BlackBerry rallies after Chen talks partnership efforts


BlackBerry (BBRY +4.2%) is talking with other tech companies about partnerships in the wake of the Apple-IBM deal, John Chen tells the FT. "I am working on some, and maybe we will collaborate with others. If I focus on security and identity management then we will be a good solid partner."

Chen compared the Apple/IBM tie-up to two elephants dancing, and promised BlackBerry would be more nimble. He also talks up BlackBerry's long-term enterprise strategy. "What we are doing is focusing on security and privacy, which is where all the things are connected. Every IT device – no matter what operating system – we want to talk to and connect securely."

BlackBerry tumbled after the Apple/IBM deal was announced, as a slew of analysts argued the alliance is a negative for BlackBerry's MDM and/or enterprise hardware efforts.

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Comments (227)
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    So in other words, there is absolutely nothing here.

     

    Boy, I sure hope John 'Hindenburg' Chen can pump this balloon up to $12 so I can ride it down to $9 again.
    24 Jul 2014, 12:36 PM Reply Like
  • LoganSix
    , contributor
    Comments (784) | Send Message
     
    About as much as was in the IBM / Apple announcement.
    At least BlackBerry actually has a good MDM and security to start from.
    24 Jul 2014, 12:42 PM Reply Like
  • Superfly_FR
    , contributor
    Comments (452) | Send Message
     
    IBM will provide BES Hosted for Europe ...
    http://bit.ly/WFTVf9

     

    Quote : "The company said on its Web site that German mobile management company Isec7 will provide worldwide hosting, and three Germany-based companies -- Solvito, Systag Systemhaus and BFI -- will provide that service in their countries. IBM's Germany subsidiary will also provide service to European customers, and Exchange My Mail will cover North America. "

     

    "nothing" ... right.
    ;) :D
    24 Jul 2014, 12:45 PM Reply Like
  • ZorroDog
    , contributor
    Comment (1) | Send Message
     
    I absolutely agree with John C. about the partnership between Apple and IBM. I have been an IT consultant for over 30 years. Not so much Apple, but IBM definitely is slow and old-school. In order for Apple and IBM to do anything together, they need to first resolve the major cultural differences between the two companies. It will take at least 12-18 months before Apple and IBM could launch any "actual" products/services. And that would provide more time for Blackberry to get things in order.
    24 Jul 2014, 12:59 PM Reply Like
  • StAlbertFranko
    , contributor
    Comments (48) | Send Message
     
    Mr KIA,
    Short the stock then. You will make a fortune......if you are right. If not......well......at least you followed through on your convictions.
    24 Jul 2014, 01:00 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2676) | Send Message
     
    @Mr. Knowitall,

     

    "So in other words, there is absolutely nothing here."

     

    I agree with you. There's nothing in the IBM/Apple deal as well. There was not reason for the drop in Blackberry other than it was time to take some profits off the table. All this is noise to me and you but to others....
    24 Jul 2014, 01:06 PM Reply Like
  • vigma
    , contributor
    Comments (1017) | Send Message
     
    Excellent news! If John Chen says it, we can take it to the bank. New collaborations and announcements will slowly stream forth.

     

    In many ways, new collaborations were predicted by some of us Longs. It was the obvious thing for a small company to do. They have what others want and cannot get anywhere else. And they're nimble, flexible, fast. But it's not merely a reaction to Apple/IBM - Chen has obviously had at least some of this in progress already.

     

    Get ready, Mr Market. John Chen is on his way to success (again)!
    24 Jul 2014, 01:09 PM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    How can you so sarcastic Mr. KnowItAll? No matter what is happening in REALITY, you thinking is plain NEGATIVE for Blackberry.
    Keep hoping this time & keep on shorting.
    24 Jul 2014, 01:11 PM Reply Like
  • abigchocoholic
    , contributor
    Comments (332) | Send Message
     
    ya, it's amazing how BBRY rallies on the weakest of news, news that you could just as easily argue should take the stock down. It's happened probably 10 times since Chen took over.

     

    QNX in cars comes to mind. Remember that one? BBRY longs went nuts over that one claiming automobiles were the future and 3 months later they sell their automobile division.

     

    so many people are still financially invested in BBRY and upside down that they will say just about anything to try and pump this company.
    24 Jul 2014, 01:13 PM Reply Like
  • TrollStomper
    , contributor
    Comments (94) | Send Message
     
    Wow chocolate, pot meet kettle.

     

    "so many people are still financially invested in BBRY and upside down that they will say just about anything to try and pump this company."
    24 Jul 2014, 01:22 PM Reply Like
  • dannyyoung56
    , contributor
    Comments (35) | Send Message
     
    Please provide a link where the automobile division was sold. I remember BlackBerry saying it's untrue..rain man
    24 Jul 2014, 01:25 PM Reply Like
  • LoganSix
    , contributor
    Comments (784) | Send Message
     
    They didn't sell their automotive division. That's QNX's most obvious sector. They are increasing their health sector presence.

     

    You should write for SA with that sort of misinformation.
    24 Jul 2014, 01:29 PM Reply Like
  • NBohrQM
    , contributor
    Comments (204) | Send Message
     
    KIA...reading your posts lately...Chen must be driving you crazy :)
    24 Jul 2014, 01:41 PM Reply Like
  • ELLAS
    , contributor
    Comments (2699) | Send Message
     
    abigchocoholic
    """they sell their automobile division."""
    LOL, right..... You need a Fact-Check...

     

    http://bit.ly/1j9kGlN
    http://bit.ly/1dYRrgp
    24 Jul 2014, 01:48 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    hi mag,

     

    Because I'm an trader and keep making money on exactly this 'fluff-speak'.
    John Chen says something forward looking: NantHealth, Project Ion, focus on enterprise, Partnerships, whatever, the stock goes up, I buy puts, the stock comes down again, and I sell and make money.

     

    My sarcasm comes from my utter disbelief at how BlackBerry longs fall for it over and over again.
    24 Jul 2014, 02:03 PM Reply Like
  • arcady
    , contributor
    Comments (112) | Send Message
     
    If I recall, Apple announced some 2 years ago that it was working on security.

     

    Still waiting...

     

    XLBBRY
    24 Jul 2014, 02:05 PM Reply Like
  • Zack 800
    , contributor
    Comments (2017) | Send Message
     
    @mrkia

     

    "My sarcasm comes from my utter disbelief at how BlackBerry longs fall for it over and over again."

     

    my utter disbelief is that you really do think you know it all...
    24 Jul 2014, 02:10 PM Reply Like
  • ZarethKnyght
    , contributor
    Comments (1792) | Send Message
     
    I don't remember BBRY ever even HAVING an automobile division. Last time I checked, BBRY was a maker of handsets and software for MDM/EMM. I didn't know they made cars too.
    24 Jul 2014, 02:17 PM Reply Like
  • Z10isgreat
    , contributor
    Comments (321) | Send Message
     
    you forgot to mention how BB plunges on the weakest of news too. So I guess it evens out.
    24 Jul 2014, 02:35 PM Reply Like
  • JAMES CARLINI
    , contributor
    Comments (5557) | Send Message
     
    ZorroDog -
    I share your views. ANY announcement needs 12-18 months to make something viable come to the market. This goes for anyone, not just IBM/Apple.

     

    As I said in an earlier comment - announcements are cheap. Deliverables aren't.

     

    IBM and Apple have set high expectations. They are the ones who have to deliver on smoke and mirrors, BlackBerry already has a product platform and if anything, the "partnership" gives more credence to Chen that they have been on the right path.

     

    This whole endeavor needs time. Too early to call who is a winner and who is a loser.
    24 Jul 2014, 02:50 PM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    Good for you KnowItAll.
    24 Jul 2014, 03:03 PM Reply Like
  • Gonzalo Carrasco
    , contributor
    Comments (192) | Send Message
     
    @abigchocoholic, I didn't know that BlackBerry had an automobile division. If you mean the embedded software for automotive infotainment, BlackBerry hasn't sold it. They sold an R&D facility in Germany.
    24 Jul 2014, 03:06 PM Reply Like
  • vigma
    , contributor
    Comments (1017) | Send Message
     
    "Too early to call who is a winner and who is a loser."

     

    James -- I suspect the pie is large enough, and growing, for more than one winner to emerge and share the spoils.

     

    Chen is a guy who doesn't talk much. Neither his talk nor his announcements are cheap. He also has a much more urgent agenda than IBM or Apple. I suspect we'll see action from him much sooner than the dancing elephants who inevitably will spend time colliding - at least in the beginning. (That's not a criticism of those elephants, just an inevitability of size/complexity. Apple and IBM are great companies, but collaboration is a another matter.)
    24 Jul 2014, 03:35 PM Reply Like
  • Arduino_RaspberryPi
    , contributor
    Comments (376) | Send Message
     
    Don't go chasing waterfalls.
    24 Jul 2014, 04:07 PM Reply Like
  • pjews
    , contributor
    Comments (866) | Send Message
     
    You are wrong. Blackberry did not sell anything, I suggest you read the published articles correctly before you comment on anything.
    24 Jul 2014, 04:07 PM Reply Like
  • bud zeedee
    , contributor
    Comments (623) | Send Message
     
    Thirty-six lives were lost in the Hindenburg disaster. And Knowitall thinks it's smart to contrive a snide comment with that analogy.
    24 Jul 2014, 05:19 PM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    You can't be referring about those longs who bought in below $7?
    24 Jul 2014, 05:30 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    Why on earth would you feel sorry for me? I made 46.9% on my last BlackBerry trade.

     

    I won't be buying more until it hits $11+ so keep on pumping!
    Hopefully that phony baloney Samsung rumor will do the trick for tomorrow.
    24 Jul 2014, 08:04 PM Reply Like
  • Gout Attack
    , contributor
    Comments (416) | Send Message
     
    @ Knowitall What credibility should be assigned to a "trader" ( self-professed) that witnesses a stock go from 5 and change to 11 bucks in 7 months and brags about buying puts?? Were you able to come out from your stubborn Bearish skin and go long at any point? You don't like Blackberry, so be it, that's your opinion, and your right. Consider a tad less patronization when talking about "trading" ...you aren't a trader, you're a Basher.
    24 Jul 2014, 10:00 PM Reply Like
  • ATI nsider
    , contributor
    Comments (1244) | Send Message
     
    You can wait another 2 years for this suppose Apple security. By then, BlackBerry will have 4 years on them.
    24 Jul 2014, 11:01 PM Reply Like
  • Herobrine
    , contributor
    Comments (36) | Send Message
     
    Please, obvious troll is obvious.
    25 Jul 2014, 12:01 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    "that witnesses a stock go from 5 and change to 11 bucks in 7 months and brags about buying puts?? "

     

    Gout, Yes, I'm been long $BBRY, look in my profile. I think most recently flipping 10K shares for a quick profit.

     

    Being a trader is not what makes credibility. I do however have 30+ years as a software architect, several patents, an invention personally demoed by Bill Gates at 97 COMDEX, and for the last 14 years been doing research in the field of security with a specific focus on mobile. Not to mention I have delivered on the order of 8 shrinkwrap retail software products to market, and other assorted development projects including device drivers, languages, interpreters, oh and an online game. I not only wrote most of the code for the game, but also maintain the server it runs on as well as the other server on which I host 25 or so web sites (and email servers etc.) I also spent 3 years at PARC as a researcher.

     

    I understand the mobile space very well and it from this perspective I am critical of BlackBerry.

     

    Good day
    25 Jul 2014, 12:30 AM Reply Like
  • Antidote2
    , contributor
    Comments (604) | Send Message
     
    Abigchocohic Gee that one was so easy to get it right but you didn't now did you ? Due Dil not your cup of tea ?
    25 Jul 2014, 12:35 AM Reply Like
  • bud zeedee
    , contributor
    Comments (623) | Send Message
     
    And you're a swell human being.
    25 Jul 2014, 12:40 AM Reply Like
  • ZarethKnyght
    , contributor
    Comments (1792) | Send Message
     
    While I don't really care much for the bashing of BBRY based on out-dated information, I still have respect for MKIA. Even if some of his assumptions are made too quickly, he's able to provide where it's coming from unlike some others like daugherty or David. Even more importantly, he puts his money where his mouth is. If I had the time to trade as regularly as he did, I saw several places where I could have made good profit from shorting BBRY. I could have also shorted AAPL in certain places too.

     

    So for being able to do that, I still respect him. I just don't agree with him.
    25 Jul 2014, 01:42 AM Reply Like
  • farmwersteve
    , contributor
    Comments (348) | Send Message
     
    Mr notatall

     

    That's great your a trader. So you really have no interest in this companies success or failure, but rather just playing it up and down.

     

    So, since you admit that, then why bother commenting on the company. You must be underwater lately or you wouldn't be so upset every time it swings in a direction opposite your trade.

     

    This company is doing something that you and many others here thought would not be happening right now, and that's keeping the lights on..the thing is, they are actually starting to get their Stride.

     

    I used to read what you said and it at least made me think, now I know your comments are simply self motivated and are fluffy.
    25 Jul 2014, 02:30 AM Reply Like
  • farmwersteve
    , contributor
    Comments (348) | Send Message
     
    Knotatall, Lol, you and a million others .
    25 Jul 2014, 02:37 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    Hi ZK and thinks for the good words.

     

    Just to clarify, I trade some companies, but I do have long holdings as well. I held INTC and MSFT for the last year writing covered calls all the while. I'm quite sure I'm getting called away today though on MSFT.

     

    I think these message boards are made of all kind of investors; shorts, longs, traders, whatever and I think we can learn from most people, whether or not we agree with them. I personally follow several BBRY longs on this board because while I do not agree with their investment position in BlackBerry, their information is good. Other People like Cliff are just plain likable, yet we butt heads quite often.

     

    Be well and good luck to you!
    25 Jul 2014, 10:15 AM Reply Like
  • BBwetrust
    , contributor
    Comments (2872) | Send Message
     
    @KIA
    Since I've been trading BBRY, one thing I know that is very valuable is that when John Chen speaks, the stock goes down, it is a "sell". Conversely, when he speaks, the stock goes up, it is a "buy". This little simple fact can make those who follow it a lot of money.
    25 Jul 2014, 10:52 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    @BBwt,

     

    Yep, yep. This one of the things I trade on; also news, rumor and sentiment :)
    For me, investing in $BBRY is a game of strategy... My knowledge of the industry vs news, rumor and sentiment.

     

    Best of luck to you BBwt
    25 Jul 2014, 11:07 AM Reply Like
  • ZarethKnyght
    , contributor
    Comments (1792) | Send Message
     
    I think it helps. I've learned that getting careless in DD can hurt more than help. It's good to have at least one person giving views from a different side. Keeps things interesting and doesn't allow you to get too comfortable with your position. It makes sure you keep your eyes open to things.
    25 Jul 2014, 11:43 AM Reply Like
  • Zack 800
    , contributor
    Comments (2017) | Send Message
     
    @mrkia

     

    That is quite the resume, nice...(no sarcasm meant).

     

    "I understand the mobile space very well and it from this perspective I am critical of BlackBerry."

     

    Can you please why you are critical of BB? is there another company that is better at providing security? Any information that you can give would be appreciated (sincerely). Thanks
    25 Jul 2014, 01:13 PM Reply Like
  • Randal James
    , contributor
    Comments (4406) | Send Message
     
    farmwersteve

     

    "no interest in this companies [sic] success or failure"

     

    au contraire, my friend! Your statement is a goldmine of truth for investors. Usually, when I look at a company, it always beckons me to look at nearby competitors. Everyone HOT on BBRY always gets goofy excited about phones, yet when the numbers arrive about disappointing sales, the same admirers always point out that BBRY is no longer a device company.

     

    They are a company in search of a reason. Because of that, and because of a notable failure in phones recently, I don't believe even Chen knows what might work. His "we are doing this and we are doing this" may find doors abruptly slammed in BBRY's face. They do not hold the golden coin of salvation or someone would've bought the whole operation when it was for sale.

     

    You will surely disagree, as you are a loyal friend to the company. Enron had believers right up until the last months. What K preaches is to keep an open mind and be aware of the future. BBRY is not likely to dominate anything other than the news in Waterloo. It will rarely be good news.
    25 Jul 2014, 01:26 PM Reply Like
  • shubarua1
    , contributor
    Comments (1551) | Send Message
     
    Re: ......Apple announced ....2 years ago .......working on security....

     

    Apple is "trying" to work on security and published its security specification on Feb 2014 http://bit.ly/WHkm41.
    But it's problem with security is still insurmountable.
    http://bit.ly/1n0LgeP
    http://bit.ly/Wtn7p8
    http://zd.net/1jVLh6m
    http://bit.ly/WhNhuW
    25 Jul 2014, 01:55 PM Reply Like
  • NBohrQM
    , contributor
    Comments (204) | Send Message
     
    Knowitall: "someone who thinks he knows everything and refuses to accept advice or information from others." What's in a name? You would be surprised.
    25 Jul 2014, 01:57 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    Hi Zack,

     

    Well, BlackBerry has very good security, make no mistake, I get it.
    I also know the tools used for mobile security are available to all.

     

    My position is that while BlackBerry did it first (in mobile), all the other big names have access to all the same technologies, and have enormous resources.
    I also believe that Apple, Google et al are no longer interested in being the butt of security jokes, and therefore have launched a full court press to get it resolved.

     

    So to answer your question more directly, I don't think there is another company that is *better* at providing security as security is so well understood. It's more a question of 1) focus (wanting to fix it), and 2) ability to retrofit legacy code.

     

    And the bit that should be most interesting to $BBRY longs is #2.
    While virtually all security tools, techniques, and knowledge is available to everyone, the real problem Google and Apple are facing the the retrofit quandary. On the one hand, they want new and interesting features, and interesting UI, and nifty this and that, while on the other hand the security folks are telling them they need to stop and redesign major parts of the system if they really want better security.

     

    Apple took an interesting approach here. Apple chose to shove a bunch of security enhancements right down into the hardware, it's really quite impressive when you look closely. But having things like the backdoors that were just discovered dogging you go a long way to undo any confidence Apple may have gained over these hardware features.

     

    And we all know the KNOX story.. again, a wonderful little system with a micro-kernel running in protected hardware that had a big fat hole in it that allowed for a MITM attack.

     

    The bottom line is that BlackBerry has a damn nice security model today and as long as the other guys keep stepping in poo, BlackBerry's security story remains intact.

     

    Problems I see for BlackBerry:
    Okay, don't quote my numbers here as I'm just making them up for illustrative purposes.
    Let's say perfect security is 10, and no security is 1.
    Let's say BlackBerry ranks 8.
    If consumers only require maybe 2, and enterprises only require 5, and Android & iOS rank 6, then, well, you can see the problem for BlackBerry.

     

    I think this is what we are seeing today. Even though BlackBerry's security may be better, as long as the other guys are *good enough*, BlackBerry's going to have trouble, especially when these guys that are *good enough* are very strong in other areas.

     

    Sorry, I know that was more than you asked for, but that's sort of my thinking on BlackBerry today.
    25 Jul 2014, 03:07 PM Reply Like
  • Zack 800
    , contributor
    Comments (2017) | Send Message
     
    
    @mrkia

     

    Thank you for your response to my inquiry...being on opposing sides can get a little emotional at times but in the long run, both of us have an agenda...

     

    I like having information and am not afraid of maybe hearing something that I don't like to hear...I welcome it...

     

    "If consumers only require maybe 2, and enterprises only require 5, and Android & iOS rank 6, then, well, you can see the problem for BlackBerry."
    With this comment, and here is my thinking, in the past the lower security may have been sufficient but times have changed and cyber crime is more prevalent than ever.

     

    http://bit.ly/1t5sfxc

     

    As you know with the introduction of BYOD , BB has seen many companies switch to other companies for security because BB wasn't able to secure other, more popular phones. With the introduction of BB10 that has changed and BB Is now able to secure these other phone, and will be able to secure even more phones when BES12 is released. BB Has not stopped there, they are aggressively competing to gain back companies that left BB.

     

    http://bit.ly/1z8A7P1
    So now, more than ever, security should be a priority and Enterprises should choose the best....

     

    And...security is not the only product BB offers....
    25 Jul 2014, 05:02 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    "...it's amazing how BBRY rallies on the weakest of news…"

     

    Not even news. Just a fresh cylinder of gas, deployed by yesteryear CEO John "Hot Air" Chen to keep the sinking balloon afloat.

     

    Much better is to stick to BlackBerry's reality found here http://bit.ly/TEyBUK showing a miserable performance based on: tax benefits, asset sales, layoffs, sinking market share, sinking software revenue.
    26 Jul 2014, 06:22 AM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    "My sarcasm comes from my utter disbelief at how BlackBerry longs fall for it over and over again."

     

    Remember that BlackBerry longs are masochists, self-proclaimed "kamikaze investors", rejoicing in being taken to the cleaners, squandering their family's wealth on their love of science-fiction pep talk - while BlackBerry's financial documents show a sorry business in terminal decline http://bit.ly/TEyBUK

     

    Next week, John "Chief Balloonist" Chen will probably tout tax benefit collection as new business model, who knows? James "ALL CAPS" Carlini will surely have an opinion as to why the recent pump already failed.
    26 Jul 2014, 06:29 AM Reply Like
  • vigma
    , contributor
    Comments (1017) | Send Message
     
    "We are definitely out of danger...the panic has gone...the question now is how great we are going to be" said John Chen.

     

    Bears obviously feeling a threatened and endangered species after Chen's pronouncements. They took the extreme measure of rousing uber-Bear Andreas from his slumbering retirement to drop in and give his deeply considered views. LOL!

     

    Cashflow positive coming Feb 2015, then profitability. Oh, and those partnerships too. Chen's Ferrari is only in first gear.
    26 Jul 2014, 08:29 AM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    Similar to the hot air that Apple and IBM spewed last week.

     

    BlackBerry share price will cement itself on real news, all news is just conjecture right now, ER will provide real information. What we do know is BlackBerry has downsized it's operations, it's a much leaner company than it was two years ago, it's main focus is on enterprise customers, partnerships with Foxconn and Amazon help on the consumer side so BlackBerry is not spending too much time and money while their energy is focused on the area where they excel at.
    JC has has brought in a executive team that he is very familiar with one that is fully rooted in Silicon Valley. All the parts are in place, BlackBerry is going to be just fine, the real question will be how good will they be?
    26 Jul 2014, 09:37 AM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    BlackBerry will always have the benefit of tax credits, right now they are utilizing LCB and then likely LCF but more importantly BlackBerry receives tax credits on R&D expenses.
    BlackBerry is no longer a $20B company, in the near term they'll be in the 4-5B range and with its current business model they should return to profitability and that's all what matters.
    26 Jul 2014, 09:43 AM Reply Like
  • hz06
    , contributor
    Comments (1541) | Send Message
     
    @kia -

     

    "Let's say perfect security is 10, and no security is 1.
    Let's say BlackBerry ranks 8.
    If consumers only require maybe 2, and enterprises only require 5, and Android & iOS rank 6, then, well, you can see the problem for BlackBerry.

     

    I think this is what we are seeing today. Even though BlackBerry's security may be better, as long as the other guys are *good enough*, BlackBerry's going to have trouble, especially when these guys that are *good enough* are very strong in other areas."

     

    ha, kia, you deserve the title of security expert, at least on SA... :)

     

    i can't agree with you more on this... and that's exactly what led to the current situation. iOS and Android take the bulk of the market shares. BB takes low single digit (counting the ones are still in use).

     

    high security and rich feature set usually don't come together (for both vendors and end users). it's a matter of choosing which one. Apple and Android choose to have rich feature set without the highest security, BB choose to focus on high security but not the richest feature set. and they end up in different market segments.

     

    BB has the smaller market segment, but its market cap is less than 1% of Apple's. maybe 2% is possible? also counting other new initiatives...
    26 Jul 2014, 11:05 AM Reply Like
  • gchaput
    , contributor
    Comments (139) | Send Message
     
    Apple is fearful of Chen.
    24 Jul 2014, 12:37 PM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    You bet. Apple saw the holes in their security system & they saw how big a threat Blackberry can be. So they reacted and formed JV with IBM. Good for them. Like JC has said. Two big elephants dancing together & you never know where they will end up? Long BB.
    24 Jul 2014, 01:15 PM Reply Like
  • vigma
    , contributor
    Comments (1017) | Send Message
     
    "Apple is fearful of Chen."

     

    Totally agree. They all are. He's one in a million. He's an all-rounder - brilliant from tech to marketing to capital allocation. We BB Longs are exceptionally fortunate to have this remarkable individual in our corner. Turnarounds are his game. The game is ON!
    24 Jul 2014, 01:29 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1637) | Send Message
     
    Apple is fearful of Office 365 and on-line computing. It doesn't get mentioned because MSFT is not in the MDM space but there is a revolution going on in business software and Apple was caught flatfooted. It is not complicated.
    24 Jul 2014, 01:36 PM Reply Like
  • ELLAS
    , contributor
    Comments (2699) | Send Message
     
    """Apple is fearful of Chen."""

     

    Very much so, I've been preaching this ever since John Chen took the lead role in BlackBerry. He's targeting iPhone users without even realizing it. And its about time we put iPhone users out of there misery. They've been Plagued with the iPhone for long enough.
    24 Jul 2014, 01:51 PM Reply Like
  • ELLAS
    , contributor
    Comments (2699) | Send Message
     
    Well lets hope Apple stays flatfooted for as long as possible.
    24 Jul 2014, 01:53 PM Reply Like
  • ZarethKnyght
    , contributor
    Comments (1792) | Send Message
     
    As someone that's long on BBRY, I'll have to disagree with the part about JC targeting iPhone users. He's not. He's targeting people that want security and productivity. Mainly businesses. He's not targeting people that want to watch movies or play games on their mobile device. I'm sure that iPhone 6 sales will do well for where they're meant to do well. I'm also just as sure that BB Passport and Classic will do well for their intended targets.
    24 Jul 2014, 02:25 PM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    vigma:
    You are so correct in your trust in JC just like lot of us Blackberry longs. JC is one of the brilliant software & high tech guy & he knows his stuff & his vision for Blackberry. One good statement from JC & Blackberry stock is already up 5.3% today.
    24 Jul 2014, 03:10 PM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    Agreed. It is high time Apple realized that Blackberry is not going any where BUT UP. Thanks Ellas.
    24 Jul 2014, 03:14 PM Reply Like
  • blejsmith
    , contributor
    Comments (240) | Send Message
     
    You do realize that with next weeks revenue, Apple could buy BBRY and bury them? Btw, how's the Playbook treating you? Do you have the latest model?
    24 Jul 2014, 03:45 PM Reply Like
  • pjews
    , contributor
    Comments (866) | Send Message
     
    Why are you commenting. The PB was discontinue over year ago. This is 2014 in case you don't know.
    24 Jul 2014, 04:14 PM Reply Like
  • rmccleary97
    , contributor
    Comments (292) | Send Message
     
    You do realize that Apple wouldn't be alive today if Microsoft hadn't loaned it $250 million to keep from going under - and MSFT could have bought AAPL numerous times over with a week's worth of revenue at that point in time?
    24 Jul 2014, 06:44 PM Reply Like
  • daugherty
    , contributor
    Comments (806) | Send Message
     
    You do realize that you are must sting and distorting that deal between AAPL and msft. Typical BBRY factually challenged pumper.
    24 Jul 2014, 10:47 PM Reply Like
  • ATI nsider
    , contributor
    Comments (1244) | Send Message
     
    BlackBerry is not for sale. And Apple can pipe dream all they want, there is no way iOS will ever come close to BB10. Beware, ANY iPhone user that spends about 5 to 10 minutes with a Z30, will dump there iPhones in the trash, right after they auto transfer there stuff onto there new shiny BB10 smart phone.

     

    This is what Apple is afraid of, they've been riding on iOS for ages now, its old, slow, un-innovative, un-productive and quite irritating to use.
    24 Jul 2014, 11:06 PM Reply Like
  • Randal James
    , contributor
    Comments (4406) | Send Message
     
    Where do dancing elephants wind up?

     

    Usually with a lot of villagers stuck between their toes.
    25 Jul 2014, 01:11 AM Reply Like
  • shubarua1
    , contributor
    Comments (1551) | Send Message
     
    Is it beginning of end of Apple? Is this Death of Apple? http://bit.ly/1itqhfN
    25 Jul 2014, 02:32 PM Reply Like
  • shubarua1
    , contributor
    Comments (1551) | Send Message
     
    Re:...Microsoft could have bought Apple......

     

    I can still remember those difficult days of Apple. From those days on, it was always my firm belief then that MS has already bought Apple and let Apple take care its own business. MS has just loaned money to Apple. Nothing more ?
    25 Jul 2014, 02:54 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    AAPL 584.97bn market capitalisation for July 25, 2014

     

    BBRY 5.41bn market capitalisation for July 25, 2014

     

    AAPL 9.5bn net profit Q2 2014, nearly twice BBRY's market capitalisation. Achieved by: No tax benefits. No asset sales. No layoffs.

     

    I am sure Tim Cook is terrified of BlackBerry...
    26 Jul 2014, 06:49 AM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    The only thing concerning Cook should be how he grows revenues and its EPS. When you get to the top the job gets harder because all the challengers are after the leader.
    Apple will be fine, for investors they are moving out of being a growth company. Their share price will come down however will pay a good dividend to shareholders going forward. That reality is coming soon, time to cash out profits but when? I give it one more year and I'm out and I'll buy back after the market correction.
    26 Jul 2014, 09:53 AM Reply Like
  • vigma
    , contributor
    Comments (1017) | Send Message
     
    I see Cook in danger of becoming a Steve Ballmer-like figure who will ultimately disappoint and frustrate AAPL shareholders, and be forced out.
    27 Jul 2014, 02:20 PM Reply Like
  • BBwetrust
    , contributor
    Comments (2872) | Send Message
     
    I think Cook is good at counting the money while he can. He'll probably retired the wealthiest accountant known to man.
    27 Jul 2014, 03:39 PM Reply Like
  • kevinconway
    , contributor
    Comments (2754) | Send Message
     
    I realy do not understand where the APPL / IBM think is going on...the TV commercials clearly defined the cultural differences and while people at top management may think it is great I am not so sure how the front line people are going to work this all out. Wait and see.

     

    Chen is focused and consistant.
    24 Jul 2014, 12:41 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    @kevin,

     

    "I realy do not understand where the APPL / IBM think is going on"

     

    John Chen certainly understands and that's all that matters:

     

    "It’s competition but it’s good competition and we are going to be more nimble."

     

    "Mr Chen said that the partnership between Apple and IBM was both good and bad news for BlackBerry. "

     

    John Chen has admitted that the Apple / IBM deal is both competition and that it is bad for BlackBerry.

     

    That's enough for me right there. All the rest is "gee, we are more nimble" and "dancing elephants" and other meaningless spin.
    24 Jul 2014, 02:13 PM Reply Like
  • stjart
    , contributor
    Comments (85) | Send Message
     
    Mr_K says,

     

    " "Mr Chen said that the partnership between Apple and IBM was both good and bad news for BlackBerry. "
     
    John Chen has admitted that the Apple / IBM deal is both competition and that it is bad for BlackBerry.
     
    That's enough for me right there. All the rest is "gee, we are more nimble" and "dancing elephants" and other meaningless spin."

     

    The news release actually consisted of 3 bullet points, as follows,

     

    " BlackBerry (BBRY +4.2%) is talking with other tech companies about partnerships in the wake of the Apple-IBM deal, John Chen tells the FT. "I am working on some, and maybe we will collaborate with others. If I focus on security and identity management then we will be a good solid partner.

     

    Chen compared the Apple/IBM tie-up to two elephants dancing, and promised BlackBerry would be more nimble. He also talks up BlackBerry's long-term enterprise strategy. "What we are doing is focusing on security and privacy, which is where all the things are connected. Every IT device – no matter what operating system – we want to talk to and connect securely."

     

    BlackBerry tumbled after the Apple/IBM deal was announced, as a slew of analysts argued the alliance is a negative for BlackBerry's MDM and/or enterprise hardware efforts."

     

    You appear to be totally confused as to who said what. You are attributing to Chen that which the " slew of analysts argued ".

     

    Either you're confused or you're fibbing, take your choice.

     

    There was a time when I placed some value on your commentary. Alas, no more.

     

    Have a nice day.
    24 Jul 2014, 08:56 PM Reply Like
  • ATI nsider
    , contributor
    Comments (1244) | Send Message
     
    Mr. K,
    Your suppose interpretation about what John Chen said is wrong. You are way off the mark, like always.
    24 Jul 2014, 11:09 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    stjart,

     

    you are mistaken. Here are the exact quotes from which I extracted my excerpts:

     

    "Mr Chen said that the partnership between Apple and IBM was both good and bad news for BlackBerry. " http://tinyurl.com/q7t...

     

    "The IBM-Apple tie-up validates what is a huge market,” he said. “[But] the bad news is that you are waking up two giants. It’s competition but it’s good competition and we are going to be more nimble. You don’t want to be a strong guy in a market that is not growing." http://tinyurl.com/q7t...

     

    So as you can see, my comment was exactly correct. I.e., John Chen has admitted that the Apple / IBM deal is both competition and that it is bad for BlackBerry.
    25 Jul 2014, 12:50 AM Reply Like
  • ZarethKnyght
    , contributor
    Comments (1792) | Send Message
     
    See? While I might not agree with him, he backs his statements up.
    25 Jul 2014, 01:45 AM Reply Like
  • stjart
    , contributor
    Comments (85) | Send Message
     
    Mr_K

     

    Chen shrugs off IBM and Apple enterprise team-up - BNN News
    Shane Dingman, The Globe and Mail
    7:32 AM, E.T. | July 25, 2014
    http://tinyurl.com/pg2...

     

    Quote,

     

    If BlackBerry Ltd. chief executive John Chen is worried about IBM Ltd. and Apple Inc. combining their efforts in enterprise technology, he’s not letting on.

     

    In an interview with the Financial Times, he likened the team-up to when “two elephants start dancing,” and suggested that his drive to transform the troubled Waterloo, Ont., handset maker is making the company nimble enough to compete with all comers.

     

    End quote.

     

    You may not know, but The Globe and Mail over the last two years or so has leapt upon any and every opportunity to bad mouth BlackBerry. It's interesting to see that they view the Financial Times article in a far different light from what you do.

     

    Then there's Vigma's comments farther down in this thread [ 24 Jul, 05:18 PM] as follows,

     

    Quote,

     

    Caveat Emptor!
     
    Before anyone actually considers believing Mr K, read the FT articles (there are two - see Yahoo Finance) carefully IN FULL. As ever, the wiley old fox Mr K is cherry-picking negative-sounding phrases, out of context from Chen's comments, to suit his own ends.
     
    The comments and tone from John Chen were substantively positive and realistic. To quote Chen from the articles:
     
    "It's competition but it's good competition and we are going to be more nimble...I am not afraid of competing when I know I am more nimble. I never think going alone is the right strategy. But we have a value add that no one else can do."
     
    "The panic has gone. We are going to be a viable company and the question now is how great we are going to be."
     
    Commenting on the 80:20 odds he gave recently, he says:
    "I am actually feeling better than that now but I never use 100:0 as that would jinx us. But we are definitely out of danger."

     

    End quote.

     

    I'm siding with them [2] whilst you will doubtless side with yourself [1].

     

    2 to 1, so what do you have to say now?
    Please keep in mind that you have been proven wrong many times in these forums by those who don't give in to your nonsense and who have the patience to deal with your slippery ways.
    Alas, you'll probably take foregoing as a compliment,

     

    As always, thank you for your time, and have a nice day.

     

    Aart
    25 Jul 2014, 09:35 AM Reply Like
  • shubarua1
    , contributor
    Comments (1551) | Send Message
     
    @MKIA
    Re: Mr Chen said that the partnership between Apple and IBM was both good and bad news.

     

    You are interpretting it as if JC ADMITTED the partnership b. Apple and IBM was BAD.
    Like it or not, you should read the statement as written- not what you wish to be written. http://on.ft.com/WHpjK7
    25 Jul 2014, 03:30 PM Reply Like
  • shubarua1
    , contributor
    Comments (1551) | Send Message
     
    @MKIA

     

    JC said that the partnership between Apple and IBM was both good and bad news for BB. So, you are saying, JC has meant to say that the partnership is BAD for BB. So we're back again to the same conundrum "50/50 chance for survivle". OK. Be happy the way you want. Mr Chen - I think - has more important things to do than playing with you semantics.

     

    Notable that this partnership -Appl/IBM- did not yet come up with any product(s) in the enterprise market. Anouncement is cheap, Deleverables aren't.
    25 Jul 2014, 04:19 PM Reply Like
  • Zack 800
    , contributor
    Comments (2017) | Send Message
     
    @mrkia

     

    "So in other words, there is absolutely nothing here."

     

    Sounds familiar...same thing longs were saying about the Apple/IBM partnership...
    24 Jul 2014, 12:42 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    Yes but Zack, it doesn't matter what "the longs" say, Mr. Chen disagrees with you. He totally gets it. (see my previous post.)
    24 Jul 2014, 02:15 PM Reply Like
  • Z10isgreat
    , contributor
    Comments (321) | Send Message
     
    Sure he said it. If he had said this was no threat whatsoever would that not have been evidence of extreme hubris and the kind of arrogance that his predecessors were accused of, which ultimately landed the company in this fix?

     

    speaking of hubris, let's have a few of the latest Tim Cook quotes, he's been 'really excited' about bringing us 'fantastic new' products that 'raise the bar' since Jobs died. Where are they? When are they coming? Besides iphone 6 which is shaping up to be a major disappointment demonstrating a lack of vision (since the best features are new glass and a ripoff of BB hub ingenuity) what have they done in the 2+ years since Jobs exited?

     

    I remember the news reports trending during this time as saying that Jobs had left quite a few outstanding product ideas in various stages of completion. This statement helped quell fears that it was all over for Apple with Jobs departure. Now 2 years later, we're still waiting for these innovative game changers which everyone, analysts included, are certain will be forthcoming ... someday. Sounds to me like the Apple shareprice is built on smoke and mirrors and the BB shareprice on poorly perceived reality.
    24 Jul 2014, 02:46 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1637) | Send Message
     
    @Z10

     

    "I remember the news reports trending during this time as saying that Jobs had left quite a few outstanding product ideas in various stages of completion. "

     

    They may in fact have been outstanding in the eyes of Mr Jobs and not too many others. If you change 'completion' to 'disarray' it is closer to the way that company selected projects to punt. We can expect the new iOS to be full of holes. We can expect the new iPhone to have a larger screen, only 4 years late. We can expect the same background software that reports what you do and say to (who is that again?) and we can expect it will be modestly manufactured and pricey-sold. It is a money making machine, is Apple. No doubt about it. Good for them. PT Barnum foretold of such customers.

     

    Have you noticed that when Chen talks of partnerships, it is later described by Shorts as defect in strategy? Sharing apps for example. But when Apple talks about partnership it is suddenly the killer dynamite.

     

    But...the handset market is a very fickle thing. Fashions come and go. Less so corporate security. Let's watch the corporate MDM space and see who's eaten who come the end of the year.
    25 Jul 2014, 04:13 PM Reply Like
  • vigma
    , contributor
    Comments (1017) | Send Message
     
    "Speaking of hubris, let's have a few of the latest Tim Cook quotes, he's been 'really excited' about bringing us 'fantastic new' products that 'raise the bar' since Jobs died. Where are they? When are they coming?"

     

    Z10 -- they're not coming. Everyone knows it. Cook is no Steve Jobs. He knows it, the world knows it, investors know it. AAPL can continue to make money on the back of Jobs' inventions, but there's a looming void after that. Cook has added little or nothing, except buybacks and dividend forced on him by Carl Icahn. Some are arguing the IBM tie-up is indeed "smoke and mirrors", with no concrete end-point, merely an attempt by Cook to distract investors from his deficiencies and buy him time. I don't disagree. BB's Passport is the device Apple wishes they had created.

     

    BB is at the other end of the business cycle. Everything is up ahead. Having stabilized and righted the ship, John Chen is now laser-focused on profitability and creating shareholder value. He's reinventing BB. The upcoming ER in Sept will be illuminating. If we get good numbers and he reaffirms cash-flow positive by Feb 2015, it will be an inflection point for the company - and the stock.
    27 Jul 2014, 07:25 AM Reply Like
  • Michael Bryant
    , contributor
    Comments (6752) | Send Message
     
    IF! That's a big if.
    27 Jul 2014, 09:48 AM Reply Like
  • ZarethKnyght
    , contributor
    Comments (1792) | Send Message
     
    Don't be so negative yet. I need AAPL to hit $110 after all so I can take some profit ;)
    27 Jul 2014, 10:01 AM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    "BB is at the other end of the business cycle. Everything is up ahead."

     

    BlackBerry is at the end of its life cycle. Everything will be up for sale rather sooner than later.

     

    1. Sinking market share
    2. Sinking enterprise adoption
    3. Sinking software revenue
    4. Cash bolstered by tax benefits
    5. Cash bolstered by asset sales
    6. Cash bolstered by layoffs
    7. Cash bolstered by R&D cuts

     

    These are the symptoms of a failing business. Reading the earnings reports from start to finish helps to see the reality http://bit.ly/TEyBUK However, BlackBerry longs do not dare to look. It could destroy their dreamscapes of a profitable bright future that will never come.
    27 Jul 2014, 12:12 PM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    Andreas

     

    You can't see the forest from the trees.
    27 Jul 2014, 02:21 PM Reply Like
  • ZarethKnyght
    , contributor
    Comments (1792) | Send Message
     
    Don't bother 944761. Andreas seems to be a fundamentalist. He keeps waving the fiscal reports as if they were the Holy Bible or something. It's better to keep an eye on what he's saying but otherwise, not bother commenting.
    27 Jul 2014, 03:38 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    You are suggesting to rather listen to John "Talking the Talk" Chen instead of judging a company's health by its quarterly and annual reports? You can't be serious.

     

    Instead of strolling around in the local arboretum, excelling in forestry, I prefer sticking what is published by the company itself.
    27 Jul 2014, 03:57 PM Reply Like
  • ZarethKnyght
    , contributor
    Comments (1792) | Send Message
     
    Actually I am suggesting that people simply open their eyes. If the person is living inside the US, I would recommend looking outside the US. BBRY presence within the US is small for whatever reason. Whether it's due to it being a Canadian company or pressure from Apple to people selling handsets or poor marketing or poor past performance or whatever doesn't really matter. It's ok to live in the past. But if you're interested in making money, either do what some people are doing and cash on the short opportunities that keep popping up or follow the trend as it is today.
    27 Jul 2014, 04:13 PM Reply Like
  • vigma
    , contributor
    Comments (1017) | Send Message
     
    "Andreas

     

    You can't see the forest from the trees."

     

    Poor old Andreas can't see the forest OR the trees :-)

     

    Based on past precedent, and the latest upbeat comments, John Chen will likely have some pretty solid numbers at the upcoming ER in Sept. Cashflow positive by Feb 2015. Profitability in the next 12 months. It's all falling into place. Bashers and naysayers will be in hiding by yearend.
    27 Jul 2014, 04:26 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    Sorry, nothing is falling into place.

     

    As per the last quarterly report, the company continues to shrink and cash keeps being burnt. There are hardly any assets left to sell and people left to lay off.
    27 Jul 2014, 04:34 PM Reply Like
  • Michael Bryant
    , contributor
    Comments (6752) | Send Message
     
    Buffett warns to only trust the actual accounting numbers and not the talk. Think about it, management owns a lot of shares in (NASDAQ:BBRY). If they could pump it up, they might do so. They have an invested interest to.
    27 Jul 2014, 04:34 PM Reply Like
  • vigma
    , contributor
    Comments (1017) | Send Message
     
    AH/MB,

     

    Let's agree to disagree. The turnaround is in full swing under John Chen's direction. Some can see it, some can't. Fine. That's what makes markets.

     

    But let's relax and wait until the September ER. Then we'll have the numbers. In the meantime, I'm surely happy to have folks of your caliber on the other side of my trade :-)
    27 Jul 2014, 05:49 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    Sorry, but there is nothing to see.

     

    What is, in concrete terms, there to see? Nothing but ever deteriorating numbers.
    27 Jul 2014, 06:49 PM Reply Like
  • Michael Bryant
    , contributor
    Comments (6752) | Send Message
     
    You get to watch the possible but seemingly unlikely turnaround. Makes for a great movie. Lots of unknowns. Lots of suspense. Heartbreaks and streaks of joy. I don't want others to suffer the fate of Nortel or Enron, but every once in a while, a company successfully turns around. Hopefully it won't be like the (NYSE:GM) turnaround, but then there was AMR, now (NASDAQ:AAL). Grab some popcorn and enjoy the show. And know the risks. You could lose everything or make a lot of money. Don't be too greedy, though.
    27 Jul 2014, 07:20 PM Reply Like
  • vigma
    , contributor
    Comments (1017) | Send Message
     
    LOL!

     

    Andreas -- keep looking. Even people like you will see it - eventually. But by that time the stock price will be way higher. John Chen is the real deal. Whoever is paying the BB bashers is wasting money. Your comments only increase my conviction about BBRY. Thanks!

     

    "I'll tell you how to get rich. Be greedy only when others are fearful, and fearful when others are greedy." Buffett
    27 Jul 2014, 07:28 PM Reply Like
  • kr6420
    , contributor
    Comments (249) | Send Message
     
    Nice to hear this! Helps against the overblown hype about Apple and IBM!
    24 Jul 2014, 12:50 PM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    We longs BB must admit that Apple/IBM deal sure gave us a major hit in share price. The dust is getting settled & reality is getting more clear about JC's statement of forming some sort of partnership to keep making Blackberry stronger in it's security enterprise. Hand devices are sure going to add to the bottom line. Long BB
    24 Jul 2014, 01:20 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    mag, wait until people start digesting what Chen actually said in that interview; that it was both "competition", and "bad" for BlackBerry.

     

    Strangely enough, that article confirms what we bears have been saying all along.
    24 Jul 2014, 02:19 PM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    Bad in your eyes.
    24 Jul 2014, 03:16 PM Reply Like
  • Zack 800
    , contributor
    Comments (2017) | Send Message
     
    @mrkia

     

    You forgot to mention the "good"...could be that the good outweighs the bad and that is what the longs have been saying all along...
    24 Jul 2014, 04:10 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    mag,

     

    "Bad in your eyes."

     

    John Chen said the Apple / IBM deal was bad for BlackBerry. Go back and read the article.
    24 Jul 2014, 04:12 PM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    Mr. KnowItAll:

     

    Yes, you are correct that any deal between Apple/IBM is going to be a bad for Blackberry but Blackberry has created a unique niche & it will do just fine. Blackberry recovered nicely today 5.6%. JC & his team are hard at work & very soon shorts will disappear from SA. Have a good day.
    24 Jul 2014, 04:27 PM Reply Like
  • vigma
    , contributor
    Comments (1017) | Send Message
     
    Caveat Emptor!

     

    Before anyone actually considers believing Mr K, read the FT articles (there are two - see Yahoo Finance) carefully IN FULL. As ever, the wiley old fox Mr K is cherry-picking negative-sounding phrases, out of context from Chen's comments, to suit his own ends.

     

    The comments and tone from John Chen were substantively positive and realistic. To quote Chen from the articles:

     

    "It's competition but it's good competition and we are going to be more nimble...I am not afraid of competing when I know I am more nimble. I never think going alone is the right strategy. But we have a value add that no one else can do."

     

    "The panic has gone. We are going to be a viable company and the question now is how great we are going to be."

     

    Commenting on the 80:20 odds he gave recently, he says:
    "I am actually feeling better than that now but I never use 100:0 as that would jinx us. But we are definitely out of danger."
    24 Jul 2014, 05:18 PM Reply Like
  • rmccleary97
    , contributor
    Comments (292) | Send Message
     
    And the article speaks to the difficulty of those two companies actually executing on said plan.

     

    Strangely enough, that article (and numerous others that discuss the new IBM/Apple alliance) also confirms what you bears have been ignoring all along.
    24 Jul 2014, 06:45 PM Reply Like
  • stjart
    , contributor
    Comments (85) | Send Message
     
    Mr_K says,

     

    " John Chen said the Apple / IBM deal was bad for BlackBerry. Go back and read the article."

     

    Well, as instructed I went back and read the article.

     

    The news release actually consisted of 3 bullet points, as follows,

     

    " BlackBerry (BBRY +4.2%) is talking with other tech companies about partnerships in the wake of the Apple-IBM deal, John Chen tells the FT. "I am working on some, and maybe we will collaborate with others. If I focus on security and identity management then we will be a good solid partner.

     

    Chen compared the Apple/IBM tie-up to two elephants dancing, and promised BlackBerry would be more nimble. He also talks up BlackBerry's long-term enterprise strategy. "What we are doing is focusing on security and privacy, which is where all the things are connected. Every IT device – no matter what operating system – we want to talk to and connect securely."

     

    BlackBerry tumbled after the Apple/IBM deal was announced, as a slew of analysts argued the alliance is a negative for BlackBerry's MDM and/or enterprise hardware efforts."

     

    You appear to be totally confused as to who said what. You are attributing to Chen that which the " slew of analysts argued ".

     

    Either you're confused or you're fibbing, take your choice.

     

    There was a time when I placed some value on your commentary. Alas, no more.

     

    Have a nice day.
    24 Jul 2014, 09:05 PM Reply Like
  • Antidote2
    , contributor
    Comments (604) | Send Message
     
    Mr Know it all why don't you spit it all out in a finer pedigree of English and a little closer to the point so we can put your thesis on our fridges or dart boards along with John Chens picture
    25 Jul 2014, 01:09 AM Reply Like
  • Randal James
    , contributor
    Comments (4406) | Send Message
     
    Hello Mag

     

    In technology, there is no such thing as a unique niche. At least not if one assumes to be able to grow back to a respectable size. Someone could write a program for funeral directors and that might be a unique enough subcategory so it wouldn't attract anyone else, but if you are shooting for the broader enterprise system, there is no special moat that BBRY owns that cannot be overcome with time and money - and competitors are rich and hungry.

     

    The Apple/IBM partnership is interesting in that it excludes players who are viewed as competitors for both firms. SAP and Oracle, Google and MSFT, Citrix and VMWare. Just as I am positive Apple is eager to reach into corporate before the wave of Chinese devices becomes a compelling value proposition, Chen is just as eager to find additional firepower to move BES up there with muscle from someone who has been longer in the gym than BBRY. I expect additional announcements. Should get interesting.
    25 Jul 2014, 01:26 AM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    "John Chen said the Apple / IBM deal was bad for BlackBerry. Go back and read the article."

     

    After jumping happily of every new cliff, deep under water, on the ocean floor, bad means good for BlackBerry longs.
    26 Jul 2014, 06:51 AM Reply Like
  • BBwetrust
    , contributor
    Comments (2872) | Send Message
     
    Mr. KIA
    Learn how to read within context, stop horsing around.
    26 Jul 2014, 09:59 AM Reply Like
  • BBwetrust
    , contributor
    Comments (2872) | Send Message
     
    @Mr. KIA
    If you are so bore, pick up gardening.
    26 Jul 2014, 10:03 AM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    bbwetrust,

     

    My vegetable garden is awesome this year; tomatoes, onions, Thai chilies, eggplant, cilantro, and more cucumbers than I can eat.

     

    And you're right, context is important. There was more to that article.
    However, think about what point I was trying to make:

     

    Up until the interview was published, BlackBerry longs were in denial about the impact, or that there would be any impact from the APPLE/IBM deal.
    BlackBerry longs were stating everything from 'No Overlap in market segment' and 'A bunch of hot air', to 'it will be years before they can produce anything, IF anything'

     

    And so the point of my post: John Chen clearly recognizes Apple / IBM as competition, even if BlackBerry longs do not.

     

    Yes, there was other dismissive comments by J.C. like dancing elephants, but the message was there and it was clear. He recognizes AppleBlue as a threat.
    26 Jul 2014, 03:04 PM Reply Like
  • BBwetrust
    , contributor
    Comments (2872) | Send Message
     
    @Mr. KIA
    Your reply this time is more reasoning than horsing around, I bet you must haven eaten something healthy from your garden. We would love to see you speak in this manner more often.
    26 Jul 2014, 03:28 PM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    Actually I saw the Apple / IBM announcement as too little too late.

     

    BlackBerry has a solid foundation of 80,000 and growing enterprise customers. Opening BES to handle X platform was long overdue and now that it's here BES will only get stronger.

     

    JC is no idiot, you have to respect your competitors, especially those who have the financial strength of IBM and Apple. Unlike BlackBerry failures of the past, BlackBerry Enterprise Services is not falling behind the competition
    26 Jul 2014, 09:04 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    @944761

     

    Much of what you say is indeed true. But in the grand scheme of things, 80,000 enterprise customers really isn't that huge. I mean IBM has more sales people than that. A lot more.

     

    BlackBerry will not only need to maintain that 80,000, but grow it rather quickly since--IMHO--Apple/IBM till target this base, and make offers of bundled services that BlackBerry may have a very hard time matching.
    For instance, AppleBlue could give away the MDM services, and sell the enterprise apps. Dunno, just speculating here.

     

    Anywho, yeah; Blackberry really needs to optimize the sh!t out of it's BES12 adoption plans. It's extremely important for the future of BlackBerry.
    26 Jul 2014, 09:59 PM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    Let me give you a real life experience. My company uses BlackBerry we will be moving to iPhone company issued and BYOD, this process was first decided two years ago before BB10 launched, another example of BlackBerry being late, the point I'm making is that enterprise take years before any significant changes are made to their IT infrastructure. If, and it's a big if, IBM and Apple JV succeeds it will take a long time and with BlackBerry and a number of other competitors already entrenched in the segment it will be tough for IBM/ Apple, that's why I say too little too late.

     

    As for growing revenue, the growth will come from BES 10/12, right now it's free BlackBerry customers start paying in 2015 all along with that enterprise will start the slow process of upgrading BB7 devices to BB10 devices. Revenue will grow how much is the unknown.
    26 Jul 2014, 10:32 PM Reply Like
  • BBwetrust
    , contributor
    Comments (2872) | Send Message
     
    Mr KIA
    You talk like a real guru. My compliment.
    26 Jul 2014, 10:35 PM Reply Like
  • hz06
    , contributor
    Comments (1541) | Send Message
     
    80,000 enterprise customers means 80,000 companies?
    27 Jul 2014, 01:05 AM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    Yes it does.

     

    BlackBerry has 60,000,000 registered users
    27 Jul 2014, 08:05 AM Reply Like
  • radicfa
    , contributor
    Comments (4) | Send Message
     
    I trust the management , I strongly believe that Chen has clear vision with excellent capability to execute
    24 Jul 2014, 12:59 PM Reply Like
  • ELLAS
    , contributor
    Comments (2699) | Send Message
     
    Go get them Chen.
    24 Jul 2014, 01:00 PM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    JC & his trusted team from Sybase is working round the clock, around the world, on time and on track. I agree with "radicfa" strongly that JC has a clear vision where Blackberry is going to be in Feb,2015. (profitability for sure)
    24 Jul 2014, 01:24 PM Reply Like
  • Randal James
    , contributor
    Comments (4406) | Send Message
     
    A vision so clear most of us cannot imagine it...

     

    http://bit.ly/WG23ME
    24 Jul 2014, 01:51 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2676) | Send Message
     
    @Randal James,

     

    I gave your comment it's first "like"!
    24 Jul 2014, 02:24 PM Reply Like
  • Randal James
    , contributor
    Comments (4406) | Send Message
     
    Hi Cliff!

     

    Sometimes I think it'll be years of this gentle bickering before we know who the winners and losers are and we might be surprised to find it is none of the above. Transcend Asset, in her article from yesterday about the Passport, today included an analyst opinion that Apple might be obsolete in 3 years.

     

    That surprising opinion is here: http://cnb.cx/WFYZjL

     

    Her piece on the Passport in case you missed it: http://seekingalpha.co...

     

    The analyst in question is reaching his conclusion based on how Apple is currently without any proven new products and I don't feel that is far off-base given that the last blockbuster - phones - is going to be near impossible to repeat. Everyone has a phone, few of us will spring for a watch.

     

    When we think of Apple in the phone space, it is impossible to ignore how much money they earn by dominating the upper end of the market. For years everyone has been trying to shoulder their way up there and 'share the wealth' but it mostly hasn't happened. Even the new Amazon phone is supposed to cost as much as $750 (only on ATT, be sure and order quickly before they are all sold out [not]).

     

    What we've seen instead is that a few of the companies such as Google have made very good phones (Nexus 5) for roughly half the price of the major iPhone. Moto was in that camp as well and I presume Lenovo will be matching that price point with impressive phones.

     

    While many of you look at the IBM and Apple partnership as one of abject fear over what they see in the Canadian pipeline, I suspect the answer is much further East or West, depending on where you place the People's Republic of China on your mental globe. I see Japan to the West and, not far away, our old toy-and-tchotchkes making buddies. Except they aren't so tame and lame these days, eh?

     

    Although there are several promising Chinese Telephone makers, some with much larger footprints in equipment (ZTE & Huawei), I've been mesmerized by Xiaomi.

     

    Consider this drooling review of the recently introduced Mi3 in India at around $240.

     

    http://bit.ly/WGd68B

     

    The author actually claims that it might be the best phone available even for those priced $100 higher or more, which would include the Z3 and the cheap Windows phones. Consider they've already introduced a 'fitness band' that serves as a health monitor and alarm, works with a phone and retails for $13 (not a typo). I don't want one, but hey, it's going to sell at that price.

     

    http://bit.ly/WGd4xF

     

    The killer article was from the Financial Times and how they got to be on great terms with top-drawer supplies, not just cheap knock-off shops. Qualcomm, for instance, is a big-time investor:

     

    http://on.ft.com/WGd4NT

     

    Xiaomi is not knocking on the West's door just yet, but they will be, with all the efficiency and low-margin aspirations to chew up market share. This, more than anything, is why I think Apple was very happy to get iPhones and iPads into corporate offices before a solution arrives that will cost a third of Apple's hardware prices. Apple cannot compete with that but they do command brand loyalty - at least for now. IBM's 100,000 strong sales force must have been irresistible. The e-mails to the sales guys will sound like Peyton Manning's audibles "Hurry! Hurry!"

     

    Where does this leave everyone else? Well, luckily for Google, the phones run a custom version of Gingerbread. They will have issues with gaining security clearances with Western nations because of China's robust e-spying, not that we yanquis have much to brag about in that area.

     

    Samsung is already seeing a dramatic drop in sales as the young Chinese firms dip into their noodle bowl. Fair to guess it will affect other Asian suppliers, such as Sony and HTC as well.

     

    This may well be the time to consider "If you can' fight 'em, join 'em." MSFT now owns factories that could build Windows phones marketed through a JV with Xiaomi. It would be useful to have the familiar MS name on the package rather than the unconventional Mi. This is no featherweight company - the last round of financing gave it a cap of around $10B so it is already larger than BBRY and approaching Lenovo.

     

    So invest with caution and forget that nonsense about buy and hold. Extreme loyalty at this point is not an ally.
    24 Jul 2014, 03:56 PM Reply Like
  • pjews
    , contributor
    Comments (866) | Send Message
     
    This is a comment worth reading. It's opening the smartphone the reality in the future.
    24 Jul 2014, 04:29 PM Reply Like
  • rmccleary97
    , contributor
    Comments (292) | Send Message
     
    But .... Apple has the iWatch - or the iTime - or whatever it is. That's going to sell trillions, it can't possibly miss - it's what the world has been waiting on for years! (Ignore things like iMessenger and iCloud and iPod Hi-Fi and Apple Maps, and so on.)
    24 Jul 2014, 06:50 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2676) | Send Message
     
    @Randal James

     

    "So invest with caution and forget that nonsense about buy and hold. Extreme loyalty at this point is not an ally."

     

    I have stop-loss on all concerns now. I do think the larger picture is inflation over the next few years. That's one of the reasons to tag along on Apple and IBM. Blackberry will return far greater returns than either of those mentions. Large caps should far better the first part of inflation while they cave under it mid to long term.

     

    SO, I'm watching to ride for an exit. I will keep Blackberry for some time as the company is not hardware centric. I would think software carries a mote of sorts. I love the direction Chen is going. There is still great challenges ahead.

     

    Say, good write up RJ (you remembered I read in sixth grade English..;)).
    24 Jul 2014, 07:17 PM Reply Like
  • daugherty
    , contributor
    Comments (806) | Send Message
     
    @rmmccleary97
    I see you're still whistling isn't past the graveyard.
    24 Jul 2014, 10:51 PM Reply Like
  • ATI nsider
    , contributor
    Comments (1244) | Send Message
     
    Randal,
    You know as well as many of us tech savvy individuals, Apple has lost its innovative touch many years ago. Eventually people will catch on and finally realize iPhones are far from premium products. This will happen, the question is when?
    24 Jul 2014, 11:12 PM Reply Like
  • Randal James
    , contributor
    Comments (4406) | Send Message
     
    ATI

     

    I started a much longer reply, thought better of it. Apple can afford a series of multi-billion dollar fumbles. Watch is a dud? Everyone dislike the new OS? i6 is a yawner? How much actual cash would all that cost given the Macs and tunes and apps would cover most marketing errors?

     

    Now, seriously, how many more blunders can BBRY handle because I believe they've sold much of the tangible stuff that was on the asset side to reduce the stuff that was liability side and there is that new convertible debt that offsets a portion of cash. Verdad? BBRY is one serious whiff away from the history museum and maybe three simple strikeouts.

     

    Is it the end? Heck, I never said that. I believe Apple will be the next to follow Samsung into a period of loss of world market share. This time, the important metric will be that it is in the Americas.

     

    I once used a cattle prod on a recalcitrant steer and the SOB kicked backwards landing a perfect punch between a missing board and knocking me 4 feet backwards. Karma. Apple will be that tormented steer. It is really difficult to know who will be the kickee when Apple succumbs to a shock.
    25 Jul 2014, 02:04 AM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1637) | Send Message
     
    Randal, have you been watching the White House aiming at that pool of money Apple refuses to bring home to avoid taxes? The hit, if the new regulation works, will be about $50 billion. Little things like being forced to pay taxes and still fumbling around for an OS that isn't pre-hacked by Homeland Security, or one that is but where it is hard to see, will hammer the bottom line. The general plan seems to be to have an open back door that is hard to find. This sort of news is not going to go down well in many places where they can avoid it by just 'buying something else'.

     

    You can equally bet that any Android device has the same issues: inherent insecurity in service of one country's major companies. It doesn't take much in a fickle market for opinion to shift swiftly. Does anyone remember Bill Gates reminding everyone that MSFT is not immune to rapid changes in the market? He said that before he left.

     

    What do you think is the future of Malaysian Airlines? It doesn't take much to shake a giant.
    25 Jul 2014, 04:26 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    "I will keep Blackberry for some time as the company is not hardware centric. I would think software carries a mote of sorts. I love the direction Chen is going. There is still great challenges ahead."

     

    It pays off reading BlackBerry's financial reports that show that ~40% of revenue are derived from hardware. If hardware dies, revenue dies alongside. Hence service and software revenue percentage is up, with hardware dying. It's all there http://bit.ly/1qtuLwq in the MD&A section, on page 8.
    26 Jul 2014, 07:05 AM Reply Like
  • Kastanes
    , contributor
    Comments (1287) | Send Message
     
    I have a feeling it will be with Cisco, Oracle and SAP. Just my opinion.
    24 Jul 2014, 01:25 PM Reply Like
  • Tobias Schmitz
    , contributor
    Comments (544) | Send Message
     
    I think this would invite big company bureaucracy back, which BBRY just has gotten rid of. Honestly I don't see why BBRY should need another partner besides QNX. They are small slim fit full of ideas and ready to grow.
    To join with a dinosaur like SAP would amount to taking on dead weight.
    24 Jul 2014, 02:52 PM Reply Like
  • pjews
    , contributor
    Comments (866) | Send Message
     
    Or maybe Microsoft.
    24 Jul 2014, 04:31 PM Reply Like
  • Kastanes
    , contributor
    Comments (1287) | Send Message
     
    Msft would have to admit defeat if they partnered with BlackBerry. Although with the new CEO it increases the chances.

     

    Chen and SAP know and respect each other. Do not forget, the Germans hates the US spying on them. This would be one way to keep their privacy.
    24 Jul 2014, 04:41 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    Germans do not hate anyone spying on them:

     

    The global number one malware and spyware OS, Android, has just reached ~80% market share in Germany while BlackBerry is nearing 0% (down to 0.4% in June already).

     

    Germans are Europe's search-engine and e-mail spam target no. 1 http://bit.ly/WUTduh. Germans are European leaders in being defrauded of money online. Germans are European leaders in unprotected internet traffic, still transmitting most of their critical business information as unencrypted e-mail attachments.

     

    In short: Germans seem not at all concerned with security, apart from a few vocal journalists and activist users.
    26 Jul 2014, 11:17 AM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    BlackBerry focus is on German enterprise customers, they're not putting resources towards the consumer side.
    Unless you can get statistics on government, financial sector, law firms, medical segment, etc... the stats you're quoting are useless if you want to debate BlackBerry long term prognosis.
    26 Jul 2014, 09:12 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    Your change of topic tricks don't work here. Germany is Android country, in consumer and business space. And businesses there are masters of carelessness. Hardly any company is using BlackBerry, those days are over.
    27 Jul 2014, 03:30 AM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    This is an article from last November, there have been other news subsequent to this report. BlackBerry has a solid footing in the German EMM market.

     

    http://bit.ly/1nvfoBw

     

    Remember BlackBerry isn't a market leader like Android and Apple, they don't need to be, they are a S&S company with a focus on enterprise customers they changed their business model devices are only a small part of there future success
    27 Jul 2014, 08:19 AM Reply Like
  • Michael Bryant
    , contributor
    Comments (6752) | Send Message
     
    Sounds like where Andreas is, there is NO (NASDAQ:BBRY). I don't see (BBRY) here either. There is no way to tell if (BBRY) is telling the truth. Only the SEC documents will say.
    27 Jul 2014, 09:54 AM Reply Like
  • ZarethKnyght
    , contributor
    Comments (1792) | Send Message
     
    From what I understand, if you're in the US, you might not see too much action from BBRY directly. Once we go outside of the US, we're seem to be seeing a different view of it. One that indicates that BBRY is not out of the game yet.
    27 Jul 2014, 10:04 AM Reply Like
  • Michael Bryant
    , contributor
    Comments (6752) | Send Message
     
    (NASDAQ:BBRY) is big in Africa. I know that. Japan, no.
    27 Jul 2014, 11:47 AM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    "BlackBerry has a solid footing in the German EMM market."

     

    You are in denial. Three medium enterprises, two of which aren't genuinely German (Mitsubishi and Grohe), do not massive corporate adoption make.

     

    As for governmental use; you should visit the German Bundestag and the adjacent eateries and clubs after a parliamentary session and see for yourself, what devices politicians and government workers like to put on the table. Hint: It ain't BlackBerrys...
    27 Jul 2014, 12:16 PM Reply Like
  • ZarethKnyght
    , contributor
    Comments (1792) | Send Message
     
    Japan has always been more about looking cutesy IMO than about business. That might be my misconception, ignorance, or bias speaking but I don't feel that Japan is a major market for enterprise.
    27 Jul 2014, 12:40 PM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    Ah

     

    You're having difficulty reading plain English, I am stating facts on BlackBerry Enterprise Services yet you respond about devices. BlackBerry is a S&S company, devices aren't their primary focus any more. I can't explain it any easter than this.
    27 Jul 2014, 02:41 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    One week, BlackBerry longs tie their hopes on the Z3, Passport and Amazon. Another week, devices and apps are declared not important at all.

     

    The level of flip-flopping is revealing.
    27 Jul 2014, 04:01 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    "I don't feel that Japan is a major market for enterprise."

     

    Yes, there are hardly any enterprises in Japan. Just a few corner shacks like Toyota, Honda, Mitsubishi or Sumitomo come to mind...
    27 Jul 2014, 04:11 PM Reply Like
  • Michael Bryant
    , contributor
    Comments (6752) | Send Message
     
    No, there are a lot of tech enterprises in Japan. You missed Softbank, Sharp, Panasonic, (NYSE:SNE), (NYSE:NTT), Nissan, Mazda, Subaru, Mitsui, (HIT)........

     

    As for Germany, I thought they wanted to use their telecom service after the NSA stuff. I can't see why they won't use Deutsche Telekom.
    27 Jul 2014, 04:44 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    "As for Germany, I thought they wanted to use their telecom service after the NSA stuff. I can't see why they won't use Deutsche Telekom."

     

    Use "their" telecom service after the NSA… for what?
    27 Jul 2014, 05:38 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    German members of parliament are conveniently served by Verizon (leading NSA collaborator), the data routed via the UK and USA : )

     

    Bing translate: "Abgeordnete und Mitarbeiter bekommen vom Deutschen Bundestag Internet-Adressen des amerikanischen Anbieters Verizon. Das hat netzpolitik.org vor Ort selbst nachgeprüft. Da die Verbindungen von Verizon mit der NSA offenkundig sind, präsentiert der Bundestag daher die eigentlich schützenswerte Kommunikation den fremden Geheimdiensten quasi auf dem Silbertablett."

     

    As I said before; not only do most members of parliament and governmental workers prefer and use Android devices, they actually don't care about security apart from occasionally venting their anger for PR purposes near elections.
    27 Jul 2014, 05:47 PM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    AH

     

    Don't paint everyone with the same brush, I know it must be easy for you as you're desperately trying to rationale your bearish viewpoint

     

    But I will reiterate once again BlackBerry is a S&S company and their focus is on enterprise services, devices are secondary. Look at all the changes they've made all with a focus on enterprise.
    27 Jul 2014, 07:54 PM Reply Like
  • ZarethKnyght
    , contributor
    Comments (1792) | Send Message
     
    I see. I was wrong it seems. I forgot that those companies are also a part of the tech enterprises. Thank you for clarifying my error.
    27 Jul 2014, 10:23 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    Alright. Devices are secondary. Let's see how BlackBerry longs react to ComScore and Kantar data tomorrow, as well as the imminent Passport fail.
    28 Jul 2014, 02:47 AM Reply Like
  • 944761
    , contributor
    Comments (1161) | Send Message
     
    AH,

     

    Here's another article German government embracing BlackBerry.

     

    http://bit.ly/1tUIcnA
    28 Jul 2014, 09:36 PM Reply Like
  • Flog
    , contributor
    Comments (214) | Send Message
     
    Mr KIA, not only are you pooping in your shorts, but you are pooping words as well! Keep shorting BBRY, because this Company will be roaring to the top, AGAIN!!!!
    24 Jul 2014, 01:30 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    Flog and your 5 likes,

     

    please check my profile if you think I'm losing on my $BBRY trades.
    24 Jul 2014, 03:08 PM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    I hope not. You are an experienced trader & you know your game.
    24 Jul 2014, 04:28 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    Flog, how can one lose money with BlackBerry being a put-selling ATM with no PIN?
    26 Jul 2014, 07:13 AM Reply Like
  • Tobias Schmitz
    , contributor
    Comments (544) | Send Message
     
    Apple and IBM is a lot of hot air. "we are going to develop 100 business apps"
    What kind of apps? What are those apps going to accomplish? Who are your clients? What are the demands of your clients? Why 100 and not 85 or 1000? What teams are working on them? What process let up to the conceiving and designing of exactly 100 Apps?
    There are no answers to those questions, first, because no journalist dared to ask them, second, because not even Apple hasn't answered them yet.
    24 Jul 2014, 01:34 PM Reply Like
  • Richie_L
    , contributor
    Comments (118) | Send Message
     
    John Chen is a ChenPion. More to come...
    24 Jul 2014, 01:37 PM Reply Like
  • MPF94025
    , contributor
    Comments (775) | Send Message
     
    Apple is a very strong company at this point with lots of available cash. What strikes me as odd is the unfettered belief from some that Apple will magically conquer the entire consumer and enterprise space over Google/Android, BBRY/BB10 OS, and all others and iOS and desktop companions will be the only devices that are used in the not-too-distant future.

     

    Somehow these individuals fail to realize that the enterprise is a very different space than the consumer space. In the consumer space, Apple stepped into a vacuum created by near-sighted leadership at RIM. They rarely point out that since that time iOS has since been overtaken in market share by Android devices, yet you would hardly know that from their posts.

     

    Many corporations have a stake in enterprise as well as longstanding business relationships. In this space, Apple is the "newbie" on the block. There is no doubt for some they have, and will, deploy iPads and other devices to meet the needs of enterprise. How far this will go is unclear.

     

    If one returns to Tim Cooks' QA session from April 2014's ER, it sounds eerily like the ER from July's just a few days ago. To paraphrase, "we're doing great in BRIC countries, especially China (likely to to sales of 4s phones)...iPad sales are off...we've made inroads to enterprise", naming several corporations with thousands of users who now deploy iPads. The two striking differences with this ER are 1) the new devices to be rolled out at a time TBD and 2) the Apple/IBM JV.

     

    While the iPhone 6 is a bit of a wild card in terms of cost, features, staggered release for 4.7 and 5.5" versions, and timing of release, it could be huge. Or perhaps not so huge unless Apple is already aware of mass commitments for phone purchases (or as we've learned, pressure on service providers to buy and promote "or else")

     

    The I/A JV announcement was more perplexing as it would appear this will just give others more impetus to step up their game. It was one thing for Cook to "fly under the radar" and discuss such enterprise relationships in the April QA: now he has painted a target on the back of Apple and IBM. Perhaps he feels they are so far above the fray it is a non-issue. Perhaps he felt the SP needed that "jolt" to put some sparkle on uncertain release dates of iPhone 6.

     

    What is somewhat delusional is the notion that Apple's smartphone and notebook/desktop system's OS's will be the ONLY one that enterprises want. Google for example certainly has an interest in this space and in some ways may already be ahead of Apple. http://bit.ly/1z8CTnD. So anyone thinking that the "Android" camp is going to make this easy for A/I is, I believe, mistaken.

     

    As I mentioned in a post yesterday, others such as SAP, Oracle, Cisco and others will have a choice, I suppose. They could jump on the iOS bandwagon (keeping possibilities open), they can keep developing on proprietary platforms, or they may feel that another vendor who is less "possessive" than Apple might be a good partner because of devices available or "on-deck". I have not worked in an enterprise that uses SAP or Oracle "devices", nor am I aware that they exist (am open to feedback on this). Nonetheless, unless one of these major players has their own device, they will be wanting to partner with one who does. Samsung has essentially one dominant "leader" among its phones as well as very successful phablets. BBRY has several new phones coming to market as well as some older phones such as Z30 and Z10 that are getting second looks with the most recent OS updates making Android apps much easier to deploy.

     

    For corporations to consider how to proceed, they have two overlying alternatives.

     

    On a "micro" level there are dozens of alternative devices to choose from (Samsung, HTC, Motorola, Lenovo, BBRY, etc the list is almost endless).

     

    On a "macro" level it really boils down to iOS, Android, or BB 10, with perhaps Tizun becoming a factor as Samsung develops it further.

     

    There will certainly be enterprises, as there are now, that go the iOS route. Who knows how many as concerns have already been raised as to the history between IBM and Apple let alone culture differences. If Apple is a "perfectionist" now, let's see how that fares when one is talking about complex enterprise apps developed by a third party, IBM. For others, it will be Android (note that the link I provided above suggests that 58% of Fortune 500 corporations have gone Google) or possibly BB 10 OS.

     

    Depending on how one feels about Google, Google apps, security, etc, and given that BB 10 OS is becoming increasingly adept at running Android apps, combined with BBRY's known security, network, and respect for privacy, it would appear that the BBRY story is far, far from over: as JC has alluded previously, BBRY will not be seeking a buyer, but rather partners.

     

    Could it be "all over" for BBRY in the next couple of years? Yes, anything is possible. For example, if SAP (I'm getting extreme here) announced it was joining an "exclusive" alliance with Apple and IBM that would be devastating news for BBRY given Chen's relationship with SAP. The chances of that are low: even now there is nothing about the IBM agreement that is "exclusive" (at least that I'm aware of) or blocks it from developing for other platforms, let alone its emerging MDM arm supports BYOD.

     

    Even if something drastic happened such as an Apple/IBM + consortium, I don't see Google or those invested in Android allowing Apple to simply let Apple dominate the enterprise and would see both Google, Amazon, and others working to support the Android framework on devices such as BBRY, Samsung, etc. As the saying goes, "the enemy of my enemy is my friend".

     

    Furthermore, with IBM servers recently booted from China, and the USA station head asked to leave Germany, an Apple/IBM alliance will have all sorts of NSA question marks in the background. Although Apple has deployed successfully to enterprises overseas in the past, that was before the recent spying allegations against the US. It make one wonder how those outside the US will embrace the A/I JV and its products in the future. It is a big world out there.

     

    JC is correct in seeking to nail down these partnerships. If he has a modicum of success BBRY should be trading far higher in the coming months and discussions of BBRY's demise will be gone.

     

    Apple never has, nor will it ever be the sole provider for all things consumer or enterprise. The announcement of the joint venture with IBM will galvanize competitors. For such a major move, one looks to Newton's Third Law of Motion, "To every action there is always opposed an equal reaction"

     

    I believe these realizations are responsible for the bump in SP today.
    24 Jul 2014, 01:47 PM Reply Like
  • pjews
    , contributor
    Comments (866) | Send Message
     
    When a company is at the top. the next step is down.
    24 Jul 2014, 04:35 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1637) | Send Message
     
    MPF
    " Or perhaps not so huge unless Apple is already aware of mass commitments for phone purchases (or as we've learned, pressure on service providers to buy and promote "or else")"

     

    This is something that is a bit of a wild card. Verizon among others signed a contract to push a fixed number of iPhones onto the US public and did a pretty good job of it considering there was a recession going on at the time. The problem is the contract specified huge penalties for not selling 'enough' and the carriers are upset about the bullying. Not to mention the cost. This time around the carriers may present a more united front to Apple refusing to sign anything for 'exclusive' anything and refusing to promise to sell any fixed number against a threat of huge penalties. Those agreements were still in place when the Z10 was launched and stores were so fearful of not selling enough iPhones they told people BB was not available, the company was bankrupt and so on in order to induce the customer into buying an iPhone, not for the margin, but to avoid the penalty.

     

    This time there may be a very different landscape and we will not hear of the change in advance. We ill have to infer from behavior. This is going to be an interesting year.
    25 Jul 2014, 04:35 PM Reply Like
  • Peninsula Ventures
    , contributor
    Comments (86) | Send Message
     
    Some days the quality of comments in SA reminds me of the crap in the Yahoo! message boards and why i stopped visiting there :-)

     

    Disclaimer: I am long both AAPL and BBRY.

     

    Of course there will be other enterprises interested in partnering with BBRY. Somewhere another fallacy is being propagated - that AAPL/IBM will be a monopoly offering in this space. And that all other competition to IBM (SAP etc.) need to go home with their tail between their legs. i.e. either potential clients need to sign up for to AAPL at whatever price they offer this product or die (reference the comment from the AT&T guy a few months back on why it is important for the industry for BBRY to thrive - to have different options and allow for pricing negotiations to happen). If there are no alternatives, an alternative will appear - this is how markets operate.

     

    One more thing - in my experience there are different types of clients in this market space - very large enterprises, mid-size enterprises, SMB etc. Not every market segment will want to pay for IBM-AAPL. What will happen is price discrimination and customer self-selection of products and offerings based on their willingness to pay. (refer seminal work by nobel prize winners Shapiro and Varian on Versioning)

     

    http://bit.ly/WG1Rgv

     

    Point is the market dictates that there should be multiple offerings. It is not easy for a single company to attack all levels of the market (because the clients needs, service models and propensity or willingness to pay will be different). No one company is going to rule the world - this is just not possible. So why not invest in who we believe are going to be the top players in this space? Does one have to fail for the other to succeed?
    24 Jul 2014, 01:48 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2676) | Send Message
     
    @Abel,

     

    Good post. I just recently picked up Apple and IBM. Well, and others. I hate Apple for their backdoors but their SP will keep going up due to Americans love affair with the company. I want to make money on the long side. IBM, I figure they've had such bad press lately that there has to be something positive coming soon.

     

    I don't see the IBM/Apple deal as trouble. There is plenty of business to be had for all.
    24 Jul 2014, 02:31 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    Cliff,

     

    smart man.

     

    I flipped IBM immediately after the announcement and also picked up a bunch of Apple. I sold the weekly covered call on $AAPL with a strike 3 bucks more than I paid for an immediate return and will continue to do so. I'll consider holding it through some near term announcements.

     

    Also, I expect my $MSFT to get called away tomorrow (for a tidy profit,) so I'll be flush with cash for new investments :)
    24 Jul 2014, 03:16 PM Reply Like
  • Cliff Hilton
    , contributor
    Comments (2676) | Send Message
     
    @Mr. Knowitall,
    "I'll be flush with cash for new investments :)"

     

    I'm real happy for you. It's great to be able to play the game another day. Us old guys need to save for those medical bills looking at us.

     

    Best to you and the family.
    24 Jul 2014, 03:43 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    Thanks Cliff and you too!
    24 Jul 2014, 04:19 PM Reply Like
  • stjart
    , contributor
    Comments (85) | Send Message
     
    Mr_K,

     

    I'm real happy for you too. I apologize for being one of those " buy and hold " people.
    Oh well, I suppose we're all part of the game.

     

    As always, " Have a nice day. "

     

    Aart
    24 Jul 2014, 09:58 PM Reply Like
  • BBwetrust
    , contributor
    Comments (2872) | Send Message
     
    @Cliff Hilton
    Go learn Tai Chi or Yoga, it may help you reduce your medical bills.
    25 Jul 2014, 01:42 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    If you seriously need to invest for retirement or medical bills, how can you justify being long a dying business like BlackBerry?

     

    I mean, there are tens of thousands of other stocks; safer, winning, paying a dividend. There is also real estate. And farming land. Corporate bonds. Commodities. Old wines. Modern art...
    26 Jul 2014, 07:21 AM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    JC did the best today to quell any doubts about Blackberry's forming some kind of partnership with other similar company. We can surely see that BB stock has responded nicely & all the doubts generated from last week will disappear.
    24 Jul 2014, 01:50 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1637) | Send Message
     
    Apple and IBM may come up with something useful for enterprises to use instead of Office. There is a Chinese company working to create a home-grown alternative and it is favoured by government though they still use Office. Office is not trusted and assumed to be filled with back doors. They want something 'as good' without the bleed-ware.
    24 Jul 2014, 01:51 PM Reply Like
  • MPF94025
    , contributor
    Comments (775) | Send Message
     
    @Crispin

     

    Value your posts and wondering where you are today. :-)

     

    I could see an Apple-IBM alternative to MS Office. Do you think the Chinese would go for that having just booted IBM servers from China for concerns over espionage?
    24 Jul 2014, 02:17 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1637) | Send Message
     
    MPF:
    I am in Waterloo for another few weeks, watching the layoffs continue in this wonderful upstart company. It is sad to see so much talent leaving. Fortunately there are more than 300 start-ups in Waterloo's development zone.

     

    The Chinese has been very upfront about their intentions. They have asked government departments not to buy Office, but it is still on the legal-to-order list. They have been giving Apple stick for years, mostly about spying if you look closely, and now they are kicking IBM out. Expect more of the same. I can't see anything emerging from the US being accepted in the near future. Why would they? It is for the same reason that Lenovo's are not allowed in US government service, and iPads are forbidden in meetings with foreigners. It is so blatant Cisco is publicly asking the NSA to stop putting hardware in Cisco servers headed out of the country! That is not even 'spying', that is 'monitoring'.

     

    So the Chinese 'Office' is available and working but not up to par yet, and they continue to develop it. I don't think they will stop. Concerns at both ends are legitimate. Both are using spyware for corporate advantage. Both deny it. Same old, same old.
    25 Jul 2014, 04:44 PM Reply Like
  • TheBigPayback
    , contributor
    Comments (427) | Send Message
     
    Once again, John Chen proves his worth, managing both the Company's long-term strategy AND looking out for its perception on Wall Street. When dealing with enterprises, BlackBerry needs to appear strong or what's the point? That at minimum means a stock price over $10. Minimum.

     

    Chen has this, next stop 12 then 15!
    24 Jul 2014, 02:27 PM Reply Like
  • Thurai sivakumaran
    , contributor
    Comments (29) | Send Message
     
    Go and get them burgers John. I will be with you all the way until BB hits $80
    24 Jul 2014, 02:34 PM Reply Like
  • Canadian Red Neck
    , contributor
    Comments (396) | Send Message
     
    I think Blackberry should partner with a couple of Chinese companies to provide secure network and services within China and through secure gateways to connect with BES network outside of China. I believe Microsoft has done something like this for their cloud service in China.
    24 Jul 2014, 03:34 PM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    Canadian Red Neck:

     

    I think you might be correct that Blackberry & some Chinese company form some kind of partnership. It will really make Blackberry stock take off like a rocket. Wishes do come true at times. Long BB
    24 Jul 2014, 04:32 PM Reply Like
  • KIA Investment Research
    , contributor
    Comments (12947) | Send Message
     
    mag,

     

    maybe, and I tend to agree it could only be good for blackberry shareholders, but you must understand; BlackBerry would almost immediately lose all US and European government contracts as these governments by and large to not trust Chinese made hardware. http://bit.ly/WGm6dT, http://bit.ly/ZTqrdM, http://nyti.ms/1g3M3H5
    24 Jul 2014, 05:55 PM Reply Like
  • DAOLDBUICK
    , contributor
    Comments (219) | Send Message
     
    @mkia. I thought jc had said when he announced the Foxconn deal that phones for the NA market would continue to be made in NA. You didn't forget about that did you? Thus a deal with a Asian company or two would have no effect on their NA business.
    24 Jul 2014, 07:47 PM Reply Like
  • Randal James
    , contributor
    Comments (4406) | Send Message
     
    Hi Dao

     

    Oddly enough, the Passport is destined for NA and many longs believe it will be the perfect desk accessory for enterprise customers. And it is made... by Foxconn. But let's be clear about what we're discussing here, as nearly everyone has phones assembled by someone else somewhere else.

     

    It is one thing to hand a contract manufacturer a list of specs and tell him to build you 80 million phones, which Apple apparently told Foxconn not long ago regarding their soon -2B-released i6. It is yet another to sell such technology to someone else, such as Samsung or Lenovo.

     

    How do we know? Because it was tested and not approved last year. Lenovo thought the company would be a useful addition to their growing presence in mobile. They were right, but it proved a security loss that Ottawa could not accept.

     

    From the Globe & Mail:

     

    http://bit.ly/1z9ZwIg

     

    Maybe there will be more flexibility in the future or a method to control access but right now Asian companies are on notice that combinations will be difficult.
    24 Jul 2014, 08:09 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1637) | Send Message
     
    I assure no one in the biz security sector will touch a BB product that has a Chinese partner. It is just not going to happen. The Z3 will remain out of the business market. High security devices such as the Passport are made in Cambridge, just south of Waterloo.
    25 Jul 2014, 04:46 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1637) | Send Message
     
    Randall:

     

    "And it is made... by Foxconn."

     

    I would like confirmation about where it is made. Rumour is it is in Cambridge, but that might be only some of them. Small runs. If it is made in Taiwan, that might be OK, but not so confident about Mainland China. Getting a straight answer might be a problem.
    25 Jul 2014, 04:50 PM Reply Like
  • Randal James
    , contributor
    Comments (4406) | Send Message
     
    Hi Crispin

     

    I see snippets that suggest it is so, such as this from India:

     

    http://bit.ly/1phney1
    25 Jul 2014, 07:24 PM Reply Like
  • Canadian Red Neck
    , contributor
    Comments (396) | Send Message
     
    What about iPhone and iPad? I believe they are made in China.
    27 Jul 2014, 11:08 AM Reply Like
  • Randal James
    , contributor
    Comments (4406) | Send Message
     
    CNR

     

    You are absolutely correct. Apple gear is usually made to Apple specs by FoxConn (Hon Hai) which is a Chinese entity though they have plants in other Asian countries and footholds in other places such as Czechoslovakia.

     

    The problem with accepting devices made in China for advanced security (especially military and government roles) has been a long tradition of electronic cyber attacks aimed at Western companies and governments. Lots of what should have been classified military information has been simply stolen through unsecured repositories of manufacturers. It is probably fair to suggest such espionage has not been one sided.

     

    Nevertheless, the fear is that devices originating in CN may have spyware deep inside that could compromise system security. Such fears have extended to other companies in the region (Taiwan and Korea) because there are sometimes overlapping investments and interests.

     

    It may be less worrisome for devices such as Windows 8.1 and iOS which are proprietary software systems. Android, which is customizable by manufacturer, presents the least secure option.

     

    With so much of the assembly and/or manufacturing being done in Asia, it'll be tough to decide which devices can truly pass a sniff test. Extensive testing will be the order of the day.
    27 Jul 2014, 11:54 AM Reply Like
  • ZarethKnyght
    , contributor
    Comments (1792) | Send Message
     
    So...the same company that makes Apple stuff is also making Blackberry stuff now is what I'm reading. Wonder if JC will surprise us by joining the JV between Apple and IBM. That would definitely fix the security issue while bringing a lot of application development through Apple and accessing the enterprise customers of IBM.

     

    I think at this point, my goal is not to be surprised by the moves made by John Chen and keep my eyes open.
    27 Jul 2014, 12:43 PM Reply Like
  • Michael Bryant
    , contributor
    Comments (6752) | Send Message
     
    And (NASDAQ:INTC) and (NASDAQ:TXN) use (NYSE:TSM) to make many of their chips. So. Big deal. (NASDAQ:AAPL) is moving some of its manufacturing to Kentucky.
    27 Jul 2014, 04:49 PM Reply Like
  • Michael Bryant
    , contributor
    Comments (6752) | Send Message
     
    Since John Chen is supposedly Chinese, I would think (NASDAQ:BBRY) would form a joint venture with Lenovo.
    27 Jul 2014, 04:52 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    Which the Canadian government disallowed in 2013 when BlackBerry put itself up for sale.
    27 Jul 2014, 05:39 PM Reply Like
  • Canadian Red Neck
    , contributor
    Comments (396) | Send Message
     
    I believe that Lenovo just bought IBM's server business recently. So they may be interested in adding BES network to their new business.
    27 Jul 2014, 08:05 PM Reply Like
  • Canadian Red Neck
    , contributor
    Comments (396) | Send Message
     
    It is to be executed as a business joint venture with each company bringing their strength to the venture, not a sale of the company. Just like what Apple and IBM did recently.
    27 Jul 2014, 08:08 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (17790) | Send Message
     
    Did not happen then. Will not happen now. See http://bit.ly/1z9ZwIg
    28 Jul 2014, 02:48 AM Reply Like
  • Michael Bryant
    , contributor
    Comments (6752) | Send Message
     
    Buying (NASDAQ:BBRY) and partnering with it is to different things. I already said long, long ago that Canada's government will never let a foreign company buy (BBRY), just like how they rejected (NYSE:BHP)'s bid for (NYSE:POT) a while ago.
    28 Jul 2014, 10:56 PM Reply Like
  • Peninsula Ventures
    , contributor
    Comments (86) | Send Message
     
    @Cliff
    I owned IBM briefly because i generally am a huge fan of Warren Buffett. However, i sold my holdings because of two reasons:
    1) The problem of large numbers - it is a lot easier to grow company revenues when the starting number is small. However, when you are already up in the 100s of Billions of $$, then you need to literally move mountains to grow fast. Market rewards growth vs. steady income more. From the business side (i am in the cloud space myself), i feel IBM is lagging on tech (i am sure i will get flamed for this comment)
    2) You could argue that IBM has produced steady income over the decades. However, it is very clear that IBM is keeping its SP up due to financial engineering. i.e fire people, sell assets, reduce expense, borrow money, buy back stock and therefore keep eps higher. I feel IBM's intrinsic value today is somewhere between 150-160 and therefore not a buy. Hence i got out (and probably the last time i am getting into a stock without thoroughly analyzing pro's and cons.
    I cannot tell you that i am not worried about AAPL at these levels. A company making 150-160B in sales has to add another Oracle (40B in sales) every year if it needs to achieve 20% growth due to new ventures whilst keeping the existing 150B. There is a problem of very large numbers here with AAPL and i do wonder if they will continue to grow(but not at the same rate).
    24 Jul 2014, 04:01 PM Reply Like
  • Arduino_RaspberryPi
    , contributor
    Comments (376) | Send Message
     
    A great day for BlackBerry. Up 5.6% Winning.
    24 Jul 2014, 04:03 PM Reply Like
  • mag1205
    , contributor
    Comments (2333) | Send Message
     
    Lets hope Friday turns out to be a good day for Blackberry.
    24 Jul 2014, 04:33 PM Reply Like
  • Ziffster
    , contributor
    Comments (385) | Send Message
     
    What I rarely seen raised in discussion is how the IBM-Apple alliance has the potential (as suggested by Chen's announcements) to work to BlackBerry's advantage. Many developers of mobile enterprise applications have been unsure which platform to support but the IBM-Apple alliance may well drive some heavy hitters into the BlackBerry camp.

     

    If you develop enterprise backend software solutions (lets consider Oracle as an example) you had to choose which platforms to support. As Apple didn't offer enterprise software (i.e. was not your competitor), and has a huge market presence, at least supporting iOS made perfect sense.

     

    However, in light of the partnership with IBM, Apple may now be seen as a competitor (using Oracle as an example, IBM has their own backend data management solution - DB2 - which the IBM-Apple alliance will obviously push users to use). With Apple telling customers to use IBM's solution over yours, do you really want to focus much effort in this direction?

     

    The alliance may be enough to drive firms which had been fence sitting regarding aligning themselves with BlackBerry to proceed in fear of being otherwise left out in the cold with Apple now pushing IBM based solutions. How will the market respond if BlackBerry is able to align themselves with heavy weights like Oracle and SAP?

     

    It is interesting that in the past two years since IBM has shifted away from providing vendor neutral solutions (supporting whatever hardware and software customers wanted to use) and back towards pushing 'IBM' based solutions that after several years of growth IBM revenues are on the decline.
    24 Jul 2014, 05:34 PM Reply Like
  • hz06
    , contributor
    Comments (1541) | Send Message
     
    i just don't understand how putting apps on iPad will help IBM. what's wrong putting apps on iPads, and all Android and Windows based tablets?

     

    Louis Gerstner saw a need to serve IBM's customers, to help the customers to better use their IBM hardware and software, as well as those of other vendors, and grew serving that need into IBM's biggest business. and the new CEO sees a better opportunity by emphasizing on using one vendor's hardware?

     

    and companies will see buying a large number of iPhones and iPads at $600-800 a piece help their business?

     

    i am guessing Z3 will be next for companies to order in the developed countries. since when giving employee a real tool to use plus a decent pay check is not the right strategy while giving them a nice toy is?

     

    the company i work for is pretty busy. all business people use blackberry. hard to imagine they have a second to enjoy their beloved iOS apps during the business hours.
    25 Jul 2014, 12:54 AM Reply Like
  • Michael Bryant
    , contributor
    Comments (6752) | Send Message
     
    Anybody can say they are in talks. I don't want talk.
    24 Jul 2014, 06:46 PM Reply Like