Just remember this BlackBerry Faithful everywhere: in the darkest days of the Battle of Stalingrad in World War II, at one point the Allied Soviet forces in Stalingrad were forced into a 910-meter strip of land on the bank of the Volga River. Blackberry finds itself in a similar situation right now. In the end, however, courage, determination, and being the best turned the tide for the Allied Soviet forces who finally moved forward from that 910-meter strip of land they defended. They ultimately chased the opponent all the way back across the Steppes. Battles today are fought between multinational corporations, in boardrooms using marketing plans, intellectual property, and world markets. Anybody who fails to see that an all-out battle is raging between the players in the smartphone space, and I mean an all-out, all-dirty-tricks, no-holds-barred, lawsuit-crazy battle, is kidding themselves. Yes, BlackBerry is currently tenaciously holding on to their 910-meter strip of land next to the Grand River in downtown Waterloo, Ontario, Canada. Blackberry shows courage under fire. This battle is not over. Blackberry is no Palm. Blackberry has a loyal worldwide following. It has great intellectual property and the best proprietary secure mobile network. It provides software for key infrastructure assets, such as nuclear power plants and industrial systems. Blackberry is fighting for its' life in the social media age, and social media is something Palm did not have. Blackberry has loyal followers and believers, and powerful investors putting up large sums to supply it with the capital it needs to fight this battle, and with good reason, to carry the Blackberry message, on the streets, in the air, and on the beaches via Facebook, Twitter, Google Plus, BBM Channels, LinkedIn, and so many more social channels. What is my message on BlackBerry? Just read Winston Churchill: "We shall go on to the end. We shall fight in France, we shall fight on the seas and oceans, we shall fight with growing confidence and growing strength in the air, we shall defend our island, whatever the cost may be. We shall fight on the beaches, we shall fight on the landing grounds, we shall fight in the fields and in the streets, we shall fight in the hills; we shall never surrender." Just ask Gen. Douglas MacArthur of the United States, after American forces had been chased out of the Philippines during World War II. Mac simply said: "I shall return." And when this is all over, when this struggle to move this great company out of the 910-meter strip of land it is defending in a block-by-block, apartment-by-apartment, room-by-room, company-by-company, customer-by-customer Rattenkrieg battle with the other smartphone companies, supported by a worldwide network of small investors, converts, faithful, and sovereign wealth, what then? What will that moment be like? It will be like that moment when David Freese hit that amazing two-RBI triple in the 2011 World Series, when it was the bottom of the 9th inning, down to the last strike, 1 and 2 count, turning the tide and setting up the improbable but very real Cardinals World Series win in game 7, described by Thomas Boswell in the Washington Post as arguably quote "the most preposterous, fabulous, thrilling and all-around unbelievable World Series game of this generation." I for one will never forget where I was when that triple landed on the turf. It will be like the day when Auda ibu Tayi led federated Arab tribal forces successfully in a storied conquest of Aqaba. This battle was depicted (somewhat inaccurately in respect to the historical fact in regards the crossing of the Nefud Desert) in the movie Lawrence of Arabia. The fighters traveled on camelback and by foot, through difficult terrain, in a feat believed by military planners of the era to have been impossible. Nevertheless, it was accomplished. Blackberry will be around for a long, long time. Will it be around as an independent company? Maybe not. It might be bought out. It might even be sold piecemeal. But make no mistake, Blackberry achievements and products are here to stay in one form or another. Blackberry innovations and products are a key part of the infrastructure of the world. Blackberry is a holder of critical intellectual property and patents, and the market leader in things like car informatics via their QNX wholly-owned subsidiary. There is a need in our countries, and in our businesses, for a secure mobile multitasking platform, and for the secure mobile network that Blackberry, and ONLY Blackberry provides. To every current and former BlackBerry employee, to all who have been laid off, downsized, or kept on board to do a crushing amount of work that used to be done by four workers instead of one, to every investor who has been harmed by the "misinformation campaign" of competitors, I say to you: On that day, when the battle is won, after hearts and lives and shields have been broken up with adversity, and fortunes have been won and lost, in that moment, it may be said, as Winston Churchill said during the Battle of Britain, "That was their finest hour." In our modern nuclear-tipped world, we've been taught that Nationalism is a dangerous concept. So be it. But "Corporatism" is not a dangerous concept. Corporatism is the modern, acceptable translation of Nationalism. I'm with Blackberry. I invite you to learn the truth about this great innovative and bold company. I invite you to join me in this fight for Blackberry. If you need more information on Blackberry, please reach out to me with your questions. Thank you.
Disclosure: I am long BBRY.
Additional disclosure: I own BBRY common stock and I trade Blackberry options.