Seeking Alpha

Apple, IBM in far-reaching enterprise partnership

  • As part of a comprehensive enterprise mobility partnership, Apple (NASDAQ:AAPL) and IBM plan to develop 100+ "industry-specific enterprise solutions," including new iPhone/iPad apps.
  • The apps will begin to arrive this fall, and IBM will resell iPhones/iPads containing them to clients worldwide.
  • The companies also plan to develop IBM cloud services optimized for iOS. Targeted markets include security, mobile device management (MDM), and big data/analytics. New enterprise-focused AppleCare services will be offered, as will "new packaged offerings from IBM for device activation, supply and management."
  • Apple, which maintains an outsized share of enterprise mobile hardware activations, has tried hard to grow its business footprint during the Tim Cook era. Aside from any value provided by the new apps/services, Big Blue's credibility and relationships with Global 2000 firms should provide a shot in the arm for Apple's efforts.
  • As for IBM, the deal adds to a mobile software/services push that has already resulted in a string of acquisitions and product launches.
  • AAPL +1.4% AH. IBM +2%. BlackBerry (NASDAQ:BBRY) -3.2%, as investors worry about the MDM portion of the alliance. MobileIron (NASDAQ:MOBL) could also be affected by it.
  • Update: Tim Cook, discussing the deal with re/code: "We’re good at building a simple experience and in building devices ... The kind of deep industry expertise you would need to really transform the enterprise isn’t in our DNA. But it is in IBM’s."
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Comments (258)
  • Joshua Chin
    , contributor
    Comments (74) | Send Message
     
    Well Played, well played Mr.Cook
    15 Jul 2014, 04:56 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    Indeed,

     

    Bye bye BlackBerry cloud ambitions
    Bye bye BlackBerry IoT big data/analytics ambitions
    Bye bye BlackBerry MDM ambitions

     

    I see my $11 strike puts heavily in the money tomorrow.
    15 Jul 2014, 06:00 PM Reply Like
  • anonymous1234212
    , contributor
    Comments (98) | Send Message
     
    Hahaha so dramatic KIA. You don't even know the differences between the BES systems. Keep dreaming.
    15 Jul 2014, 06:02 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2005) | Send Message
     
    @Mr Knowitall

     

    I have copied and pasted your comment for the future. It just might appear at some point.

     

    So it's your opinion is IBM will finally help Apple break Blackberry's strong-hold on security? God knows they can't do it by themselves.

     

    And if they don't? What will they say about Apples future? You'd better hope this duo make some inroads or the smell of failure will be foul.
    15 Jul 2014, 06:23 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    But Cliff,

     

    I'm not invested in IBM or Apple. I don't much care what they do.
    I do care however how this effects $BBRY.
    15 Jul 2014, 06:52 PM Reply Like
  • Dennis Baker
    , contributor
    Comments (1383) | Send Message
     
    Blackberry fell off Apple's radar years ago. No one in Cupertino is sweating over what Chen and Blackberry do. This announcement has far more potential downsides for Blackberry than Apple.
    15 Jul 2014, 07:10 PM Reply Like
  • mag1205
    , contributor
    Comments (1856) | Send Message
     
    Knowitall: Yes, it is going to cause a share price drop in BB tomorrow but BB will survive on it's own. IBM can combine forces with Apple but getting enterprise business is no easy task. It takes time, expertise & lot's of time before they come out with secure enterprise solutions. You can have your laugh today.
    15 Jul 2014, 07:36 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2005) | Send Message
     
    @ Dennis Baker,

     

    Yes, it's still popular to dismiss BlackBerry. But for the life of me, I don't know why Apple can't make inroads into that dead companies turf. Lord knows no one uses their antiquated products anymore.
    15 Jul 2014, 08:07 PM Reply Like
  • 22643611
    , contributor
    Comments (2101) | Send Message
     
    BBRY is effed, sold my 200 shares after market.
    15 Jul 2014, 08:42 PM Reply Like
  • Budavar
    , contributor
    Comments (1388) | Send Message
     
    Beautiful prospects have opened up for my two fav. companies...

     

    My roots with IBM go back to 1955 when I met IBM legendary Tom Watson the first time. And I first visited Cupertino when the former CEO of a sugared water vendor was at APPL's helm.

     

    BON VOYAGE to all of you!
    15 Jul 2014, 08:43 PM Reply Like
  • cswionte
    , contributor
    Comments (23) | Send Message
     
    Plus, it takes lots of time. And did I mention how much time it will take?
    15 Jul 2014, 08:51 PM Reply Like
  • Yasch22
    , contributor
    Comments (435) | Send Message
     
    Mr. K.
    1. BlackBerry is not competing for the same cloud space as IBM. The IBM-Apple alliance is aimed squarely at Microsoft 365 and other big players in cloud formations focused on software as a service. BlackBerry has entered into alliances and partnerships with other companies for similar cloud services. E.g., SAP and Gwava.

     

    2. How does increased use of IBM's cloud services and productivity apps by iPhone owners affect QNX Cloud? The connection with Apple doesn't materially alter the structure of IBM cloud, does it? QNX Cloud/Project Ion set forth as a rather small David in a pre-existing world of goliaths (or gorillaphants) in the first place. It's trying to do something quite different from those companies, and actually expects to become part of a consortium (where QNX of course will be a key component).

     

    3. How on earth is the IBM-Apple alliance going to affect the main MDM providers? I can't recall either Tim or Virginia talking about this as an advantage, or about the MDM implications, apart from the fact that IBM will help ensure that the apps produced will be secure. Will IBM-Apple be able to manage multiple platforms: Android, Windows Phone, BlackBerry? Run through all the questions directed at the qualities needed to be a good MDM provider, and it's pretty clear that this alliance is no threat to BlackBerry, AirWatch, MobileIron, or Good.
    15 Jul 2014, 08:54 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2005) | Send Message
     
    @22643611,

     

    A whole lot of folks sold their 200 shares. It's ok. A whole lot of folks are going to wait and see what happens. Remember, not one server has been sold by IBM/Apple. How are they going to effect BES12? Who is going to trust IBM for MDM? IBM has never done MDM. Apple is not doing MDM, they are just using iPhones as hardware.

     

    Blackberry is mopping up the remaining servers out there with their EZ Pass program due to end 12/2014. Along with the new server are new phones (Classic and Passport). I'm sure they will be offered deals on those as well.

     

    IBM/Apple are concerned with Blackberry Cloud. Blackberry is succeeding and it's making folks nervous.

     

    You can always pick up share down the road.

     

    Me, I'll keep my 23,000 plus share of Blackberry. In fact, I've picked up Apple, IBM, Google, Exxon, and others as the big caps stocks are going places. There's other stocks to be had in the mean time.
    15 Jul 2014, 10:00 PM Reply Like
  • exposethetruth
    , contributor
    Comments (114) | Send Message
     
    Good move by AAPL.

     

    Blackberry is certainly doomed to go belly-up within the next 12-18 months. All the cost-cutting in the world wont save that sinking ship.
    15 Jul 2014, 10:24 PM Reply Like
  • Dennis Baker
    , contributor
    Comments (1383) | Send Message
     
    @Cliff - I'm not sure I follow, Apple is big in the enterprise already. Easily 10 times bigger than BBRY in the enterprise and bigger. What 'turf' is Blackberry holding onto?

     

    I don't think Blackberry is dead, but to be honest, I'm not sure what keeps them afloat either. If it's the vestiges of their enterprise platform, I don't think they are long for the world.
    15 Jul 2014, 10:50 PM Reply Like
  • Dennis Baker
    , contributor
    Comments (1383) | Send Message
     
    @yasch22

     

    I don't think this is primarily about cloud per-se. It's about services and IBM building enterprise apps. Of course those apps will run on IBM cloud services, but IBM clients are likely on IBMs cloud services or internal/ private services regardless.

     

    IBM is still going to offer support for Windows and Android.
    15 Jul 2014, 10:54 PM Reply Like
  • Yasch22
    , contributor
    Comments (435) | Send Message
     
    Dennis -- the turf BB is holding onto is its dominant position in Mobile Device Management. BB has 80,000 customers (with somewhere between 250 to 400 Client Access Licenses per customer, i.e., per business/organization/... The next biggest rival (AirWatch) has 11,000 customers. BlackBerry runs a cross-platform MDM system (BES 10) so it presently manages BB7, BB10, iOS, and Android devices. In fall of this year, the planned update -- BES 12 -- will also manage Windows Phones.

     

    A lot of folks working for companies with a MDM system in effect use iPhones, so that's where Apple's main presence in the enterprise is right now. A lot of businesses, however, don't trust iPhones for security reasons, so at the highest level (intelligence, government, military, law firms) the use of iPhones drops off dramatically. The deal with IBM should help in this regard, although I doubt it will help much.

     

    For your info, BlackBerry is also dominant in the embedded space through its QNX subsidiary. 60% of all cars with infotainment systems use QNX, and the next biggest rival here is Microsoft (through Windows Embedded), with about 28%.

     

    Apple's place i
    16 Jul 2014, 12:46 AM Reply Like
  • Yasch22
    , contributor
    Comments (435) | Send Message
     
    Dennis, I agree with you that the emphasis is on software as a service, especially from IBM's point of view. The reason I refer to a comparison between the cloud for IBM-Apple and that for BlackBerry is that I'm replying to Mr. KIA's typically and thoughtfully provocative comments at the head of this thread.

     

    There are many different types of cloud configuration, and I reckon that the ones IBM and Apple are working on don't really affect BlackBerry very much at all. E.g., there's cloud for storage & backup, cloud for software and virtualization, and several different types of cloud configuration for analytics. BlackBerry is essentially renting cloud space or partnering with other companies for the first two types of cloud service. In the third, BB has set up QNX Cloud with a specific mandate to participate in and influence the paths through which the Internet of Things can be used for analysis.
    16 Jul 2014, 12:54 AM Reply Like
  • Dennis Baker
    , contributor
    Comments (1383) | Send Message
     
    So what you are saying is Blackberry's turf is now limited to being an enterprise software company who no longer competes with Apple at all. So of course Apple isn't making inroads into Blackberry's 'turf' when put in those terms. Apple has never built enterprise software aside from that required to support their own devices.

     

    That is in a nutshell why this partnership has so much potential, IBM and Apple are near perfect compliments for each other. IBM is huge in the enterprise, Apple is in the enterprise but they have little interest in it aside from supporting their own devices.
    16 Jul 2014, 01:09 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    @Yasch

     

    "1. BlackBerry is not competing for the same cloud space as IBM."

     

    The point is though that IBM already has the cloud and analytic capabilities; not some whitepaper on some forward-looking website .. they have all the parts, fully funded and up and producing revenue. If Apple/IBM *wants* - they will *take*.
    16 Jul 2014, 01:27 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    Cliff, you really need to google search before posting.
    I already schooled you on "IBM selling servers", now this

     

    "Who is going to trust IBM for MDM? "

     

    IBM Named a Leader
    New Research: 2014 Gartner Magic Quadrant for Enterprise Mobility Management Suites http://bit.ly/1p65lR1
    16 Jul 2014, 01:29 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    anonymous1234,

     

    "You don't even know the differences between the BES systems."

     

    Not sure where this came from, but um, ok... try me.
    What would you like to know? That BES10 was a huge flop? Or that it was a flop because it was brought to market incompatible with the older and more popular BB6 & BB7 devices? Maybe you would like to talk about how BlackBerry's expectations for BES12 acceptance are so high, they give the damn thing away with EZPass.

     

    What exactly would you like to know?
    16 Jul 2014, 03:10 AM Reply Like
  • Dennis Baker
    , contributor
    Comments (1383) | Send Message
     
    This is just weird. This deal isn't about MDM, it's not about selling servers, and it definitely doesn't relate to QNX or embeded systems. It's like a small army of Blackberry fans want to make everything Apple does into some kind of weird showdown on their own terms.

     

    IBM has huge corporate accounts, many of them with tens or hundreds of thousands of users. They do everything from simple hardware management to acting as a companies entire IT department. While I'm certain IBM has a solution for device management, it's not like they are bidding for contracts against Blackberry.

     

    Who is going to buy IBMs MDM solution? Their clients, many of whom lean heavy on IBM for consulting and outright IT management. They have massive government accounts in the USA, China, Canada, and pretty much the entire civilized world. Exxon, Walmart... Nearly every company in the Fortune 500 relies on IBM for some type of services or another.

     

    Blackberry delivers an entirely different class of product than IBM and from the sounds of it (200-400 seats?) an entirely different scale of client.
    16 Jul 2014, 03:36 AM Reply Like
  • JeffCasey
    , contributor
    Comments (21) | Send Message
     
    Good point for AAPL:

     

    "Big Blue's credibility and relationships with Global 2000 firms should provide a shot in the arm for Apple's efforts to grow its business footprint"
    16 Jul 2014, 05:04 AM Reply Like
  • 22643611
    , contributor
    Comments (2101) | Send Message
     
    @Dennis, its desperation and jealousy you see being posted by BBRY folks.

     

    They have broken the cardinal sin of trading which is letting emotions guide them.
    16 Jul 2014, 07:07 AM Reply Like
  • Yasch22
    , contributor
    Comments (435) | Send Message
     
    @ Mr. KIA
    "The point is though that IBM already has the cloud and analytic capabilities; not some whitepaper on some forward-looking website .. they have all the parts, fully funded and up and producing revenue."

     

    True enough, but you're still suggesting that QNX Cloud & Project Ion are aiming to compete with the cloud services offered by companies like IBM. I'm suggesting that QNX Cloud's ambitions here are different. Chen via the work Alec Saunders is doing wants to demonstrate an analytics model for the internet of things and to influence the determination of standards, chiefly with a view to maintaining an important contributing role from QNX. I don't think BB has too much to worry about in that regard, given all of those companies out there presently using QNX (e.g., Cisco, GE, car companies, Las Vegas casinos, US Postal Service, etc.), but I remain pretty certain that QNX Cloud's main purpose is to keep a spot open at the Round Table.

     

    As for any potential dominance in cloud and software services by an IBM-Apple alliance (i.e., their ability to simply take what they want through their combined might), that's open to question, too. IBM is up against Microsoft (MS 365 is presently dominant, isn't it?), SAP (its 3-year growth and performance about 3X better than IBM's), Salesforce.com, VMWare, HP, Citrix, Accenture, and Amazon. What I've read about IBM recently suggests they might be at a new inflection point, headed downward. Lots of complaints about the quality of their service, and investor anxiety that the sp is being propped up more by accounting engineering and workforce cuts than anything else. IBM can't win simply by throwing its weight around -- they have to come up with a better product. Rometty can see they'll be in a fight for their lives a few years down the road.
    16 Jul 2014, 02:15 PM Reply Like
  • Shaduc
    , contributor
    Comments (1838) | Send Message
     
    ... so Apple is now a major player in the cloud arena now?
    17 Jul 2014, 04:22 AM Reply Like
  • Yasch22
    , contributor
    Comments (435) | Send Message
     
    Shaduc -- not now, but potentially in the future, depending on how the alliance with IBM works out. IBM says that they're optimizing part of their cloud services for i-Devices, so presumably Apple will have a hand in designing and maintaining that. No big deal as far as I'm concerned. Suddenly, cloud formations from a host of big and small players are making them "a dime a dozen."
    17 Jul 2014, 04:51 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    @Yasch

     

    "True enough, but you're still suggesting that QNX Cloud & Project Ion are aiming to compete with the cloud services offered by companies like IBM. "

     

    No, what I'm saying (to Dennis as well), is that in as much as Apple would like to grow it's IoT and health businesses, IBM already has massive infrastructure/technol... and resources in these areas. Apple *should* be able to leverage this to their advantage.

     

    For example, IBM has significant offerings in health care; BlackBerry also wants to play in this area, as does Apple. Should Apple tie itself back into IBM's health offerings (http://ibm.co/1pfKHy1) this could pose a serious problem for BlackBerry's aspiration in this area.

     

    Similar scenarios for IoT, (Project Ion), etc.
    17 Jul 2014, 04:59 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    "... so Apple is now a major player in the cloud arena now?"

     

    If they want to.
    IBM has significant product and services in this area.
    I'm assuming one of the benefits of this partnership is Apple and IBM being able to leverage each other's technologies.

     

    IBM
    Cloud http://ibm.co/19XIbrD, http://ibm.co/1p5ZdYV
    IoT http://ibm.co/1qiPW5d
    Big Data http://ibm.co/1qg1u9m
    Health Care http://ibm.co/1pfKHy1
    17 Jul 2014, 05:03 PM Reply Like
  • Yasch22
    , contributor
    Comments (435) | Send Message
     
    Mr. K,

     

    I don't know much about the way IBM's infrastructure will give it a key place in the IoT, but I don't believe much of what it offers give it any sort of differentiating advantage over other businesses offering the same. There's a reason IBM's revenue has gone down for 9 straight quarters.

     

    As for Apple's participation in the IoT, no amount of help from IBM is going to give proprietary software systems an important place. Apple is one of the players contributing to what Patrick Soon-Shiong (NantHealth) calls "bridges to nowhere." Without interoperability, health devices using iOS are shut out of the IoT. As with infotainment systems, iOS will need middleware to join the party.
    http://bit.ly/1tfaWHj
    18 Jul 2014, 04:16 PM Reply Like
  • seekingthetrooth
    , contributor
    Comments (770) | Send Message
     
    @Yasch,
    Thanks for the link. Exactly why I think IBM Watson for healthcare is billions of dollars gone to waste.
    19 Jul 2014, 06:36 AM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    You mean the same way INTC was and is going to break in the mobile phone chip business?
    15 Jul 2014, 04:59 PM Reply Like
  • gensearch2
    , contributor
    Comments (1518) | Send Message
     
    No, it is not the same.
    15 Jul 2014, 05:08 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    Of course not...said those in love with Apple. Just like Google and Motorola? Yes this is going to be different.
    15 Jul 2014, 05:11 PM Reply Like
  • JudSpencer
    , contributor
    Comments (28) | Send Message
     
    IBM, still a very large player in the enterprise services space will be developing iOS mobile solutions that it will sell to it's customers and deliver onsite support. Apple very likely provided them with API support to make the apps more compelling. The deal has been described by both sides as exclusive, meaning IBM will not be doing the same thing for Android.

     

    Google purchased a dying handset maker and tried to integrate them into Google culture, all the while treating them as second class employees (no free meals and other Google perks). Google destroyed Motorola and sold it off in pieces.

     

    Tell me how these two are similar?
    15 Jul 2014, 05:51 PM Reply Like
  • psychological-dividends
    , contributor
    Comments (812) | Send Message
     
    Interesting points.
    15 Jul 2014, 05:59 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    Why so it can spin it another way? I've given examples of how previous tech deals didn't work but this time it's going to be different? Just because two big companies get together doesn't equal success.

     

    Sincerely,

     

    HP & Compaq
    15 Jul 2014, 06:09 PM Reply Like
  • FinalAnalysis
    , contributor
    Comments (357) | Send Message
     
    The new Motorola moto series of phones are excellent for the price. I use an iPhone and IOS, but my wife uses Android and just purchased a moto phone. It's impressive at a fraction of the price of an iPhone. Motorola is not quite destroyed...
    15 Jul 2014, 07:22 PM Reply Like
  • 22643611
    , contributor
    Comments (2101) | Send Message
     
    Market has spoken.
    15 Jul 2014, 08:44 PM Reply Like
  • Randal James
    , contributor
    Comments (3472) | Send Message
     
    Jud

     

    As you probably well know, Google profited from the trade of buying Motorola. They own the patents from one of the earliest players in the game, have the designs that continue to serve them well from whoever manufactures Moto and Nexus. The patent deal is weird. If you represented Sony, for instance, you might try to sue me for infringing on camera capabilities. My lawyers would go after you for another technicality.

     

    Google earned its stripes with the Motorola purchase, just as MSFT bought credibility when they acquired the phone biz of NOK. Both of these were "pole vault" moves, not the simple hurdles that BBRY has brilliantly accomplished, but on a smaller stage.
    15 Jul 2014, 08:57 PM Reply Like
  • littup
    , contributor
    Comments (478) | Send Message
     
    LIIKEE!!
    15 Jul 2014, 09:12 PM Reply Like
  • Shaduc
    , contributor
    Comments (1838) | Send Message
     
    In the short-term or the balance sheet minded folks, Google lost billions on Motorola Mobility. But for those those not caught up in myopia, Larry Page made sure the investment paid off by creating the Advanced technology and devices division headed by former DARPA head, Regina Dugan.

     

    Google when the sale is done will retain ATAP and most patents; funny Microsoft purchased Nokia without the patents or advanced technology division. In more breadth of time than Google focused on that (notice Woodside's time in and out).

     

    Long: Msft
    17 Jul 2014, 04:31 AM Reply Like
  • Early Retiree
    , contributor
    Comments (838) | Send Message
     
    Big win for both companies and all IBM bears should ask themselves why AAPL isn't doing the job alone. IBM's value is sometimes hard to catch, but here you have a hint:
    http://bit.ly/1nF59KC
    15 Jul 2014, 05:02 PM Reply Like
  • 3WallPaul
    , contributor
    Comments (532) | Send Message
     
    I always thought that was a weird article, ER. Somehow you have managed to gloss over the fact that products sold within the Apple ecosystem have a tariff on them levied by Apple. The IBM mainframe ecosystem is inhabited by a bunch of piranha whose pricing policies will determine which platform is more advantageous for the customer. Without notice, a software vendor can make a distributed server more attractive than a z series mainframe.

     

    The coolest thing about this alliance is how quickly the proponents of the deal have jumped from saying selling hardware is bs to saying the alliance is brilliant.

     

    CTO's hate to be vendor captive. A better announcement would have IBM stating it is coming out with a suite of applications which work seamlessly with both android and Ios. Of course, the problem is you wouldn't actually have TC making goo-goo eyes at Gin Rometty --- a message with much better optics.

     

    ER you are very sophisticated so I'm sure you have anticipated another practical limitation. Apple users like simplicity and putting their lives on their Ipads. In the IBMApple alliance you will likely be restricted to a corporate iTunes with select applications. Indeed your Ipad will be monitored by your corporate overlords so many people will be forced into carrying two Ipads.

     

    P.S. glad to see you commenting
    19 Jul 2014, 05:20 PM Reply Like
  • Julian Acosta
    , contributor
    Comments (129) | Send Message
     
    I would have expected this a year or two soon. But this seems pretty big nonetheless.
    15 Jul 2014, 05:05 PM Reply Like
  • JAMES CARLINI
    , contributor
    Comments (4642) | Send Message
     
    Announcements are cheap. Deliverables aren't. We'll see what they actually produce, deliver AND sell.

     

    Just as much skepticism should be used on this announcement as any announcement by BBRY. (or any other company).

     

    Just like several "good sounding" initiatives by BBRY that some bears want to knock - time will tell. The same should be said for IBM/Apple.

     

    Long BBRY and not biting my nails. Winning marketshare, locking in reference-able accounts, and demonstrating success with new products take time - whether it is IBM, Apple or BlackBerry.

     

    If nothing else, this new "partnership" shows that BlackBerry has the right concepts and right strategy. To me, that is a selling point for BlackBerry's product - the "industry leaders" all of a sudden see that their product mix has to fill that market segment BlackBerry has already defined. That tells me BlackBerry is on track.
    15 Jul 2014, 05:41 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    @James,

     

    "Announcements are cheap. Deliverables aren't. We'll see what they actually produce, deliver AND sell."

     

    This is true enough, but the bigger question is will BlackBerry survive the hype?

     

    Right now BlackBerry is making a huge deal out of it's cloud ambitions and enterprise savvy, yadda, yadda .. now the Apple/IBM Gorillaphant is poised to take all the wind out of BlackBerry's sails.
    15 Jul 2014, 05:56 PM Reply Like
  • Ugly Duckling
    , contributor
    Comments (331) | Send Message
     
    Difference is Apple's stellar history of execution.
    15 Jul 2014, 06:02 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    Sure in the products THEY make. Didn't work out with maps but everybody makes boneheaded moves.
    15 Jul 2014, 06:10 PM Reply Like
  • rocketjs
    , contributor
    Comments (132) | Send Message
     
    I work for an insurance company... Not what you'd call wild and crazy guys... They just dumped blackberry for IPhones for all their staff.

     

    Blackberry is dead wood... And dead money

     

    Good luck with your dice roll.
    15 Jul 2014, 06:14 PM Reply Like
  • RAIMENT
    , contributor
    Comments (55) | Send Message
     
    @ Mr Knowitall.

     

    Have you forgotten the David & Goliath story ?
    15 Jul 2014, 06:47 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (10550) | Send Message
     
    Since John Chen took over Lackberry, he has delivered substance:

     

    1. Soundly sinking market and profit share
    2. More falling revenue
    3. Higher asset sales
    4. Timely collection of tax benefits
    5. Expert layoffs
    6. Well adjusted 7% software revenue; BES & QNX & etc.
    7. Massive +20k Z3's sold of +30k shipped in the whole of India

     

    Go figure...
    15 Jul 2014, 06:50 PM Reply Like
  • BBwetrust
    , contributor
    Comments (1988) | Send Message
     
    Good insight.
    15 Jul 2014, 07:41 PM Reply Like
  • mag1205
    , contributor
    Comments (1856) | Send Message
     
    James, your reasoning is perfect. Time will tell how this partnership develop over the next year or so. You hit it perfectly that Blackberry has the RIGHT CONCEPT & JC will follow through with that concept. Turn around efforts don't happen overnight with 8000 plus people company. Patience is what we longs need for BB. Thanks James.
    15 Jul 2014, 07:43 PM Reply Like
  • mag1205
    , contributor
    Comments (1856) | Send Message
     
    Mr. Knowitall
    IBM & Apple combining forces is not going to take all the wind out of Blackberry's sail but it sure does slow the pace of BB share price for few days. These kind of things are not new in a razor sharp smart phone business where you need good healthy competition. Blackberry is going to be fine with it's top notch security enterprise system.
    15 Jul 2014, 07:53 PM Reply Like
  • Randal James
    , contributor
    Comments (3472) | Send Message
     
    Have you forgotten that D & G is mostly an millenniums old fairy tale?

     

    Every year there are division 1 football teams that either play deeply wounded teams within that division or even weaker colleges where hometown fans in those small towns can see a great football team, such as Nebraska, play. Usually, the visiting teams are spared humiliation as the strong team reverts to the 2nd bench, 3rd bench, etc. BBRY has moved from the league of stalwarts to the wannabees.

     

    For some unknown reason, you BBRY folks like to believe that it is still within reach of your 3B cash position to kick ass in those heavyweight companies, such as Google, Samsung, Microsoft, Apple and, now, IBM. 4-shure that keyboardie thingie will topple them all.

     

    I'm happy with the progress that BBRY has made and do not doubt that there will be some happy news in the future. It will NOT be of the type that tosses larger companies aside.

     

    What we doubters have always said is there are essential weaknesses. IBM + Apple? It is the opposite of lipstick on a pig.
    15 Jul 2014, 08:02 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2005) | Send Message
     
    @Ugly Duckling,

     

    Define "stellar". I almost think you're jesting. Do you think Apple executes as planned all the time? No one does, not even Blackberry.
    15 Jul 2014, 08:16 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2005) | Send Message
     
    @rocketjs,

     

    A lot of companies are "dumping" Blackberry. A lot of companies are "dumping" iPhones and going with Blackberry. What's your point?

     

    Read the news, a lot of companies are going with Blackberry. Yes, Blackberry is dead wood. It's funny though, they don't act like it.
    15 Jul 2014, 08:18 PM Reply Like
  • RattyUK
    , contributor
    Comments (2105) | Send Message
     
    @redarrow

     

    Maps is much improved. 2012 is a long time ago.

     

    Apple has delivered simultaneous upgrades in both iOS and OSX, long gone the time where Apple had to pull programing teams off one product to deliver another.
    15 Jul 2014, 08:26 PM Reply Like
  • 22643611
    , contributor
    Comments (2101) | Send Message
     
    @James, half a million BBRY after hours shares say the news isn't good.

     

    I sold mine.
    15 Jul 2014, 08:46 PM Reply Like
  • aardvark3
    , contributor
    Comments (554) | Send Message
     
    Fortunately, yes.
    15 Jul 2014, 08:50 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    Much improved? Correct me if I'm wrong Sandy but If I kill all the golfers they'll lock me up and throw away the key! Didn't Apple have to buy maps software after that failure a few years back?
    15 Jul 2014, 09:25 PM Reply Like
  • BBwetrust
    , contributor
    Comments (1988) | Send Message
     
    @James Carlini
    Good logical explanation. This could be the big buy opportunity that was denied lately.
    15 Jul 2014, 09:34 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    Dear BBWetrust, I just told you a few days ago to take your money (profits!) and run.

     

    Market open may not be too late for you to exit a winner.
    16 Jul 2014, 03:23 AM Reply Like
  • BBwetrust
    , contributor
    Comments (1988) | Send Message
     
    @KIA
    I like punishment. It is good for the soul. It makes the winning a well worthwhile pursuit. A story that you can tell your children and your grand children with flying colors.
    16 Jul 2014, 05:53 AM Reply Like
  • John Kastanes
    , contributor
    Comments (1033) | Send Message
     
    IBM should have partnered with BlackBerry. Regardless, good deal for both companies. Will not be long before BlackBerry partners with someone.
    15 Jul 2014, 05:07 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    John Kastanes ,

     

    "Will not be long before BlackBerry partners with someone."

     

    Yeah, this guy http://bit.ly/1ktUKN0
    15 Jul 2014, 06:55 PM Reply Like
  • Yasch22
    , contributor
    Comments (435) | Send Message
     
    John -- BlackBerry does have a strategic partner in this field. It's SAP. Ask anyone in the field who has the "Gold Standard" suite of apps for productivity and analytics, and you'll hear "SAP" a lot more than you'll hear "IBM." John Sims announced the deal with SAP and Gwava (cloud) at the Mobile World Conference.
    15 Jul 2014, 07:41 PM Reply Like
  • anonymous1234212
    , contributor
    Comments (98) | Send Message
     
    16 out of 20 G20 governments use BlackBerry and 7 out of 8 G8 governments.
    15 Jul 2014, 07:45 PM Reply Like
  • mag1205
    , contributor
    Comments (1856) | Send Message
     
    I would not be surprised if MS or Amazon starts thinking seriously & bid for Blackberry. MS has tons of money & Blackberry has security established enterprise. Time to tango, perhaps!!!!!
    15 Jul 2014, 07:57 PM Reply Like
  • mag1205
    , contributor
    Comments (1856) | Send Message
     
    I doubt it.
    15 Jul 2014, 07:58 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2005) | Send Message
     
    @Mr. Knowitall,

     

    As Pluto would say, "Yuk yuk yuk. Guooally, that's funny!
    15 Jul 2014, 08:41 PM Reply Like
  • pjews
    , contributor
    Comments (564) | Send Message
     
    I think Blackberry and SAP in partnership long before anybody else.
    15 Jul 2014, 11:46 PM Reply Like
  • Randal James
    , contributor
    Comments (3472) | Send Message
     
    Oh sure, but how many of the G46?

     

    departmentofmeaningles...
    16 Jul 2014, 10:20 AM Reply Like
  • HCWHunter22
    , contributor
    Comments (82) | Send Message
     
    "16 out of 20 G20 governments use BlackBerry and 7 out of 8 G8 governments. "

     

    Yes, and yet the NSA has still monitored all of their communications!
    16 Jul 2014, 04:52 PM Reply Like
  • ramachan
    , contributor
    Comments (27) | Send Message
     
    Apple is nicely leveraging and squeezing more value out of their mobile hardware and software, They just extended the longevity of their I phone and I Pad franchises.
    15 Jul 2014, 05:07 PM Reply Like
  • AnInterestedInvestor
    , contributor
    Comments (103) | Send Message
     
    Expanded it is more accurate. Any step closer in the enterprise world is one step closer to the tipping point.
    15 Jul 2014, 05:16 PM Reply Like
  • Anthony Ruben
    , contributor
    Comments (1164) | Send Message
     
    Yes- expanded the market without diluting the brand.
    15 Jul 2014, 06:11 PM Reply Like
  • LoganSix
    , contributor
    Comments (588) | Send Message
     
    Apple finishes selling it soul to the devil.

     

    They say it is in reaction to Google. My guess, it is in reaction to the BlackBerry Passport and QNX Hospital, with added worries that enterprise is taking Apple less and less serious as a business phone.
    15 Jul 2014, 05:10 PM Reply Like
  • bjnflicks
    , contributor
    Comments (3684) | Send Message
     
    IBM is actually lucky AAPL married them, though it benefits both enormously. Instead if going to all the trouble of building up its enterprise business, AAPL leapfrogged over that process and climbed into wedding bed with IBM, which also stops IBM's slide and turns them from old tech into new tech overnight.

     

    Who else can AAPL marry next to avoid buying an entire huge company? COmcast maybe. If those rumors are true short Netflix and all others in the streaming video business.
    15 Jul 2014, 05:34 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    No way does Apple buy Comcast. Knowing the history Jobs & Apple had with Disney there's no way they would buy Comcast.
    15 Jul 2014, 05:38 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    "My guess, it is in reaction to the BlackBerry Passport and QNX Hospital"

     

    Yeah that's it.
    15 Jul 2014, 06:56 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    bjnflicks ,

     

    Agreed.
    Also, IBM complements Apple so well.
    IBM has a huge presence in web services for enterprises; (The Cloud http://ibm.co/19XIbrD, Tivoli http://ibm.co/1nFBeSE, WebSphere http://ibm.co/1nFBcdh, etc.)
    Not to mention IBM's healthcare offerings. http://ibm.co/1nFBMrx

     

    Everything / everywhere BlackBerry wanted to be.
    15 Jul 2014, 07:00 PM Reply Like
  • mag1205
    , contributor
    Comments (1856) | Send Message
     
    LoganSix

     

    Right On. Apple is more concerned that enterprise is taking Apple less and less serious as a business phone. Blackberry is much stronger & more reliable under Dr. JC. Blackberry is definitely the target right now for IBM/Apple but let's hope some deep pocket companies like MS/Amazon provides impetus to Blackberry's secured Enterprise Business.
    15 Jul 2014, 08:14 PM Reply Like
  • mag1205
    , contributor
    Comments (1856) | Send Message
     
    Knowitall:

     

    Do I detect some sarcasm?
    15 Jul 2014, 08:17 PM Reply Like
  • JeffCRTM
    , contributor
    Comments (2) | Send Message
     
    Apple didn't buy IBM.....
    15 Jul 2014, 11:06 PM Reply Like
  • Tales From The Future
    , contributor
    Comments (5784) | Send Message
     
    "added worries that enterprise is taking Apple less and less serious as a business phone."

     

    Sorry, but this sounds like a quote from 2008-2010. The battle is long over, I doubt you can even buy BBRY end-user hardware in a few months from now.

     

    AAPL worried about the dismal BBRY marketshare in 2014? In a word, no.
    16 Jul 2014, 05:09 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    @mag1205

     

    "Knowitall, Do I detect some sarcasm?"

     

    Who me? Sarcastic?

     

    ;-)
    17 Jul 2014, 05:08 PM Reply Like
  • 6034700
    , contributor
    Comments (857) | Send Message
     
    What are the bears going to do now? They figured out everything about AAPL but they never figured on this deal. AAPL is up $1.50 in after market trading and I hope those poor bears cover before tomorrow's opening.
    15 Jul 2014, 05:12 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2005) | Send Message
     
    "BlackBerry (NASDAQ:BBRY) -3.2%, as investors worry about the MDM portion of the alliance. MobileIron (NASDAQ:MOBL) could also be affected by it."

     

    Let me share with my analysis of your post here. I am just as qualified to share my insights on this subject.

     

    1. This endeavor make light of all other handsets as it is iPhone centric. The vast majority of handsets are not iPhones. So, if IBM walks into BASF office and tries to sell the largest chemical company in the world their version of MDM, they will find out that BASF has Android products, not Apple products. BASF is not BOYD. This I know for a fact. IBM and Apple will have to "optimize" their service as agnostic. On this first point, IBM and Apple fail.

     

    2. So the Big Blue brings credibility to the MDM? Because Apple does not? When is the last time IBM brought MDM security to the enterprise sector? What's their history?

     

    3. Investors are worried that this alliance will compete with what is being offered by Blackberry? Apple is very hackable. How will IBM fix this? Apple can't even fix consumer hacking problems.

     

    So what your saying is that Apple needs IBM and IBM needs Apple to compete with the likes of Blackberry? That I believe.
    15 Jul 2014, 05:13 PM Reply Like
  • Davidoff
    , contributor
    Comments (325) | Send Message
     
    I believe that if BBRY was offering something that AAPL needed in order to optimize its security, AAPL would have bought BBRY out for peanuts. If AAPL paid $3B for Beats, they could obviously have paid a billion or two for BBRY's security department, knowing that BBRY was set for sale for about $4B. Nevertheless they didn't and no one else bought them, so in my opinion BBRY is just a balloon. Today everyone recognize that mobile security is the next big thing in the IT. It's simply crucial for the coming years. But no one, not AAPL, GOOG or even MSFT decided to buy BBRY out. Why? Certainly because they don't have a damn thing, it's all bluffing. You miss the bigger picture. BBRY is just a tiny collateral victim of that agreement. IBM and AAPL are obviously going after MSFT, which is today the big whale in the corporate market.
    15 Jul 2014, 05:25 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    You think Cook wanted to battle the government in getting a deal like this approved? No way.
    15 Jul 2014, 05:39 PM Reply Like
  • John Kastanes
    , contributor
    Comments (1033) | Send Message
     
    Wow! When it comes to enterprise and security no one is better than BlackBerry!
    15 Jul 2014, 05:46 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    And by the way since when has MSFT bought anything that brought value to the company? Skype?
    15 Jul 2014, 05:52 PM Reply Like
  • anonymous1234212
    , contributor
    Comments (98) | Send Message
     
    @Davidoff: False. If you did more research, you'd discover that the Canadian government blocked bids to purchase BBRY, including a Lenovo bid.
    15 Jul 2014, 06:06 PM Reply Like
  • aamj
    , contributor
    Comments (3) | Send Message
     
    You read my mind. It is amazing to see people talking about BBRY. It is a big news that no one was even thinking about. Not just for AAPL and IBM investors but for overall tech industry. BBRY is just a tiny victim along with some others. It is going to take awhile for investors and analysts to digest it and to come up with recommendations. I would more worry if I were MSFT shareholder than BBRY
    15 Jul 2014, 06:07 PM Reply Like
  • John Kastanes
    , contributor
    Comments (1033) | Send Message
     
    @aamj - I was thinking the same about msft. Would not be surprised if csco, orcl and msft got into a bidding war for BlackBerry.
    15 Jul 2014, 06:50 PM Reply Like
  • Zipper0
    , contributor
    Comments (1140) | Send Message
     
    Microsoft can combine Windows Phone with BBRY and Nokia to have 3 losers under one roof.
    15 Jul 2014, 07:30 PM Reply Like
  • Richie_L
    , contributor
    Comments (118) | Send Message
     
    @ Davidoff

     

    Ask yourself that simple question:
    If BBRY is bluffing about its security solutions, why the US president is ONLY allowed to use a Blackberry and not other toys (including iphone)? Why did Angela Merkel just upgrade her Blackberry to be even more secure. Why all G7 governments and 16 out of 20 G20 governments use Blackberry?

     

    Apple, Google and Microsoft could not buy Blackberry because Canadian government would most likely block that transaction. Canadian crown jewel needs to stay in Canadian hands. BBRY can do just fine on its own. John Chen needs to keep executing his turnaround plan on all 4 fronts. And that requires some time.

     

    So it is you who miss the bigger picture.
    15 Jul 2014, 07:43 PM Reply Like
  • techy46
    , contributor
    Comments (7410) | Send Message
     
    @redarrow SQL Server's done pretty well and Nokia has given Micrsosoft some Windows Phones like the Lumia 930 that are better then anything Apple's released.

     

    http://bit.ly/1nFMle4
    15 Jul 2014, 07:48 PM Reply Like
  • mag1205
    , contributor
    Comments (1856) | Send Message
     
    John Kastanes

     

    I wish more people believe you because no one is better for enterprise security except BLACKBERRY. Thanks for a vote of confidence.
    15 Jul 2014, 08:21 PM Reply Like
  • Davidoff
    , contributor
    Comments (325) | Send Message
     
    John Kostanes,

     

    Yes, it's so much more refreshing to be hacked by Canadians in stead of NSA! Strangely enough, regardless of your highly subjective claim, there are much more companies using Android, iOS and even WP than BB. So maybe BBRY is actually the best, but for me, as a rational investors, figures simply don't prove your desperate cry in the dark.

     

    Anonymous,

     

    Do you have a link to that claim? Canadian government blocked Lenovo's bid only. I'd be quiet surprised if you would be able to prove your statement with an article, cause I followed BBRY's fire sale very closely.

     

    Richie_L,

     

    Angela Merkel was using an old 10 year old Nokia. A couple of months ago she received her BBRY that was ordered over a year ago (not a basic model obviously). What Obama, Merkel and others use is not a basic BBRY that is being sold at Verizon. Merkel's Z10 is worth thousands of euros and it was developed by BBRY, but mostly by the German Defense Ministry experts. The OS was reworked by German spy agency and an encrypted MicroSD card was inserted, that is worth €8.000 alone. BBRY is interesting for these governmental agencies because security agents can secure the OS easier than other phones (no need to develop a new OS). They use a BB10 base and create the secured code that they want. So even though it's pretty great to have a "security friendly" OS, a basic BB is barely more secured than iOS or Android. If you think that Merkel's BBRY can't get hacked or that a random BBRY from Walmart is as secured as the governmental BB's, you're completely lost in your dreams.

     

    "Canadian crown jewel" is simply the most ridiculous thing that can possibly be said about BBRY. Canadian economy isn't blooming, but I doubt that a struggling little $5B company could possibly be called a jewel. So yes, a Chinese company buying BBRY could raise some red flags, but I doubt that AAPL, if they tried to purchased it, would have serious troubles in doing so. The thing is, they didn't even try. Only GOOG and ORCL "announced" their interest, but didn't even make a bid. Obviously, that's the main thing that I hate about European and Canadian governments. They put their noses where they don't belong. You pay taxes, you hire people, you make investments and in the end of the day, if you fail, you pay, but if you succeed you barely own your company, it becomes a "national treasure".

     

    Who knows what could happen in 2-4 years from now. BBRY is losing $50-200m per quarter and they are still down 50% on revenue Y/Y. Their only marketing argument today is security, but MSFT, ORCL, AAPL, GOOG and others, move really fast on that issue. It's important to emphasize that unlike BBRY, they do have billions to invest in new technologies. I'm not saying that there is no cash to make on BBRY, but it's a complete gamble and it just doesn't worth it. In 2 years from now, BBRY might simply not be relevant anymore in security as well.
    15 Jul 2014, 08:28 PM Reply Like
  • Budavar
    , contributor
    Comments (1388) | Send Message
     
    I have Skype = MSFT done zilch to improve it in past 5 years!
    15 Jul 2014, 08:57 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    Not possible...Ballmer is no longer CEO.
    15 Jul 2014, 09:28 PM Reply Like
  • Richie_L
    , contributor
    Comments (118) | Send Message
     
    @Davidoff

     

    The Secusmart chip does not cost 8,000 euro but 2,500 euro.
    http://bbc.in/1nG91ee
    http://bit.ly/1qgK3EB

     

    Merkel administration have been dumping iphones for Blackberry.
    http://bit.ly/1nG91ef

     

    US president and G7 and G20 use Blackberry for a reason.
    http://nydn.us/1nupzRR

     

    Show some proof to substantiate your claims that Blackberry is "barely" more secure than Apple and Android phones. They both were hacked and BBRY never was. At least we have not heard about it.

     

    Apple forum:
    http://bit.ly/1nG93D4
    Recent news May 27, 2014:
    http://n.pr/SQupBG
    http://cnn.it/1nG91ej

     

    Android:
    http://ubm.io/1nG91ek
    http://onforb.es/1aigOtq

     

    "In 2 years from now, BBRY might simply not be relevant anymore in security as well."
    That's nothing more but sheer speculation.
    15 Jul 2014, 09:35 PM Reply Like
  • Davidoff
    , contributor
    Comments (325) | Send Message
     
    Look kid, I really don't care about all that crap, that's not what investing is about. Don't even bother responding, I'm switching my notifications off. Seriously, who are you trying to convince that you made the right trade, me or yourself? I obviously don't care about your portfolio and your delusional BBRY cheers. The only thing that matters to me is figures. If you prefer to read that geeky stuff, then you obviously have nothing to do in investing, cause that's not what you should look at in order to make profits. No one cares about niche markets on Wall Street. Whereas BBRY sells 20k "secured" phones to some government, Apple sells 30m iPhones all over the world. See the difference? Secured or not, it simply doesn't matter to consumers, it's just a plus. And the fact that some German politicians don't use iPhone anymore doesn't matter to the younger generations, they simply don't read newspapers. Today AAPL announced that it's going after corporate market too. Considering their abilities and their hundreds of billions in cash, I'd say that they have much higher chances to succeed than BBRY.

     

    2.500€ is the price of a 4GB card. What do you think Merkel is doing, playing some flash games on her phone? I assume that she uses at least a 32GB version.

     

    A little lesson on how devices get hacked. Each OS is more or less 100% secured. The only thing that is "hackable" is the user himself. What happens is that the user presses on the wrong link, opens an infected attachment, or downloads the wrong app. That's how devices get hacked in 99% of cases. So no matter how secured your device is, the user is always the weakest link. That's the main reason why a basic BBRY isn't much more secured than any other phone. There are millions of apps and companies don't even check what kind of apps they put on their stores. Any content is a potential threat to your device's security.
    http://bit.ly/1nGkudP
    15 Jul 2014, 10:10 PM Reply Like
  • Richie_L
    , contributor
    Comments (118) | Send Message
     
    @ David off

     

    I don't know what chip Merkel uses but I see what I read.

     

    Security is the most sought after features in enterprise. And BBRY focuses again on enterprise. Consumers will most likely catch up to the security concept at some point.

     

    Cash is important but does not seem to be the most important factor. Look at MSFT.

     

    John Chen has a roadmap that will bring BBRY back to profitability. It's in the works. But the turnaround does not happen overnight.
    15 Jul 2014, 10:39 PM Reply Like
  • Randal James
    , contributor
    Comments (3472) | Send Message
     
    John,

     

    If there was not a bidder a few months ago, please do not base your investment decisions on a sudden "war" for shares significantly above the 'for sale' price.
    15 Jul 2014, 11:49 PM Reply Like
  • Randal James
    , contributor
    Comments (3472) | Send Message
     
    zipper

     

    IF MSFT traded independently of Nokia phones and similarly to Windows phones, I would buy all three before taking the risky gambit of believing in BBRY - especially now that my personal bearish view of Apple is dimmed by their partnership with IBM.

     

    I will offer a palliative to some in whatever camp. IBM has rarely had their ducks lined up intelligently. They bend over backwards to accommodate whatever nation they are hoping to develop yet do so at enormous inefficiencies.
    15 Jul 2014, 11:54 PM Reply Like
  • Randal James
    , contributor
    Comments (3472) | Send Message
     
    Richie

     

    Have you ever figured out that the President of the US and Andrea Merkel represent 2 (count em!) people in the world? By all means, develop that as your thesis.
    15 Jul 2014, 11:58 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    @Cliff,

     

    "When is the last time IBM brought MDM security to the enterprise sector? What's their history?"

     

    IBM Named a Leader
    New Research: 2014 Gartner Magic Quadrant for Enterprise Mobility Management Suites http://bit.ly/1p65lR1

     

    [Find the best EMM solution for your needs. Evaluate vendors based on customer satisfaction, ease of use and more. Learn about the BYOD and EMM landscape from top industry analysts in this in-depth research report.

     

    MaaS360 has earned Fiberlink a leadership position in the Magic Quadrant. Now an IBM company, we are pleased to continue this trend for the 3rd year in a row.]
    16 Jul 2014, 09:42 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    @Rich_L

     

    "Why all G7 governments <.> use Blackberry?"

     

    Let's answer this hyperbole.

     

    Inside BlackBerry made this unbelieavable statement, so I questioned it:

     

    Mr. KnowItAll: "So, if any ONE person in the entire government has a BlackBerry phone, that would qualify that government as one of the G7 governments?

     

    I think this type of reporting is highly misleading.

     

    Give us numbers."

     

    bb4biz_luke then responds to my request for numbers:
    bb4biz_luke: "Great question! Our criteria for this particular statistic was not the presence of one BlackBerry smartphone, but rather the presence of at least one BlackBerry Enterprise Server, deployed by government IT departments, with a minimum of 10 active devices being managed by that server. In the case of many of the G7 governments, there are several servers in place and a sizable deployment of managed devices."
    http://bit.ly/1oHX6co

     

    So while this claim that "All G7 Governments use BlackBerry" is factually true, it's also true that "All G7 Governments" have poodles, eat cupcakes, do drugs, and masturbate.

     

    I.e., it's a meaningless metric
    16 Jul 2014, 10:09 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    Rich_L,

     

    "I don't know what chip Merkel uses but I see what I read."

     

    You are demonstrating cognitive bias, that is; only seeing what you want to see in such a way as to support your investment.

     

    You argue BlackBerry's security is the best, and trot out Merkel as the proof, and yet are totally unaware her BlackBerry is anything but usual and requires sophisticated security technology by a 3rd party to give her the security she needs.

     

    " in March this year, Merkel was given a new mobile, a Secusmart Blackberry, which the company now advertises as the "Chancellor Phone". "
    http://bit.ly/1gdbwTY
    16 Jul 2014, 10:31 AM Reply Like
  • Cochise54
    , contributor
    Comments (416) | Send Message
     
    Apple+IBM=jumping the shark.
    15 Jul 2014, 05:13 PM Reply Like
  • LoganSix
    , contributor
    Comments (588) | Send Message
     
    More like.

     

    IBM says 2+2=5. Apple agrees.
    15 Jul 2014, 05:59 PM Reply Like
  • TertiumQuid
    , contributor
    Comments (23) | Send Message
     
    If doubling the stock in the next year to year and a half is "shark jumping" then strap on dem water skis!
    15 Jul 2014, 06:30 PM Reply Like
  • BBwetrust
    , contributor
    Comments (1988) | Send Message
     
    @Cochise54
    Thank you for giving me the jumping the shark lesson.
    15 Jul 2014, 09:38 PM Reply Like
  • Z10isgreat
    , contributor
    Comments (296) | Send Message
     
    Thank you, Cliff you raise some solid questions that the markets seem to have missed. As a BB long, however, I do worry that the IBM-Apple juggernaut will have all the time and cash it needs to take a run at it breaking Blackberry. They need some strong alliances of their own to survive.
    15 Jul 2014, 05:19 PM Reply Like
  • bjnflicks
    , contributor
    Comments (3684) | Send Message
     
    Blackberry is already broken. Take the money and run. It could drop 25% in the next day or two and never come back. Unless they create a miracle or get bought out which is very unlikely.
    15 Jul 2014, 05:31 PM Reply Like
  • Black Truck
    , contributor
    Comments (39) | Send Message
     
    BlackBerry doesn't have to do anything but continue with their business plan. Does anyone actually think these two bureaucratic monsters will actually work well together? Apple is notorious as a closed OS. BlackBerry has defined the four niche's it will go after, and within a quarter or two they will be returning to profitability.
    15 Jul 2014, 05:48 PM Reply Like
  • Arduino_RaspberryPi
    , contributor
    Comments (379) | Send Message
     
    @bj. Wanna bet?
    15 Jul 2014, 05:58 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2005) | Send Message
     
    @bjnflicks,

     

    Has IBM and Apple even sold one server? Sold one app? And Blackberry is dead?

     

    I doubt IBM and Apple can put something together that works. Look how long it's taking Samsung to get Knox working. They haven't sold it to anyone yet.

     

    Blackberry is so far out there! It's going to take some CIO to put his job at risk "trying out" this new whatever from IBM/Apple.
    15 Jul 2014, 05:59 PM Reply Like
  • Black Truck
    , contributor
    Comments (39) | Send Message
     
    I already have in the only way that's important. And if BB takes a hit to its share price over the next week or so - I'll add to my bet, just like I have every other time its been pronounced "dead" over the last couple of years.
    15 Jul 2014, 06:33 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    @Cliff,

     

    Has IBM and Apple even sold one server?

     

    Cliff, 24 of the top 25 Fortune 500 Companies choose the IBM Cloud for business http://ibm.co/19XIbrD
    15 Jul 2014, 07:19 PM Reply Like
  • anonymous1234212
    , contributor
    Comments (98) | Send Message
     
    @KIA

     

    16 out of 20 G20 governments use BlackBerry and 7 out of 8 G8 governments.
    15 Jul 2014, 07:44 PM Reply Like
  • techy46
    , contributor
    Comments (7410) | Send Message
     
    @Mr Knowitall Nice marketing phrase however "As it turns out, Microsoft's doesn't disclose revenues related to its cloud services. And on that matter, it's not alone. Neither do Amazon, Google, or IBM."

     

    It all depends on what cloud you're talking about AaaS, IaaS, DaaS, etc.
    15 Jul 2014, 08:01 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2005) | Send Message
     
    @Mr. Knowitall,

     

    I understand that IBM has stuff out there. IBM does not have MDM. They don't compete with Blackberry. Apple has iCloud!

     

    Blackberry is working on their Cloud service as well. They are far behind IBM. IBM/Apple do not equal Blackberry. Yep, they gots a hole lots of mone..., that don't make them the Fed.

     

    I predict that IBM/Apple will try to take on "dead man walking" and lose. Remember, Blackberry is the Gold Standard in so many ways. I would bet Blackberry can take some of IBM's customers.

     

    A lot is made of IBM and their 2000 contacts there; Blackberry has 80,000. Who's the big dog here?

     

    I'll tell you what, you take IBM/Apple, I'll take Blackberry. We meet up here in 3 years and compare notes.
    15 Jul 2014, 09:00 PM Reply Like
  • Randal James
    , contributor
    Comments (3472) | Send Message
     
    Cliff

     

    Has IBM ever sold one server? No. It would probably be in the millions by now.

     

    It is true they don't dominate the segment but to suggest they do not participate is weirdly wrong.

     

    Cliff, this is not the end, but serious stuff, amigo. I remain semi-confident that the security aspect is worth significant dollars to someone - at this point, likely MSFT. Much of the rest of the recent news - Z3 in India! - pales to competition in enterprise security
    16 Jul 2014, 12:07 AM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2005) | Send Message
     
    @Randal James,

     

    I know that IBM had no respect as of today. Why? Don't their Cloud service work for them? Golly gee, they have all those onsite boys taking care of things for the top 24 most important companies in the world. And that didn't raise the bar as far as IBM is concerned. We all left IBM out of our Christmas stockings....why? They have way too much competition. I rate IBM by itself at a B- company. I still bought it's stock, as well as Apple.

     

    Now Apple, their generating money like it's candy. It's a fade stock; all those teen girls and cool older gentlemen need to have status. And an iPhone gives them that. I get that. Apple will still make money and lot of it. But before this announcement, Apple was a short stock for a lot of folks. Why? 'cause they ain't done nut'n that is earth-shattering is a long time.

     

    So I wonder why two very large cap companies that weren't very good bets prior to this announcement are now big news. One will the a 1.5 trillion dollar company? Really? They still have to go play in Blackberry's backyard. Who is going dump their Gold Standard protection to go with a Blue Apple?

     

    I'm betting hackers are gearing up to bust the first one. Good luck to all those CIO's out there, they'll need it.
    16 Jul 2014, 01:06 AM Reply Like
  • IncomeYield
    , contributor
    Comments (2423) | Send Message
     
    This is one from the old Microsoft playbook.

     

    Just the announcement is enough to freeze all kinds of enterprise purchase plans as corps wait 'n see.
    16 Jul 2014, 01:21 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    @Cliff,

     

    " IBM does not have MDM. They don't compete with Blackberry. "

     

    Cliff, Cliff, Cliff... *shakes head*

     

    [IBM Named a Leader
    New Research: 2014 Gartner Magic Quadrant for Enterprise Mobility Management Suites

     

    Find the best EMM solution for your needs. Evaluate vendors based on customer satisfaction, ease of use and more. Learn about the BYOD and EMM landscape from top industry analysts in this in-depth research report.

     

    MaaS360 has earned Fiberlink a leadership position in the Magic Quadrant. Now an IBM company, we are pleased to continue this trend for the 3rd year in a row.] http://bit.ly/1p65lR1
    16 Jul 2014, 10:37 AM Reply Like
  • George P. Burdell
    , contributor
    Comments (296) | Send Message
     
    Outstanding... As a long term IBM investor, this pleases me very much.

     

    Do not own Apple but do use and enjoy their products... hope the best for them as well.

     

    Not a Tech expert but everything about this collaboration makes sense to me... Brings enterprise value to Apple, brings mobile value to IBM, brings two giants together pursuing "cloud" objectives.

     

    Very nice work... now it's time to get busy and execute the strategy efficiently and effectively!
    15 Jul 2014, 05:21 PM Reply Like
  • bjnflicks
    , contributor
    Comments (3684) | Send Message
     
    IBM is very lucky AAPL is there to freshen up their brand. AAPL also made a brilliant move here just as champagne was popping at INTC and MSFT over increased enterprise sales (due entirely to ultra cheap PC's these days and nothing else)
    15 Jul 2014, 05:30 PM Reply Like
  • techy46
    , contributor
    Comments (7410) | Send Message
     
    @bj you might want to read INTC's earnings release to see that Data Center growth was +19% and they're even going to ship those 40 millin tablet chips for Android and Windows devices.
    15 Jul 2014, 08:06 PM Reply Like
  • George P. Burdell
    , contributor
    Comments (296) | Send Message
     
    @bjnflicks- "IBM is very lucky AAPL is there to freshen up their brand."

     

    I think you make a very important point here... As I said in my original comment, I hold a fairly sizable position in IBM and have no position in Apple.

     

    That being said, I couldn't agree with you more... This partnership with Apple will likely provide a spark for IBM..and perhaps additional "juice" for the team of employees.

     

    It has been a while since IBM has been involved in a project that will get the kind of media attention like we will see with this one.

     

    As you pointed out, the benefit to Apple is significant, but likely more technically beneficial than "exciting" for their team... Surely they are already geeked up getting ready for iPhone 6 launch.

     

    In my view, this project starts with great promise for both of these outstanding teams.
    15 Jul 2014, 10:35 PM Reply Like
  • bjnflicks
    , contributor
    Comments (3684) | Send Message
     
    Sell or short MSFT, INTC, BBRY, HP etc. load up on AAPL before earnings on Tuesday which will be a second big catalyst within a week.

     

    AAPL remains the cheapest major tech stock besides long-suffering HP. And this huge IBM deal could sell another 50 million Apple products within the next few years and also get them faster into mobile payments as well as the medlcal business.
    15 Jul 2014, 05:28 PM Reply Like
  • civ-e
    , contributor
    Comments (416) | Send Message
     
    what's wrong with INTC?
    15 Jul 2014, 07:06 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (10550) | Send Message
     
    Not much, just a bit.
    15 Jul 2014, 07:20 PM Reply Like
  • Zipper0
    , contributor
    Comments (1140) | Send Message
     
    Apple's iPhone and iPad sales are about to jump significantly. The iPhone is only 6 years old and it ignited a paradigm shift, and that shift is to about to revolutionize stodgy old corporate IT departments worldwide. There's no other platform that can invade the corporate IT World with the scale and popularity of the iPhone. Windows 8 is still as weird as ever, and Android's fragmentation and security problems are actually growing, not shrinking. Paradigm shifts last a generation at least, so Apple will rule the corporate IT world for the next 25 or so years. What's more, Apple's 64-bit mobile chips are more powerful today than desktop PC chips from just several years ago. Mobile devices will replace stationary desktop PC's altogether, and the "desktop" computer of tomorrow will be an iPhone with a docking station linked to a dummy monitor and keyboard in the corporate cubicle. Apple beats Microsoft in the corporate world after all.
    15 Jul 2014, 07:45 PM Reply Like
  • techy46
    , contributor
    Comments (7410) | Send Message
     
    Sell or short INTC and MSFT? That's totally insane. INTC mobile chips are going to kill Apple A9/10 if Apple doesn't beg INTC to make them. Meanwhile, MSFT is the largest enterprise software supplier and AppIBM is going to need to connect to Windows servers. 50 million more Apple devices means 20 million more Office 365 licenses.
    15 Jul 2014, 08:10 PM Reply Like
  • Cincinnatus
    , contributor
    Comments (4136) | Send Message
     
    bjn, that IBM Cloud runs on Intel x86. IBM is a software and services company. They've been on the decline in the hardware business for some time. What they have left of their own hardware are Power servers and mainframes, but that's a falling percentage of the market.

     

    "IBM server sales slump by 25 per cent in the first quarter as competition intensifies"
    http://bit.ly/1nG0Cro

     

    http://bit.ly/1nG0Crp
    "In contrast to the x86 market, non-x86 server revenue growth is going the other direction. IDC reported a negative growth rate 25.2 percent in the first quarter for non-x86 servers."
    15 Jul 2014, 08:58 PM Reply Like
  • Cincinnatus
    , contributor
    Comments (4136) | Send Message
     
    bjn,
    Windows Server is doing fine. IBM's Power server OS is in the Unix bucket, and the mainframe z/OS is declining as well. You're betting on the wrong horse. Check out the last two bullets.

     

    From IDC:
    Top Server Market Findings
    ◦ Linux server demand continued to be positively impacted by cloud infrastructure deployments, as hardware revenue increased 14.4% year over year to $4.1 billion in 4Q13. Linux servers now represent 28.5% of all server revenue, up 4.6 points when compared with the fourth quarter of 2012.
    ◦ Microsoft Windows server hardware revenue increased 0.1% year over year in 4Q13 with quarterly server hardware revenue totaling $6.5 billion, representing 45.7% of overall quarterly factory revenue, up 2.0 points over the prior year's quarter.
    ◦ Unix servers experienced a revenue decline of -20.2% year over year to $1.9 billion representing 13.6% of quarterly server revenue for the quarter.
    ◦ After four consecutive quarters of revenue growth, IBM's System z mainframe running z/OS revenue declined -36.8% year over year to $1.1 billion, representing 8.0% of all server revenue in 4Q13.

     

    http://reut.rs/1nG1kVs
    15 Jul 2014, 09:02 PM Reply Like
  • scott trader
    , contributor
    Comments (5597) | Send Message
     
    Larger ipad on the way..
    15 Jul 2014, 09:31 PM Reply Like
  • techy46
    , contributor
    Comments (7410) | Send Message
     
    Scott Trader - I thought Apple wouldn't make refrigatoasters?
    15 Jul 2014, 11:30 PM Reply Like
  • Zack 800
    , contributor
    Comments (1271) | Send Message
     
    It is all about "survival of the fittest", looks good for Apple so far...

     

    Hope BlackBerry can partner with someone...that would be real nice (imo.) BB would be a good fit for one of the "big guys".

     

    And so the saga continues...
    15 Jul 2014, 05:31 PM Reply Like
  • GeorgeTS
    , contributor
    Comments (100) | Send Message
     
    Smartphone consumer market is saturated. Enterprise = Growth....IBM gets them in the door with BIG enterprise customers. WIN-WIN Longtime Apple and IBM shareholder. :)
    15 Jul 2014, 05:35 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    Using your analysis...isn't this the same process DELL tried?
    15 Jul 2014, 05:42 PM Reply Like
  • LoganSix
    , contributor
    Comments (588) | Send Message
     
    Uh...why not partner with Lenovo, who now owns Moto?
    15 Jul 2014, 06:31 PM Reply Like
  • jotenn
    , contributor
    Comments (156) | Send Message
     
    Anyone remember the famous "1984" Apple Macintosh ad where Apple trashed IBM as "Big Brother" who was trying to control the thoughts of the world? How things have changed:-).
    15 Jul 2014, 05:35 PM Reply Like
  • LoganSix
    , contributor
    Comments (588) | Send Message
     
    As Cyndi Lauper would say; "Money. Money changes everything. "

     

    Had to stick with the 80's.
    15 Jul 2014, 05:48 PM Reply Like
  • Truth_Investor
    , contributor
    Comments (346) | Send Message
     
    Apple need big brother, or I mean IBM to control the minds of the people to get them to continue buying inferior technology in the name of fashion. Geeks can't be convinced to pay more for less, it just doesn't add up.
    15 Jul 2014, 10:29 PM Reply Like
  • Ongyou
    , contributor
    Comments (11) | Send Message
     
    Is this AAPL's attempt to attack MSFT and AMZN in the cloud revenue wars? Partnering with IBM and offering "enterprise apps" to work with IBM/AAPL services would be an interesting tactic. I know AAPL has iCloud, but that's nowhere near the revenue source of Amazon Web Services, IBM's cloud offerings, or even MSFT's Azure. Very interesting!
    15 Jul 2014, 05:40 PM Reply Like
  • scott trader
    , contributor
    Comments (5597) | Send Message
     
    Yep facebook and google are now big brother.......bbry has been dead for years living off of realestate sales and layoffs and burning thru cash with lagging revenues....
    15 Jul 2014, 05:40 PM Reply Like
  • kevinconway
    , contributor
    Comments (2564) | Send Message
     
    Synergy. My first reaction is that this is not exactly the best blending of corporate cultures. Should be interesting to see how this plays out in terms of working relationship and execution on the front lines.
    15 Jul 2014, 05:42 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    This is definitely a turd in the BlackBerry punch bowl.
    It will be massively difficult to craft a compelling BlackBerry enterprise story with this 3000 lbs gorillaphant in the room! http://bit.ly/1nFlcbc
    15 Jul 2014, 05:52 PM Reply Like
  • psychological-dividends
    , contributor
    Comments (812) | Send Message
     
    Can Microsoft fish it out?
    15 Jul 2014, 05:59 PM Reply Like
  • Arduino_RaspberryPi
    , contributor
    Comments (379) | Send Message
     
    Lol. BlackBerry hater drowning in short sale losses.
    15 Jul 2014, 05:59 PM Reply Like
  • bud zeedee
    , contributor
    Comments (427) | Send Message
     
    It used to be that knowitall got his kicks from BB's known failings. Now he gets his jollies from what he presumes to be the likelihood of future difficulties. Does this tell us anything about his character?
    15 Jul 2014, 06:12 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    "Lol. BlackBerry hater drowning in short sale losses."

     

    You're funny Arduino,
    Did you miss the part where I bought $11 strike puts on July 8th?
    15 Jul 2014, 07:36 PM Reply Like
  • Truth_Investor
    , contributor
    Comments (346) | Send Message
     
    Apple wouldn't have made this deal if they weren't atleast worried about Blackberry's comeback. Blackberry is still no#1 in security.
    15 Jul 2014, 06:03 PM Reply Like
  • blejsmith
    , contributor
    Comments (240) | Send Message
     
    Yeah that's it! Apple was concerned about Its future given the behemoth in the room known as Blackberry. That's why they had to get into bed with IBM. LOL!!!

     

    If they were in the least concerned about Blackberry they would have used next weeks cash flow to buy them and sweep them under the carpet
    15 Jul 2014, 09:02 PM Reply Like
  • JMajoris
    , contributor
    Comments (1305) | Send Message
     
    AAPL made it very clear that they are taking over Enterprise. BBRY is roadkill to them.

     

    <<Apple wouldn't have made this deal if they weren't atleast worried about Blackberry's comeback. Blackberry is still no#1 in security. >>
    15 Jul 2014, 09:08 PM Reply Like
  • Karchi
    , contributor
    Comments (29) | Send Message
     
    Well I'm glad all you guys know what's up cause I didn't see this one coming!

     

    This feels like France and England just signed an alliance in the 17th Century and Napoleon is happy about it! The whole thing is weird and unsettling ... I still love BBRY but may have to reconsider a new entry point.

     

    You wouldn't buy BBRY at $11.20 three hours ago when AAPL / IBM weren't partners and yet theres a market at 6:00PM at $10.90.

     

    Weird!
    15 Jul 2014, 06:04 PM Reply Like
  • TertiumQuid
    , contributor
    Comments (23) | Send Message
     
    Yep... That $AAPL is _______________ (pick any combination of foreboding, feckless adjectives of the weekly Apple Cassandras' "triage" rants!
    15 Jul 2014, 06:06 PM Reply Like
  • TravisS
    , contributor
    Comment (1) | Send Message
     
    Nothing but upside for Apple. Big data and analytics... Build out better Maps with actual useful POIs. Watson... Siri gets the brain transplant we've all been waiting for. Enterprise expertise... A more seamless icloud and a final axing of Blackberry's brand as it exists today (QNX is going nowhere soon).
    15 Jul 2014, 06:07 PM Reply Like
  • TertiumQuid
    , contributor
    Comments (23) | Send Message
     
    Any thoughts about $LNGVY? It IS one of the largest PC makers and it IS going to be approved to be partnered with IBM.
    15 Jul 2014, 06:08 PM Reply Like
  • Anthony Ruben
    , contributor
    Comments (1164) | Send Message
     
    I was very impressed with the elegant simplicity of this deal . . . and why no one thought of it earlier. Both companies leverage their strengths (period). AAPL doesn't tarnish its brand but gets distribution into areas it could not venture into. IBM gets the halo of APPL's brand and leverages its very strong customer relationships and "big data" capabilities- I liked the airline example during I heard during the announcement interview earlier today.

     

    Bravo, for both companies.

     

    Also, just curious about all the noise about Blackberry- it must be a speculative stock a lot of folks are in. Haven't research BBerry much, but I have to say this sounds like a major negative.
    15 Jul 2014, 06:10 PM Reply Like
  • Yasch22
    , contributor
    Comments (435) | Send Message
     
    Anthony, I beg to differ on the airline example, which IMO was absurd fluff. Does anyone honestly think pilots are in charge of optimizing fuel usage before take-off, and that they need to whip out their iPads with a fuel optimization app on it to make adjustments on their speed and elevation?

     

    Re: the noise about BlackBerry. I too am kind of amazed that most of the focus has been on them, as if BB will suffer most from the deal, when it seems to me that IBM is aiming at Microsoft and SAP and Apple is aiming chiefly at Android and Windows Phones.
    15 Jul 2014, 08:03 PM Reply Like
  • Andrew A
    , contributor
    Comments (248) | Send Message
     
    Bye Bye Windowsaurs!!
    15 Jul 2014, 06:16 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1417) | Send Message
     
    Cochise54

     

    You said the same thing as Cliff in fewer words.

     

    Androids com basically pre-hacked. iPhones are hackable. BB's, not so much.

     

    MSFT is laying off 5600 former Nokia hardware people - about the same as BBRY laid off from their hardware division. My how things are progressing.

     

    Mobile Iron was never a threat to anyone because it is just a way of controlling what a hand set can do - nothing more really. I can't see how the potential of Big Blue working with Apple is going to be a threat to MIron - if so, how?

     

    What does IBM have to offer the secure communication sector? As Cisco publicly pointed out (in extremis) the US-NSA is stopping exports long enough to install hacking hardware into Cisco servers. Are IBM servers exempt? How will an inherently unsafe handset connecting to a compromised server provide secure communications? The Snowdon revelations (re Brazil) show conclusively the hacking was used to feed bidding info to American corporations, which has nothing to do with 'terrorists'. It is plain old industrial spying conducted by the state in favour of national companies - exactly what the US (correctly) accuses the Chinese of doing. Pot, meet kettle.

     

    We have Samsung trying to create their own secure system, Google picking up Motorola to make handsets, MSFT ditto and now shrinking it as a losing proposition, Samsung on the ropes because they were a component manufacturer that is losing customers and they have no OS to load on their own versions of hardware, Nokia is retreating to the background, the Chinese are banning MSFT Office, blocking Google+ and their app store, further, they are going to have a fight with Apple whatever the mode-du-jour, and everyone and his brother want to create alternatives to Android.

     

    Google should be looking at its navel hard these days. An Outlook.com account running on a Blackberry is one of the best deals going for calendar, mail and office document synching on a secure message system. Those blessed with BES have several levels of security on offer.

     

    All things considered, the news above does not announce a big threat to anything. What you are seeing is a snapshot of the 'rest of the world' outside MSFT and BBRY waking up to what is needed in a future where most computing is done in the cloud on a well made, very powerful handset. That is exactly what a BB Passport is and does.

     

    So, who is leading, then?

     

    Patience, BB-longs...

     

    From Crispin, back in Waterloo
    15 Jul 2014, 06:22 PM Reply Like
  • Cochise54
    , contributor
    Comments (416) | Send Message
     
    Crispin, I'm honored by the comparison to Cilff. Funny how two mega-companies team up and everyone looks over their shoulders at the impact on BBRY. I guess they're hearing footsteps.
    15 Jul 2014, 06:57 PM Reply Like
  • 22643611
    , contributor
    Comments (2101) | Send Message
     
    @Cochise, it appears all the BBRY longs are hearing footsteps otherwise why would there be more of them posting on this article than AAPL or IBM longs.
    15 Jul 2014, 08:54 PM Reply Like
  • JMajoris
    , contributor
    Comments (1305) | Send Message
     
    AAPL just picked up 100,000 sales people. You're free to be a pessimist but this is huge. Gigantic even.

     

    <<All things considered, the news above does not announce a big threat to anything. >>
    15 Jul 2014, 08:58 PM Reply Like
  • JMajoris
    , contributor
    Comments (1305) | Send Message
     
    When you make 100 Million dollars a day in profit you don't look over your shoulder for anything. Full speed ahead only.

     

    <<Funny how two mega-companies team up and everyone looks over their shoulders at the impact on BBRY. I guess they're hearing footsteps. >>
    15 Jul 2014, 08:59 PM Reply Like
  • Cochise54
    , contributor
    Comments (416) | Send Message
     
    @22643611 , you of little faith, running from shadows. You sold, any conviction to short BBRY?
    15 Jul 2014, 09:37 PM Reply Like
  • 22643611
    , contributor
    Comments (2101) | Send Message
     
    Why would I short it?

     

    I trade for fun and to challenge myself. My trading account is throw away money but I prefer to win.
    But it is humorous how this article has every desperate BBRY owner out in
    defense of their stock as if posting how great it is makes any difference to the
    inevitable sell-off.
    Yes, I'm sure AAPL is shakin in their boots and BBRY is why they made this deal even though AAPL could buy BBR with a weeks worth of revenue.

     

    C'mon man, get real.
    15 Jul 2014, 10:38 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2005) | Send Message
     
    @JMajoris,

     

    Apple just picked up 100,000 sales people, cause they surely need them! I don't know anyone who's never heard of Apple. So, how does that translate into more sales of iPhones? Will the hold a gun to their heads and make them buy iPhones?

     

    Why does Apple need more salesmen? Oh wait, it's because Apple has only 13% market share and it's shrinking. They must stop the bleeding.
    16 Jul 2014, 01:15 AM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2005) | Send Message
     
    @22643611,

     

    You need to visit the Apple articles when they put Apple down; they read the same!

     

    If we Longs had not challenged the opinion expressed on SA, we would have done our investments a disservice. Had Blackberry never spoken up about the inaccurate quotes by their competition, they would have died some time ago. It's the right thing to do. I would hope you would do the same about a company you think is important.

     

    Longs support the company, traders....well they trade. Nothing wrong with that. Everyone here has a strategy, it just has to work.

     

    Good luck!
    16 Jul 2014, 01:21 AM Reply Like
  • thealct
    , contributor
    Comments (183) | Send Message
     
    Stop wasting time on the has been's read BBRY. There is more here. This engagement will go well, and I see a merger/buyout. Apple buys IBM in 5 years as it's division for enterprise services/business cloud/analytics/ and of course patents. This could be step 1 of Cooks "large" acquisition. I think Steve may have wanted this but the time wasn't right back then. With IBM no longer in the low margin commodity hardware (read PCs and servers) and needing a global mobility platform, AAPL was the right fit. Time will tell.
    15 Jul 2014, 06:26 PM Reply Like
  • civ-e
    , contributor
    Comments (416) | Send Message
     
    how about IBM give Siri access to the Dr. Watson computer that knows the answer to everything. I would consider it a big improvement over the existing Siri.
    15 Jul 2014, 07:02 PM Reply Like
  • 2puttwo
    , contributor
    Comments (577) | Send Message
     
    Siri, will you take Watson to bt your loving husband, to love and cherish him, though all the ups and downs in the market, though all the viruses and freezes and crashes that you will experience...... and will you,? Watson, teach Siri, all knowledge in the world, and make her smart phone and turn it into a genius phone. To take her iPad and and make it the most useful tablet not only the the world, but in the universe, to take her laptop to places it's never dreamed before, to take her office computer and turn her into the genius she always was, to love her and cherish her, till you two dominate the world. It is with my great pleasure to announce you man and wife. This is truly a marriage made in the clouds of Heaven. You now can down-load the bride. I can now introduce you as iBM.
    15 Jul 2014, 07:06 PM Reply Like
  • thannagan
    , contributor
    Comments (253) | Send Message
     
    Brilliant tech/corp synergism, or desperation? Maybe some of both. Does this make IBM cool again? Doesn't hurt. Does this give corporate techs the cover they need to finally catch up with their clients and employees? Very much so.
    15 Jul 2014, 07:34 PM Reply Like
  • thotdoc
    , contributor
    Comments (1850) | Send Message
     
    And Apple is desperate about what, exactly?
    15 Jul 2014, 08:04 PM Reply Like
  • thannagan
    , contributor
    Comments (253) | Send Message
     
    Didn't think APPLE was the desperate one.
    16 Jul 2014, 11:34 AM Reply Like
  • anstin
    , contributor
    Comments (91) | Send Message
     
    Business software on an iphone or ipad....LOL. Which companies want Business apps in IProducts. Looks like Chen didn't let aapl & ibm's CEOs to sleep peacefully for couple of months
    15 Jul 2014, 07:38 PM Reply Like
  • 22643611
    , contributor
    Comments (2101) | Send Message
     
    Yeah, its all about that powerhouse of a company BBRY.
    How much per share did they earn their shareholders last quarter?
    15 Jul 2014, 08:52 PM Reply Like
  • JMajoris
    , contributor
    Comments (1305) | Send Message
     
    Chen needs to put out the for sale sign asap. He's got a small window and then it's lights out for BBRY.

     

    Let's touch base next year and see how it all played out.

     

    <<Business software on an iphone or ipad....LOL.>>
    15 Jul 2014, 09:02 PM Reply Like
  • jdadyfinance
    , contributor
    Comments (165) | Send Message
     
    Blackberry is the Betamax of the 21st century. The best technology does not always win and the consumers ultimately decide the winner. But many thanks to those that try and convince us of our folly. The market has spoken and sorry to say BBRY is on the short side of history.
    15 Jul 2014, 07:47 PM Reply Like
  • BBwetrust
    , contributor
    Comments (1988) | Send Message
     
    Ignore all the noise, just concentrating on executing John Chen's strategy, and everything will be just golden fine. We BB long should be concentrating on buying on dips, and everything will be fine and the Christmas stockings will be full of goodies.
    15 Jul 2014, 08:03 PM Reply Like
  • Randal James
    , contributor
    Comments (3472) | Send Message
     
    Tell me again how the buying on dips has panned out over the past few years. The John Chen strategy really only pays off if you bet on a winning horse and, just like heavily-favored Denver in last year's Super Bowl, sometimes the smart money is dead wrong.

     

    I'm glad your money is always smart. Mine - and I suppose most contributors - only break even enough to smile.
    16 Jul 2014, 12:18 AM Reply Like
  • BBwetrust
    , contributor
    Comments (1988) | Send Message
     
    @RJ
    What we heard was a just a loud noise. What we have is John Chen at work for you. And I bet he is working hard to address this noise issue. I feel sorry for the BB past without John Chen. Chen is the reason I invest in BlackBerry.
    I am a short term trader. What I see is Chen is delivering his promises on or ahead of schedule. Come next two ER's, there will be excitement again. The share price will move accordingly. This is just a distraction and will be over in a week. IMO this is a buying opportunity that has been denied lately due to the improvements BB has been making and the market is not getting enough of it.
    Buying on dips during Chen's stewardship has been a winner.
    16 Jul 2014, 06:18 AM Reply Like
  • techy46
    , contributor
    Comments (7410) | Send Message
     
    Apple plus IBM is a huge waste of money and time but it will drive shares higher.
    15 Jul 2014, 08:12 PM Reply Like
  • Hank890
    , contributor
    Comments (1303) | Send Message
     
    The possibility of a Watson to Siri API-to-API for development of a broad range of B2B mobile marketing applications (including payments!) makes my salivary glands engage.

     

    I am long both firms, and this development feels distinctly promising.
    15 Jul 2014, 08:18 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1126) | Send Message
     
    Yes I remember when AOL bought TWX and that went great.
    15 Jul 2014, 09:37 PM Reply Like
  • jdadyfinance
    , contributor
    Comments (165) | Send Message
     
    BBRY is a speculative investment and may pay off handsomely ala Nokia but it is not for the average investor and carries significant risk. It is great to hit home runs but getting on base is more important. BBRY is a potential 9th inning grand slam but it's just as likely to be a game ending double play.
    15 Jul 2014, 08:22 PM Reply Like
  • JMajoris
    , contributor
    Comments (1305) | Send Message
     
    NOK had windows software backed by Microsoft. They also had 80% of the windows smartphone market, forcing Microsoft to purchase them. BBRY has nothing like that.

     

    <<BBRY is a speculative investment and may pay off handsomely ala Nokia >>
    15 Jul 2014, 09:05 PM Reply Like
  • Andrew A
    , contributor
    Comments (248) | Send Message
     
    So happy... finally my friends who were stuck with technology from the 80's are free!!
    15 Jul 2014, 08:27 PM Reply Like
  • Yasch22
    , contributor
    Comments (435) | Send Message
     
    What exactly does this partnership amount to? How does it benefit either party?

     

    1. Apple. Will Apple sell more mobile devices because IBM will help Apple build 100+ enterprise-oriented applications for it? Perhaps, but it would help a lot if iPhones and iPads were capable of multi-tasking. If a similar number of apps of equal quality are available to Android and BlackBerrry devices,

     

    2. Does Apple benefit in any other way? According to Virginia Rometty, IBM will somehow help Apple become more secure, especially for those who use iDevices in the enterprise. But seriously, will iPhones only be more secure when they're accessing the applications the two companies jointly develop, and that will be exclusive to Apple? Will any company in the enterprise accept conditions in which they're tied into the Apple-IBM ecosystem? I somehow doubt it.

     

    3. Perhaps the biggest temporary value for Apple is that it gains a PR sheen of establishment security and productivity through its association with Big Blue.

     

    Re: IBM
    1. Does IBM really add a large number of clients to its cloud service? This seems more likely to me.

     

    2. The PR benefits to IBM via its association with iWorld seem far greater to me than the PR benefits to Apple.

     

    3. Perhaps both IBM and Apple will end up gaining a lot of customers running boutique businesses, where it's feasible to expect everyone in the company to be using a combination of iPhones and iPads only, and where their enterprise-software needs are supplied by the IBM-Apple partnership. This would be a rather big niche where the synergy could really work. IBM would be getting a lot of new, younger, hipper, more creative clients from smaller companies, instead of relying on its older, larger, blue chip customers. I can see some of the inverse kind of traffic for Apple, where older blue chippers give up their BB7s or Motorolas or Windows Phones for iStuff.
    15 Jul 2014, 08:30 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    Yasch,

     

    "but it would help a lot if iPhones and iPads were capable of multi-tasking."

     

    they are entirely capable of multi-tasking, you just need to take proactive steps as a developer to run in the background. http://bit.ly/1dEHCVY

     

    you see, Apple realized that having Angry Birds and E*trade, and 6 other apps *running* in the background when nobody is watching was a huge wast of resources.

     

    Apple, Google, & Microsoft all understand that sleeping background apps makes the most sense.
    16 Jul 2014, 10:59 AM Reply Like
  • Yasch22
    , contributor
    Comments (435) | Send Message
     
    Mr. K,

     

    You're saying essentially that Apple, Google, and Microsoft all understand the importance of spinning their limitations into virtues that "make the most sense." The multitasking issue continues to dog Apple even well into reign of iOS7, which is one of the reasons we continue to read, even from online sites which are favourable to all things Apple, that true split-screen multitasking will finally arrive with iOS8. http://bit.ly/1oIO3rD

     

    The multitasking iOS devices have been capable of thus far are like the moon's pale fire compared to the sun. The answer from BlackBerry to the "true split-screen multitasking" promised by iOS8 is that image of the Passport (formerly "Windermere") with 8 active frames on the homescreen: http://bit.ly/1oIO27f
    16 Jul 2014, 02:47 PM Reply Like
  • Hank890
    , contributor
    Comments (1303) | Send Message
     
    BBRY is an ultra-long-shot, regardless of Chen's strategy.

     

    Don't bet the farm.
    15 Jul 2014, 08:35 PM Reply Like
  • seekingthetrooth
    , contributor
    Comments (770) | Send Message
     
    So Apple can't go alone and IBM can't go alone. They become partners. Apple to provide devices powered by IBM PaaS. IBM to sell PaaS fronting Apple devices with MDM solution on top.

     

    Appears credible but nothing unique. Just goes to show IBM software services as a standalone commoditised play. Reason for sequential quarterly declines. Going along with Apple is a differentiation point that doesn't change the underlying issues of IBM offering.

     

    Apple wants to stay relevant with the changing tide of IoT and segmental focus on connected things beyond smartphones.

     

    Hold on folks. This is going to be an interesting ride. Don't just writeoff MobileIron let alone BlackBerry that still has tech edge with upcoming launches.

     

    This is not a beauty pageant where big blue and apple always come out winners.

     

    This baby needs to knock down further in low 10s. Then I start to accumulate.
    15 Jul 2014, 08:36 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    @seeking,

     

    "This baby needs to knock down further in low 10s. Then I start to accumulate."

     

    $10.46 as I write this ... get your orders ready.
    16 Jul 2014, 11:01 AM Reply Like
  • 22643611
    , contributor
    Comments (2101) | Send Message
     
    Well I'm guessing BBRY longs (I sold my 200 shares after hours for a small profit)
    are not taking the news well.
    If I didn't know better I would have thought this article was about BBRY judging by all the BBRY defenders and posts mentioning BBRY.
    15 Jul 2014, 08:48 PM Reply Like
  • bud zeedee
    , contributor
    Comments (427) | Send Message
     
    226 . . . with a measly 200 shares, I guess it doesn't really matter how much you've left on the table.
    15 Jul 2014, 09:39 PM Reply Like
  • seekingthetrooth
    , contributor
    Comments (770) | Send Message
     
    @226,
    Actually I welcomed the news. It demonstrates desperation. Goes to show IBM stands in no man's land and Apple trying to remain relevant in a commoditized smartphone space.

     

    Does this help Apple not go the way of Samsung? Not likely. I'm expected Apple SP to fall off when device sales of new launch will not keep pace in the medium to long-run.
    15 Jul 2014, 10:06 PM Reply Like
  • 22643611
    , contributor
    Comments (2101) | Send Message
     
    seekingtruth, the only desperation is all the BBRY longs who are clearly freaking out and have hijacked this thread. You would think this was a BBRY article with BBRY defenders crawling out of the woodwork.
    Yeah AAPL is trying to remain relevant.
    Wow, delusional much?
    15 Jul 2014, 10:40 PM Reply Like
  • 22643611
    , contributor
    Comments (2101) | Send Message
     
    @bud, why would I allocate more to such a longshot? BBRY is in my trading account not my investment account. If it looks like a crappy trade I move on.

     

    I did pick up 2000 GoPro this morning under $39 and thats looking pretty good.
    Of course so is my AAPL that I've owned for over a decade.
    15 Jul 2014, 11:03 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (10790) | Send Message
     
    @22643611 ,

     

    I love the my new GoPro 3+ HERO Black edition :)

     

    I think what will send your stock soaring is when GoPro announces a suite if security cams (just my own speculation based upon their iPhone app WiFi remote control integration.)
    16 Jul 2014, 11:05 AM Reply Like
  • Andy Goldmark
    , contributor
    Comments (16) | Send Message
     
    Bottom line - BBRY's enterprise security is still second to none. The two new dancing behemoths partnering out on the floor, AAPL and IBM, need to show their moves first and foremost. Until then all is talk and announcements are cheap. My guess - John Chen is already ahead of the curve on this one.
    15 Jul 2014, 08:51 PM Reply Like
  • BBwetrust
    , contributor
    Comments (1988) | Send Message
     
    @seekingthetrooth
    Thanks for showing up to shed us some light. In a chaotic situation like this we need someone like you to speak the truth.
    15 Jul 2014, 08:53 PM Reply Like
  • seekingthetrooth
    , contributor
    Comments (770) | Send Message
     
    @BBwetrust,

     

    This partnership reminds me of the botched AOL Time Warner deal. Time Warner thought they could sell their infra assets by pitching AOL online services. It's the other way round here. IBM trying to sell its enterprise services by pitching iPhones and iPads. Goes to show IBM desperation as it competes in a commoditized space where its witnessing earnings decline. Apple on the other hand may not be able to maintain its sell-through levels.

     

    If they haven't learnt anything its that IoT, MDM are pure software plays that are smart device agnostic. Put a QNX, Windows CE or Embedded LINUX wrapper on any kind of device (phone, sensors, medical devices, machines) and it becomes a thing over the Internet.

     

    As Yasch correctly pointed out:
    "SAP is going to partner to support various apps on BES. Guava, another partner, will provide background analysis applications for BES, which BlackBerry will resell."

     

    Lucky for us this news is not yet priced in.
    15 Jul 2014, 09:40 PM Reply Like
  • Randal James
    , contributor
    Comments (3472) | Send Message
     
    Seek

     

    Thanks for bringing up what was perhaps the largest flop in recent memory and deciding it is similar to the affiliation of AAPL and IBM. Time Warner had loads of cash and grossly overspent on a dying technology to acquire AOL.

     

    The substantial difference here is that IBM and Apple are not being forced to go on a forever blind date, but merely cross-promoting each other's devices and services. One thing missed in these comments is IBM truly has a global presence. Not just an office in Mexico City and Rio but in every country in between. I doubt they field a team in Vatican City, but most countries have a dedicated staff - all of them could be selling Apple devices now to augment other IBM services.

     

    The potential is large, whether it translates well for Blue or Apple will be visible in a few quarters. Unlike the AOL deal, both parties can walk away unscathed.
    16 Jul 2014, 10:53 AM Reply Like
  • Yasch22
    , contributor
    Comments (435) | Send Message
     
    Excellent post, 'trooth.
    One small correction: it's Gwava, not Guava. Spelling is important here as I seem to recall going on a wild goose chase myself last February after watching the John Sims presentation last February. There is another tech company named Guava which BB has no partnership with.
    16 Jul 2014, 02:51 PM Reply Like
  • seekingthetrooth
    , contributor
    Comments (770) | Send Message
     
    @Randal,
    Always nice to read your post. IBM and BlackBerry have overlaps in Government, Regulated Industries and Fortune companies where most use BES in addition to maybe another MDM. This is worldwide basis. I don't see where IBM covers that BlackBerry doesn't that is still an attractive proposition.

     

    The current IBM is a mishmash of 30+ acquisitions over the last couple of years for which few were likely overpaid. There's nothing compelling at IBM that Microsoft, Amazon, SAP, Oracle already offer.

     

    The only thing is the mainframe business and even that can go to the cloud and IBM just becomes a relic. I speculate if QNX Cloud comes out, they may eat up IBM's lucrative mainframe business focused on regulated industries.
    16 Jul 2014, 10:30 PM Reply Like
  • Randal James
    , contributor
    Comments (3472) | Send Message
     
    Hi Seek!

     

    Busy news day. Here's a list of acquired companies and a bit of IBM history:

     

    http://bit.ly/Q0NWWs

     

    Back when we were chewing our fingernails over Y2K, there were consultancies everywhere that were selling software and hardware fixes to corporate buyers because... well, the planet was going to collapse on itself. Then the bubble came along and all those inflated tech values shrunk down to trivial amounts. One of IBM's great acquisitions was the consulting arm of Price Waterhouse Cooper, one of the Big 5 accounting firms and thought by some to be the best in the business. They were surely better than some of the dogs I had invested in at the time.

     

    I see other familiar tech names on that list from pre-bubble enthusiasm including i2 and Micromuse. Good times, but what an inglorious ending. Can't say whether they all fit well - it looks like the assemblage of stuff that Ellison bought over at Oracle. If it somehow all fits that is a miracle.
    17 Jul 2014, 01:30 AM Reply Like
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