Jul. 16, 2014 4:53 PM ET | 1 comment | About: Apple Inc. (AAPL), BBRY
Disclosure: The author is long AAPL. (More...)
Summary
•Apple's deal with IBM shows determination to enter the corporate market.
•BlackBerry's collapsing market share makes it a likely takeover target.
•Buying BlackBerry would secure Apple's position as the leading corporate mobile player.
Apple's (NASDAQ:AAPL) newly announced deal with IBM (NYSE:IBM) confirms once and for all that it is putting one aspect, at least, of the Jobs legacy behind it, and embracing the corporate market. Last year, I proposed (to a deluge of criticism and abuse) that a highly logical move for Apple would be to acquire BlackBerry (NASDAQ:BBRY). Sixteen months on it still looks like a deal that could be hugely beneficial for shareholders in both companies.
John Chen has achieved a remarkable stabilization of BlackBerry, but just how vulnerable the company remains was demonstrated by the 5% share price drop in the immediate aftermath of the Apple-IMB announcement. The underlying cause is apparent from the chart below. http://seekingalpha.com/article/ ... e-to-buy-blackberry作者: aimei 时间: 2014-7-16 17:06