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Kurt Windibank

 
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  • 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
  • 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
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