At The Motley Fool, we poke plenty of fun at Wall Street analysts and their endless cycle of upgrades, downgrades, and "initiating coverage at neutral." So you might think we'd be the last people to give virtual ink to such "news." And we would be -- if that were all we were doing.
But in "This Just In," we don't simply tell you what the analysts said. We'll also show you whether they know what they're talking about. To help, we've enlisted Motley Fool CAPS, our tool for rating stocks and analysts alike. With CAPS, we track the long-term performance of Wall Street's best and brightest -- and its worst and sorriest, too.
Wall Street makes its move
Is Research In Motion
According to StreetInsider.com, this follows bullish comments from fellow analyst Credit Suisse, which argued that RIM is already stealing market share from Nokia
Amid all the enthusiasm over Apple
Apple may have a great product, but RIM has a better stock price.
Ghost in the machine
Granted, not all bankers are as enthusiastic about the stock as Morgan Stanley and Credit Suisse.
Late last month, Deutsche Bank
The result? Deutsche is switching its employees over from RIM's BlackBerry to Apple's iPhone. Within a week, UBS
What's this mean for RIM? According to Deutsche: "There is no going back. We expect a lot of users will feel the same way when iPhones are offered at their workplaces." Therein lies the risk for RIM. According to AT&T
This suggests that the switch under way at Deutsche Bank, and potentially at UBS, could mark the beginning of a movement away from Research In Motion -- endangering the 21% growth rate that makes RIM's stock look like such a bargain today.
Still, even in RIM grows only half as fast as projected, the stock still looks cheap to me. And if RIM can grow in the mid-teens? Or even the upper teens? That would be icing on the cake, Fool. The closer RIM comes to hitting its estimates, the sweeter the stock becomes.
Fool contributor Rich Smith owns shares of Southwest. You can find him on CAPS, publicly pontificating under the handle TMFDitty, where he's currently ranked No. 725 out of more than 170,000 members. The Motley Fool has a disclosure policy.
Microsoft is a Motley Fool Inside Value recommendation. Apple is a Motley Fool Stock Advisor selection. The Fool has written puts on Apple. Motley Fool Options has recommended a diagonal call position on Microsoft. The Fool owns shares of Apple, and Microsoft.
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