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  • BlackBerry Passport Beating iPhone 6 In A Recent Poll [View article]
    Although I completely agree that the poll alone is unreliable data, having a strong statistics background you are completely wrong with regards to your statement

    "The sample size is not large enough to be definite."

    IF the sample were truly random a random sample of the total smartphone population (2 billion), then with a sample of 36,000 the statistical probability would be that the actual number would fall between 43% and 45% 99 times out of 100. Problem is that the data is not a random poll of the overall market but simply of a small segment of the population, the 'readers' of Verge who for the most part are the tiny subsector of the population who track and follow new technology.
    Sep 15 07:39 PM | 2 Likes Like |Link to Comment
  • BlackBerry Passport Beating iPhone 6 In A Recent Poll [View article]
    The one thing that many are overlooking is the 'uniqueness' factor offered by the Passport. This could go the odd duck way (i.e. only selling to select clients either who are BlackBerry diehards or who truly benefit from the unique features) OR could go the opposite way... if could be the new cool.

    Fact is that all the other phones on the market (Samsung, iPhone, HTC, Sony, Blackberry Z3/Z10/Z30) are little different from each other... one may have a better camera, another a higher resolution screen (but on a 4" screen can most people really tell the difference except when comparing side by side between a 720P and 1080P screen?), but the fact remains they are all pretty much the same. The passport with it's swipe keyboard and almost square shape is the first which is truly something different.
    Sep 15 07:18 PM | 3 Likes Like |Link to Comment
  • BlackBerry On The Right Track With Acquisition Of Movirtu [View article]
    Interesting read... I have had the same sentiment that overall the biggest change apparent at BlackBerry is that they seem to now have a clear path and are taking steps which are entirely consistent with that path AND IT IS NOT competing head to head with Apple / Samsung on the device front.

    I have to laugh though at how often Gartner are still referenced as a reliable source of information... I will admit that at times I have done the same when their opinion has been inline with my own, but I can't believe the number of people who seem to treat them and their opinions as GOD. In their MDM review they didn't even include BBRY as a player when preparing their magic quadrant crap, although they did include MobileIron despite the indisputable fact that BES has a larger market share. If you want an interesting read regarding Gartner have a read through:-

    http://bit.ly/1s46Pvo
    Sep 14 09:52 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Regaining Its Mojo? [View article]
    Why?

    Companies targeting niche markets are able to make money and do the R&D by being able to charge a premium for their devices where the 'cost' of the R&D required to successfully enter the niche prevents others from considering entry.

    The 'true' secure communication segment - such as governments - are still willing to pay $2200+ per device (approximate cost of a 'secured' BB10 device) along with $10+/month in service fees. Even if this niche is small (lets say only 100,000 devices annually), the earnings potential is huge. Actual hardware cost of the devices is no different than any other mobile devices (under $200) but instead of only 40% margin, we are looking at a potential $2000/device or $200,000,000 to cover R&D of the 'secure' components. PLUS in Canada their are huge tax incentives for companies doing R&D in Canada which BBRY is able to tap into.

    ...
    Sep 12 10:13 AM | 3 Likes Like |Link to Comment
  • BlackBerry: Regaining Its Mojo? [View article]
    StormanNorman

    "on a division that I deem likely to close within 18 months"

    Exactly which division do you see closing in 18 months? Both of these acquisitions are platform independent so it can't be the device division, so are you predicting that BBRY will close their software division?
    Sep 12 09:55 AM | 3 Likes Like |Link to Comment
  • BlackBerry: Regaining Its Mojo? [View article]
    All it will take is for one or two major 'Wall Street / Bay Street' investors to jump on board for the stock to quickly hit $15. The stock just has to become 'popular' again.
    Sep 12 09:45 AM | 3 Likes Like |Link to Comment
  • BlackBerry: Regaining Its Mojo? [View article]
    I'm not a fan of trying to predict 'short runs'... the whole reason they happen is that they are so hard to predict.

    That said, BBRY has a small enough cap that if just one large investor should decide to invest (which could happen with the better press the company is getting if the financials start to also support that the turnaround is real) it could trigger a run. Think if a large mutual fund, or pension trust, or other 'managed' fund should decide to invest a few hundred million... or if the company once again hits the 'A List' of firms which have to be included in every 'well managed' fund.

    I wouldn't pick BBRY as having the 'best chance' of a run up simply because, as others have pointed out, the stock is not outlandishly undervalued based on ROI projections of current earning potential... nothing yet has happened to suggest that the company will ever be more than a $5-10B company. To date, all that has changed is that things are looking good that the company won't end up as a $0B company.
    Sep 12 09:42 AM | 5 Likes Like |Link to Comment
  • BlackBerry: Regaining Its Mojo? [View article]
    But don't kid yourself that mobile service providers won't want to jump on the boat and be the first to support 'two number' service plans. You would not be looking at $70x2 since the two accounts won't both necessarily need to be 'Full Service' accounts - corporate service could well be limited to basic messaging and voice only. Moreover, like the case currently with 'family accounts' where by purchasing all the phones for all your family from a single vendor each incremental device only adds a small amount to the cost of the plan, the same would soon apply here - first number (using your number) may cost $70 but the second number would more than likely be only a fraction of that, perhaps an extra $10.

    For management piece of mind, and as a former IT guy, that would be well worth the cost.
    Sep 12 09:29 AM | 4 Likes Like |Link to Comment
  • BlackBerry's Acquisition Of Virtual SIM Start-Up Enhances BYOD Offering [View article]
    Has Apple done anything innovative since the death of their founder? Samsung not only beat them to market with a 'Smartwatch' but arguably did a better job of providing innovative advancements.

    Consider the Samsung Note (pioneered large screen smartphones), then the new 'combo' phone / tablet which is rumored to be coming next year. A tri-fold device which would function as a standard smartphone while folded (and sized small enough to fit in a shirt pocket) but which unfolds into a seamless 10" tablet. If done right, could this be the 'next thing' which TH got in so much trouble for last year suggesting would spell the end of the tablet as we know it currently?
    Sep 12 08:55 AM | 3 Likes Like |Link to Comment
  • BlackBerry's Acquisition Of Virtual SIM Start-Up Enhances BYOD Offering [View article]
    Joeycard "it is how BlackBerry integrates these features securely into the BB10 OS"

    Integration with BB10 isn't the potential 'game changer'... it is how BBRY integrates these services into BES which is key as it has the potential to differentiate the product for enterprises from the like of MobileIron and the IBM/Apple alliance by providing unique functionality to enterprise and government clients.

    It also has serious potential with regards to BBM and cloud services. From the vendors web site not only does the technology (hopefully well protected by patents / copywrite) support one device, multiple number single SIM but also multiple device single virtual SIM. This could potentially allow you to answer those calls on multiple devices be that device Android / iOS / Windows / BBRY (BB7, BB10, QNX???). No longer the need to care which device (laptop, tablet, personal phone, car radio, ...) you are logged in to... no matter your connection to the cloud, if you can connect with your BBM account you could have access to your SIM account.
    Sep 12 08:44 AM | 4 Likes Like |Link to Comment
  • BlackBerry Will Benefit From Deal With Verizon [View article]
    "sales reps are busy trashing BBRY"

    All too true at the retail level, but as Ray pointed out the enterprise consumer is an entirely different animal. In this case, their contact is usually a dedicated account rep who actually goes out to the clients place of business NOT a case of waiting for the customer to walk up to the retail counter to talk with a sales flaky.

    Moreover, in many cases the expectation is that the 'corporate sales rep' won't rely upon their own expertise to sell a prospective client but instead act as an agent for BlackBerry to line up meetings then bring an actual BlackBerry representative to the meeting. The game is entirely different when the 'client' isn't simply looking for a $40/month contract but looking for 10's or 100's of $40/month contracts.

    Realize that although in a typical mid size city there may be a few dozen retail outlets each with perhaps half a dozen employee's, that same city will likely only have a couple of corporate account sales people - a much smaller number for BlackBerry to make sure are properly trained and onside with pushing their solution.

    The flip side is that this move puts pressure on AT&T to form a similar alliance for business services, who they team up with could have a much larger impact than the Verizon deal in and of itself. If the deal with Verizon is exclusive it will be interesting to see if AT&T join forces with Apple/IBM or some one else like MobileIron.
    Sep 5 03:52 PM | 7 Likes Like |Link to Comment
  • BlackBerry Is Literally Trading Bonds, Not Selling Phones [View article]
    I have to ask 'Who did you ask?'

    Reason is that within our family we have several doctors and nurses all of whom complain about the inconvenience which comes with the size of tablets but are forced to use them for things like writing prescriptions. They have all said that they would love to be able to use something 'better sized' like a Galaxy Note to write prescriptions / check patient records which they could pocket but is still large enough to view information on.

    However, before seeing the Galaxy Note in action (another family member, who is a technician with a major Telecomm, uses one instead of a notebook computer for technical manuals for the devices he services) they were talking about how great tablets were and how they couldn't image using a 'smart phone' with how tiny the screens are to do what they do with their tablets.
    Sep 3 09:41 AM | 1 Like Like |Link to Comment
  • BlackBerry Is Literally Trading Bonds, Not Selling Phones [View article]
    I came upon the link back when I was putting an article together about a year ago but unfortunately can't find it again - will post the link when I find it.

    However, think about it for a minute... if you only have a few devices your not likely going to invest in something like BES10, your more likely to go for a cloud solution and not take on the cost of administering your own server. How many mid to large companies (the ones who would use BES) do you know who would have less than a hundred devices to manage? How many can you think of which would have thousands of devices?

    BTW With BES10 your able to manage 1,000 devices on a single server, 2,000 on a dual server, and 30,000 on a three server installation (with a maximum limit of 100,000 devices per domain).

    It doesn't much matter if the number is 100 or 1000 devices per server, the point is that the '1,000 installations' number very much downplays the actual number of licenses that the announcement represents AND how much revenue this equates to for the company.
    Sep 3 09:27 AM | 1 Like Like |Link to Comment
  • BlackBerry Is Literally Trading Bonds, Not Selling Phones [View article]
    What those who scoff at 1,000 installations fail to recognize is that a typical installation manages 500 or more devices AND annual support.licensing is on a per device basis. Thus stating that in a single year they have managed to secure 1,000 new installations likely equates to 500,000 licenses (or more). PLUS a single 500 license installation represents a significant investment at a cost of over $30,000 if the lifetime licenses are purchased (or about a third than annually if the installation subscribes to BBRY's annual licensing plan. Thus 1,000 NEW installations could equate to $30M in one time revenue or $10M in annual revenue.


    http://bit.ly/1sYoE0A

    The one 'fault' I have with Chen is that he doesn't play the game like other CEO do... when quoting BEM licensing what is reported is monthly active subscribers NOT total registered subscribers. The same goes for BES - rather than reporting # of licenses or even number of servers since very large installations require more than one server since a server can only manage a limited number of devices) what is reported is the number of installations. Ask yourself, how many people do you know who have installed and setup WhatsApp or Skype to try but who now rarely if ever use it?
    Sep 2 10:01 PM | 4 Likes Like |Link to Comment
  • BlackBerry Passport: No Killer App, Investors Lose [View article]
    No Killer App???

    Hmm... that is where you are completely wrong UNLESS you are focused on the mainstream segment of the market.

    The passport was and is specifically focused at the business and enterprise user such as doctors in health care. The partnership with NantHealth (and applications by NantHealth) is just the first of the 'specialized' killer apps which needs a device like the passport. It is specifically designed for purposes such as this... allowing doctors to review a patients medical records including graphical information such as xrays and ekg patterns.

    The passport is a smart move... part of the transition away from trying to compete head to head with the likes of Apple and instead moving toward building niche products targeting specific needs with the less price sensitive (and less popularity driven) enterprise segment. A segment where they can get by with charging $1K+ for a device and the buyer, as long as the device best meets the clients needs, won't blink an eye paying it.
    Aug 19 12:15 PM | Likes Like |Link to Comment
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