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Alex Cho

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  • Short BlackBerry After Earnings [View article]
    Yeah, well the real cost savings would actually come from them not over producing phones and having to accept a loss on inventory that can't be sold.

    Finally, there's not a whole lot more R&D and SG&A that can be cut on a per quarter basis, the OPEX is expected to improve because the quarterly depreciation on tangibles and intangibles is expected to come down as a result of a write down. Therefore costs will be better manage going into the end of FY 2014. The investment case becomes clearer in FY 2015, because there could be a lot that could go wrong between now and FY 2016 (when BlackBerry is suppose to generate significant profitability).
    Dec 21 03:30 PM | Likes Like |Link to Comment
  • Sprint Possibly Buying Out T-Mobile? [View article]
    Well yeah, it also comes with global scale. Now this will force Verizon and AT&T to start pushing business outside of the United States. I think Verizon was in talks of buying out a Candian telecomm. However, they pulled out in favor of buying out the Vodafone stake in its own company.

    However, Verizon has plans of expanding telecom coverage, so we should think long and hard about the big three moving beyond just the United States despite how lucrative the U.S. telecomm market is.
    Dec 21 02:03 PM | Likes Like |Link to Comment
  • Short BlackBerry After Earnings [View article]
    The write-down reduce shareholder equity, reducing the amount of cash that can be accessed from lines of credit. I'm working on an article that covers the full scope of what went on today. But thank you for including that additional information.
    Dec 20 06:40 PM | 1 Like Like |Link to Comment
  • Short BlackBerry After Earnings [View article]
    No problem :) hahahaha
    Dec 20 05:44 PM | 1 Like Like |Link to Comment
  • Short BlackBerry After Earnings [View article]
    I looked at the sentence, when a person says, exception, and follows that with the word not. You're basically saying not, and not again twice within a sentence making it an incorrect sentence. I like how you're trying to attempt to correct grammar. But, unfortunately in this instance, I'm pretty sure I'm right on my sentence structure.

    "This implies that any results over the short-term with the exception of costs are within his control. "

    Any results over the short-term are beyond his control with the exception of costs.

    Costs are within his control, but everything else is not over the short-term.

    I said that the business is beyond his control, but he can control costs. Read the sentence, identify the subject, verb, and what I'm trying to communicate. In this specific instance, by saying not, exception of costs, are no longer the exception for what he has control over.

    Thanks for the feedback though!
    Dec 20 05:29 PM | Likes Like |Link to Comment
  • Short BlackBerry After Earnings [View article]
    Notice how I used the word not in that sentence? It was a single clause, so you had to make no guess as to what I was trying to define.

    To put it another way, I've written over 2,000 pages of material and have had it published this past year. I've attempted just about every form of sentence structure imaginable to explain the most complex of ideas with as much clarity as possible.
    Dec 20 02:32 PM | Likes Like |Link to Comment
  • Microsoft's Top 2 Contenders: Alan Mulally And Satya Nadella [View article]
    Thank you for the support!
    Dec 20 02:20 PM | Likes Like |Link to Comment
  • Adobe May Trade At $133 Per Share By 2016 [View article]
    If you look on their balance sheet underneath the liabilities subheading they have $776 million in customer advances so I hope that helps.
    Dec 20 02:18 PM | Likes Like |Link to Comment
  • Short BlackBerry After Earnings [View article]
    Excessive comma usage is not always correct English.
    Dec 20 02:08 PM | Likes Like |Link to Comment
  • Adobe May Trade At $133 Per Share By 2016 [View article]
    Jroy, deferred revenue is revenue that is already had been received but cannot be recognized as a result of a warranty or completion of service. A subscription is not deferred revenue, because a company provides its service on a month to month basis then it stops when the customer stops paying.

    However there are other payment plans where you have annual commitments and monthly payment, or annual commitment with annual payment. In the instances you have annual commitment and annual payment that would be deferred revenue and earned upon each month.

    Since you can't distinguish between the month to month, and annual deferred revenue it's unlikely that you can assess the difference between product and subscription revenue so easily.
    Dec 20 01:23 AM | Likes Like |Link to Comment
  • Short BlackBerry After Earnings [View article]
    No the company has 6 months worth of cash, but it has plenty of other assets on its balance sheet. I've seen the management miss its own guidance and assumptions numerous times, so I wouldn't use it as an accurate predictor. Easier to extrapolate upward swinging values but not downward swinging values.
    Dec 20 01:15 AM | 2 Likes Like |Link to Comment
  • Short BlackBerry After Earnings [View article]
    No I'm saying that everything else is not in his control, but costs are. By saying not, it would negate the term exception, therefore negating the control over costs over the short-term. Generally you avoid using not in instances where it can be defining either clause. Hence I omitted it and assumed that by saying the word exception you can use context to understand the meaning of the sentence. Thanks for the feedback though.
    Dec 20 01:08 AM | Likes Like |Link to Comment
  • Sprint Possibly Buying Out T-Mobile? [View article]
    Thank you for the support.
    Dec 19 08:36 PM | Likes Like |Link to Comment
  • Sprint Possibly Buying Out T-Mobile? [View article]
    You know Ashraf, coming from you, that means a lot. It's funny how we're at opposite ends of the table against each other at times, but still great friends. Look forward to seeing more of your work in the future bud.
    Dec 19 06:18 PM | Likes Like |Link to Comment
  • Sprint Possibly Buying Out T-Mobile? [View article]
    Yeah, Dish Network is pretty competitive when it comes to M&A. That's why Softbank ended up buying out Sprint for a 50% premium prior to the announcement of an M&A.
    Dec 19 06:03 PM | Likes Like |Link to Comment
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