Loeb exits Yahoo/BlackBerry/Activision in Q1, buys into Avago/Citrix


After cutting its Yahoo (YHOO) stake in half to 8M shares in Q4, Dan Loeb's Third Point LLC fully liquidated its position in Q1. (13F).

Loeb, whose fund once owned 60M Yahoo shares, resigned from the company's board last July as part of a deal to sell back 40M shares to the company. His decision to exit Yahoo comes ahead of Alibaba's much-anticipated IPO.

Loeb also liquidated the 10M-share BlackBerry (BBRY) position he established in Q4. BBRY -1.6% AH.

A 4M-share position in Activision (ATVI) and a 1M-share position in NXP (NXPI) were also unloaded. A 2M-share position was taken in Avago (AVGO), as was a 2.55M-share position in Citrix (CTXS) and a 1.6M-share position in Brazilian carrier TIM Participacoes (TSU).

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Comments (62)
  • Zack 800
    , contributor
    Comments (2168) | Send Message
     
    Big surprise Loeb selling shares...hope he stays away!
    15 May 2014, 05:02 PM Reply Like
  • wolfstar
    , contributor
    Comments (103) | Send Message
     
    Loeb unloading? What does he forsee? Interesting.
    15 May 2014, 05:15 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    @wolfstar,

     

    "What does he forsee?"

     

    My guess is that he no longer believes in the BlackBerry turnaround.
    15 May 2014, 08:25 PM Reply Like
  • gwynfryn
    , contributor
    Comments (6478) | Send Message
     
    The next bubble to pop, maybe? Still in Nokia, it seems!
    16 May 2014, 10:11 AM Reply Like
  • 6372381
    , contributor
    Comments (271) | Send Message
     
    That's your conjecture. I think the man bought cheap made 2 million dollars and go away. He may be buying now at cheap price.
    16 May 2014, 12:22 PM Reply Like
  • Cochise54
    , contributor
    Comments (425) | Send Message
     
    And Cohen bought 11.2M, billionaires, can't live with them, can't live without them.
    15 May 2014, 05:34 PM Reply Like
  • ELLAS
    , contributor
    Comments (2708) | Send Message
     
    Just another normal business day for these Billionaires.
    15 May 2014, 05:54 PM Reply Like
  • contrarianwise
    , contributor
    Comments (1320) | Send Message
     
    draw--both richer than me
    15 May 2014, 09:56 PM Reply Like
  • rsbduff@gmail.com
    , contributor
    Comments (438) | Send Message
     
    Self Profiling Prophecy?

     

    I wish I was big enough to announce what I did, and what I will do....next.
    The bigger question is....did Loeb sell Blackberry and Yahoo, at the same time that he took a short position....in those stocks.

     

    Imagine, if you can get the sheep to follow you.....you make more money than ever, which is what Billionaires always think they are entitled to.......Hurry up dumb money...

     

    My insight is worth what I charge for it.
    RSBDuff
    15 May 2014, 06:25 PM Reply Like
  • iRIM
    , contributor
    Comments (227) | Send Message
     
    Now he's the bad guy?...he sure got a lot of sheep to follow him when he bought Blackberry. The BB bulls (er sheep) were all Bah Bahing each other with great big pats on the back. By almost everyones opinion here on SA, this genius knew what he was doing when he bought in at approx. $10 per. He now leaves with a 30% haircut and the same logic no longer applies. We are going to need some in depth and multi parted (Part 1, 2, 3) articles to explain this one away.
    15 May 2014, 09:14 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    Welcome iRIM,

     

    In case you've not noticed, you've stepped through the looking glass
    15 May 2014, 11:52 PM Reply Like
  • ELLAS
    , contributor
    Comments (2708) | Send Message
     
    At this point it's all speculation. Where there's a seller there's a buyer ;)
    15 May 2014, 07:16 PM Reply Like
  • john001
    , contributor
    Comments (1213) | Send Message
     
    or buyers
    15 May 2014, 08:57 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    "At this point it's all speculation"

     

    What speculation?
    He took a 30% haircut because he was scared sh!tless he was about lose even more.

     

    Not a good sign; well, unless of course you are a BB long, in which case it's "great news!"
    15 May 2014, 11:54 PM Reply Like
  • ATI nsider
    , contributor
    Comments (1244) | Send Message
     
    Mr. K
    "What speculation?
    He took a 30% haircut because he was scared sh!tless he was about lose even more."

     

    You have no idea why he sold his shares in not only BlackBerry but the other companies. Where there is a seller, exists a buyer.
    16 May 2014, 09:37 PM Reply Like
  • 6372381
    , contributor
    Comments (271) | Send Message
     
    How do you know he got 30% haircut? He could go out at breakeven or he could gain a 10% selling at 10.8 and buying again at 7.
    17 May 2014, 11:20 PM Reply Like
  • FrankArabia
    , contributor
    Comments (982) | Send Message
     
    Watsa and Chou are both better investors than Loeb.

     

    Loeb was afterall a guy that would invest in Herbalife. You can make money multiple ways, but how you make it shows the world the kind of person you're.
    15 May 2014, 07:19 PM Reply Like
  • Energysystems
    , contributor
    Comments (2112) | Send Message
     
    Every investor makes mistakes, even the greats. Loeb, like Watsa is considered a great investor. Loeb's goal is to make money for his investors. I doubt he cares what people think of him.

     

    I doubt Watsa cares what people think of him profiting on his bet on a US housing collapse. You can make money multiple ways, but how you make it shows the world the kind of person you're.
    15 May 2014, 07:59 PM Reply Like
  • sfinvestor
    , contributor
    Comments (1960) | Send Message
     
    "Watsa and Chou are both better investors than Loeb."

     

    http://bit.ly/1nUMWr8

     

    Fairfax is quietly selling at a loss. 5.2M shares lighter.

     

    hell, chou may have sold as well.
    15 May 2014, 10:51 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    Transcend Asset, if you're listening...

     

    I think we need another demystified article to explain why all these big time investors are getting out at a loss.. Possibly really good news for BlackBerry?
    We shall see!
    15 May 2014, 11:57 PM Reply Like
  • Zack 800
    , contributor
    Comments (2168) | Send Message
     
    @sfinvestor

     

    Fairfax is not quietly selling...it was all explained in January.

     

    http://stks.co/p0KvH
    16 May 2014, 08:45 AM Reply Like
  • Mr. Cat
    , contributor
    Comments (308) | Send Message
     
    Dear Zack 800,

     

    Thanks for the link. It erased the doubt on whether Fairfax's position in BB is shakened.
    17 May 2014, 12:10 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    Haha, I like the subheading:

     

    "Not for distribution to U.S. news wire services or dissemination in the United States."

     

    Then they post publicly in the internet.
    Doh!
    17 May 2014, 03:20 PM Reply Like
  • hz06
    , contributor
    Comments (1634) | Send Message
     
    @zack - question, so the doc says Fairfax can own between 9.9% ~ 19.9% of blackberry. but either 15.6% or 17.6% falls into the range. why does it need to sell some shares to compliant with the restriction? what am i missing?
    18 May 2014, 10:42 AM Reply Like
  • Zack 800
    , contributor
    Comments (2168) | Send Message
     
    @hz06

     

    Not sure why they sold...maybe Fairfax wanted money for another investment. Fairfax still holds a substantial number of shares, doesn't look they have lost faith to me...
    18 May 2014, 11:14 AM Reply Like
  • hz06
    , contributor
    Comments (1634) | Send Message
     
    if i remember correctly, they are still holding 46m after selling 5m shares. plus the 50m convertible, it's close to the upper end of 19.9% of bb outstanding.
    18 May 2014, 11:36 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    Zack 800,

     

    You just said above "Fairfax is not quietly selling...it was all explained in January."

     

    Yet here you admit to hz06 that sale is not explained by your linked document.

     

    So it would seem that sfinvestor's comment stands as your rebuttal is doo-doo.
    19 May 2014, 05:35 PM Reply Like
  • hz06
    , contributor
    Comments (1634) | Send Message
     
    re-reading the doc more carefully, it says, "Fairfax intends to sell Common Shares over time in order to rebalance its ownership in BlackBerry, subject to the above-noted restrictions."

     

    i think what that means is FairFax has the intention to sell some shares while picking up this additional $250m debentures, as long as its total holding, including the equivalent 50m shares if converted, falls into 9.9% ~ 19.9%.

     

    and i believe the way to count the outstanding shares as the base of this 9.9% ~ 19.9% includes the other debentures. in another word, the base is 519 + 125 = 644m shares outstanding. not just the before conversion of 519m shares.

     

    Fairfax instilled cash into blackberry but at the same time unloaded some shares to offset the allocation of its cash on blackberry. that's what it looks like to me.
    19 May 2014, 09:42 PM Reply Like
  • iRIM
    , contributor
    Comments (227) | Send Message
     
    Now he's the bad guy?...he sure got a lot of sheep to follow him when he bought Blackberry. The BB bulls (er sheep) were all Bah Bah...ing each other with great big pats on the back. By almost everyone's opinion here on SA, this genius knew what he was doing when he bought in at approx. $10 per. He now leaves with a 30% haircut and the same logic no longer applies. We are going to need some in depth and multi parted (Part 1, 2, 3) articles to explain this one away.
    15 May 2014, 09:14 PM Reply Like
  • sfinvestor
    , contributor
    Comments (1960) | Send Message
     
    I think it is time for dymistfied, scrutinized, balanced VI

     

    Why Loeb investment is bullish for BBRY and Loeb divestment is also bullish for BBRY?
    15 May 2014, 09:54 PM Reply Like
  • Cochise54
    , contributor
    Comments (425) | Send Message
     
    Ha, ha, good one.
    15 May 2014, 10:02 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    oh my gosh sfi,

     

    great minds I guess :)
    15 May 2014, 11:58 PM Reply Like
  • contrarianwise
    , contributor
    Comments (1320) | Send Message
     
    draw, Loeb passes the ball to billionaire Cohen
    15 May 2014, 09:58 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    "Loeb passes the ball to billionaire Cohen"

     

    More like a hot potato.
    15 May 2014, 11:59 PM Reply Like
  • ELLAS
    , contributor
    Comments (2708) | Send Message
     
    billionaire Steven A. Cohen
    Point72 purchases 11.2 million shares of BlackBerry
    http://bit.ly/RHVypp
    16 May 2014, 07:50 AM Reply Like
  • Randal James
    , contributor
    Comments (4420) | Send Message
     
    To be fair

     

    I'm always long or in cash. Right now my piggy bank is full. An astute investor - and there must be loads of them besides the 50 or so of us that debate BBRY - might consider Chen's word's carefully when he says he will exit phones if they can't make money or puts the success rate at 50-50.

     

    I like that! A guy with candor, telling his public how it is. Until he gets back on the plane and the poor apoplectic PR guy has to tell him to backtrack and tell a different truth. Chen knows how to sail treacherous waters but there is a reason for their name. And it is hard to think of a tech category that has crowned and killed so many heroes. It's like Hunger Games II.

     

    IF I was a billionaire (still checking countries where that is possible - even in pesetas) , how many 50-50 propositions would I have bought into? If I thought the future was blindingly bright, would I not have bought into the buyout option when Watsa's underdogs rang the doorbell? They rang everyone else's, why not mine?

     

    So the discourteously long take from this is not that BBRY is a screaming buy OR a screaming hold. It is bobbing along like sea glass from Japanese seines. If there is a stunning success (10M in Indonesia), great revenue from enterprise... then I'll put the team on and load up the yacht. Otherwise, Ms. February is a great fan of Yahtzee.
    16 May 2014, 02:41 AM Reply Like
  • Zack 800
    , contributor
    Comments (2168) | Send Message
     
    @Randal James

     

    You state that you are a long investor...but still see no trade in BB. As an astute investor can you tell me what you so clearly see that us "longs" do not see. Do you think that they will go bankrupt? That you really take to heart that 50-50 comment? Obviously you don't buy what BB is directly telling it's investors...can you inform us longs why you think BB is lying so we can make better decisions.

     

    Your reply will be appreciated but please don't respond with tales of the past. BB has a "new" OS that is starting to mature and are the best in "end to end" security and have other possible revenue generating incomes from QNX and BBM. You do not see a future in either of those?

     

    You have made many comments on BB so you obviously know most of what I know...how can we draw such opposite conclusions? To me, BB is a screaming buy...it is certainly not guaranteed to be a winner but neither is any stock.

     

    16 May 2014, 07:54 AM Reply Like
  • pgtrula
    , contributor
    Comments (38) | Send Message
     
    7-8 quaters for a turn around, does no one have patience?
    16 May 2014, 09:16 AM Reply Like
  • Randal James
    , contributor
    Comments (4420) | Send Message
     
    Zack

     

    I enjoy fishing and gardening as two of my primary passions (aside from my girlfriend). Both require a lot of study and careful attention. I might spend a week on the river and not catch 'Simon' - the mythical giant rainbow trout that some have seen airborne after a mayfly. That is all OK, it is a hobby and I will take in the cliff swallows, thirsty deer and, more than anything, the solace that being in remote areas can provide.

     

    Last year I was delighted that my gaura and lavenders had expanded so much. Hard to know whether the record cold in December or the record wet in February killed them... but they are unquestionably dead this spring.

     

    With investments, I am not in the same camp as so many here that foresee a turnaround and are delighted with results that MAY happen in 2015. I never bet a dime on someone else's performance because everyone I've ever read about has made mistakes and they hastily cover - or hedge - their tracks before you or I ever know it.

     

    No one disagrees that BBRY has a great history. I'm not a keyboard fan (and apparently few are) but BBRY's are regarded as great. Otherwise, of course, it takes up too much screen space and for those who visit the web, that is death.

     

    One of the metrics that is key in importance to BBRY is "paid subscribers." This has dropped from 80M to 50M and you can write that off however you like but it speaks volumes about loyalty to the brand. Many of BBRY's user base were in developing countries and as that number has been exploding while BBRY has been contracting, one must assume that BBRY is NOT a compelling option.

     

    So, do I sense a great turnaround in place or just another rescue story? Costs have been cut, staff eliminated, property sold - which are all the things anyone would do if they were struggling. That isn't brilliance.

     

    Brilliance is doing those things and then ramping up revenue. As Chen sees it - me too - the enterprise is the key to survival. These projects in Indonesia are sideshows unless they are fantastically successful. But everyone sort of knows that retail is a failed option for anyone lacking the resources of a major corporation. I do see some of the Chinese companies, such as ZTE, growing into that league in a year or two. BBRY, hampered by small volume, will not.

     

    You wanted a much shorter answer. I don't invest or stay invested in companies that are not making progress TODAY. I don't like the road map that says "if we do this, and then that, and our salesforce can..."

     

    If ATT told me that - unexpectedly - BBRY sales advanced 20% in the current quarter, this stock would have my undivided attention. It has my very divided attention because it has so little in the plus column. Until that changes, risks to longs are significant - as they have been for years.
    16 May 2014, 11:51 AM Reply Like
  • ATI nsider
    , contributor
    Comments (1244) | Send Message
     
    Zack 800
    "Do you think that they will go bankrupt?"

     

    I know you are asking a question, but lets get something straight. BlackBerry will NEVER go Bankrupt, no matter how many would like this outcome. Worst case scenario is they cater to a (very) small niche market as a smaller company.

     

    Mr. Chen's current strategy is far from the worst case scenario. He's going all out in an intelligent strategic manner. They are being very careful where to put there efforts and cash. When John Chen states there target as break even in 2015, I believe him. He's got proven experience under his belt.

     

    In regards to the 50-50 comment, that was clearly taken out of context. And my sources have confirmed this to me personally.
    16 May 2014, 09:44 PM Reply Like
  • ATI nsider
    , contributor
    Comments (1244) | Send Message
     
    pgtrula
    "7-8 quaters for a turn around, does no one have patience?"

     

    Unfortunately many do not have patience, as you can see by the fairly large short interest in BlackBerry. A turn around never happens overnight. And the company after a turn around success emerges as a different company. If only people could sit back and let the turn around take place.
    16 May 2014, 09:49 PM Reply Like
  • ATI nsider
    , contributor
    Comments (1244) | Send Message
     
    Randal James
    " I don't invest or stay invested in companies that are not making progress TODAY."

     

    If that was the case, then you would be investing in BlackBerry today.
    16 May 2014, 09:52 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    "And my sources have confirmed this to me personally."

     

    Really now.
    17 May 2014, 12:04 AM Reply Like
  • Cochise54
    , contributor
    Comments (425) | Send Message
     
    Opportunity Cost.
    17 May 2014, 09:30 AM Reply Like
  • hz06
    , contributor
    Comments (1634) | Send Message
     
    @RJ - thanks for sharing your thoughts for blackberry. agree with Mr kia that this is a sincere comment. really appreciate it.

     

    as investors, we can't underestimate, or be in denial that blackberry just lost a consumer product war which they bet the bulk of their resources on it. that's what Watsa and John Chen is facing, a battered battle field, and half of the troops that's left. they are gathering the troops and looking for new opportunities to mount and comeback. blackberry is like a damaged ship bailing to the sea they are more familiar with, to get back to a good shape.

     

    it's understandable that so many investors jumped ship, or took advantage of shorting. it's also understandable that many get or stay on the long side. blackberry is a binary stock at this moment, why do i pick to stay on the long side? i believe it's more due to my nature.

     

    years ago, i was buying, fixing, and selling cheap used cars, as a hobby to satisfy my learning needs before i found computer science was more interesting and went to a master program full time. it was this hobby that paid for my full tuition and expenses in two years and a half. after i was done with this small used car business, my immediate next dream was to buy a company in bad shape, fix it, and sell it for a good price, if i had enough money to do that.

     

    all the battered companies are good candidates for this type of value investments. some have value, some don't. it's a matter of if one gets it right, and lucky enough, things going in the desired direction, or not. the value investors are putting their money on the line in this regard. JCP and BBRY are probably the most popular two at this moment. (NOK is out of that state). in these two stocks, i am bullish on bbry and bearish on jcp. with jcp, i don't believe that a retail business can out run the cost of borrowed money in general, unless the crew remain highly motivated for a long time to offset the cost of debt and get the business over this phase (of running a retail business on debt).
    17 May 2014, 01:43 PM Reply Like
  • Zack 800
    , contributor
    Comments (2168) | Send Message
     
    @hz06

     

    I like your comment mostly but have to respond about the statement about thinking that RJ response was sincere. I think if you re-read and took out all of the distracting "fluff" you would not find it so sincere.

     

    I spoke the truth and if suddenly certain people found that sarcastic then they were being just a little too sensitive (imo)

     

    Just something I have been noticing...longs are way too nice...the naysayers not so much. As and for as Mrkia calling me out for sarcasm is really quite funny coming from Mr Sarcasm himself!
    17 May 2014, 05:05 PM Reply Like
  • hz06
    , contributor
    Comments (1634) | Send Message
     
    @Zack - thanks for your kind word... the reason that Mr kia and some say RJ's THIS comment is sincere is, compared to 100 of his other comments recently, this is an unusual sincere moment from him, luckily to respond to your comment. :) RJ had been a blackberry long since i read his comments on SA, he's coming a long way to look at blackberry's whole picture and i understand that's natural for most investors, and it's sometimes a good thing, seeing the forest beyond a tree.

     

    as to Mr kia, as i understand he's making tons of comments on blackberry thread - he has fun poking longs' balloons (regarding mobile technology) with his technology needle. that's pretty much it. i don't pay much attentions to his technology related comments because most are on matters too granular for investment decision making. but some people get annoyed a little by his needle, plus he's from the short side...

     

    SA has a lot of regulars and each one has a clear personality out of their comments. in my observations, most of them have a likable personality, long or short...

     

    as time goes by, you will grow a thicker skin for the comments from the short side (who doesn't? lol) and enjoy the exchanges on blackberry thread...
    17 May 2014, 05:44 PM Reply Like
  • Zack 800
    , contributor
    Comments (2168) | Send Message
     
    @hz06

     

    You are probably right...getting way off track of what this forum is meant to be...
    17 May 2014, 07:46 PM Reply Like
  • hz06
    , contributor
    Comments (1634) | Send Message
     
    exactly... :)
    18 May 2014, 12:35 AM Reply Like
  • Zack 800
    , contributor
    Comments (2168) | Send Message
     
    @RJ

     

    If I am correct from reading your response, you are basing BB's success on paid subscribers going from 80 million to 50 million. If that is so you are indeed correct not to take a position as the paid subscribers will eventually go to zero if the new OS is successful.

     

    And you mention BB's keyboard...I too don't like keyboards but BB makes this great phone called the Z30, maybe you might of heard of it, maybe not. It is a 5 inch all touch, no keyboard and then there is this z3, it also doesn't have a keyboard. BB makes many phones for different people.

     

    It is obvious that you know very little about BB and that you have an obvious agenda for paying so much attention to BB; you have no intention of purchasing BB stock. As an astute observer can I suggest GIC's for you, seems like that would be more up your alley if you are looking for a guaranteed investment.
    16 May 2014, 01:51 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    @Zack,

     

    "It is obvious that you know very little about BB and that you have an obvious agenda for paying so much attention to BB;"

     

    You know, it's really disappointing that you took this sarcastic and insulting tone with Randal after he took the time to thoughtfully reply to your sincere request for his thinking.

     

    Don't be surprised if you don't get a second chance for an equally thoughtful reply.
    16 May 2014, 02:59 PM Reply Like
  • Zack 800
    , contributor
    Comments (2168) | Send Message
     
    @mrkia

     

    Thanks for the "heads up".

     

    P.S. I did not find his reply thoughtful at all. He totally ignored my sincere questions
    16 May 2014, 03:40 PM Reply Like
  • ATI nsider
    , contributor
    Comments (1244) | Send Message
     
    Zack 800
    "
    Thanks for the "heads up".
    P.S. I did not find his reply thoughtful at all. He totally ignored my sincere questions"

     

    I actually found Randal's response sincere, though I can see how he did not answer your questions you put forth. Not sure if he realized what you were asking or just didn't have an answer. Though he's pretty much made up his mind. He's stuck in the past, just like Mr. K and sfinvestor.
    16 May 2014, 09:57 PM Reply Like
  • sfinvestor
    , contributor
    Comments (1960) | Send Message
     
    "If I am correct from reading your response, you are basing BB's success on paid subscribers going from 80 million to 50 million. If that is so you are indeed correct not to take a position as the paid subscribers will eventually go to zero if the new OS is successful. "

     

    You are taking the subsriber loss way too lightly. The subsricbers is the entire contributuion to GROSS margins to support the $2B in SG&A after the second round of major cost cuts.

     

    If you haven't noticed, Good, Mobile Iron lose money like a mofo. Airwatch which was acquire by VM prob lose money like a mofo as well. And yuo think BBRY MDM will be so magical to buck that trend? That SAF is not easily replacable.

     

    "And you mention BB's keyboard...I too don't like keyboards but BB makes this great phone called the Z30, maybe you might of heard of it, maybe not. It is a 5 inch all touch, no keyboard and then there is this z3, it also doesn't have a keyboard. BB makes many phones for different people. "

     

    BBRY does not sell enough Z30 to justify the development cost. Tell me an approximately how many Z30 are sold? Z3 is a $190 phone at full price in one single country, a third world country. That will not contribute to gross margins as well.

     

    Where will the Gross margin come from to feed 7,000 families?
    16 May 2014, 02:08 PM Reply Like
  • Zack 800
    , contributor
    Comments (2168) | Send Message
     
    @sfinvestor

     

    So what you are saying is that BB will not make it without the paid subscriptions? There are some that think they can. They have other products that are expected to produce revenue.

     

    There is nothing that can be done about the subscriber loss, that ship has sailed.

     

    BB is best known for it security and comparing them to Good and Mobile Iron is the same as comparing BB to Apple and Google, there is no comparison. If BB can't make a go of that then nobody can. And let us not forget about QNX and BBM.

     

    So I guess we will just have to wait and see if those 7000 families can be fed. (I have no idea what that means but I'm sure that it must mean something).
    16 May 2014, 03:22 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    "BB is best known for it security and comparing them to Good and Mobile Iron is the same as comparing BB to Apple and Google, there is no comparison. "

     

    BB10 4 Significant security risks > KNOX 4 Significant security risks

     

    There. There's a comparison for you. http://reut.rs/1oshC5e
    16 May 2014, 05:56 PM Reply Like
  • ATI nsider
    , contributor
    Comments (1244) | Send Message
     
    Mr. K
    You do realize you are comparing BB10 and KNOX, where as you should be comparing BES10 and KNOX. A quick tip about KNOX, its not what its all cracked up to be. Companies that go with this will eventually feel the sting.
    16 May 2014, 10:01 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    Err,

     

    I meant

     

    BB10 4 Significant security risks > KNOX 3 Significant security risks
    17 May 2014, 03:25 PM Reply Like
  • Zack 800
    , contributor
    Comments (2168) | Send Message
     
    @mrkia

     

    http://bit.ly/1gbJ6tr

     

    I was thinking that maybe BB might gain Good and Mobile Iron customers if they couldn't make a go of it...

     

    Pretty sure we already discussed that, not quite sure what your point is. Knox can only secure select Samsung phones...pretty sure BYOD would not be very helpful for Knox. Now if everyone used a Samsung select phone then that would be a different story.
    16 May 2014, 07:56 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    British government seems to think it's a story worth telling.
    17 May 2014, 12:08 AM Reply Like
  • ATI nsider
    , contributor
    Comments (1244) | Send Message
     
    KNOX requires other services for it to work, where as BES10 already offers the complete solution from one company. I consider KNOX as patch work, where as BlackBerry built its secure BES from the ground up many moons ago.
    16 May 2014, 10:03 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (13473) | Send Message
     
    "KNOX requires other services for it to work, where as BES10 already offers the complete solution from one company."

     

    Unless of course you are serious about security like Angela Merkel who now runs with a Secusmart enhanced Blackberry, which the company now advertises as the "Chancellor Phone". http://bit.ly/1gdbwTY

     

    " According to the company's press release, the new phone allows politicians to switch easily between three modes of communication: private chats, confidential conversations and high-security data transfers. In the past, some politicians had to carry around three separate phones for the same purpose."

     

    The BlackBerry doesn't do this on it's own .. so not "ground up" solution as you claim. The BlackBerry phone uses technology from the 3rd party Secusmart.
    17 May 2014, 03:35 PM Reply Like
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