Seeking Alpha

Michael Collins

View as an RSS Feed
View Michael Collins' Comments BY TICKER:
Latest  |  Highest rated
  • BlackBerry's BB10 No Longer Available At The U.K.'s Phones4U [View article]
    "If BB is getting into side loading Google Play app stores for BB10 doesn't this mean that security is out the window"

    No it runs in its own container. No security issues I believe.
    Nov 18 11:04 AM | Likes Like |Link to Comment
  • BlackBerry's BB10 No Longer Available At The U.K.'s Phones4U [View article]
    They need to release OS 10.2.1 ASAP.
    Nov 18 10:37 AM | 3 Likes Like |Link to Comment
  • BlackBerry's BB10 No Longer Available At The U.K.'s Phones4U [View article]
    exactly, sad news is its a one way ticket with $22M dollars.
    Nov 18 10:13 AM | 1 Like Like |Link to Comment
  • BlackBerry's BB10 No Longer Available At The U.K.'s Phones4U [View article]
    It would be fascinating to hear if they pulling phones elsewhere. At least it means they have a plan other than just selling phones that don't sell.

    It means change is afoot. So I think it is quite positive.
    Nov 18 09:57 AM | 3 Likes Like |Link to Comment
  • One Small Step For BBM, One Giant Leap For BlackBerry [View article]
    BBM has not relied on cellular anything for eons...

    It always could work on wifi only.
    Nov 15 05:03 PM | 2 Likes Like |Link to Comment
  • Will Digital Realty's Crisis Of Confidence Persist? Take 2 [View article]
    I would have to play DFT if I liked this space as I prefer the purity of the yield. There are just too many one time issues popping up here that all seem to stem from a lack of triple net leases and hence the lease leakage.

    Case in point the Tax issue with California - it is not really a one time issue is it? It's typical of non triple net leasing, something which does not exist at DFT, they simply pass it on to clients.

    Management is slowly coughing up the goods for Jacobson as auditors pressure them, and DLR is in a dangerous self full filling puke cycle here of one 'time events' that really reflect an endemic problem with low leasing standards.

    That being said, to avoid a falling knife scenario, the only way in to DLR if you dare is to scale in with tipie toes like you so rightly said.

    We need some sort of all out disclosure by management.
    Nov 12 12:26 PM | 2 Likes Like |Link to Comment
  • BlackBerry's Failed Turnaround Sends Avoid Signal [View article]
    It's definitely a bit of a blah recapitulation of the past.
    Nov 11 07:09 AM | Likes Like |Link to Comment
  • BlackBerry's Failed Turnaround Sends Avoid Signal [View article]
    I love my Q10, and I love this brand, but Thorsten Heins flew this baby right into the ground and exploded it.

    From a consumer point of view you there is little but ridicule left, from a business point of view there is no trust that the company will be around.

    Unless another brand steps and shores this company up, I cannot see much hope here. (i.e. Blackberry by MSFT or Blackberry by Google) We are lined up for more hardware write offs from Chen as he cleans house.

    It is just too late as there has been too much public damage here.
    Nov 11 05:02 AM | 2 Likes Like |Link to Comment
  • BlackBerry's Failed Turnaround Sends Avoid Signal [View article]
    Regarding the Z30 Tom, the only thing worth waiting for is how large the write down will be on be on the Z30 (They probably only sold 6.5 phones to Crackberry fans and Canadian die hards), Q10 (did well), and Q5 (over priced.)

    Fair to expect at least another $1B in write downs as sadly BB10 is a colossal failure and this iconic brand is dead.
    http://cnet.co/1azQvZU
    Nov 11 04:06 AM | 1 Like Like |Link to Comment
  • Tesla's Painful Journey Into The Valley Of Death [View article]
    Got like reading Pro's like this on SA?
    Not bad!
    Nov 9 11:12 AM | Likes Like |Link to Comment
  • Tesla's Painful Journey Into The Valley Of Death [View article]
    Great read on the Tesla bear thesis.

    The problem is this is a consumer product, and consumers are just drooling for this car.

    Not sure where to catch this falling knife, but its tempting back in the $50s.

    After all, even Elon Musk said this was a bubble in stock!
    Nov 9 09:46 AM | 1 Like Like |Link to Comment
  • Why I'm Sticking With Digital Realty [View article]
    You are 100% about buy back, it was just a headline to try and save the stock from collapse. The earnings call made that very clear, the money is not there.

    When a company of DLR stature had to stoop this low its a very bad sign.
    Nov 9 03:59 AM | Likes Like |Link to Comment
  • Why I'm Sticking With Digital Realty [View article]
    Getting a new IR is like putting lipstick on a pig here.
    These guys have shat the bed two earnings calls in row.

    How much more do you need? Accounting errors? Really?

    I'm very pessimistic on DLR leasing quality and expense leakage.
    Nov 8 08:34 PM | Likes Like |Link to Comment
  • Fairfax Financial's Debt Investment In BlackBerry Could Wipe Out Shareholders [View article]
    Hi Bullwink,
    While I was Blackberry's biggest fan and silly pompom cheerleader last winter, like most others I was scorched by the deception that began to unravel last June / July with earnings and the lies Heins had been putting out. These led to the slew of lawsuits the company is currently drowning in.

    Prem Whatsa break up fee for his failed bid amounted top 40cents a share and was, gross and self serving.

    Today's announced $250M break up fee for the convertible is even worse.
    Nov 8 05:34 AM | Likes Like |Link to Comment
  • Fairfax Financial's Debt Investment In BlackBerry Could Wipe Out Shareholders [View article]
    One of best SA articles to on BBRY to date. Thank you for the great article.

    You have clearly shun on spotlight on perm Watsa's motives here.
    Nov 7 05:23 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
373 Comments
1,863 Likes