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Thomas Barnard

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  • BlackBerry 10 And The Battle Of The Network Mobile Operating Systems [View article]
    Okay, sure, from the poor bastard who wrote this article.
    Mar 11 01:44 PM | Likes Like |Link to Comment
  • BlackBerry 10 And The Battle Of The Network Mobile Operating Systems [View article]
    Loved your comment. Funny as hell. I don't think the apps thing is all that important, but some do.
    Mar 7 02:07 PM | Likes Like |Link to Comment
  • BlackBerry 10 And The Battle Of The Network Mobile Operating Systems [View article]
    Thanks for the Vancouver report. Interesting.
    Mar 7 12:13 AM | Likes Like |Link to Comment
  • BlackBerry 10 And The Battle Of The Network Mobile Operating Systems [View article]
    Good points all.
    Mar 6 11:28 PM | Likes Like |Link to Comment
  • BlackBerry 10 And The Battle Of The Network Mobile Operating Systems [View article]
    I don't see what BBRY has that Apple would want. Perhaps their best bet is licensing their OS, since everyone is concerned about Google owning a handset maker.

    I like current leadership okay, but he still has to play his cards well, doesn't he?

    Interestingly, Lazlo Birinyi, the astute investor, who took a position in Apple at the bottom, is taking a position not in BBRY.
    Mar 6 11:28 PM | Likes Like |Link to Comment
  • Facebook Is to LinkedIn as Skype Is to Counterpath Corp. [View article]
    One always hopes for a bidding war, but that might be dreaming.

    The thing that would most likely cause a bidding war is that there are so few independent SIP developers left. Google bought three of them, and Microsoft one. Check here for other deals:

    http://bit.ly/YzZ5VC

    Nearly all of CPAH's partners might be a buyer including some smaller players because they have connections to big money. Metaswitch and Sequoia, Genband and Oak Partners. Cisco has partnered with CPAH for so long I think they take them for granted. Oracle is always on the hunt for more revenues and profits, and if they are truly going into the telephony world, they couldn't do better than CounterPath.

    Terry Matthews has done some 80 deals, including one big one - Newbridge Networks to Alcatel at $7 billion ($1 billion for himself). He can only get his money out of CounterPath in a deal, so I think one will come eventually, not because he needs to get his money out, but because he has cobbled together a very attractive property that I think one of CPAH's partners will want to nail down.
    Mar 6 06:43 PM | Likes Like |Link to Comment
  • BlackBerry 10 And The Battle Of The Network Mobile Operating Systems [View article]
    I missed that interview, so thanks for the link. I thought Gates was quite candid, always a useful starting point.

    Are we entitled as observers to use his own lingo: "That was the stupidest thing you ever did..." ?

    Here's what I think would make the most sense: Lenovo or Huawei buys the manufacturing arm, and Microsoft buys the operating system. The Chinese could bulk up their handset numbers, and Microsoft could bulk up their operating system exposure.

    If Microsoft bought the whole shebang, then they are a handset maker like Google. And currently, they are assuredly benefiting from paranoia on the part of handset makers, who are making a Windows 8 phone just in case.
    Mar 6 04:35 PM | Likes Like |Link to Comment
  • Facebook Is to LinkedIn as Skype Is to Counterpath Corp. [View article]
    Prior to Oracle's acquisition of Acme Packet, I did not consider them a real possible buyer of CounterPath, but now I do.
    Feb 19 12:51 PM | Likes Like |Link to Comment
  • Generex: Research For Sale On The Cheap [View article]
    Me, too. My shares have dwindled to nothing. Perhaps something will come of our connection in India. Perhaps the snoozers (Big Pharma) will wake up.
    Feb 12 04:08 PM | Likes Like |Link to Comment
  • Generex: Research For Sale On The Cheap [View article]
    I think all of Generex's managers are honest people with good intentions. They're just not the right people to make it happen.
    Jan 31 11:13 PM | Likes Like |Link to Comment
  • Generex: Research For Sale On The Cheap [View article]
    I really confined my comments to buccal absorption. It looks like AE37 helps against breast cancer recurrence, perhaps with experience they will improve on their results. And perhaps in combination with other therapies, it might be even more effective. There is an old 32-person Denmark study of co-enzyme Q10 that was very encouraging. I don't know why we have to rely on just one agent.
    Jan 31 11:11 PM | Likes Like |Link to Comment
  • Generex: Research For Sale On The Cheap [View article]
    Not that dreamy. Big Pharma has something like cerebral palsy. Investing $2.8 billion in something consumers were never going to interested in, while ignoring a sensible solution that, according to the India non-inferiority study, is just as good as the needle while a lot less painful.
    Jan 31 11:05 PM | 1 Like Like |Link to Comment
  • Generex: Research For Sale On The Cheap [View article]
    Yes, how much is absorbed is the question. My feeling is that however much is absorbed will be pretty consistent for the individual, and that will enable sufferers to figure out what they need to take.
    Jan 31 10:57 PM | Likes Like |Link to Comment
  • No Hedge Funds Inside Banks [View article]
    Moral is a word I have a problem with. I don't know exactly what it means. But I'll tell you what I don't like, I don't like banks that appear to be normal deposit and lending banks only to find their is a gooey casino filling inside.
    Jul 21 08:05 PM | Likes Like |Link to Comment
  • No Hedge Funds Inside Banks [View article]
    SAN is not a short term thing. It's at the bottom end of range, so you will have to wait for things to right themselves. Look for the Fortune article I cited, it will fortify you.
    Jul 21 08:00 PM | Likes Like |Link to Comment
COMMENTS STATS
86 Comments
59 Likes