p**8
发帖数: 3883 | 1 Cooperman 管理大约60亿资金。昨天RIMM大涨可能就是他干的。
我怀疑周四快收盘时的6M的大单子也是Cooperman的。
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RIM’s New OS Will ‘Surprise,’ Cooperman Says
Nov 11, 2011 5:18 PM ET
Research In Motion Ltd. (RIM), struggling to stem sales declines amid
competition from Apple Inc. (AAPL), gained the support of hedge-fund manager
Leon Cooperman, who said the BlackBerry maker’s new operating system will
help it rebound.
“People think it’s a melting ice cube,” Cooperman, whose Omega Advisors
Inc. hedge fund purchased a stake in RIM last quarter, said today in an
interview. “We think the new operating system is going to surprise people”
and that RIM is going to meet its projections.
RIM has lost 68 percent this year, slumping below the net value of its
assets because of market-share losses to Apple’s iPhone and devices that
run Google Inc. (GOOG)’s Android software. The decline has put pressure on
RIM to shake up management, and investors such as Jaguar Financial Corp. (
JFC) have called for the company to split up, seek a merger or sell itself.
The company, which helped create the smartphone market a decade ago with its
first e-mail device, would be worth more than its current market
capitalization if it combines with another company, Cooperman said.
“Why do people buy a stock? They buy a stock because they think it is
undervalued,” he said. “The merger value is worth more than the market
value.”
Omega, based in New York, bought 1.43 million RIM shares last quarter, as it
increased the proportion of its equity investments in technology stocks by
6.3 percent, data compiled by Bloomberg show.
Investors Dropping Out
RIM rose 5.2 percent to $18.49 at the close in New York.
Cooperman said that James Balsillie and Michael Lazaridis, who together
serve as co-chairmen and co-chief executive officers, together hold about $1
billion of RIM stock, providing them with incentive to make it succeed.
Another point in RIM’s favor is the company’s installed base of more than
70 million subscribers, he said.
The company, based in Waterloo, Ontario, posted its first quarterly revenue
decline in nine years in September and is struggling to move its BlackBerry
lineup onto the new operating system. The software is part of a bid to win
users from the iPhone, which runs Apple’s iOS software, and devices from
Samsung Electronics Co. and HTC Corp. (2498) that run Android.
RIM’s U.S. market share sank to 9.2 percent in the third quarter from 24
percent a year earlier as consumers opted for the iPhone and Android devices
, according to researcher Canalys.
Major investors who have sold all their shares in recent months include
Brookside Capital Investors Inc., Greystone Managed Investments Inc., Janus
Capital Management LLC and Montrusco Bolton Investments Inc., according to
Bloomberg data.
RIM is scheduled to report fiscal third-quarter earnings on Dec. 15. |
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