The NOK deal is not exclusive, they stole NOK's soul. NOK was desperate. BBRY is not, they have a lot of wind in their sails. They didn't want to do a deal when they were at $6-10. Now about those leaves......
Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
I think there has to be a healthy argument in order to make a market. SA wants to have both sides represented. To be fair, I short stocks and have opinions that differ from longs; that's the beauty of the open and fair marketplace. No need to be rude about someones point of view. I certainly wouldn't be short BBRY given they accomplished the most difficult part of the turnaround when they removed entrenched management, but retained as goodwill ambassadors. In addition Heins is performing methodically, in fact copying schemes from other successful turnaround story such as Apple. Palm I would have shorted because it was clueless in the space and the "Pre" stunk. They were lucky there was a dumber guy "HP" who bailed them out. Think the guys at Elevation Partners pulled some favors ( maybe Bono gave some front row seats) to get that deal done. Sorry for digressing. My only comment the developers complaining link is from July 2012, this seems to be an old story which has been reversed. HTML5 is easy to use for BB10 apps and the Android apps can be emulated. Can we get over the "lack of apps" saga, its old news that's been handled. One other ironic point is the company critical articles get all the comments :-(. Quoth, I will read your work in search a short with which I agree. BBRY ain't the one for me, bon chance because being short ain't easy. I know, I've been there.
I think the html 5 is big and certainly Mozilla is banking on it. This could minimize the need for a native developer community altogether, because BB10 is built upon a hybrid of QNX and HTML 5. I agree the 700K number is worthless, the emulation and porting makes any developer worth his salt look at BB10 as an easy additional revenue generator. Can't wait to get a BB10, sick of iPhone other than the panorama picture feature which I hope will be available on BB10. The shorts are doing their best to keep a lid on the stock. GS busy supporting FB, RIMM on deck.
Verizon, Short-Sellers Show Strong BlackBerry Interest; Shares Tough To Borrow [View article]
From my viewpoint any shareholder that doesnt want an independent appraisal of what their company is worth is insane. Stop the patriotic bantering for the moment, lets find out what BBRY is worth and fix the shorts once and for all, then let the board and any regulator thereafter decide if its enough or a good deal. I say its worth 1.5 todays price as a minimum. I have given my reasons. If FB had any cojones it would make a bid. They dont have the chops that GOOG has and will wither away. Just my opinion. GOOG is great and BBRY will have its day in the sun. Bernstein is catering to the shorts with todays lightweight analysis. Worthless information not even worth the cost of the PR. Thanks for the comments.
Herbalife KPMG Affair Compelling Opportunity For Shareholders [View article]
You are off base! Any accounting firm would love this honeypot engagement, and KPMG or their D&O insurer has to pay for it as it was their conduct that caused this event. Its all over, next.
"The most famous short squeeze in recent history was the 2008 Porsche Volkswagen story. Hedge funds sued Porsche in New York for the carmaker's adept move in trying to take control of Volkswagen. That case was thrown out in December 2012 for lack of jurisdiction. Last decade's Porsche squeeze could be trumped by a Blackberry squeeze. Like Porsche, Canada's RIMM is a foreign company subject to foreign securities rules. RIMM like Volkswagen has a loyal, aspiring affluent customer base that can easily own shares in their favorite product makers' company. Hypothetically, if only 525,000 of RIMM's 79 million customers bought the BB10 and were so impressed they then purchased 1,000 shares, they could hold RIMM's entire 525 million float. RIMM's clean balance sheet with no structured debt, strategic and rich IP portfolio, positive reviews on upcoming BB10 product launch, increasing short interest, relatively small insider/institutionally controlled small float and large legacy customer base which can buy both the phones and the stock are the highlights that make RIMM more susceptible today to a further "melt up."
BlackBerry Outsells Competition At The U.K.'s Largest Retail Store And In Business Sales [View article]
I don't think he would be making numbers up from thin air. He is the one with hard data. Why would he put his credibility on the line, it just doesn't make sense. His interview in the german paper today is pretty direct. Use Google translate to convert. http://bit.ly/XPLKrU
Bedeviled BlackBerry Bears Keep Wary Eye On Supply Of Shares And Z10 SmartPhone [View article]
Yes, I remember your last post. My take is their are several "blocks" in place with regards to a safeguard to a hostile takeover: 1. Large founders block of shares. 2. Prem Watsa 3. Institutional holdings All tolled equals Approximately 70-80%. Very tough to do a hostile with a tight holding like that especially in Canada, where you need the governments sign-off as well. Takeover needs to be friendly deal. Now an activist is a horse of a different color. Thanks for your comment and tell me what I am missing
5 Reasons To Look At BlackBerry Shares After Sell-Off [View article]
Nice article. Think it is a buy, should turn soon. Here is my instablog article in case you missed it, SA doesn't promote these as much as they used to :-( http://seekingalpha.co...
More on Tesla Motors' (TSLA) Q1: The company says it produced over 5K Model S vehicles during the period to beat its early production estimate. As production rose, efficiencies kicked in and helped gross margin double Q/Q to 17%. In Q2, Tesla sees delivering just over 4.5K vehicles in North America and thinks it will beat its full year 20K vehicle delivery estimate. The next quarter will also see a moderate pickup in operational expenses and R&D expenses. TSLA +15.2% AH. (shareholder letter .pdf) [View news story]
$TSLA will break $70.00 soon, great job Elon and Team Tesla! Just saw one in NJ parked, very sexy vehicle, can't wait to get mine!!!
Some Signs BlackBerry May Be Back [View article]
Why I Maintain My $39 Price Target On BlackBerry [View article]
BlackBerry Outsells Competition At The U.K.'s Largest Retail Store And In Business Sales [View article]
Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
Quoth, I will read your work in search a short with which I agree. BBRY ain't the one for me, bon chance because being short ain't easy. I know, I've been there.
RIM's Aggressive Leapfrog App Emulation, Porting Wizardry Jump-Starts Ecosystem [View article]
Verizon, Short-Sellers Show Strong BlackBerry Interest; Shares Tough To Borrow [View article]
Herbalife KPMG Affair Compelling Opportunity For Shareholders [View article]
BlackBerry 'Evangelists' Luring Lenovo And Maybe TPG, Too [View article]
BlackBerry: Is A Major Short Squeeze Coming? [View article]
"The most famous short squeeze in recent history was the 2008 Porsche Volkswagen story. Hedge funds sued Porsche in New York for the carmaker's adept move in trying to take control of Volkswagen. That case was thrown out in December 2012 for lack of jurisdiction. Last decade's Porsche squeeze could be trumped by a Blackberry squeeze. Like Porsche, Canada's RIMM is a foreign company subject to foreign securities rules. RIMM like Volkswagen has a loyal, aspiring affluent customer base that can easily own shares in their favorite product makers' company. Hypothetically, if only 525,000 of RIMM's 79 million customers bought the BB10 and were so impressed they then purchased 1,000 shares, they could hold RIMM's entire 525 million float. RIMM's clean balance sheet with no structured debt, strategic and rich IP portfolio, positive reviews on upcoming BB10 product launch, increasing short interest, relatively small insider/institutionally controlled small float and large legacy customer base which can buy both the phones and the stock are the highlights that make RIMM more susceptible today to a further "melt up."
High Inventory - Good Sign For BlackBerry [View article]
BlackBerry Outsells Competition At The U.K.'s Largest Retail Store And In Business Sales [View article]
Blackberry: Simple Reasons To Go Long [View article]
Bedeviled BlackBerry Bears Keep Wary Eye On Supply Of Shares And Z10 SmartPhone [View article]
All tolled equals Approximately 70-80%. Very tough to do a hostile with a tight holding like that especially in Canada, where you need the governments sign-off as well. Takeover needs to be friendly deal. Now an activist is a horse of a different color.
Thanks for your comment and tell me what I am missing
5 Reasons To Look At BlackBerry Shares After Sell-Off [View article]
http://seekingalpha.co...
More on Tesla Motors' (TSLA) Q1: The company says it produced over 5K Model S vehicles during the period to beat its early production estimate. As production rose, efficiencies kicked in and helped gross margin double Q/Q to 17%. In Q2, Tesla sees delivering just over 4.5K vehicles in North America and thinks it will beat its full year 20K vehicle delivery estimate. The next quarter will also see a moderate pickup in operational expenses and R&D expenses. TSLA +15.2% AH. (shareholder letter .pdf) [View news story]