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Kurt Windibank  

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  • BlackBerry: Stuck In Restructuring? [View article]
    Unfortunately,until revenue stabilizes and reverses course BlackBerry will continue to be a chew toy for shorts. Value is there..just needs to be unlocked and I am a believer that it will.
    May 29, 2015. 07:19 AM | Likes Like |Link to Comment
  • BlackBerry Is History [View article]
    @BobMorgan

    The whole premise of the article is "these companies failed to turnaround, therefore BBRY will fail as well".

    It's a weak argument and if it were a "Long" article using same logic you'd be all over it like a fat kid on a donut....and you know it.
    May 27, 2015. 08:43 AM | 3 Likes Like |Link to Comment
  • BlackBerry Is History [View article]
    For those who do not understand the potential for QNX and BB's positioning for the redefinition of what the mobile space is becoming...

    http://bit.ly/1pKCRAy
    May 27, 2015. 08:37 AM | 1 Like Like |Link to Comment
  • BlackBerry Is History [View article]
    @bwsf

    "they are building IoT"

    no, they aren't. They have pretty much zero IoT involvement.

    Wow!!!!!

    QNX is and has been a leader in embedded software (RTOS) for years.

    BES 12 is "IoT" ready for those enterprises looking to manage devices oother than phones and tablets in the field.

    maybe do some research:

    http://bit.ly/1pKCRAy
    May 27, 2015. 08:36 AM | 1 Like Like |Link to Comment
  • BlackBerry Is History [View article]
    @bwsf

    "No, we're pretty much there already"- IoT is just warming up.

    "Then why can't BBRY make any money with it's patents" -As I stated, Chen has said BB basically didn't manage the patent licensing properly over the years and he is addressing that.

    "Where are the QNX revenues"- Again..as I stated- Please open your eyes and note that connected car possibilities are just beginning...I listed an example in OTA updates. QNX has the most safety and security certifications, automakers cannot and will not just go with the flavor of the month when adding new features and options to the connected car space. Revenues for QNX will grow beyond the 200M CFO has stated as current QNX revenues.

    "Not true"- agreed they have some liabilities against that 3.2B...but cash flow positive and adding to the pile.

    You still don't back up any of your arguments....poorly written hit piece IMO
    May 27, 2015. 08:25 AM | 3 Likes Like |Link to Comment
  • Snapchat CEO: 'We need to IPO' [View news story]
    Kids/Teens use it more than FB/Twitter/Instagram. They use it because adults don't. Will it last? Who knows....
    May 27, 2015. 08:05 AM | 1 Like Like |Link to Comment
  • BlackBerry Is History [View article]
    If BlackBerry was trying to make a comeback based on a hardware " we can win back market share" strategy I might agree with you. But the focus and strategy are clear to anyone who bothers to look and listen. It is focusing on managing all devices (not just all phones) in a time when security is finally of great importance. Everything we do is moving to the mobile arena and BlackBerry has the reputation,innovation,... patents that clearly stand above anyone else in the field.
    Chen himself stated that when,at Sybase he could not believe how cheaply BlackBerry licensed it's tech and patents. Those deals are going away and Chen will monetize the areas more aggressively where BlackBerry has the upper hand.
    QNX is positioned as a leader in an area that is just now beginning to blossom with opportunities (connected car). Try to see beyond "infotainment " and see the money in OTA (over the air) software updates, delivered globally on a secure network. No more going to dealer every time a software update is required. Nobody is positioned to deliver this and nobody is already embedded as the RTOS in 50m cars like BlackBerry is.

    BES12 has the best features and is the most certified EMM/MDM...period.

    They have a war chest of 3billion in cash to ride through the transition, unlike Mobile Iron and others.

    It won't be the monster it once was anytime soon...but the strategy in play is positioning itself in all the areas set to explode as mobile gets redefined as IoT. Healthcare, transportation, Connected Car,Enterprise....its all set to explode.

    The authors argument that "it will fail because others before it have" is not a very good one. He fails to see the big picture.

    Mark this post. BlackBerry will be bought for double it's current share price at minimum.
    May 26, 2015. 08:01 PM | 6 Likes Like |Link to Comment
  • BlackBerry: Security And Services Are Not Enough [View article]
    George,

    You fail to back up any of your argument. Security and Software are a HUGE market. Mobile is where EVERYONE is going...and BlackBerry owns the mobile security market. You don't even mention the untapped potential in QNX now that the connected car is finally taking shape. You fail to mention the 44,000 patents that have not been,managed effectively but will with Chen knowing the value they have. IoT is another wave that needs security...
    May 21, 2015. 12:29 PM | 10 Likes Like |Link to Comment
  • BlackBerry briefly spikes on unconfirmed Microsoft rumor [View news story]
    Microsoft has been shut out of connected car now that Ford ditched them. Could be a possibility.
    May 15, 2015. 06:05 PM | 5 Likes Like |Link to Comment
  • BlackBerry And CEO John Chen Play Poker In China [View article]
    BlackBerry can open an NOC center in China for the Chinese market exclusively...making concessions for the Chinese government (like they do in India) and at the same time alleviating Western government concerns. A partnership with a Chinese player can work...for China and BlackBerry.
    Apr 29, 2015. 01:05 PM | 12 Likes Like |Link to Comment
  • Is A Combined BlackBerry And WatchDox A Threat To IBM? [View article]
    Actually its a good thing....the guys they bought when they purchased "The Astonishing Tribe" in Sweden have long left the company.

    BB got all the patents, so cut loose the overhead...it is a waste of money and resources now.
    Apr 27, 2015. 08:24 AM | 1 Like Like |Link to Comment
  • Is A Combined BlackBerry And WatchDox A Threat To IBM? [View article]
    200M in revenue...is that nothing?
    Apr 27, 2015. 08:19 AM | 2 Likes Like |Link to Comment
  • Is A Combined BlackBerry And WatchDox A Threat To IBM? [View article]
    Hi Bob,

    Was wondering your thoughts on the Mobile Iron fiasco?

    You seem to like to quote Morgan Stanley and James Faucette and their 7 dollar target for BlackBerry often....how about the fact they pumped up the MOBL IPO and now have led investors down the rabbit hole?

    If he/they were that wrong about Mobile Iron what does that say about their analysis of BlackBerry?
    Apr 23, 2015. 02:57 PM | 7 Likes Like |Link to Comment
  • Is A Combined BlackBerry And WatchDox A Threat To IBM? [View article]
    He was talking about smartphone users.......and blackberry market share of those devices which has zero to do with MANAGING those devices.
    Apr 23, 2015. 11:53 AM | 11 Likes Like |Link to Comment
  • Is A Combined BlackBerry And WatchDox A Threat To IBM? [View article]
    BlackBerry is making some great acquisitions and as I called on April 1st...the WatchDox buy is a great move:

    http://seekingalpha.co...

    Todays beatdown of Mobile Iron also shows that the competition BB faces is not as strong as some may think.

    James Faucette and Morgan Stanley led that Mobile IPO and have had an ongoing smear campaign against BlackBerry....who's laughing now.

    As Chen has stated...those "competitors" will now have to work for their money and won't be able to just ride along on the bad press BlackBerry was getting.

    BES 12 with its full suite of offerings is clearly the go to EMM service and the charade WS likes to build up that others are eating BlackBerry's lunch in this area is a lie .

    and....cue the bears...
    Apr 23, 2015. 11:52 AM | 22 Likes Like |Link to Comment
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