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Tufenk

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  • BlackBerry 'Evangelists' Luring Lenovo And Maybe TPG, Too [View article]
    You know, you may be on to something there. JV manufacturing with Lenovo/TPG, JV the enterprise business with IBM and focus on the core OS.
    Mar 14 11:12 AM | 4 Likes Like |Link to Comment
  • BlackBerry: Is A Major Short Squeeze Coming? [View article]
    Get out while you are young Yong, you may have to change your name to oldzhou waiting for the drop to happen.
    Mar 11 09:49 AM | 4 Likes Like |Link to Comment
  • BlackBerry Z10 U.K. Pricing Remains At A Premium, Despite Misleading Analyst Report [View article]
    IMO, this will be an ugly close for the shorts.
    Mar 6 03:47 PM | 4 Likes Like |Link to Comment
  • BlackBerry Positives: Short Interest, Goldman And Forbes Counter Samsung Knox [View article]
    You should write an article why.
    Feb 28 10:48 AM | 4 Likes Like |Link to Comment
  • Major U.K. Outlets Hike BlackBerry Z10 Price Above iPhone 5, Black Market Thriving [View article]
    More importantly, they would not be making the units just for practice.They must be seeing real demand. Even the bears are now saying there will be an initial surge that won't last. They have really compressed this stock like a tank of helium. It will rise soon.
    Feb 22 08:54 PM | 4 Likes Like |Link to Comment
  • Major U.K. Outlets Hike BlackBerry Z10 Price Above iPhone 5, Black Market Thriving [View article]
    I knew some of the original managers at EMC in MA, they told me that there was a "line" the accountants had established in their factory near the docking station where the trucks picked up their goods. Once the goods crossed that lined, it was considered sold. At the end of every quarter, there was a race to get goods across that line.
    Feb 22 08:45 PM | 4 Likes Like |Link to Comment
  • BlackBerry 10: No 'Killer App,' Investors Lose [View article]
    here is a killer app for me, 1 click turns email
    into calender entry, kofi you really should try the phone


    http://bit.ly/12x7WMp
    Feb 17 07:28 AM | 4 Likes Like |Link to Comment
  • Bye-Bye BlackBerry: What Will Make BB10 Fail [View article]
    Longs please stop comments here and move to Kurt's new article.
    Feb 15 01:44 PM | 4 Likes Like |Link to Comment
  • BlackBerry Shorts Like 'Angry Birds' Could Get 'Icahn'd' As Z10 Enjoys Android Halo [View article]
    Ladies and Gents check these out

    http://bit.ly/VjwWlB

    http://bit.ly/ySdz0U
    Feb 14 09:18 PM | 4 Likes Like |Link to Comment
  • BlackBerry Shorts Like 'Angry Birds' Could Get 'Icahn'd' As Z10 Enjoys Android Halo [View article]
    They are playing games. But thats what make it interesting. I hope to get the actual Z10 soon and do another piece as these apps proliferate. Thanks
    Feb 14 11:05 AM | 4 Likes Like |Link to Comment
  • BlackBerry's 'Velvet Rope' Strategy: Don't Fight Goldman [View article]
    They do it on purpose because their institutions make a lot of money from the stock loan desk :-)
    Feb 4 11:37 AM | 4 Likes Like |Link to Comment
  • Short Squeeze A Side Show, Buy Rim's Shares For BB10 Market Share Upside [View article]
    Lots of cross currents in RIMM. I think if there is a pair trade, it seems to be showing up in todays action with aapl up and rimm down. There is also a buy on the rumor sell the news jittery feeling with recent buyers trying to lock in gains. This actually feels like a healthy consolidation to me. I was expecting this earlier, but the misread on Lenovo probably got the stock a little overextended. The shorts are definitely emboldened today. It won't take a lot of BB10 sales to get this action reversed.
    Jan 28 01:53 PM | 4 Likes Like |Link to Comment
  • RIM Uses Lenovo Hype To Prevent Rollover [View article]
    Citi's analyst just has his own opinion, don't think Lenovo's CFO is BS'ing anyone either. The real wild card is the short interest report after the close tonight. Did it go up or down? Negative rebate Pricing is still going up, and the report is from the 15th so its quasi old news. Interesting inflection point happening at this price point.
    Jan 25 01:37 PM | 4 Likes Like |Link to Comment
  • RIM's Short Interest And The Microsoft Strategic Alternative [View article]
    Keep both. RIMM is already working with Skype and offering it free when using wi-fi. They are not mutually exclusive. I disagree that it would be a bad investment.
    Dec 27 09:07 AM | 4 Likes Like |Link to Comment
  • RIM's Short Interest And The Microsoft Strategic Alternative [View article]
    Great catch, will correct promptly.
    Dec 27 08:50 AM | 4 Likes Like |Link to Comment
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