It’s hard not to notice the recent divergence between the share prices of RIMM and AAPL.
For a long time, both stocks traded in lock step—with RIMM outperforming by a slight margin.
However, since late November, RIMM‘s stock price has plummeted, more than 30%, while AAPL presses higher.
Taking the iPhone into consideration, is it possible the iPhone is eroding some of RIMM‘s retail/pedestrian market share?
If not, RIMM is 40 bucks cheap.Twitter