As you know, there is a difference between a company and a stock. I can love a company stock at 50 and hate it at 90. But the company itself does not make the Cara 100 unless it has a good business model, prudent management, sound financial structure, and peer beating metrics. I think RIM is there.

Moreso, I see a future in technology convergence moving from pure computing to lifestyle electronic device hardware, and that makes RIM a player.

Microsoft, Apple and Dell will be the players in that big picture, but you cannot ignore RIM. And because I see Google lurking here, with tons of cash and credit lines, I'm going to add Google to the Cara 100 as well. (I dropped Pfizer).

I'm thinking that either Google or Microsoft will make a bid for RIM, and that may be obvious, although I have not read it elsewhere. It just makes sense to me.

Today, Kintisheff, an independent research house, published a negative report on RIMM. Normally I would not re-publish it here (for reasons I've covered before), but it's important to people to see all sides of the issues (and besides now you all have heard of the name Kintisheff).

Download Kintisheff Research on RIMM

If you go to the Kintisheff website, you will see numerous reports on U.S. technology companies. Some even are in the Cara 100.

Cara 100 GICS 45 Research In Motion Ltd. (USA) (RIMM) (RIMM) Financial Analysis

Cara 100 GICS 45 Google (GOOG) (GOOG) Financial Analysis

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p.s. 12.38 I just discovered that Kintisheff is located in Sofia Bulgaria. No wonder I hadn't heard of them. :-)