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A little bit about me: I hold two US issued software patents, one of which is issued internationally. I have 3+ decades experience as a software architect and 14 years as an intellectual property researcher. I've delivered 1/2 a dozen shrink-wrap retail software packages to market and spent 3... More
  • Did The DoD Really Just Endorse BlackBerry? 9 comments
    Jan 22, 2014 2:15 PM | about stocks: BBRY

    As I'm sure many of you that follow BlackBerry ($BBRY) have heard, that the DoD has just endorsed BlackBerry security! Or maybe you've heard that the DoD is deploying 80,000 BlackBerry devices because of it's superior security!

    Neither of these statements are true, and shame on the authors that are perpetuating this distortion.

    The reality is as follows:


    The ONLY paragraph that even mentions BlackBerry is as follows:

    "The program currently supports 1,800 unclassified mobile devices including iPad 3 and 4, iPhone 4S and 5, Samsung 10.1 tablets and Samsung 3S, and Motorola RAZR devices with participation from the combatant commands, services, and agencies throughout DOD. The program also supports 80,000 BlackBerry phones."

    So can you guys tell me how the DoD releasing "V1.0 OF DOD UNCLASSIFIED MOBILITY CAPABILITY" is an endorsement of 80,000 existing BlackBerry devices?

    To the contrary, the paragraph leads off with BlackBerry's competition that did not used to be there. This is not any sort of endorsement of the new BlackBerry.

    I'm kind of disappointed yet not surprised that this story is being heralded as some ringing endorsement of BlackBerry's superior security capabilities. It's simply not so.

    Disclosure: I am short BBRY, .

    Additional disclosure: I am long $BBRY puts

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Comments (9)
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  • caligrowthresearch
    , contributor
    Comments (148) | Send Message
    Nice to see that there are still die hard shorts out there! Why? Because that's how the squeeze can continue :)
    22 Jan 2014, 03:50 PM Reply Like
  • jbzet
    , contributor
    Comments (14) | Send Message
    There is nothing better than seeing desperation in all the shorts, isn't this right @ KIA?


    Long live the $BBRY King!
    22 Jan 2014, 08:00 PM Reply Like
  • LTI0723
    , contributor
    Comments (848) | Send Message
    It's awfully difficult to find a negative for Blackberry in the news release. I think the way the market sees it is as follows:


    Given that the DOD, over a year ago, indicated a goal of opening up their networks to Apple and Android devices and has been working with Apple, Google and Samsung to that end (and I'm sure those companies have been working hard to get in there too) why is it that only 1800 devices are Apple or Android devices while 80,000 are Blackberrys? And this is only at the Unclassified Level. There must be something superior about Blackberry's security solution. And that must be compelling DoD to reconsider it's plans.
    22 Jan 2014, 08:10 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (11901) | Send Message
    Author’s reply » Thanks LT for the levelheaded post.


    I never said there was a BlackBerry 'negative' in the post, just that there was no positive.


    You've shown you can read deeply into it and divine something that might be interpreted as good news, but that a far and distant cry from what's being bandied about.
    22 Jan 2014, 08:22 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (11901) | Send Message
    Author’s reply » fishonov asked a salient question in another thread and I wanted to copy it here, then answer:


    fishonov: Comments (14)


    Hello Mr Knowitall,


    you are correct as well, BUT, in no way at all can an article from SA move $BBRY stock the way it did yesterday! IF that were the case there was a LOT of oblivious reading yesterday and in todays case people were paying a lot more attention to something that is just smoke! the key word is SUPPORT!!
    23 Jan 2014, 05:50 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (11901) | Send Message
    Author’s reply » fishonov,


    Right, unlikely that S/A moved the market, but hundreds of news outlets can.


    BlackBerry gets major boost from Pentagon, share price surges


    DOD’s mobility plan a boon for BlackBerry


    Blackberry stock surges on 80,000 unit “government bailout”, Android still activating 1.5 million daily


    more here
    23 Jan 2014, 05:50 PM Reply Like
  • Randal James
    , contributor
    Comments (4169) | Send Message
    Hi Mr. K!


    Back during the tech bubble, there was a wealth of mindless chatter on Yahoo's Finance Boards. Often to try and make a cogent argument was as difficult as trying to silence the crowd during the last minute of the last play of the game which...


    I've often wondered where those mindless chirpers went and it appears quite a few have nested over at Phandroid. Someone points out that there will be no new purchases, there is a moment of reflective silence, and then the argument begins again over WHY the DoD is bailing out a Canadian company and the obvious reason is that the superior technology, blahblablaaah. And it wasn't a bailout, there was a competition (special olympics?) and no other device even came close. Oh, yeah?! 'cause the Note 4 runs circles around the Z10.


    If this is the future, I must have missed my stop.
    24 Jan 2014, 12:39 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (11901) | Send Message
    Author’s reply » Haha, Randal, ytou got that right.


    I sometimes feel like I'm trying to stomp out 100 little brush fires!


    Just this morning Sramana Mitra (Venture capitalist?)


    Published this article: BlackBerry Counting On Emerging Markets


    Now, in the first paragraph she proudly proclaims: "Recently, the Pentagon announced plans to purchase 80,000 BlackBerry smartphones as BlackBerry continues to be known as the most secure mobile phone in the market. "


    What the heck :\


    *stomp* *stomp* *stomp*
    24 Jan 2014, 01:41 PM Reply Like
  • Randal James
    , contributor
    Comments (4169) | Send Message
    Mr. K.


    When I was in Southern Oregon, there was a boot/shoe store next to mine (I did tarot readings and free breast exams). Seems hard to believe that was 20 years back but there were still a few genuine loggers in those parts and while they appreciate a good pair o' dungarees and a nice warm flannel shirt, there ain't much they value more than a real pair of boots.


    Good boots are handmade rather than run off a machine and the leather is selected for uniformity. Of course, with the moss and the forest duff as slippery as grease most of the year, it didn't hurt to have a bit of metal on the bottom.


    I looked for one of the companies in Portland that used to be in the biz but it looks like they followed that trade into near extinction. White's is still making an attractive pair and this might be exactly what you need to get your stomping mojo going:



    One of the things some of you that look at that might notice is that the boots are completely rebuildable. Loggers can't work much in the driest part of the summer because of fire dangers and there are times in the winters where the wet is too oppressive or the snow too deep. That's when you send your boots off and spend a couple hundred to get them back "like new" except broken in. Like loggers, bootmakers and shoe repair folks are a dying breed.
    24 Jan 2014, 07:21 PM Reply Like
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