1/2 of Canadian BlackBerry Z10 (BBRY -0.6%) sales, and 1/3 of U.K. Z10 sales, involve users...


1/2 of Canadian BlackBerry Z10 (BBRY -0.6%) sales, and 1/3 of U.K. Z10 sales, involve users "coming from other platforms," sources tell BGR. In light of the massive defections seen from BlackBerry to iOS and Android in developed markets in recent years, those are arguably encouraging figures. On the flip side, Pac Crest reports U.K. retailer Carphone Warehouse has slashed Z10 prices in the last 24-48 hours, and Vodafone has cut prices for Web-only deals. (more)

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Comments (53)
  • LYogi
    , contributor
    Comments (3108) | Send Message
     
    whenever there is positive news with BBRY it is seeming always coupled with a negative spin.

     

    Bears, you can forage all you like but you can't feast!
    1 Mar 2013, 12:07 PM Reply Like
  • DF33
    , contributor
    Comments (146) | Send Message
     
    Rogers has increased there price on the z10 from 139 to 149 due to demand.
    1 Mar 2013, 12:14 PM Reply Like
  • ATInsider
    , contributor
    Comments (424) | Send Message
     
    Companies like Rogers and Bell will offer people a much better deal, such as $50 per month, 3 year plans, no activation fees and a sizable data package with many free things. You only need to talk them down, because they want your business no matter the cost.

     

    It seems keeping you on contract for 3 years is very attractive to carriers, and we end up getting the deal of a life time.
    1 Mar 2013, 02:24 PM Reply Like
  • kuzzik
    , contributor
    Comments (89) | Send Message
     
    I am in UK and I don't see any price slashes. It is 479 som free like it was on the first day when released.
    1 Mar 2013, 12:14 PM Reply Like
  • kuzzik
    , contributor
    Comments (89) | Send Message
     
    Sorry I meant sim free, on carphonewarehouse
    1 Mar 2013, 12:15 PM Reply Like
  • Loon-a-tick
    , contributor
    Comments (1928) | Send Message
     
    Nice piece in BGR...exciting news!
    1 Mar 2013, 12:19 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1649) | Send Message
     
    I checked Rogers yesterday, confirm 149.00 + contract.
    1 Mar 2013, 12:26 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    I see Seeking Alpha READS WHAT I POST , nice that they remarked on BGR report.
    I live in Blackberry CITY AND BELIEVE U ME THESE GUYS HAVE THERE $%%$%$ together ,
    I buy on every dip that the shorts bring about by making people afraid and getting them to run.
    Remember what Buffet Says. Buy when people are fearful sell when people are Greedy
    1 Mar 2013, 12:27 PM Reply Like
  • 2020Hindsight2020
    , contributor
    Comment (1) | Send Message
     
    10 seconds of additional 'research' by visiting CarPhoneWarehouse would show they've got a 1 week special on Galaxy S3, iPhone5 and Z10. Z10 is the highest price #29 with the other two being given away free. (S3 they need to give a a free Galaxy tab also...). Looks more like CarPhoneWarehouse is struggling to keep market share.
    1 Mar 2013, 12:30 PM Reply Like
  • Ayobakare
    , contributor
    Comments (2) | Send Message
     
    From what I see in the UK the prices haven't reduced at all...
    1 Mar 2013, 12:31 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1649) | Send Message
     
    Waterloo Joe. If you are available for lunch let's meeet for a cuppa Joe at William's, Univ Plaza.
    1 PM
    1 Mar 2013, 12:31 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    Crispin_in_Waterloo

     

    Thanks for the invite may i ask what you have up your sleeve for conversation?
    1 Mar 2013, 12:39 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1649) | Send Message
     
    The hilarity of meeting someone who also reads and thinks! I have time to get there. I will wear a BB toque! (I have never worked for RIM, just a fan).
    1 Mar 2013, 12:46 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1649) | Send Message
     
    I am at Williams - brought a 4G LTE PB if you would like to see it. Have other hardware as well. Look for a toque in his 60's at the wifi bar.
    1 Mar 2013, 01:18 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    That is a bit short notice this time , maybe one day in the week following ,
    1 Mar 2013, 02:05 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1649) | Send Message
     
    Possible but I leave for Indonesia very shortly. Would be interested to discuss your perspectives on the transformation from BB messaging to cloud computing. There is an earthquake going on under the whole sector with the awakening of the gigantic Eastern markets - a large population who will probably never buy a large software pack in their lives. The coming transformation in hdwe and OS needed to efficiently is only recognised by two majors (BBRY and MS) with hte others now playing catch-up.

     

    The problem Apple has is they have never operated outside their own ecosystem and will get hammered once they start trying to integrate. They will Palm, attempt to build a parallel proprietary system, faithful their fan base will support it. But the East doesn't have the cash to invest in that kind of future. It will be a titanic effort and have a similar ending.

     

    See you one the next go-round.
    1 Mar 2013, 02:37 PM Reply Like
  • pjdacs
    , contributor
    Comments (452) | Send Message
     
    Can I get in on this lunch action?

     

    Only problem is that I live in Halifax.
    1 Mar 2013, 03:19 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    You have a very good point CRISPIN re cloud as it is the way of the future , with the free feature outlined below gives the boys a a shu in for a bigger market share in the most populated places in the world where disposable is a premium.
    BlackBerry Cloud Services is recognized for successfully integrating the Microsoft Office 365 backend. With BlackBerry Cloud Services, users may manage the daily maintenance of the device. The more complex operations will be appropriated for RIM.

     

    BlackBerry Cloud Service is coveted because users may remotely lock a phone if it is lost, stolen or simply left behind accidentally at a friend’s home. This gives users peace of mind to know data will remain safe until the phone is retrieved. If the phone is never recovered, the data may be transferred to another phone easily. The data will be securely held in cloud storage until users retrieve the data for a new phone.

     

    Another popular BlackBerry app is BlackBerry Balance. This cloud-based app stores business and personal emails on a remote server for safe keeping. The emails are presented in a unified view to make email management easier. Other BlackBerry applications are available, but only BlackBerry Business Cloud Services and Microsoft Office 365 are offered to subscribers for free
    3 Mar 2013, 08:21 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    sure we are in Waterloo ontario
    3 Mar 2013, 08:21 PM Reply Like
  • Green Arrow Hood
    , contributor
    Comments (236) | Send Message
     
    More good news for BB. Long all the way to $100.
    1 Mar 2013, 12:34 PM Reply Like
  • DF33
    , contributor
    Comments (146) | Send Message
     
    lol the article states a reduction in web based sales... Pac Crest reads it as slashing prices... shocker... :)
    1 Mar 2013, 12:36 PM Reply Like
  • tonyrenier
    , contributor
    Comments (43) | Send Message
     
    It takes one second to check Carphone Warehouse, even from all the way in the USA, (these Internet tubes, you might have heard of them through our esteemed legislators).
    Your article would have more merit had you used them.
    1 Mar 2013, 12:41 PM Reply Like
  • Michael Bury
    , contributor
    Comments (33) | Send Message
     
    Guys, the 139$ price was a 10$ rebat good for one week. Regular price is 149$. And the 50% being non BB users was a statement from Rogers in week 1.
    1 Mar 2013, 01:15 PM Reply Like
  • kuzzik
    , contributor
    Comments (89) | Send Message
     
    Guys just been to Vodafone in Harrods in London, while I was there, people came in and asked for Z10. Salesman confirmed the q10 first week of April
    1 Mar 2013, 01:19 PM Reply Like
  • Michael Collins
    , contributor
    Comments (393) | Send Message
     
    This just gives you an indication of how scared Pacific Crest is.
    1 Mar 2013, 01:32 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1649) | Send Message
     
    Michael, agreed. It seems there are iPhones piling up behind counters in each vendor as customers hold off until the '10 becomes available.

     

    That so many 'defectors' from BB have seen fit to 'return' so easily and quickly indicates that they thought about this for some time.

     

    While it won't happen quickly, the rollover of contract phones will be a more telling story. Everyone wanted to try the alternatives and they are voting with their wallets. Carriers who stocked up with older technologies are going to be stuck with bins of them if they bet wrong on the Christmas sales and the continued dominance of a 5 year old paradigm. An additional squeeze will come from Office 365 going live at an increasing number of institutions. The W8 and BB10 are built for working with on-line computing and desktop sharing.
    1 Mar 2013, 01:51 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    we all know what happens to every Crest on the Pacific. Lol
    1 Mar 2013, 02:06 PM Reply Like
  • rim1
    , contributor
    Comments (13) | Send Message
     
    Thanks
    I just bought another 1k Shares (:
    1 Mar 2013, 02:24 PM Reply Like
  • BBToronto
    , contributor
    Comments (13) | Send Message
     
    Rogers increased the price last week to 149$ on a 3 yrs contract and now Bell and Telus followed too.
    1 Mar 2013, 02:24 PM Reply Like
  • Crispin_in_Waterloo
    , contributor
    Comments (1649) | Send Message
     
    I am pretty sure they dropped their early bird discount now that their volumes have held up.
    1 Mar 2013, 02:38 PM Reply Like
  • LTI0723
    , contributor
    Comments (855) | Send Message
     
    "Slashed prices"... sounds scary. I went to the Carphone Warehouse and Vodafone sites and couldn't find anything of consequence. Maybe Pac Crest could provide some details to back up the "slash" part.
    1 Mar 2013, 02:39 PM Reply Like
  • PersephonShropshire
    , contributor
    Comments (137) | Send Message
     
    Pacific Crest really has gone all-in bashing Blackberry, they forgot to notice that last week the prices in the UK where raised and now this "slashing" of the price seems to be a one week deal.

     

    They seem to be behind a fairly large part of the 135 million shares short.

     

    I expect to get some more ridicoulus "bad" news from them every week up until march 28
    1 Mar 2013, 03:08 PM Reply Like
  • PersephonShropshire
    , contributor
    Comments (137) | Send Message
     
    A quote from Barrons blog about this:

     

    "Mitchell-man wrote:
    .I’m a Barron’s subscriber and ex-Morgan Stanley and Lehman Brothers capital markets professional but I’m going to cancel my Barron’s subscription due to this paper’s insistence on hyping up pre-school level financial analysis.

     

    A phone contract and price are meaningless without the context of carrier and minutes /data/ services included for price and the subjective conclusion is a stretch that would have failed a grade 9 business class is such a class exists. For example a Z10 phone on a 36GBP/month contract three weeks ago on Vodafone (or Three) is very like not the same as a Z10 phone on a 33GBP/month contract now on Three. Three did not have Z10 phone at launch, it missed the initial sales push. Three is notorious for having poor reception outside of major urban areas. Carrier matters. Blackberry does not need to sell 1MM Three phones, they don’t care which carrier they are sold through.

     

    THe broad conclusions reached are embarrassing to be printed! I am an investor in many stocks including BBRY. My 5 minute research to punch holes in this professional analysis includes: 1) Three was the last major UK carrier to get the phone. It’s 36GBP/month plan was unlimited data and 2000 minutes. It’s 29GBP/month plan is 500 minutes. To equate this to an effective $240 price reduction on the phone is in my mind a fireable offense if I was this man’s manager.

     

    For Barron’s to highlight this and not do the 5 minutes of kindergarten level analysis is embarrassing to this publication. I always respected Barron’s because they would provide thoughtful original analysis or highlight thoughtful analysis. This is fear-mongering based upon either intentionally deception apples-and-oranges comparisons or incompetence on a should-be-banned-by-th... level. My checks show big box stores such as Best Buy have 100+ unsold iPhone 5′s sitting in their display cases. Quote Mitchell-man, when Apple announces its next numbers, iPhone 5 sales will have dropped considerably from expectations as the sales originally booked to folks like BestBuy were not renewed as they are having trouble clearing out their inventory.

     

    James Faucette will call it consumers holding back waiting for iPhone 5s or 6 or whatever, but he’ll be wrong. As an owner of an iphone 4, 4s and 5, I call it ‘people don’t want the same thing with a minor tweak’. I love hearing both sides of any investment to ensure I’m making a smart decision. The more I read crap like this, the more confident I am about the upside from tangible book value this stock presents especially relative to Apple’s 60x greater market cap. The more analysts focus on Blackberry as a direct competitor to Apple which derives most of its earnings and cash flow from iPhone the more confident I am in Bbry as a longer term investment and all this negative spin is helping BBRY before its USA launch.

     

    That said, I want to hear the other side, but I want something smart. Please take a lead and start providing some critical analysis that presents both sides of the story. Between Barron’s and Forbes it’s a bunch of copy and paste on amateurs who will soon be fired by their employers and/or hunted down by their clients for trying to paint a misleading narrative."
    1 Mar 2013, 04:12 PM Reply Like
  • ash187
    , contributor
    Comments (222) | Send Message
     
    How can anyone take pacific crest seriously after that statement? They have no idea how incredibly competitive the uk phone market is. Now that all the cheaper mobile phone sellers like e2save, dialaphone and phones4u are offering cash back and cut price deals, car phones losing business and is jostling to stay relevant. What with cashback sites and comparison sites this isn't a big deal. You have to remember as we'll that car phone first hiked the price and brought it back down. It's now at its original msrp.
    1 Mar 2013, 04:28 PM Reply Like
  • bbryuser
    , contributor
    Comments (424) | Send Message
     
    first any price slashing if it is true likely is an internal to the retail item and likely bb has already adjusted for this. Why would ceo up mfging of bb z10 if sales weren't ahead of projections.. this so called price slashing may be to ward off any competitive store interests. again if it is true. I suspect the market is still pricing in the worst case scenario for bb which as it stands is still below the book value. Once survive is registered with market then thrive will be the next item up. People are still jumpy hence the below break up price...Also this company has no debt. I doubt this has been considered in the share price. the smart phone mkt is still growing so the potential growth is not limited or finite between all competitors. The ceo is looking further down the road and anticipating I think bbry learned a harsh lesson. This is an iconic Canadian company with cutting edge technology. and yes the mkt is tough but I suspect shareholders are still punishing bb for past sins. I still smell fear in the market. hence the overly cautious mkt share price. What are the break up prices for the competitors and what is their debt load? We are still deep in fear level and have a far far way to go before market share tallies up to greed in price points. Probably share price is one of the most honest over reduced price amongst competitors when all factors are mixed in... BBry learned harsh lesson and they deserved to. But the past is past . And the mkt is still over compensating negatively imo
    1 Mar 2013, 07:25 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    Sprint Won’t Be Offering BlackBerry’s Flagship Z10 Model
    By Scott Moritz - Mar 1, 2013 3:57 PM CT
    Sprint Nextel Corp. (S) will be the only major U.S. carrier not to offer BlackBerry’s new flagship Z10 touch-screen model when it debuts this month, opting instead to wait for the keyboard-equipped Q10.

     

    From what my Gut feeling is that STATEMENT MEANS either Can't or are not allowed to offer the Z10 as it will destroy the sale of Appl iphone and THEY will SMOTHER In their Inventory of APPLES
    1 Mar 2013, 07:26 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    Blackberry " Keep Moving" the commercial makes one feel as good as the Z10 preforms
    1 Mar 2013, 07:28 PM Reply Like
  • bbryuser
    , contributor
    Comments (424) | Send Message
     
    risk aversion statistic and the Psychology of loss. There have been many studies that suggest that people are two times more likely to make a choice that avoids loss to a factor of two compared to the prospect of gain. Just for argument take the current share price multiply it by two to get a base price were there a neutral rating on fear for bb share price. Then add times one for a prospect of gain. And what would the share price be if the market were more sure of bb than it is now.? So if the pendulum swings more towards confidence/greed rather than a quarter away from the maximum fear point bb lowest dip in the past year. So I am thinking that if fear were eliminated the extreme fear we are still seeing now....What would the share price be by year end now once the current ceo shows that bb is going to survive and then thrive. So multiply 13 times two....to get to even or neutral and then add another 13 assuming that the mkt gets the information that it needs to move off the fear base and a quarter towards the greed register.....which would give what share price at year end. Say at a greed factor of a quarter. then add in in the new year prospects of greed and watch the share price fly? I am just mulling over the impact of fear and greed in swings . And noting that studies have shown that in money choices people are two times more reactive to losing money than they are in gaining. a factor of two to one in favour of fear. So where would the share price be to just bring it back to neutral and then add on a little greed or optimism. And note as well that in the current realm of fear the book price is 20 and where is the share price?
    at the very least if fear is lessened from the equation and solid gains are made the share price should be considerably higher by year end. Keep in mind that competitor apple ceo has also said re his company look to the longer view. Same should be said for bbry. right now we are seeing less fear than when the share price was approaching six but there still is a lot of fear hence the reactivity to the bears pronouncements. We are deep in liars poker territory right now. But using the lost aversion as illustrated by clinical psychological test...what should the true price of bb be if you eliminated the fear factor knowing that the gain factor is in those tests a factor of one compared to the fear factor of two.....
    1 Mar 2013, 08:30 PM Reply Like
  • LYogi
    , contributor
    Comments (3108) | Send Message
     
    That was simply awesome
    1 Mar 2013, 08:34 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    bbryuser
    very well put, i am a firm believer in the fear and greed factor , i also as in an earlier post see the BBRY @ 39 to 43 in the near future ,
    3 Mar 2013, 09:29 AM Reply Like
  • pjdacs
    , contributor
    Comments (452) | Send Message
     
    Joe, after watching the Netflix squeeze, you are probably right.

     

    The squeeze is going to be a Blood Bath. It is not a matter of if, but when.

     

    (I said that Hollywood style, because that seems to be what attracts the attention here..."Too little, too late!, There's only room for two! Not enough farting apps, you must die!")
    3 Mar 2013, 10:21 AM Reply Like
  • Smilinjax
    , contributor
    Comments (175) | Send Message
     
    Sprint is crazy not to let the consumer decide whats best for themselves??

     

    Another funny thing is the short hedge fund noise makers are quoting surveys from Yahoo?? Maybe they should change spelling of it to YAWHO??
    3 Mar 2013, 07:55 AM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    upwards of 13 billion to be made on a share appreciation on outstanding shares .
    Question ? how much do you want

     

    Money has no feelings!
    3 Mar 2013, 05:02 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    With Cloud computing the way of the Future would one wonder why
    Blackberry appoints EX VP Richard Lynch to B of D

     

    Verizon (Cloud Switch and Terre mark)

     

    By adding former rivals Cloud Switch and Terremark to its already-massive cloud services infrastructure over the past year, Verizon is in position to threaten Amazon for the number one spot in the industry.
    3 Mar 2013, 08:57 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    If you need more info on Cloud Computing just got to Wikipedia and digest .

     

    As we know the Eulogy for death of the desktop has not been completely written yet , it will be noted that the Smartphone will be the successor along with the Cloud Computing system that will replace what we knew.
    3 Mar 2013, 09:11 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    BTW--- EX VP Richard Lynch CAME TO Blackberry fr Verizon
    These are just some takes of my piece of the Big Picture
    3 Mar 2013, 09:16 PM Reply Like
  • pjdacs
    , contributor
    Comments (452) | Send Message
     
    It would be interesting to look at all the acquisitions (and appointments) over the last 3 years. I bet you would see a brilliant path shaping.
    3 Mar 2013, 10:11 PM Reply Like
  • LYogi
    , contributor
    Comments (3108) | Send Message
     
    you said it PJ. RIM/BB is in the top 10 world wide for new patent registration over the last 5 years. Something big and unified is about to take shape and it might leave yahoo and google in the dust.
    3 Mar 2013, 10:16 PM Reply Like
  • kherman
    , contributor
    Comments (862) | Send Message
     
    From what I've read, the z10 will be 10 to 15% of the canadian market by years end.
    4 Mar 2013, 07:46 AM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    BBRY: Canaccord Ups Z10 Estimate on ‘Steady’ SaleNow they are saying 800,000 from 300k,

     

    they must be reading some of the posts on here even tho they can't get their numbers styraight
    4 Mar 2013, 05:42 PM Reply Like
  • pjdacs
    , contributor
    Comments (452) | Send Message
     
    Nice point.

     

    Maybe they are afraid of what their investors will say when BlackBerry releases numbers destroying their estimates. They are obviously caught in the middle of an embarrassing mess.

     

    I still think 800,000 will be way low.
    4 Mar 2013, 05:52 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    http://bit.ly/YUHGGm

     

    Canadian annual sales were 9 million phones Blackberry between 15and 20 % last year say ave of 17%
    Britain had sales total of about 28 million phones which blackberry got about 7 % of .
    between just those 2 what do you get with your math from the numbers
    5 Mar 2013, 05:24 PM Reply Like
  • WATERLOO JOE
    , contributor
    Comments (374) | Send Message
     
    Sales predictions:

     

    The Financial Times cites a JPMorgan prediction that 657 million smartphones will leave stores in 2012.
    IDC expect 2012 smartphone sales to reach 686 million, and predict they will rise to 982 million in 2015.
    IMS Research expect smartphones to reach 1 billion in annual sales in 2016 (half the mobile device market).
    Morgan Stanley Research estimates sales of smartphones will exceed those of PCs in 2012.
    Now it is 2013 and Blackberry CEO says we should pick up a min of 5 % now start adding that to the bottom line of Blackberry that has no Debt as well as the other nearly 80 million customer already on board, if you remember most sales are new clients
    i think i may have suggested numbers of between 23 and 26 million new Blackberrys a few comments ago..

     

    5
    5 Mar 2013, 05:53 PM Reply Like
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