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gstanden
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I am an Sr. Engineer, Oracle. I'm an investor from time-to-time in the technology sector. I made good calls on Worldcom, NetZero, Blackberry and others in my time. I know people in the technology world so I get alot of input from the end-users of technology products on how these technology... More
  • The Battle Of BlackBerry  17 comments
    Apr 6, 2014 4:36 PM | about stocks: BBRY, AAPL

    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.

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Comments (17)
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  • Santyapril
    , contributor
    Comments (44) | Send Message
     
    What is your time frame for the turn around?
    6 Apr, 04:57 PM Reply Like
  • gstanden
    , contributor
    Comments (337) | Send Message
     
    Author’s reply » @Santyapril

     

    Thank you for your question!

     

    The timeframe for the turnaround is currently exactly as John Chen, Blackberry CEO, stated in the Blackberry Public Earnings Conference Call on March 28, 2014. On that call, John Chen said in part, quote:

     

    "Obviously, our Q4 performance, that give us increasing confidence towards meeting our first financial milestone that is to achieve goal of cash flow breakeven by the end of the fiscal year and to reach profitability in fiscal 2016."

     

    This statement by John Chen, CEO of Blackberry, can be found in the transcript of the March 28, 2014 Earnings Conference call right here at Seeking Alpha at the link below. That quote above is the current timetable for the turnaround.

     

    http://bit.ly/1e4jcXU

     

    Your interest in Blackberry is very much appreciated. Thank you.
    6 Apr, 05:18 PM Reply Like
  • fpeters
    , contributor
    Comments (16) | Send Message
     
    I asked bbry investor rflation why I coulw not find any bbry phone in the biggest shop in my country, they answered le their target is not consumer :-/
    It is shocking to see 15 samsung, 5 nokia and 0 bbry in most shop
    6 Apr, 10:01 PM Reply Like
  • gstanden
    , contributor
    Comments (337) | Send Message
     
    Author’s reply » Thank you for commenting. What country are you? Did you know you can buy unlocked BlackBerry phones at us.blackberry.com? The public consumer in fact is still very much a part of BlackBerry business plan. What phone are you seeking to buy: Z30? Z10? Q10? Let us know. Thanks!
    7 Apr, 12:08 AM Reply Like
  • fredddy $z
    , contributor
    Comments (36) | Send Message
     
    Belgium
    I have a z30
    17 Jul, 09:32 AM Reply Like
  • Anyoption
    , contributor
    Comments (216) | Send Message
     
    In order to be successful in the future, BlackBerry is going to have to follow the path of Microsoft and start focusing on their strengths rather than trying to go toe to toe with Apple and Google. They can make it out of this mess, but they need to make some business model changes.
    7 Apr, 08:44 AM Reply Like
  • gstanden
    , contributor
    Comments (337) | Send Message
     
    Author’s reply » Thank you for your comment! It is appreciated. Please could you provide some examples of what you consider to be Microsoft strengths.
    7 Apr, 10:01 AM Reply Like
  • Anyoption
    , contributor
    Comments (216) | Send Message
     
    Microsoft's strengths are in their devices and their services. For a long time they've tried to compete with Apple and Google on operating systems and apps, but they've lost big time. So they've changed their business model to focus on devices (especially with the Nokia acquisition to put them ahead in emerging markets) and services (for example, offering Office for iPad users). They're attacking where their strengths out-muscle the competition.
    9 Apr, 09:36 AM Reply Like
  • gstanden
    , contributor
    Comments (337) | Send Message
     
    Author’s reply » @anyoption Insta Blog Great points! Thanks for the insights. The fact that as you point out that Microsoft is changing strategy to focus on devices suggests that BlackBerry's device business also may ultimately show a profit too. These are challenging times for both BlackBerry and Microsoft. I wish them all the success in devices. They have a lot of work ahead to make their respective devices business successful.
    12 Apr, 03:05 PM Reply Like
  • Junglekat
    , contributor
    Comments (2) | Send Message
     
    You are a true Patriot
    23 Apr, 01:55 AM Reply Like
  • gstanden
    , contributor
    Comments (337) | Send Message
     
    Author’s reply » @Junglekat Thank you for your comment.

     

    It's easy to be a patriot with regard to Blackberry, when the product, such as QNX Neutrino RTOS aka Blackberry 10 is the best commercially-available product.
    23 Apr, 01:31 PM Reply Like
  • ATI nsider
    , contributor
    Comments (198) | Send Message
     
    Awesome Write Up, Thanks.
    And you nail it square on the head.
    16 Jul, 11:35 PM Reply Like
  • gstanden
    , contributor
    Comments (337) | Send Message
     
    Author’s reply » @ ATI Insider Thanks!
    18 Jul, 08:33 AM Reply Like
  • Justin Hohn
    , contributor
    Comments (560) | Send Message
     
    gstanden, while I think you are wrong about BBRY, I very much appreciate the WW2 references and the bombastic, drama-king writing style.

     

    I can't recall enjoying more a piece I thought was completely mistaken!
    17 Jul, 11:36 AM Reply Like
  • gstanden
    , contributor
    Comments (337) | Send Message
     
    Author’s reply » @Justin Hohn Thank you. Well I will just add that during WWII, so fearsome were some of the ground battles fought by the Red Army, that Stalin ordered units of the Red Army to sit behind the lines and fire at Red Army troops at the front line who attempted to retreat. I must say that investing in BlackBerry sometimes feels a bit like that but since I could not live without my BlackBerry Z30 I have little choice but to see to it this company and this product makes it through. How I - we - are going to accomplish that really escapes me atm.
    18 Jul, 08:28 AM Reply Like
  • Justin Hohn
    , contributor
    Comments (560) | Send Message
     
    One other comment--

     

    The car informatics (telematics to most in the industry) is not the big thing for QNX that you think it might be.

     

    I suspect that between upcoming SAE protocols for telematics, CarPlay, and Sierra Wireless M2M products, the QNX products will be crowded out of the automotive space.
    17 Jul, 11:42 AM Reply Like
  • gstanden
    , contributor
    Comments (337) | Send Message
     
    Author’s reply » @Justin Hohn I continue to have strong faith in QNX.
    18 Jul, 08:35 AM Reply Like
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