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Andreas Hopf  

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  • Shopify IPO Is Looking Very Risky For Investors [View article]
    Problem is - companies are lumped together that don't belong together. You would also not compare Verizon to Ericsson, or Exxon to Transocean, wouldn't you?

    GoDaddy = website building tools, domains, hosting
    Shopify = online shopping carts, transactions, fulfilment

    Apples and Oranges.
    May 24, 2015. 03:31 AM | Likes Like |Link to Comment
  • BlackBerry: Is Secu Tablet A Precursor To A Larger Deal With Samsung? [View article]
    "Is there some new product, innovation, or change that you think will make a difference?"

    The number of rumours and press-releases has been ramped up to unprecedented levels under John Chen, no small achievement!
    May 23, 2015. 06:41 PM | 3 Likes Like |Link to Comment
  • BlackBerry: Is Secu Tablet A Precursor To A Larger Deal With Samsung? [View article]
    "Remember when Thorsten said 'we will sell 10's of millions of BB10 devices'"

    He also said: "No more tablets in five years!" and "The future is in mobile computing!". He also bought a swanky business jet just before he was kicked out by the loading bay exit.
    May 23, 2015. 06:36 PM | 2 Likes Like |Link to Comment
  • BlackBerry: Is Secu Tablet A Precursor To A Larger Deal With Samsung? [View article]
    "1.6 is no way "nearly 2MM"... "

    It surely is! Just a matter of scope declaration! I can prove that 1.6m is nearer to 2m than to 61m, isn't it?
    May 23, 2015. 06:31 PM | 2 Likes Like |Link to Comment
  • BlackBerry: Is Secu Tablet A Precursor To A Larger Deal With Samsung? [View article]
    "It would keep Samsung's in-house semiconductor unit busy - the additional volume could help drive down unit costs for the Exynos."

    The additional volume of 197 processors for BlackBerry per quarter would definitely propel Samsung's semiconductor business to unseen heights. Samsung could provide each of their newly built container vessels with a QNX controlled steering system, to prevent 1st officers from private joyrides. That would be another 7 QNX licenses per quarter, maybe more.

    A win-win-win-win situation!
    May 23, 2015. 06:22 PM | 3 Likes Like |Link to Comment
  • BlackBerry: Security And Services Are Not Enough [View article]
    Not long ago, he claimed restructuring and lay-offs to be completed.
    May 23, 2015. 09:47 AM | 4 Likes Like |Link to Comment
  • BlackBerry: Security And Services Are Not Enough [View article]
    John Chen just had to announce further layoffs to preserve cash.
    May 23, 2015. 07:19 AM | 5 Likes Like |Link to Comment
  • Bloomberg: Baidu, Uber, P-E firm plan joint bid for Nokia's HERE unit [View news story]
    The Euro-Zone has been exceptionally rewarding since 2012, even when taking €/$ FX into account...

    Spanish IBEX
    Portugese PSI
    German MDAX

    Alcatel-Lucent
    Ericsson
    Materialise > puts
    Nokia
    Siemens > Osram spin-off
    TomTom
    Voxeljet > puts

    But my book is mainly made in China and the USA. Good luck!
    May 23, 2015. 07:14 AM | Likes Like |Link to Comment
  • BlackBerry CEO Chen's compensation figures [View news story]
    Reading: Friday 22nd May, Waterloo - BlackBerry lays off yet more employees to optimise its cost structure.

    Meaning: After squandering cash on Movirtu, Secusmart and WatchDox, cash preservation and +$10 stock price for Prem Watsa and the convertible bond holders is paramount, whatever it takes.
    May 23, 2015. 06:58 AM | 2 Likes Like |Link to Comment
  • Amazon plans to launch Etsy rival [View news story]
    Etsy destroys itself in becoming what it was not meant to be - a marketplace for mass-produced doo-dahs, trinkets and dust-catchers. Etsy has alienated its original and truthful seller-base. The recent IPO is the nail in the coffin.

    However, Amazon, with its cluttered website and multifarious seller regulations, may also not be the ideal place where to sell bespoke products, crafted and artisanal goods.
    May 23, 2015. 06:54 AM | 8 Likes Like |Link to Comment
  • BlackBerry CEO Chen's compensation figures [View news story]
    "A company that's been hammered by negativity, media bashing, analysts..."

    BlackBerry is hammering itself, one inept CEO at a time.
    May 22, 2015. 07:29 PM | 6 Likes Like |Link to Comment
  • Uber, Not Tesla, Will Be Apple's Competition In The Automobile Industry [View article]
    She was lucky in Philly. For most drivers it is worse.

    Ultimately, we can lay off all people from all jobs and instead have them bidding against each other, for rock bottom prices, for nearly any task - economic darwinism will rule. And, beware if your ratings go down!

    I am very good with microscopic tools, so I could offer a dentistry service or maybe some minor surgery? Who needs costly doctors and hospitals for basic care, when there's a professional amateur just an app away?

    This will end badly.
    May 22, 2015. 07:22 PM | Likes Like |Link to Comment
  • Bloomberg: Baidu, Uber, P-E firm plan joint bid for Nokia's HERE unit [View news story]
    Not reflected in Nokia's share price. See TOM2 and enjoy!
    May 22, 2015. 07:03 PM | Likes Like |Link to Comment
  • Bloomberg: Baidu, Uber, P-E firm plan joint bid for Nokia's HERE unit [View news story]
    TOM2 has been a great investment for the last 12 months, since it became clear that HERE is stalled.
    May 22, 2015. 02:42 PM | Likes Like |Link to Comment
  • BlackBerry CEO Chen's compensation figures [View news story]
    When you're working on a PC, the easiest is to use the PC.
    May 22, 2015. 12:31 PM | 5 Likes Like |Link to Comment
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