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Kurt Windibank

 
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  • Wall Street Accidentally Helps Watsa As BlackBerry Finds Love In New York, Tokyo And Seoul [View article]
    I think the Passport and Classic will help take the hardware business to small profitability. The introduction of BES 12 in November is the biggest catalyst of them all as this is where BB is banking its future. Chen is doing a great job and if he continues at this pace BlackBerry will return to profitability quickly and ahead of his schedule. Glad to see a CEO who knows how to execute ...
    Oct 3 08:18 AM | 21 Likes Like |Link to Comment
  • Apple Pay: Another Blow To BlackBerry [View article]
    Kofi,

    You fail to mention that BB and Android already have NFC and have had it for years.

    You fail to mention Visa and MC have signed on to use BB Backend software for processing mobile payments.

    BB is more concerned with getting a slice of ALL the action...not just on the apple end of things.

    Do you really think consumers are ready to trust Apple with major transactions when they have so MANY SECURITY ISSUES??

    Not a very well balanced article and typical of your one dimensional view of BBRY and love of all things Apple.

    Cheers
    Sep 17 02:29 PM | 3 Likes Like |Link to Comment
  • More Than 5 Major Weaknesses In MobileIron Prevent It From Being A BlackBerry Killer [View article]
    It is quite evident that BlackBerry is unmatched in terms of its flexibility and security when managing multiple platforms. The recent purchase of Secusmart just adds to their capabilities. MobileIron and Good Technology have had to resort to "Disinformation" campaigns to try and take a grab at BlackBerry market share. Under Chen's leadership BlackBerry has taken a more aggressive stance and is beginning to push back at these false allegations. By getting the cash position stabilized through right sizing the operation and dealing with the hardware situation, Chen has positioned BlackBerry to be able to run a profitable 'Software" company while at the same time set it up for the next wave in the "Internet of Things".
    I would love to see John Chen personally sit down with the good people over at Gartner Research and win them over. It was Gartner who initially hit the panic button and had CIO's all over the globe questioning whether BlackBerry has a future. If Chen can get them back on board I think it would be a real vote of confidence and signal the death knell of the "wannabe" MDM players.

    BlackBerry has enough cash on hand to go head to head with any player in this space.

    Some say Blackberry "Lost' the hardware wars...but from my standpoint that area has become nothing but a bloodbath with margins eroding at a deadly pace. By giving the low end to Foxconn and keeping the "Enterprise Grade" high end devices, Chen has strategically given BlackBerry a way to maintain a presence in the hardware area that makes money and mitigated the risk of the low end bloodsport arena.

    We have already seen some major data breaches in companies that have veered away from BlackBerry. I am sure there will be more to come.

    Good article...thanks
    Aug 27 11:33 AM | 10 Likes Like |Link to Comment
  • BlackBerry Passport: No Killer App, Investors Lose [View article]
    A touch based hard keyboard, a large 1440x1440 high resolution screen, BB10 with 10.3 and access to Amazon App store, 3300mh battery. Sounds like a great phone to me.
    BlackBerry could build a time machine and it wouldn't impress you.

    Cheers...
    Aug 19 12:31 AM | 1 Like Like |Link to Comment
  • An Asset-Based Valuation Of BlackBerry [View article]
    Great analysis. Chen has outlined a very clear plan and by all accounts he is executing it very well. Getting out of the low cost/low margin hardware wars was a great move and focus on high end/high margin hardware is exactly what they needed to do. BES 12 is close to release and is head and shoulders above anything else on the market. Project Ion had QNX at the forefront of the next great growth area for Mobile. Thanks for sharing.
    Aug 15 10:03 AM | 7 Likes Like |Link to Comment
  • 2 Big Elephants Afraid Of A Mouse: What Apple Is Not Telling You About BlackBerry [View article]
    QNX is owned by Blackberry...not Microsoft.

    Thanks
    Jul 30 07:37 AM | Likes Like |Link to Comment
  • 2 Big Elephants Afraid Of A Mouse: What Apple Is Not Telling You About BlackBerry [View article]
    I think today's purchase of Secusmart qnd the added security it provides gives BlackBerry a unique sales angle to go after other "niche" markets..the elite (Hollywood,Pro Athletes etc) that need the security just as much as Government and Enterprise. If marketed correctly it can lead to a very profitable hardware business. Not as big as Apple or Android but small and high margin. Great article.
    Jul 29 07:09 PM | 14 Likes Like |Link to Comment
  • BlackBerry's Chen Is 'Going Rogue' [View article]
    Chen did not say he does not have any partnerships..in fact he said he is in talks and working on some. He did say there were no BUYOUT offers on the table. The article needs some corrections. Going it alone does not rule out having major partnerships.
    Jul 29 10:17 AM | 14 Likes Like |Link to Comment
  • BlackBerry beats by $0.15, beats on revenue [View news story]
    Nice work Chen!!
    Jun 19 07:21 AM | 7 Likes Like |Link to Comment
  • 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
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