Seeking Alpha
  • Seppo Sahrakorpi
    $NOK $BBRY $MSFT Lumia and WP8 is secure enough for UK bank. Where's the room and need for BB10? http://bit.ly/VSAS9Q
    1/9/13
    Reply (34)
    • Seppo Sahrakorpi: And do not forget DoD 'endorsing' W8 as well, including emphasis on mobile solutions.
      1/9/13
    • turtledividend: 2.8 million potential WP8 users : )
      1/9/13
    • Nuno Donato: read the comments section, lots of good insights on why WP8 is not at the level of a BB for business :)
      1/9/13
    • Seppo Sahrakorpi: Talk is talk,, but the point is that a major bank is happy with the security of WP8, and weighing pros and cons, commits to WP8, not BB.
      1/9/13
    • Nuno Donato: The US gov't committed with BB.... :)
      1/9/13
    • Seppo Sahrakorpi: DoD was the most recent deal, going with W8 and WP8 :)
      1/9/13
    • Nuno Donato: source?
      1/9/13
    • Nuno Donato: http://bit.ly/UOkavz we're talking of desktop sofware (office, sharepoint, etc). no windows phones here.
      1/9/13
    • alphaRAJU: It's true DOD has signed $634 million contract with Microsoft.
      1/9/13
    • Gene Chan: Yay one new deal and WP fans are celebrating. BB is in 95% of Fortune 500, when they sign a new deal, it's not news, it's just a regular day
      1/9/13
    • Seppo Sahrakorpi: DoD emphasized leveraging the mobility part of Win ecosystem (read Win RT and WP8).
      1/9/13
    • Nuno Donato: Microsoft is one of the best in office software, no doubts about it, but that is no news either. As to windows phones, we'll see about that
      1/9/13
    • oneinfiniteloop: @Seppo2, IMO $NOK and $BBRY have ample room in this space. $RIMM is a Android++ with Android Player/QNX/BBM as far as I am concerned.
      1/9/13
    • oneinfiniteloop: $BBRY's first goal is to capture and retain lead in enterprise; consumer is their gravvy. IMO Win 8 platform is a complimentary eco system.
      1/9/13
    • oneinfiniteloop: $BBRY will be considered as a play on Android and will impact Samsung's market lead (if at all). That is why I loaded up $RIMM.
      1/9/13
    • Colaolli: 60 million licences of Win8 sold. I dont think win8 users will drewl at BB10. They will drewl at Lumia
      1/9/13
    • Seppo Sahrakorpi: I have some $BBRY too as a very speculative play. I am much more convinced about $NOKs prospects though...
      1/9/13
    • oneinfiniteloop: Seppo, since you are in Canada could you please tell me if $BBRY still has that fervent following amongst Canadians?
      1/9/13
    • oneinfiniteloop: I was listening to Crackberry Kevin and he had some very interesting points on why BB10 is way ahead of iOS and Android.
      1/9/13
    • oneinfiniteloop: IMO $BBRY has positioned itself for the next 10+ years with their BB10 platform and made itself a compelling proposition for the enterprise.
      1/9/13
    • Seppo Sahrakorpi: Yes BBs are everywhere here, RIM is, understandably, a big deal for them. As a Finn and Nokia guy I feel a bit lonely and isolated here :)
      1/9/13
    • oneinfiniteloop: That is what I heard Crackberry Kevin say that Canada is a $BBRY nation and that Canadians are eagerly waiting for BB Z10 this Jan 30th '13.
      1/9/13
    • gwenace: Also in Canada, and, in Waterloo. BBs are still dominant in corporates. But not as personal phones.
      1/9/13
    • oneinfiniteloop: $BBRY's CEO has clearly stated his immediate focus is on selling BB10 platform to the enterprise: SalesForce, Cisco, etc. are backing them.
      1/9/13
    • gwenace: RIMM will probably see a recovery with BB10, but I think in the long term NOK will take away its market share.
      1/9/13
    • Charles Santerre: I'm in Canada, and if you ask current users of BB, they can`t wait to get something else.... because current eqt is long in the tooth....
      1/9/13
    • Charles Santerre: Many personal users have dropped BB while it`s a bit more complex in a corp environment since users don`t decide.
      1/9/13
    • Charles Santerre: Canadians want RIM to do well naturally but not at their expense with ancient phones.
      1/9/13
    • Colaolli: @gwenace agreed.
      1/9/13
    • oneinfiniteloop: Seppo, take a look at some of the Youtube videos of BB10 - it blew my mind away. I sincerely hope that they will signup for Here maps.
      1/11/13
    • oneinfiniteloop: and $NOK will build a Nokia Drive app on the BB10 platform, that will bring about true synergies between these two companies.
      1/11/13
    • oneinfiniteloop: Plus $BBRY is going to layoff 5k more employees without the same baggage attached with laying off people in Europe.
      1/11/13
    • oneinfiniteloop: That should provide a positive boost to $BBRY's income. Plus according to the CEO $RIMM's BB7 users have a 1 1/2+ year upgrade window so...
      1/11/13
    • oneinfiniteloop: existing revenues will continue for a year and half, with most of those migrating over to BB10 (Touch/Keypad).
      1/11/13