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pocketgamer消息:分析师称RIM或成微软下一收购对象

发布时间:2010-10-28 10:52:14 Tags:,,,,

EA、索尼、Facebook可能被收购的传闻还没消停,近日又有业内分析家指出,RIM也有可能被一些大牌买主盯上,比如说思科系统(Cisco Systems)和微软。

RIM-BlackBerry-logo

RIM-BlackBerry-logo

如果单看这家加拿大的黑莓智能手机制造商最近两天股票上涨12%的表现,RIM却实是一个诱惑十足的收购对象。对买主来说,还有一个更有说服力的前提,那就是虽然RIM股票上涨了12%,但已经比去年下降了15%,比过去52周的至高点已经下滑了27%。

据《华尔街日报》报道,考夫曼兄弟公司(Kaufman Bros)的分析师Shaw Wu指出,思科系统和微软最有可能成为RIM的头号买家,Oracle和诺基亚的可能性较小,但也不能完全排除在外。

思科可能收购RIM的道理比较说得通,RIM的市值约300亿美元,而思科却有400亿美元左右的现金和短期投资。

与之形成对比的是,微软的企业战略资本共370亿美元,谷歌是300亿美元。

从思科的企业运营重点来看,它和RIM确实是绝配,尤其是RIM还拥有自己的手机基础设备。

不过,这桩事还只是一种假想式的推测,仅比前不久流传的“苹果可能收购Facebook、Netflix、迪士尼、索尼、EA”之类的说法靠谱一点点。(本文为游戏邦/gamerboom.com编译)

RIM shares up 12% on Cisco, Microsoft, or A.N.Other purchase rumours

Continuing the week of strange, analyst-proposed corporate matings, comes news that someone thinks RIM is being eyed up.

The Canadian maker of BlackBerry smartphones could be an inviting target, if only because its shares have jumped 12 percent over the past two days.

Even better for a purchaser, they are down 15 percent compared to a year ago, and down 27 percent from their 52 week peak.

Which all has the rumourmill spining.

Kaufman Bros’ Shaw Wu has been leading the charge. According to the Wall Street Journal, he’s tagged Cisco Systems and Microsoft as being prime poachers. Less likely, he also painted Oracle and Nokia into the picture.

Cisco certainly makes some sense in terms of RIM stock being potentially undervalued – its market cap is currently around $30 billion – while Cisco has around $40 billion in cash and short term investments.

In comparison, Microsoft has $37 billion sitting in its corporate moneyclip and Google $30 billion.

RIM would also be a good fit in terms of Cisco’s enterprise focused business, especially in terms of RIM owning its own mobile infrastructure.

Still, the whole thing feels fairly speculative, in a way only slightly more believable than the ‘Apple buys Facebook, Netflix, Disney, Sony, EA’ rumours that were whirling around not so very long ago.(source:pocketgamer)


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