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Kurt Windibank  

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  • BlackBerry: Software Growth Points To Potential Gains [View article]
    Licensing deals on their IP /Patent portfolio contributed to SW numbers.

    2600 BES adds in the Q and Chen indicated sales pipe is full.

    Still needs to confirm rev has bottomed out...Looks that way but another Q will confirm.

    Still holding.
    Jun 23, 2015. 10:46 AM | 8 Likes Like |Link to Comment
  • BlackBerry misses by $0.02, misses on revenue [View news story]
    @BobMorgan

    Yes...pre market is the accurate measuring stick of where it will go today...

    lol
    Jun 23, 2015. 09:10 AM | 2 Likes Like |Link to Comment
  • BlackBerry misses by $0.02, misses on revenue [View news story]
    QNX now in 60M cars

    Certicom certificate deal for 104M smart meters in Britain (reoccurring rev)

    IP deals on the rise.

    BES 12 2600 deals-45% of which were cxross platform and 40% of total were NOT EZ Pass deals.

    Chen says pipeline is loaded on back end and deals take time to close.

    Commented on Gartner and said most BB Customers don't publicly announce their security deals...because they are in regulated industries. Gartner needs to do some research.
    Jun 23, 2015. 09:07 AM | 6 Likes Like |Link to Comment
  • BlackBerry misses by $0.02, misses on revenue [View news story]
    Andreas

    Chen just stated that those acquisitions contributed ZERO to this Q's SW rev.

    Keep grasping though...
    Jun 23, 2015. 09:03 AM | 7 Likes Like |Link to Comment
  • BlackBerry +5.4%; Cisco deal inked, software grows rapidly, services slump [View news story]
    IP licensing deals will become more prevalent and relevant .Chen has always stated BB was giving away patents and IP too cheaply....Cisco deal can be a big one.
    Jun 23, 2015. 09:01 AM | 6 Likes Like |Link to Comment
  • BlackBerry misses by $0.02, misses on revenue [View news story]
    Bears all claiming software pipe line was back end loaded for this year. Maybe Chen will raise target to 700m.
    Jun 23, 2015. 08:12 AM | 3 Likes Like |Link to Comment
  • BlackBerry misses by $0.02, misses on revenue [View news story]
    @Andreas,

    2600 BES 12 deals my friend.

    Also..inorganic growth was part of the strategy. All those companies are part of the BlackBerry Security portfolio.

    Cisco licensing deal is another revenue stream going forward.

    Who cares about hardware when you are a software company?
    Jun 23, 2015. 08:10 AM | 7 Likes Like |Link to Comment
  • BlackBerry misses by $0.02, misses on revenue [View news story]
    @Bob,

    Said see you on June 23rd.

    Hi!

    Software sales up HUGE (future of company).
    2600 BES 12 deals in the Quarter..45% are cross platform.

    Cisco deal.

    123m positive cash flow and 2b in cash after liabilities.

    Convinced yet?

    Lol
    Jun 23, 2015. 08:06 AM | 14 Likes Like |Link to Comment
  • BlackBerry misses by $0.02, misses on revenue [View news story]
    Looks like software numbers were out of the park. That means Chen is on target for 600m...and closer to 700m sw sales for FY16. Wonder if MS and the rest of the bears will change their tune?
    Jun 23, 2015. 07:27 AM | 14 Likes Like |Link to Comment
  • BlackBerry slides following cautious RBC, Morgan Stanley notes [View news story]
    More room to surprise now...
    Jun 18, 2015. 04:14 PM | 8 Likes Like |Link to Comment
  • BlackBerry: An Android Phone Won't Move The Needle (And Why I'm Still Bullish) [View article]
    @KIA,

    First of all, BlackBerry has been working very closely with Android products now for quite a while...securing them via BES 12 and the collaborations with Samsung.

    We know little about what this rumor entails...if anything at all.

    If there is any truth to it do you really think Chen is going to risk their reputation for security?

    Let's assume Chen is not a complete idiot for a moment and look at the potential that this has to move some devices.

    I'm not saying "10's of millions"...I am saying enough to make the difference.

    Dropping in device after device on a niche market gets you nowhere.

    This move can change the game.

    I assume if this is true that they will have done their homework and will offer something that separates them from the rest of the android herd.

    1.- Slider design

    2. Security features that others do not have.

    3. BB10 Productivity, Communication and Security suite preinstalled.

    We will find out soon enough.
    Jun 15, 2015. 03:29 PM | 8 Likes Like |Link to Comment
  • BlackBerry: An Android Phone Won't Move The Needle (And Why I'm Still Bullish) [View article]
    @David653,

    You may not be aware of the fact that although they do have an arrangement with Foxconn, they still do retain the rights to high end phones for design and production should they choose to do so.

    Study up David.
    Jun 15, 2015. 02:49 PM | 4 Likes Like |Link to Comment
  • BlackBerry: An Android Phone Won't Move The Needle (And Why I'm Still Bullish) [View article]
    @KIA,

    Probably has a lot to do with the fact that BlackBerry has a network of 700 plus carriers around the globe...while Boeing has exactly zero.

    BlackBerry has an unmatched security....none of the above mentioned come close as far as end to end security and certifications.

    BlackBerry also has patented software for communication and productivity(Hub,calen... search etc etc) that these others do not.

    BlackBerry also offers its patented hard keyboard, and swipe technology for touch type.

    Bash it all you want Kia...but if they can deliver an Android offering that incorporates the best of BB10 features and BlackBerry security....I am sure they can move a few million more phones and that's all they need to go green.

    ...and you know it.
    Jun 15, 2015. 02:48 PM | 10 Likes Like |Link to Comment
  • BlackBerry: An Android Phone Won't Move The Needle (And Why I'm Still Bullish) [View article]
    BlackBerry's turnaround strategy is based on the proposition that it can SECURE ALL DEVICES.

    Making an Android powered BlackBerry device reinforces that message to the world.

    Longs need to wake up to the fact that BB10 OS is a great product,but its a niche product and no matter how great you make the hardware...people are not willing to leave an IOS or Android ecosystem that they have invested time and money into.

    Making an Android powered BlackBerry device that incorporates the best of BlackBerry hardware and software designs can make this a premium Android device and potentially be the tipping point is making Hardware PROFITABLE.

    Investors should cheer this move...
    Jun 15, 2015. 11:11 AM | 18 Likes Like |Link to Comment
  • An Android Handset Won't Help BlackBerry's Device Sales Or Reputation [View article]
    @markpelmark,

    BlackBerry makes the hardware ( keyboard) that people love...and Android would supply the OS. There are millions who love and miss a blackberry because if it's keyboard..however the lack of ecosystem and app issues have kept them away. This solves that issue.
    Jun 14, 2015. 08:06 PM | 1 Like Like |Link to Comment
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