Seeking Alpha

BlackBerry invests in healthcare software firm, will jointly develop phone

  • BlackBerry (BBRY -0.8%) has taken a stake in NantHealth, developer of a cloud-based clinical software platform that's used by ~250 hospitals and gathers data from 16K+ connected medical devices.
  • NantHealth suggests it will leverage BlackBerry's QNX OS to "put the power of a supercomputer in the palm of the caregiver's hand." The company will also use BlackBerry's upcoming BBM Protected secure messaging platform (part of the eBBM Suite).
  • BlackBerry and NantHealth plan to develop a smartphone for the healthcare industry that's optimized for viewing 3D images and CT scans. It's expected to arrive in late 2014 or early 2015.
  • The deal is part of an effort by BlackBerry to carve out niches for its mobile hardware and software in enterprise/institutional verticals. John Chen: "The future of BlackBerry lies in creative opportunities like this that take our many core disciplines and combine them in ways no one else can match."
Comments (74)
  • AnnLouiseWinter
    , contributor
    Comments (28) | Send Message
     
    Where did you get the part about the development of the smartphone? It's not in the press release.
    15 Apr, 12:57 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (753) | Send Message
     
    It's in the Reuters article. Full quote:

     

    "The two companies are now working together to develop a new smartphone tailored to the needs of the healthcare sector. The device is likely to get launched late in 2014 or early in 2015, said Jim Mackey, BlackBerry's head of corporate development and strategic planning, in an interview.

     

    "We do plan to make the device available for all, but it will be optimized for viewing 3D images and CT scans," said Mackey, adding that the device will also be usable as a regular smartphone, allowing users to view movies, play games or access consumer applications."
    15 Apr, 12:59 PM Reply Like
  • contrarianwise
    , contributor
    Comments (1017) | Send Message
     
    "The future of BBRY lies in creative opportunities like this that take our many core disciplines and combine them in ways no one else can match." John Chen.......
    15 Apr, 08:37 PM Reply Like
  • gwynfryn
    , contributor
    Comments (3886) | Send Message
     
    So it's going to be a phablet, or even bigger? It's a smart move, as it will get Blackberry in the faces of thousands of people who might not have noticed the new phones, otherwise!
    16 Apr, 05:19 AM Reply Like
  • Bob Castleman
    , contributor
    Comments (138) | Send Message
     
    This is the type of thing BBRY needs to pursue, IMHO. QNX has great potential in such domains and they need to aggressively chase this stuff down. If they can get QNX into enough systems it will get to a critical mass and start moving towards a defacto standard.
    15 Apr, 01:07 PM Reply Like
  • gwynfryn
    , contributor
    Comments (3886) | Send Message
     
    It should do, but perhaps more importantly, it'll acquaint a lot of people that may never, otherwise, have got the news, that BBRY have new and desirable products out.
    16 Apr, 05:22 AM Reply Like
  • riskabsorbant
    , contributor
    Comments (10) | Send Message
     
    It is a sell...according to AS
    15 Apr, 01:18 PM Reply Like
  • Zack 800
    , contributor
    Comments (590) | Send Message
     
    Another case to point out that BlackBerry is here to stay...whether shorts like it or not!

     

    And so what if other companies are already in hospitals. BB is still the "gold standard" in security and that will go along way in securing confidential medical information...only the best should do!
    15 Apr, 01:22 PM Reply Like
  • Clawdawg
    , contributor
    Comments (25) | Send Message
     
    Great to hear. They finally get it.
    15 Apr, 01:24 PM Reply Like
  • shubarua1
    , contributor
    Comments (556) | Send Message
     
    This is a great start of BB in right direction. Who cares about " wearable devices".
    15 Apr, 02:16 PM Reply Like
  • contrarianwise
    , contributor
    Comments (1017) | Send Message
     
    "The future of BBRY lies in creative opportunities like this that take our many core disciplines and combine them in ways no one else can match." John Chen.
    15 Apr, 08:36 PM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    So their going to make a Z30 with a high resolution screen for medical?

     

    The iPhone's already killing it in the medical industry. http://bit.ly/RmuVXC
    15 Apr, 02:21 PM Reply Like
  • Incitato
    , contributor
    Comments (27) | Send Message
     
    Mr Kia.

     

    You look at those links? A simple app tied to plugged in device. The iPhone is a monitor display at best, running a third party application. Not killing it. Too funny with the hooked up devices dwarfing the size of the iPhone. Useless in the hospital and ambulance.

     

    The arrangement with BBRY and NantHealth is far beyond this.
    15 Apr, 04:33 PM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    Incitato,

     

    And what will BlackBerry's phone be?
    It will be a standard BlackBerry phone with probably a high resolution screen "running a third party application".

     

    Wouldn't you agree with this?
    15 Apr, 04:55 PM Reply Like
  • Santyapril
    , contributor
    Comments (44) | Send Message
     
    It might be a blackberry phone with high resolution. Have you wondered how secure Iphone is in the health care?. How hard will it be to hack the third party applications in Iphone compare it with the blackberry!
    15 Apr, 04:59 PM Reply Like
  • Incitato
    , contributor
    Comments (27) | Send Message
     
    @MKia.

     

    "And what will BlackBerry's phone be?"

     

    Honestly, I don't know. I am not so closely tied to the industry such as yourself. My thoughts are that it will be a high end device with "phone capabilities", expensive and not for the mass market. I am hopeful that this is where BBRY is headed. Distinct, catered and industry driven specialized devices sold at....dare I say ...profit?

     

    We will see. I am being patient, but it is a tough grind for us longs.
    15 Apr, 05:27 PM Reply Like
  • shubarua1
    , contributor
    Comments (556) | Send Message
     
    Hospitals,doctors and all medical professional be ware of iPhone. HIPPA law will be in great danger. http://reut.rs/MK7IMm
    15 Apr, 05:58 PM Reply Like
  • leamago
    , contributor
    Comments (84) | Send Message
     
    Again, iPhone is designed to play music and play flappy birds. Leave the man stuff to Blackberry's. AND again, the open source design of the iOS is very unsecure. Android is worse. They can put patches til the cow's come home, but the same crappy OS is still there. Since the i4, hacker could easily mimic web sites. Experts say the patch for that is still not secure, but everyone is ignoring that fact. Now the heart bleed, experts are saying hackers can still get through the patch once again. But like JC says, "no one comes close". Haha I love this guy! Lets just agree going forward that the world needs iPhones and Androids to play games watch netflix, and the world also needs Blackberry for everything else.
    15 Apr, 11:44 PM Reply Like
  • gwynfryn
    , contributor
    Comments (3886) | Send Message
     
    It should be a phablet at least, to examine CAT scans and the like (not all doctors have great eyesight!) and I wouldn't be surprised if they bring out a super tablet like the ones which are ubiquitous with insurance assessors, surveyors, and other specialists that travel during work.
    16 Apr, 05:27 AM Reply Like
  • ELLAS
    , contributor
    Comments (1489) | Send Message
     
    Mr Kia

     

    Not quite, we are talking about eBBM securely connecting all medical personal in the industry, DEEP QNX integration & interconnecting every aspect of the medical community. The Z30 like device would not only have high res for 3D imagery, it will be a tool that can achieve 100x more than a simple none secure app via an over-priced and under-specs iPhone.
    16 Apr, 07:35 AM Reply Like
  • seekingthetrooth
    , contributor
    Comments (547) | Send Message
     
    Secure Work Space.
    16 Apr, 09:53 AM Reply Like
  • David653
    , contributor
    Comments (1360) | Send Message
     
    why did Blackberry have to invest in that healthcare company (pay to partnership). If it was that the healthcare company invested in Blackberry it would be good news. Furthermore since Blackberry did not disclose the investment amount paid, leads me to believe this was not a good deal whatsoever. most hospitals I know have has already implemented the i-pad into their system.
    16 Apr, 01:27 PM Reply Like
  • David653
    , contributor
    Comments (1360) | Send Message
     
    hospital care workers are using the ipad, Blackberry does not have a tablet anymore. A healthcare worker is not going to carry around a tiny screened Blackberry when tablets are available. Some patients like to ask what the doctor is doing and its way easier to show a patient on a tablet then a tiny phone. Competition of Apple and Google " which is also in the race in this field" will only be very costly to Blackberry, which they cant afford.
    16 Apr, 01:33 PM Reply Like
  • David653
    , contributor
    Comments (1360) | Send Message
     
    this is why doctors opt for the I-pad its way more professional then using a cell phone.
    16 Apr, 01:35 PM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    @leamago

     

    Apparently this 'manly' BlackBerry phone is just another phone with a nice display. I.e., "We do plan to make the device available for all"

     

    ["We do plan to make the device available for all, but it will be optimized for viewing 3D images and CT scans," said Mackey, adding that the device will also be usable as a regular smartphone, allowing users to view movies, play games or access consumer applications.] http://reut.rs/1jHUdc2
    16 Apr, 02:35 PM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    gwyn,

     

    It's just a regular phone and will be made available to everyone. Read the reuters article. http://reut.rs/1jHUdc2
    16 Apr, 02:39 PM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    @ELLAS,

     

    " it will be a tool that can achieve 100x more than a simple none secure app via an over-priced and under-specs iPhone."

     

    You guys really need to stop with the imaginary "super phone" nonsense.

     

    It's a regular phone that will be designed to play games, for watching movies, and will be available to everyone. http://reut.rs/1jHUdc2
    16 Apr, 02:42 PM Reply Like
  • gwynfryn
    , contributor
    Comments (3886) | Send Message
     
    Sure, Mr. K, there'll be a phone, but serious professionals in other fields that need dedicated software in mobile form, from what I've seen, prefer super tablets, and are willing to pay thousands (which is swiftly regained in improved productivity) for them, so why not for the medical professions? If BBRY do this and get it right, it'll make those still using iPads seem frivolous, and appearance matters!
    17 Apr, 11:22 AM Reply Like
  • ELLAS
    , contributor
    Comments (1489) | Send Message
     
    Great News, and looking forward to that BB10 3D device. Good Work John Chen.
    15 Apr, 02:22 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (1428) | Send Message
     
    It's another notch in the belt. This is new and better because of QNX. Don't look for failure here, NantHealth can't afford it. That's why they call Blackberry not Apple.

     

    @Mr. Knowitall, Apple is good at killing their phones. Apple and Blackberry don't deserve to be placed in the same environment anymore.

     

    Blackberry is seeding, sowing later. Apple is rotting on the tree.
    15 Apr, 02:52 PM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    Cliff how much cash will BlackBerry be able to invest in this diversion though? 500 million? 1 billion?

     

    BlackBerry is going to invent/design/something a screen technology "optimized for viewing 3D images and CT scans"?

     

    I have no confidence in BlackBerry's ability here. Hell they can't even compete in the domain they helped to create, let alone something entirely new in alien.

     

    Sorry, I think it's a huge wast of shareholder capitol.
    15 Apr, 02:58 PM Reply Like
  • LYogi
    , contributor
    Comments (1990) | Send Message
     
    Cliff, you nailed it.
    15 Apr, 03:37 PM Reply Like
  • LYogi
    , contributor
    Comments (1990) | Send Message
     
    maybe Foxconn will be helping out in that regard.
    15 Apr, 03:38 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (1428) | Send Message
     
    @Mr. Knowitall,

     

    There is sooo much pessimism around Blackberry. This is why anything that Blackberry does it met with a dismiss.

     

    If this were a start up with a completely different name, people would be pricing the advances so much higher.

     

    IBM created a market that was overrun by Microsoft; they're still here. But your on the other side of the trade...for now.
    15 Apr, 03:39 PM Reply Like
  • creativeink72
    , contributor
    Comments (39) | Send Message
     
    I think the phone is done and testing. I bet it is the Windermere they have been working on. I used it and it was rock solid and super fast device. Small tablet type device to look at photos on.
    15 Apr, 11:06 PM Reply Like
  • gwynfryn
    , contributor
    Comments (3886) | Send Message
     
    At least, and maybe followed up by even bigger ones? When checking scans, the operators will need other windows open simultaneously, which calls for some real estate!
    16 Apr, 05:31 AM Reply Like
  • gwynfryn
    , contributor
    Comments (3886) | Send Message
     
    That's an interesting thought, LY; it would be in their interest, certainly!
    16 Apr, 05:36 AM Reply Like
  • ELLAS
    , contributor
    Comments (1489) | Send Message
     
    Mr. Knowitall

     

    Here you go: Also notice the New QNX Logo? ;)

     

    QNX Software Systems has significant presence in the healthcare industry with a platform that enables highly reliable, available, connected, and secure medical devices, including:
    -----------
    Blood analyzers to test blood samples
    Pulse oximeters to measure the oxygen saturation of a patient's blood
    Handheld CTG monitoring units to monitor babies' heart rates
    Angiography to visualize blood vessels
    Diagnostic equipment
    Patient monitoring units to monitor vital signs
    Anaesthesia monitoring devices
    CardioQ hemodynamic monitoring systems to evaluate heart performance
    Hemodynamic cardiac/pulse monitors
    Retinal scanning devices
    High performance lasers for eye surgery
    Electrocardiograph stress test equipment
    -----------------

     

    You tell me would you prefer a High Performance laser eye surgery powered by iOS? Android? Windows 8? OR QNX/BB10? I thought so...

     

    http://bit.ly/1hV9n9u
    16 Apr, 11:35 AM Reply Like
  • David653
    , contributor
    Comments (1360) | Send Message
     
    you are absolutely correct, most of Blackberry's R&D dept is closed down I thought.
    16 Apr, 01:38 PM Reply Like
  • David653
    , contributor
    Comments (1360) | Send Message
     
    Because Chen stated, they may get out of the handset bus, leads me to believe that Foxconn may feel the same way. Why woul Chen say this when the deal was Foxconn would accept all write down cost? I really got a feeling that Foxconn wants out.
    16 Apr, 01:41 PM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    I think BlackBerry paid Foxconn to partner...
    16 Apr, 02:44 PM Reply Like
  • shubarua1
    , contributor
    Comments (556) | Send Message
     
    @ Mr. KIA

     

    Reading your posts it seems to me you have entered in an uncharted and unfamiliar water. Information technology in healthcare industry doesn' care much about hd resolution of a monitor. What it does care is ,for example, electronic filing, privacy and secure communication. In healthcare industry, privacy ( Healthcare Information Privacy and Portability Act or HIPPA) and secure communication is a way of life. Any error or delay in processing information by a device or equipment may create life-threatening situation.

     

    QNX Software Syatem has been a preferred choice for life-critical situation. It has significance presence in healthcare industry where it is seen as a key part of diagnostic and monitering devices in hospitals and home-care environment.

     

    The future of the helthcare industry requires the ability to share information securely and quickly, device to device or doctor to doctor anywhere and anytime.

     

    Medical professionals will be able to use Blackberry services, like an enhanced-security version of BBM, for communication.

     

    Blackberry is focussing on devices operating on secure infrastructure. One of these areas is the medical community, where mobile devices used by the doctors can be linked to Blood Pressure or Electrordiograph machine, say, in case of Emergency.

     

    Blackberry is reaching ino the health-care sector with the purchase of a minority stake in a US-based technology company NantHealth. The partnership will ollaborate on vrious projects that include a new BB device designed for the medical industry and operating system that links medical devices to NantHealth securely.

     

    250 hospitals have installed NantHealth's plaform, which connects over 16000 medical devices which collectively record over 3 billion patient vital signs every year, according to Mr. Chen.
    16 Apr, 02:54 PM Reply Like
  • Bob Castleman
    , contributor
    Comments (138) | Send Message
     
    In a peripherally related note, I was at a hospital visiting a relative on Monday. The computers were still running Windows XP. This was in the ICU. In the patient's room was a PC with all the USB and other ports exposed tempting me to pop in a thumb drive and see what happened. I didn't, but someone will. While I hope the network admin has secured the infrastructure, I can't help but wonder how soon we will be hearing about compromised information systems because of the failure to retire XP. This will push security even further into the forefront. Secure systems will become increasingly important, over glitz, flash and gadgetry. BBRY really MUST take advantage of this or they will prove the shorts correct.
    15 Apr, 03:06 PM Reply Like
  • Z10isgreat
    , contributor
    Comments (190) | Send Message
     
    Support for XP has just been retired (April 2014) At least in Canadian healthcare, for a significant fee, authorities can buy additional time from Microsoft. In my province (British Columbia) all health authorities are actively upgrading to Windows 7 and Microsoft office 2010.
    15 Apr, 08:58 PM Reply Like
  • gwynfryn
    , contributor
    Comments (3886) | Send Message
     
    How long before they stop supporting Win 7, I wonder? Win 8 is such an embarrassment for MS, isn't it?
    16 Apr, 05:33 AM Reply Like
  • ELLAS
    , contributor
    Comments (1489) | Send Message
     
    Win 8 has already failed IMO. Major Canadian Government Organizations are upgrading from XP to 7. Not 8, because most IT hate it's interface.

     

    I am sure M$ will have to release a Windows 9 that follows Win 7's style and performance.

     

    Even Starbucks Canada, I was told by a worker that they are still running Windows 98SE believe it or not for some of its setups. They plan on upgrading to Win 7, not 8 according to several I've spoken too.
    16 Apr, 09:10 AM Reply Like
  • gwynfryn
    , contributor
    Comments (3886) | Send Message
     
    So I'm not the only guy left using 98 SE (plus Partition Magic)? Hey, it does everything I want it to!
    16 Apr, 11:08 AM Reply Like
  • David653
    , contributor
    Comments (1360) | Send Message
     
    I noticed that also and asked a nurse about that. The nurse said that only our usb products work, if you were to try plugging yours in there it would not recognise it.
    16 Apr, 01:46 PM Reply Like
  • Bob Castleman
    , contributor
    Comments (138) | Send Message
     
    This assumes that the network admin has disabled booting from a CD or thumb drive. If not, pop in a bootable usb drive and push the reset button . Root kit it, reboot to the hospital OS and you own that computer. I was just surprised that the hardware in the ICU was so readily accessible by non-staff. If major credit card processors aren't properly securing their systems I think it is likely that there are more than a few medical systems that are not properly secured as well, HIPA be damned.
    16 Apr, 06:13 PM Reply Like
  • gladtidings
    , contributor
    Comments (159) | Send Message
     
    @ Editor. Good development. Specialization for BB is what John Chen promises and he is delivering. His identified specialized market areas for BB's software are now unfolding. With aging population in North America, both NantHealth and BB know their products will be sort after in the medical profession. Extend this service to the numerous hospitals in developed economies and we can see the exponential possibilities when this go global in scale. The patent ensuing for this invention will be another plus. John Chen has admirably brought in a successful professional and entrepreneur in the person of Dr.Patrick Soon to develop a device that will mutually benefit both their enterprises. By taking a minority stake, BB de-risks its investment, while at the same time, NantHealth maintains majority control. It is a win-win situation that benefits both partners. We can be sure that this time around, the devices will be produced with a careful eye on inventory control and another debacle like the Z10 will be zealously avoided.
    15 Apr, 04:17 PM Reply Like
  • Incitato
    , contributor
    Comments (27) | Send Message
     
    @gladtidings

     

    Agreed.

     

    These devices will be ultra specialized and expensive. Not for the mass market. They will take their place with all the other expensive specialized hardware and software needed in the health industry.
    15 Apr, 04:41 PM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    Incitato,

     

    In what way exactly will they be "highly specialized"?
    High resolution image viewing is high resolution image viewing. Nothing magic here. Maybe they get a high-end graphics chip (that they won't design or manufacture) and a high resolution screen (that they won't design or manufacture.)

     

    And after all this design work (read cost), they will sell 20,000-30,000 of these.
    15 Apr, 04:59 PM Reply Like
  • Incitato
    , contributor
    Comments (27) | Send Message
     
    Mr Kia.

     

    "In what way exactly will they be "highly specialized"?"

     

    Agreed that the high tech hardware is developed by others. Samsung for example would have a significant lead here. But it's the software tying in security, adaptability, M2M, ease of communication is where BBRY needs to be focused.
    15 Apr, 05:34 PM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    I agree, but what expertise does BlackBerry have in writing medical applications?

     

    My guess would be that some 3rd party would write the software under contract for BlackBerry.

     

    I really believe BlackBErry should really be focusing on secure phones for consumers and government and stay away from the areas where they have little to no expertise.
    15 Apr, 05:46 PM Reply Like
  • ELLAS
    , contributor
    Comments (1489) | Send Message
     
    I gave you a thumbs up Mr. KIA, for a great comment.
    But let me stress, QNX and the people behind it has extensive experience is unique mission critical fields such as Medical and defense for example.

     

    I say let John Chen make this small investment, because you never know what can come out of this. To have the most secure medical devices in the industry powered by BB10 and connected by QNX is Visionary to say the least.
    16 Apr, 09:19 AM Reply Like
  • David653
    , contributor
    Comments (1360) | Send Message
     
    I agree, Blackberry is entering in a highly competitive area which they cannot afford.
    16 Apr, 01:48 PM Reply Like
  • seekingthetrooth
    , contributor
    Comments (547) | Send Message
     
    @David653, ROTFLMAO!!!!!

     

    I'd be very interested to hear how BlackBerry is entering in this highly competitive area where the leader, NantHealth, intends to make their Cloud solution proprietary to BlackBerry's infrastructure.

     

    Please enlighten us...Your skirting this comment will be highly telling about the depth of your insights.
    17 Apr, 03:32 AM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    @seekingtrooth,

     

    "NantHealth, intends to make their Cloud solution proprietary to BlackBerry's infrastructure."

     

    And on what do you base this statement?

     

    When I read the NantHealth website, I see that they are already heavily invested in their own proprietary "Clinical Operating System cOS." http://bit.ly/1hPCXDb

     

    I think you are overstating the relationship; just as Blackberry would like you to.
    Have a look at what I linked and you tell me if they are going to toss all of that out and move their "Cloud solution proprietary to BlackBerry's infrastructure."

     

    I don't think so.
    17 Apr, 10:59 AM Reply Like
  • seekingthetrooth
    , contributor
    Comments (547) | Send Message
     
    @Mr. Knowitall,

     

    Apologies, what I mean't was that they'll make their cloud solution exclusively mobile through the BB infrastructure and devices. Not that BB will overhaul their existing cloud investment.

     

    Oh, but I assumed you'd place BB in the mobility bucket of this partnership. Maybe your understanding of BB's business model and the associated value proposition is not clear.

     

    To me it appears that the reason why you're short is no longer valid. BB's focus has changed. They're already done with the 1/3 loss-making channel inventory. Operational streamlining in full steam. Maybe deliver profit 3rd quarter onwards. Enough cash for turnaround.

     

    Looks like fear creeping in the shorts. Especially David. He seems very flustered by the progress made so far.

     

    Recall my previous comment on the $20+ value just from retaining their existing EMM customers..you can compare operating margins on peer companies engaged in networking solutions. 20%+ operating margin has started to look achievable with the turnaround in effect. And we're not even accounting for the side-show Foxconn business and BBM. And not even this development.

     

    But what's most disconcerting is the fact that you don't appear to be clear of BlackBerry's business model. Quite contrary to your handle 'Mr. Knowitall'
    17 Apr, 12:54 PM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    Ignoring your closing insult, you're correct; I'm not clear on BlackBerry's business model. And this is why I remain short.

     

    "To me it appears that the reason why you're short is no longer valid. BB's focus has changed."

     

    Changing focus is not inherently good, in fact BlackBerry cannot keep restarting and refocusing on a tri-monthly schedule as it confuses investors and reduces confidence in the company.

     

    "Looks like fear creeping in the shorts. Especially David. He seems very flustered by the progress made so far."

     

    I don't know about David, and I'm not even sure he's short. I think he's just mad at the company. I on the other hand am quite happy with the regularly scheduled put contracts. the stock is at $7.16; shorts couldn't be happier.

     

    17 Apr, 02:26 PM Reply Like
  • seekingthetrooth
    , contributor
    Comments (547) | Send Message
     
    @Mr. Knowitall,

     

    Not meant to insult. Just wanted to spice up my closing remark. No insult intended. John Chen is leveraging BlackBerry's assets in more sensible verticals than his predecessor. These are high margin plays where there's significant leverage to be had. To me the purpose of QNX is now starting to become clearer.
    17 Apr, 02:49 PM Reply Like
  • contrarianwise
    , contributor
    Comments (1017) | Send Message
     
    What is new--Foxconn and Terry Gou; now NantHealth and Dr. Patrick Soon; sounds like the development of a pretty good mastermind alliance.

     

    "The future of BBRY lies in creative opportunities like this that take our many core disciplines and combine them in ways no one else can match." John Chen.

     

    "Widen the moat." Warren Buffett

     

    "Widen the moat baby." Contrarianwise
    15 Apr, 05:00 PM Reply Like
  • contrarianwise
    , contributor
    Comments (1017) | Send Message
     
    slow and easy goes far in a day.
    15 Apr, 05:01 PM Reply Like
  • customize
    , contributor
    Comments (87) | Send Message
     
    Before long NASA will be inquiring about Blackberry's software, If not already. Bill Gates have proven that It's not how pretty the monitor looks, its about what one is looking at on the screen. In other words, what is controlling what you are viewing?
    15 Apr, 05:56 PM Reply Like
  • ELLAS
    , contributor
    Comments (1489) | Send Message
     
    contrarianwise & customize

     

    Well stated.
    John Chen is transforming BlackBerry into something that only a Visionary can see. He's done what he said he will. This Health care deal is a simple testament on how John is going to generate $ and restore the BBRY brand and image.
    He is looking for strategic opportunities to make money on areas other than the standard smartphone market.

     

    BlackBerry is entrenched in Automotive Technology with a huge list of Partners. Now they've ventured into the Medical Field. They already have a leg up on the Enterprise Business, though still losing customers by the day, due to BES10 not offering BBOS support. This bleeding will/has stopped due to EZPASS & BES12 announcement, along with new device announcements and BBM modifications and Monotization.

     

    People wake up, John Chen is not just sitting idle and twiddling his fingers, because if he was I would be shorting too. Nope, he's pretty much pushing forward with a GOOD PLAN.

     

    With all due respect to THOR, John Chen is not THOR, and is running BBRY with an Iron Fist.
    16 Apr, 09:35 AM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    I'm sorry, but all of you that think this is some expensive super phone/tablet destined for medical-only are dreadfully misinformed.

     

    I'm really surprise too since you're betting your hard earned cash on such 'news'

     

    The reality is that according to BlackBerry's head of corporate development and strategic planning, this phone will "be usable as a regular smartphone, allowing users to view movies, play games or access consumer applications."

     

    ["We do plan to make the device available for all, but it will be optimized for viewing 3D images and CT scans," said Mackey, adding that the device will also be usable as a regular smartphone, allowing users to view movies, play games or access consumer applications.] http://reut.rs/1jHUdc2
    16 Apr, 02:53 PM Reply Like
  • kmi
    , contributor
    Comments (3980) | Send Message
     
    What this appears to be is taking the features of Nanthealth's cOS Clinical Operating System and integrating them into a customized version of Blackberry's QNX for -most likely- existing hardware. Not new hardware. Anyone following Chen's vision closely will likely realize that its doubtful he would look to adding more devices to the fold when he has been intent on streamlining the hardware platforms BB is involved in.

     

    It won't be a 'super phone' or a tablet. It will take the features of an existing, in-house OS/ecosystem, and integrate them into the BBRY platform, in the same way QNX was adapted to accommodate BES, i.e. a process BBRY is familiar with and competent at. This is also what is suggested by Chen's use of the word "verticals" in describing the effort, and also makes sense of why this was structured as a partnership instead of a product offering to hospitals.
    16 Apr, 06:23 PM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    "What this appears to be is taking the features of Nanthealth's cOS Clinical Operating System and integrating them into a customized version of Blackberry's QNX for -most likely- existing hardware."

     

    --Wrong.
    This is the problem with BlackBerry longs; just making stuff up.

     

    From the reuters article:

     

    ["We do plan to make the device available for all, but it will be optimized for viewing 3D images and CT scans," said Mackey, adding that the device will also be usable as a regular smartphone, allowing users to view movies, play games or access consumer applications.] http://reut.rs/1jHUdc2
    16 Apr, 07:13 PM Reply Like
  • kmi
    , contributor
    Comments (3980) | Send Message
     
    Please explain how "optimized for viewing 3D images and CT scans" references display hardware and not software?

     

    Please further enlighten us with your in-depth knowledge and experience of the cOS OS.
    17 Apr, 12:26 PM Reply Like
  • Mr. Knowitall
    , contributor
    Comments (7388) | Send Message
     
    kmi, my post attempts to convey that Nanthealth's cOS Clinical Operating System will not be integrated into a customized version of Blackberry's QNX operating system since according to Jim Mackey, BlackBerry's head of corporate development and strategic planning, the device will also be usable as a regular smartphone, allowing users to view movies, play games or access consumer applications.
    17 Apr, 02:31 PM Reply Like
  • kmi
    , contributor
    Comments (3980) | Send Message
     
    From where I sit, I see this as integrating the cOS operating system's features into the Blackberry QNX. As in, taking the existing functionality and features of the existing OS and adapting QNX to perform them.

     

    Therefore, the full slate of features available on existing devices running the existing Blackberry QNX OS would be available, but the features of the cOS system would be made additionally available on existing hardware as a software product (reminiscent of BES).

     

    This is also highly reminiscent of the work Blackberry did to adapt QNX to its previously existing BlackberryOS and BES products. In other words, something Blackberry has significant experience in, which jibes with Chen's comment: "The future of BlackBerry lies in creative opportunities like this that take our many core disciplines and combine them in ways no one else can match."
    18 Apr, 10:36 AM Reply Like
  • Mr. Cat
    , contributor
    Comments (105) | Send Message
     
    Um,,,,,I think and really hope that such device optimized for viewing 3D images and CT scans will add to the momentum of BB's rolling out of Playbook "2".
    17 Apr, 08:39 AM Reply Like
  • kmi
    , contributor
    Comments (3980) | Send Message
     
    Blackberry has pretty clearly indicated no intention of releasing a Playbook2. The quality and performance of the BB10 devices extant pretty much obviate a need for a separate unique tablet product.

     

    The Playbook uses a different version of the software running on the phones, and just realistically it doesn't make too much sense to support two different versions of the OS. It's far more likely that BB will work on developing the existing phone product into higher resolution environments and larger display sizes than continue developing the Playbook version.

     

    Don't get me wrong, in some ways I find the Playbook version of the OS superior to the phone version, but in other ways I do not: There are instances where the touch interaction of the Playbook UI wouldn't work very well on a smaller screen for example, but the Playbook's multitasking UI is better.

     

    In any event Blackberry phones bring HDMI-out into the value proposition, which will/can work with most existing large monitors, whereas HDMI-out exists on almost no competing product (which would force the use of dongles to use their USB-out or MHL technology). HDMI-out in this instance is a significant factor in BB's favor for this application.
    17 Apr, 10:26 AM Reply Like
  • Black Truck
    , contributor
    Comments (39) | Send Message
     
    What we are seeing now is the small incremental steps that BB needs to take to retrench, stabilize and then return to growth. The retrenching phase is coming to a finish. The stabilizing phase is at hand. Phone sales and services will stabilize now that it is seen that BB is in it for the long haul. We will see some surprises as we start to see quarterly phone sales actually reflect what has occurred. There will be a huge boost as the massive $800 million/year patent royalty payments end this year. Finally, most of the "teething" issues with the new software BB10 are dealt with. What we have now is a very smooth and compelling OS that can now focus on adding in the "wow" factor on future releases.

     

    I love the discipline of John Chen when he says that they need to make money in everything that they do. This alone will make a huge difference in the way the company evolves.

     

    Everything is unfolding as it should.
    17 Apr, 10:39 PM Reply Like
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