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Michael Collins  

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  • App fragmentation could be a problem for BB10 (BBRY -1.4%), warns Strategy Analytics' Neil Shah. Whereas the touch-only Z10 has a display with a 1.67:1 aspect ratio (1280x768 resolution), the QWERTY-sporting Q10's display has a 1:1 ratio (720x720 resolution). That means developers, many of whom are already inclined to write for iOS and Android before BB10, have to "specially tweak" apps originally written for the Z10 to work with the Q10 (and soon the Q5). Thorsten Heins declared last month there are 120K BB10 apps available, up from 70K in January. [View news story]
    Wow? Is this the best this analyst can do for the shorts? Silly.
    Jun 11, 2013. 02:21 PM | 8 Likes Like |Link to Comment
  • This Big Bad Hedge Fund Can't Blow This Data Fortress REIT Down [View article]
    Wow. First class defence.
    What do you think about EQIX IRS ruling delay and Iron Mountain failure?
    Jun 7, 2013. 08:03 AM | 3 Likes Like |Link to Comment
  • BlackBerry 10 Demand Estimated At 1.5 Million Units Per Month [View article]
    Fair question to ask.
    Jun 3, 2013. 08:39 PM | Likes Like |Link to Comment
  • BlackBerry Will Surprise: Forecasting June Earnings [View article]
    I would count on $400M marketing minimum for the launch, I think street is between 250-500 here.

    I would revise ASP down to $500, $600 is just not there IMHO.

    Still we end up with a great EPS.
    Jun 3, 2013. 06:38 AM | 14 Likes Like |Link to Comment
  • BlackBerry: The Usual Suspects - Gentlemen, It's Getting Old Already [View article]
    The head of research at ITG is an 11 year veteran of Pacific Crest.

    And don't paint Bank research team in such positive light, the DB research team certainly don't look like choir boys in my last take down.
    Jun 2, 2013. 09:26 PM | 20 Likes Like |Link to Comment
  • BlackBerry: Time To Throw In The Towel? [View article]
    http://bit.ly/15lryBf

    Hmm...I think for a quick picks guy, your track record on BBRY is not so great. above it was a sell at $7.5 last Sept.

    and here a buy at 15.64:
    http://bit.ly/18yjKAE
    May 30, 2013. 09:30 AM | 25 Likes Like |Link to Comment
  • BlackBerry Q10 Outsells iPhone 5 And Galaxy S4 In France [View article]
    Clearly Marcap, I would look to understand the data you are quoting better.

    The above data you mention is based on page analysis tech sold mostly in English speaking web. UK/USA/Canada etc... It's an alternative for Google analytics. Company is based in Ireland, I've communicated with them often. They don't have much French presence, it's not even mentioned here: http://bit.ly/112JE6R

    So your comments are a bit off in view of this.
    May 29, 2013. 01:50 PM | 13 Likes Like |Link to Comment
  • Lifting The Veil On Deutsche Bank's Flawed BlackBerry Study [View article]
    How do yo know this is true? It sounds too simple to me. Can you get evidence? It would be great to know if it was so simple.
    May 29, 2013. 01:33 PM | Likes Like |Link to Comment
  • BlackBerry Q10 Outsells iPhone 5 And Galaxy S4 In France [View article]
    Wow. Sometimes it's the simplest observations that carry so much more weight than analyst slanted 'research'
    Thank you
    May 29, 2013. 11:29 AM | 23 Likes Like |Link to Comment
  • Lifting The Veil On Deutsche Bank's Flawed BlackBerry Study [View article]
    A llot of analyst will be made to look like the fools they really are.

    Their behaviour in the saga is completely inexcusable.
    May 28, 2013. 02:57 AM | 4 Likes Like |Link to Comment
  • Lifting The Veil On Deutsche Bank's Flawed BlackBerry Study [View article]
    I think, sadly, you are right on both counts. Investors are sailing down expectations to 3-4 m units this q.

    You, as always, are right jabberwock.
    May 28, 2013. 02:55 AM | Likes Like |Link to Comment
  • Lifting The Veil On Deutsche Bank's Flawed BlackBerry Study [View article]
    Are you sure about this? How can you check if it's true? Ie placing your shares at $100 sell price would remove them from the pool?
    May 28, 2013. 01:50 AM | Likes Like |Link to Comment
  • Lifting The Veil On Deutsche Bank's Flawed BlackBerry Study [View article]
    Q10 is Out selling GS4 in France??
    http://bit.ly/11sAWoe

    Incredible. Hope it lasts.
    May 27, 2013. 06:23 PM | 8 Likes Like |Link to Comment
  • Lifting The Veil On Deutsche Bank's Flawed BlackBerry Study [View article]
    No, they are not paid for apple nor Samsung. They are paid for by short hedge funds.

    It is vanity to think Apple or Samsung would bother doing that.
    May 27, 2013. 05:54 PM | 18 Likes Like |Link to Comment
  • Lifting The Veil On Deutsche Bank's Flawed BlackBerry Study [View article]
    WOW!!! Wish I had checked those before writing this.

    Someone, email these links to Modoff!!!!
    May 27, 2013. 05:37 PM | 12 Likes Like |Link to Comment
COMMENTS STATS
389 Comments
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