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The DoD will open its networks to iOS (AAPL) and Android (GOOG) devices in Feb. 2014, as part of...
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Tuesday, February 26, 1:24 PM ETThe DoD will open its networks to iOS (AAPL) and Android (GOOG) devices in Feb. 2014, as part of an effort to develop a "platform agnostic" device policy. That's a negative for BlackBerry (BBRY -3.7%), which currently accounts for 470K of the 600K mobile devices deployed by the DoD, and could be contributing to today's weakness. The DoD, which issued security guidelines for iOS/Android gear last year, adds it's looking to support BB10. (Home Depot)
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And which DON'T license tech from BBRY currently?
http://bit.ly/Zyegyv
http://bit.ly/ZGJo2x
If the DoD was already using BES I would doubt they would go with another company.
http://bit.ly/WpxJPv
Zenprise (Citrix) is another one that does.
http://bit.ly/WgAfN4
BES10 is likely to be the MDM to control all these devices which means service revenue for BBRY
Opening up to additional OS's means more device potential to control
BBRY can get service revenue for ipads and who knows what other devices running android, like TVs or specialized equipment
BBRY may lose some device sales. But that is their low margin market.
BlackBerry 10 handhelds have 1 year to gain traction before this comes into play.
I think this is good news it will force BBRY to provide the BEST multi platform mobile device manager
Eventually we hope BlackBerry hardware such as the Z10, Q10 become the choice for both consumers and corporate.
BBRY will profit from the BYOD market that is forming over all other solutions. It is cheaper and has more features than other offerings.
No doubt the story went, like this:
"We are going to allow you lot to provide handsets too."
"Great. Can we develop our own security system for our handsets?"
"No way! You will be allowed to have BBRY create a BBRY partition on your set handing over all control to BES."
The End
Please read slow to fully understand they are not dumping Blackberry just allowing others in if they can ' Provide" the TYPE of security that that dept has to have in the DOD. So does anyone really think that anyone can replace The Blackberry ---------
answer "NOT"
Wall Street Cheat Sheet repor
BlackBerry is not out, the company just can no longer expect to account for the majority of devices used by the department. Currently, the DoD has just over 600,000 mobile devices in use, of which 470,000 are BlackBerry devices and 41,000 are iOS devices. With the change in the departmental policy that division should tilt more in Apple’s (and Google’s) favor in the next year. But BlackBerry will still remain a part of the Pentagon’s mobile device strategy, given its longtime focus on security.
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Pickart noted in his interview with AppleInsider that the DoD wants to increase that rate at which it can acquire new technologies. He mentioned that the “constant tech refresh spiral” — a process by which the department has streamlined its technology buying — has enabled the department to more easily adopt new new devices and technologies in order to keep pace with companies in the civilian sector.
“I think the best way to describe why we’re moving to more than just one is that one size doesn’t fit all,” Pickart explained. “Each organization is going to have different needs. By having a family of mobile devices from which we can choose, we’ll be better able to tailor devices and offerings to organizations’ needs.”
that was stuck to my cut and paste please disregard that
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the nascent GE had a really really close shave until a number of fortuitous events including having one of its inventors tear up the agreement to pay royalties....turn of the previous to last century history is full of companies that had a close brush and then came back to life. The book price for bbry for the worst case scenario is 19 to 20 dollars indicating that bbry is far from being a penny stock....so lets keep our fingers crossed while bb tiptoes back into favour. Its technology is relevant and current.
And it has no debt. It is a major player in emerging markets. And we know the stock market can be bi polar very bi polar.
BBRY does have a high beta which suggests wild swings to either positive or negative, so perhaps time for positive. And unlike the dot.com bubblicious stocks it has real sales, not just projected sales.
The Ceo is very focused and conservative. I like what he is doing and his methodical approach. STep one...then step two. There is a lot of money hanging on the fate of bbry in the mkts. A lot behinds the scenes betting that is affecting the day to day. But why is this company trading so far below its book value? We will know a little more shortly. People are approaching this stock as if it is a penny stock.
So, in return US gov. is going to return a favor back to US companies by giving them access to opportunities like mobile enterprise, ...
I'm going to pull a 'cereal' and copy paste it in as many places as I can...
KARMA
LONG Blackberry - my little Susan Boyle stock
I hope this made Thorsten's day and I can hear the BB team cheering