Reggie Middleton's blog

A quick review of how accurate we were in our highly contrarian calls (don't call me a Permabear) for the year 2010.

Research in Motion's flagship product was obsolete upon launch and is getting discounted by 50% two weeks after release while competing handsets can't stay on the shelves at FULL price. RIM needed a home run with this product, and instead it struck out. This portends very bad things for the share price in the medium to long term, sans a buyout/takeover.

RIMM is really starting to look cheap after nearly being chopped in half. Is there a fundamental argument to remain bearish on this beaten down stock?

So, Mr. Private Equity Fund Man says, "Give me $10 in order for me to lose you $8, and I'll give you $2 dollars back for your inconvenience." Am I in the wrong business or what?

So, S&P finally gets around to Cutting Ireland’s Rating on the Cost of Bank Support, and of course Irish officials balk... Let's drill down into the facts.

Sprint's ultra high speed 4G cellular service is live in NYC! This rapid deployment of next generation technology combined with the rapid deployment of Android (more next generation technology) puts the competition at a distinct disadvantage. What competition, you ask???

That long title should convey my message quite well...

What does Illinois have in common with Bear Stearns, Ambac Financial, LTCM and Greece? Come on fellas, let's roll the dice. I've got some pension money in case I come up snake eyes...

We have just released our extensive forensic analysis and valuation of Research in Motion (RIMM), delving into its intense competition with the rapidly growing Android, and the well received iPhone. Guess what (and as I warned weeks ago, before their recent product launch)... It doesn't look too promising for the Blackberry crew!

Those hardware vendors that have adopted Android are experience monumental growth, eclipsing the growth rate of the previous smart phone champ, Apple. As software vendors take note, expect to see massive strides in the Android ecosystem. Will this be the first time in the history of consumer technology that an opens source, free platform dominates telecom, media, and data? Who will profit the most from this?

Android's market share is growing by nearly 900%, causing competing OSs and associated hardware vendors to experience negative smart phone market share gains. Many believe that Apple is not included in this category. Here I present hard evidence that Android is eating Apples along with everything else.

Second-quarter GDP in Greece estimated to have fallen by 3.5% year-on-year. I'd like to bring to your attention that this is a pace that is over 11.5x WORSE than the projections that Greece used to get the austerity package-based bailout!!! It is also much more in line with what we anticipated at the research group of BoomBustBlog. Anybody want dibs on whether we are also more accurate about the point of Greece's restructuring causing a contagion effect?

The title says it all...

I'd be Surprised if any of my readers were Surprised by the Surprises announced in the sovereign economies these days...

Amazon, Barnes and Noble, and Apple now have to compete with free eBooks from the public libraries that play on $100 android tablets or directly from your cell phones. Is the commercial eBook/eReader business model DOA? It certainly looks like it...