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Kurt Windibank

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  • AudioCodes: A Pullback To Own [View article]
    Isn't Microsoft Link losing marketshare?
    Apr 1 01:32 PM | Likes Like |Link to Comment
  • GE exec sees limited, niche market for fuel cells [View news story]
    Anything for a click I guess...
    Mar 27 08:02 PM | 1 Like Like |Link to Comment
  • Deal rumor has Plug Power cutting losses [View news story]
    How is their business model flawed?

    They sell a complete turn key Fuel Cell package that Walmart, Kroger, Mercedes and BMW as well as Fed Ex have bought into.

    That means not just initial sales of the fuel cell retrofit to forklifts but the reoccurring revenue from Hydrogen sales at each site....about 1700 dollars per year per truck...plus service sales.

    That's flawed how?

    Name another company in North America offering the complete package like PLUG....
    Mar 25 08:34 AM | Likes Like |Link to Comment
  • Deal rumor has Plug Power cutting losses [View news story]
    How is their business model flawed?

    They sell a complete turn key Fuel Cell package that Walmart, Kroger, Mercedes and BMW as well as Fed Ex have bought into.

    That means not just initial sales of the fuel cell retrofit to forklifts but the reoccurring revenue from Hydrogen sales at each site....about 1700 dollars per year per truck...plus service sales.

    That's flawed how?
    Mar 25 08:30 AM | Likes Like |Link to Comment
  • Why I Believe Plug Power Is Now Heading Back To $8, Eventually On Its Way To $14 [View article]
    I'm long...long term. Short term this thing is getting played hard by traders.

    They have a good head start in the market and the big name customers in the industry.

    New contracts will push them to profitability soon and then stock will take off from there.

    Previous history is not a good indicator in this stock as they were developing the process. It is now proven ad seen by Walmart and Kroger buys. Others will follow...it saves money and gives business a key route to sustainability targets.
    Mar 25 07:53 AM | 11 Likes Like |Link to Comment
  • BlackBerry BBM Is Not WhatsApp [View article]
    A history of Kofi Bofah calls :

    http://bit.ly/1iesayP

    Invest accordingly.....
    Mar 6 04:03 PM | Likes Like |Link to Comment
  • BlackBerry: I Missed It, Now What? [View article]
    I doubt a seperate sale of BBM would happen. You need the secure NOC network to keep it " secure" and that same network is required for BES. What makes more sense is a purchase of the entire company..by someone like Microsoft. If Chen keeps chugging along,building BBM user base and growing BES customers it could very well happen.
    Mar 6 11:42 AM | 6 Likes Like |Link to Comment
  • Consider Buying BlackBerry Before Earnings [View article]
    My opinion is that Chen needs to show some signs of traction as far as turnaround of declining service revenues. To me the stock has had some good gains recently but investors need to see that it's more than that the bleeding has slowed. If Chen can show signs of life and that BES is taking hold we could see a run to 14 dollars quickly. There are also signs that the recent promos pushing the stock of Z10 hardware that was already written down is working (sellouts in India). This could buffer the bottom line. Chen has said all the right things so far but at some point we will need to see results of his efforts. Otherwise thus could unwind 20%.
    Mar 5 08:30 PM | Likes Like |Link to Comment
  • BlackBerry's QNX supports Apple's CarPlay [View news story]
    Car play is not an OS..its an Interface with an OS.
    Mar 4 12:02 PM | 14 Likes Like |Link to Comment
  • BlackBerry's QNX supports Apple's CarPlay [View news story]
    QNX supplies the OS. That is the point...and QNX is growing rapidly.
    Mar 4 12:00 PM | 17 Likes Like |Link to Comment
  • An Open Letter To John Chen [View article]
    Its 19 Billion not 16 Billion...
    Mar 3 09:05 AM | Likes Like |Link to Comment
  • An Open Letter To John Chen [View article]
    Mr Knowitall- Just because you leave BB OS platform does not mean you give up BBM. In fact that's probably the first app they would download when moving to another platform.

    40 million of the current 85 million BBM users are on iOS/Android.
    Mar 3 09:01 AM | 1 Like Like |Link to Comment
  • BlackBerry BBM Is Not WhatsApp [View article]
    David..

    BBM has more users today that it ever has!!

    Do you even know what you are talking about?

    Sometimes I wonder where you come up with this stuff.
    Feb 27 07:50 PM | 1 Like Like |Link to Comment
  • BlackBerry BBM Is Not WhatsApp [View article]
    David..

    You keep pushing the same story line but the FACTS are that longs are making money...period.
    Feb 27 07:47 PM | Likes Like |Link to Comment
  • BlackBerry BBM Is Not WhatsApp [View article]
    David,

    I wasn't commenting on value, I was referring to his comment BBM isn't or had no plans to be monetized as well as the comment that it isn't for sale.

    Chen was clear about monetization. It started with in app " sticker" purchases, will continue with eBBM to enterprise and if course BBM Money, BBM Channels. Vs WhatsApp 1 dollar pet user "monetization".

    As for being for sale..Chen stated publicly he would consider any offer but in the meantime he's focused on adding users.

    It's terrible this article went to print with do many factual errors. I even sent the editors links to each point in question.
    Feb 27 07:45 PM | Likes Like |Link to Comment
COMMENTS STATS
1,156 Comments
4,400 Likes