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Michael Collins

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  • Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
    Of course working at Intel is going to affect his opinion, and so what? I would rather hear one Intel pro's opinion Then all of hot wind that gets blown around SA..

    This is quality stuff. Doesn't get better than this on Seeking Alpha. Appreciate the gift and be humble.
    May 20 06:46 PM | 5 Likes Like |Link to Comment
  • Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
    1 article and 165 followers. That says it all! welcome!
    May 20 06:40 PM | Likes Like |Link to Comment
  • BlackBerry Means Business [View article]
    Agreed. A very up to date summary of this story.
    May 17 04:34 AM | 8 Likes Like |Link to Comment
  • BBM Cross Platform Means Gold For BlackBerry [View article]
    I didn't see any BES 10 servers at selfridges last month when they blew 10K units over the weekend..
    May 15 03:33 PM | 7 Likes Like |Link to Comment
  • BBM Cross Platform Means Gold For BlackBerry [View article]
    Agreed. within a couple years BB, Apple, Samsung, will all be making LCD type margins here (Single digits..and that's in dollars, not % ouch)
    May 15 03:32 PM | 4 Likes Like |Link to Comment
  • BBM Cross Platform Means Gold For BlackBerry [View article]
    Funny that you mention kick messenger: they were originally growing at maybe million users every other day until blackberry shut them down due to patent violations.

    Though it total BBM knock off, it grew very fast at first and is proof of how potent a viral lauch can be as there are no switching costs here...
    May 15 03:30 PM | 2 Likes Like |Link to Comment
  • Verizon, Short-Sellers Show Strong BlackBerry Interest; Shares Tough To Borrow [View article]
    The Verizon Store checks are stunning. Add in the Q10 with another 3-5%, and we could be very close to 10% of Verizon, and that excludes Govies and large corporate. WOW
    May 15 10:50 AM | 11 Likes Like |Link to Comment
  • BlackBerry Launches A Land Grab In Mobile Messaging [View article]
    Readers of my articles know disgusted I am by the skulduggery deployed by the shorts and their helpers in the media. In fact leading newspapers in the UK have been humiliated into retracting stories. They know first hand how serious I am about this.

    I choose to point out this rampant market abuse for what it is, I won't apologize for that nor will I stop.

    It's fine to be short and intelligent and state your position (like Einhorn). But having these second rate press pundits a Barrons and WSJ Digits paraphrase and re-purpose your 'muck' as research with sole goal of driving share price down, that is market abuse.
    May 14 04:56 PM | 26 Likes Like |Link to Comment
  • Highfields Capital Is Wrong Because This Digital Cloud REIT Ain't Going Nowhere But Up [View article]
    Thanks Brad. Great article.

    I believe what was suggested by Citi lats Friday: Highfield /J Jacobson was really just trying to get out of a losing short and used Ira conf to do it.

    Quite deceiving and typical of Short hedge funds gone wrong.
    May 13 07:59 AM | 4 Likes Like |Link to Comment
  • BlackBerry: How A Vocal Bear Stealthily Increased His Forecasts [View article]
    Epic. Should have put his name in the title!

    Nice call out.

    The crazy thing, he's giving his shop a tremendously bad name. you would think other partners there would mind that, but I guess not?
    May 10 03:29 PM | 18 Likes Like |Link to Comment
  • Nokia: Dispelling Attacks And Myths [View article]
    I cannot say I agree with you. The most important reason being I have never seen a Windows phone in the wild... That's crazy!

    I also think Microsoft has a terrible brand image problem, it's a brand that conjures up about as much excitement as a dental visit and its hope of ever becoming 'cool' are NULL.

    Bill Gates admitted just last February that his mobile efforts have been a failure on 60 minutes:
    http://cbsn.ws/XWQHxh

    That statement must be taken to include the Nokia partnership and are quite shocking.

    That being said I do not see Ballmer buying blackberry as his ego would not allow admitting defeat with Nokia.

    Thank you for the article.
    May 9 07:46 AM | 5 Likes Like |Link to Comment
  • BlackBerry: Sales Appear To Remain Strong Despite Negative Reports [View article]
    Tanks for clearing the air.

    Misek came out and also refuted these claims:
    http://bit.ly/16gLHMs

    Also Macquarie sees short squeeze:
    http://bit.ly/16gLHMs

    I figured your readers may appreciate.
    May 8 08:56 AM | 14 Likes Like |Link to Comment
  • Smartphone Operating Systems - Third Place Will Go To BlackBerry [View article]
    Knox is INDEFINITELY delayed.
    http://nyti.ms/Yz8RLr
    May 6 05:15 AM | 8 Likes Like |Link to Comment
  • BlackBerry Browsers Grows 21% In The UK At Apple's Expense, Soon To Overtake Samsung [View article]
    The inflection point with Samsung and Apple tells the entire story. Data is only valid for the UK / US as that is where they collect the most data.

    I chose the UK.

    FYI, as an editor at Frobes, I must thank you for your positive, neutral coverage from Forbes Magazine. The change of tone is much appreciated.
    May 5 06:34 AM | 4 Likes Like |Link to Comment
  • Short Blackberry (After It Doubles) [View article]
    Great article Mark. Can I add 13,5M Shares short in Toronto to the 165M Nasdaq ones...

    Also May 21 AGM date of record will cause institutions to recall shares to vote. We could see upward pressure soon.
    May 5 06:18 AM | 22 Likes Like |Link to Comment
COMMENTS STATS
237 Comments
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