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Kurt Windibank  

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  • 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
  • Is A Combined BlackBerry And WatchDox A Threat To IBM? [View article]
    BlackBerry is positioning itself against a number of big players with this move and its BES 12 Cloud service...

    Oracle is another one that comes to mind.

    There is some history with Oracle CEO and John Chen as well for those interested....
    Apr 23, 2015. 11:46 AM | 13 Likes Like |Link to Comment
  • Is A Combined BlackBerry And WatchDox A Threat To IBM? [View article]
    @Greggebhardt,

    Maybe you need to get up on your tech savy...

    The article isn't about devices...its about EMM/MDM service...for which BlackBerry and its BES 12 service is the leader.

    wow...
    Apr 23, 2015. 11:45 AM | 28 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    @biobat

    And as EVERYTHING shifts to MOBILE...where do you think the attacks will head?

    Funny stuff on here...lol
    Apr 23, 2015. 11:37 AM | 3 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    @BobMorgan

    If you are going to use the oh so mighty MS as a basis for argument...then look at what they had to say about Mobile Iron...14 dollar price target....they owned the IPO...and now look what happens.

    Be careful who you quote...not all analysts are the be all end all...lol.
    Apr 23, 2015. 11:35 AM | 3 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    @KIA,

    Some people use LinkedIn on a daily basis and the user base is Enterprise focused. Offerings its Premium members BBM Protected/BBM Meetings as part of their service is not a far fetched idea...LinkedIn is already embedded into mobile apps/contacts.... user base is growing and BBM as a ENTERPRISE messaging platform is what I am referring to...not a social messaging , FB, twitter type of service/use.
    Apr 23, 2015. 11:31 AM | Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    @BobMorgan...

    And how much revenue did WhatsApp bring in???

    FB bought them to keep them at bay....just like Instagram.

    That tactic may work now...but as other platforms grow you can't just keep buying them...

    Whats App only revenue is paying for the service...they have no monetization strategy.

    Cheers
    Apr 23, 2015. 11:27 AM | 3 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    Chens goal is to have 100M in BBM revenue

    BBM Protected, BBM Meetings, BBM Channels etc...

    20B ad impressions per month.

    100M google Play downloads (not including ios/windows or BlackBerry).

    That will be a lot more than the 14M WhatsApp brings in.

    As far as it being a specific market "enterprise focused"...you are foolish to think that advertisers won't want to exploit that...and there are ways to do so with annoying pop ups.

    By the way Bob....how's Mobile Iron doing today?
    Apr 23, 2015. 11:23 AM | 4 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    @biobat @BobMorgan

    BBM seeing 20 BILLION ad requests per month...

    http://bit.ly/1K9i5Bt

    Apr 23, 2015. 11:20 AM | 2 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    @dolco

    BBM has 100M installs on Google Play alone as per press Mar 4.

    Not including IOS, Windows or BlackBerry

    http://blck.by/1K9hJLc
    Apr 23, 2015. 11:18 AM | 2 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    @biobat

    From this month...

    http://bit.ly/1yX6h4i
    Apr 23, 2015. 11:16 AM | 1 Like Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    @biobat,

    Mobile is just getting started.

    Hackers will go where the money is and where the access points are...and EVERYTHING is going mobile.

    The entire definition of what Mobile is is changing by the minute as well with IoT.

    Soon...everything will be considered MOBILE...your car, your house, appliances, smart meters...everything connected.

    Can you see it now?
    Apr 22, 2015. 03:41 PM | 6 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    David,

    How many current BB employees are employed doing the work that WatchDox does?

    That's right...ZERO.
    Apr 22, 2015. 03:38 PM | 3 Likes Like |Link to Comment
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