent In
  Both Equity Value and Market Share, Investors Should Tweak Their
  Assumptions Accordingly

Subscription content (click here to subscribe):

• RIMM Forensic Analysis and Valuation – Professional & Institutional
• RIMM Forensic Analysis and Valuation – Retail
• RIMM Multivariate Valuation Model
• Smartphone Market Model – Blog Download Version – all paying subscribers
• Mobile Operating System Market Share Model – all paying subscribers

More on the Creatively Destructive Pace of Technology Innovation and the Paradigm Shift known as the Mobile Computing Wars!

1. There Is Another Paradigm Shift Coming in Technology and Media: Apple, Microsoft and Google Know its Winner Takes All
2. The Mobile Computing and Content Wars: Part 2, the Google Response to the Paradigm Shift
3. An Introduction to How Apple Apple Will Compete With the Google/Android Onslaught
4. Don’t Count Microsoft Out of the Ultra-Mobile Computing Wars Just Yet
5. This article should drive the point home: An iPhone 4 Recall Will Hurt Apple More By Opening Additional Opportunity for Android Devices Than Increased Expenses
6. A First in the Mainstream Media: Apple’s Flagship Product Loses In a Comparison Review to HTC’s Google-Powered Phone
7. After Getting a Glimpse of the New Windows Phone 7 Functionality, RIMM is Looking More Like a Short Play
8. RIM Smart Phone Market Share, RIP?
9. Android is gaining preference as the long-term choice of application developers
10. A Glimpse of the BoomBustBlog Internal Discussion Concerning the Fate of Apple
11. Math and the Pace of Smart Phone Innovation May Take a Byte Out of Apple’s (Short-lived?) Dominance
12. Apple on the Margin
13. RIM Smart Phone Market Share, RIP?
14. Motorola, the Company That INVENTED the Cellphone is Trying to Uninvent the iPad With Android
15. Android Now Outselling iOS? Explaining the Game of Chess That Google Plays in the Smart Phone Space
16. There
    Goes Those Fancy eBook Aspirations from Apple, Barnes and
    Noble, and Amazon: 100,000’s of FREE eBooks from the Public
    Library
17. How
    Google is Looking to Cut Apple’s Margin and How the Sell Side
    of Wall Street Will Enable This Without Sheeple Investor’s
    Having a Clue
18. Empirical Evidence of Android Eating Apple!
19. More of the Android Onslaught: Increasing Handset Revenues and Growth
20. Many More Black Eyes for the Blackberry? A Complete Forensic Analysis of Research in Motion
21. The BoomBustBlog Multivariate Research in Motion Valuation Model: Ready for Download

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