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Davidoff

Davidoff
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  • BlackBerry emerges victorious against Typo Products [View news story]
    Cliff,

    Q10 doesn't offer anything else besides the language on its keyboard. Z10 and Z30 obviously do offer other languages on their virtual keyboards, but you were taking about physical in your comment so don't change subject.

    Blackberry positioned itself as a business tool, we are not talking about simple consumers, teenagers or any other white trash. Corporate market targets educated and degreed executives who obviously speak something more than English. Obviously, everyone doesn't speak a sufficiently good English in the World to understand you or to do business with you. If you want to sell anything to these "Asian folks and Germans and Frenchmen" you have to speak with them in their own language, especially if we are taking about investment products. Buying stuff is an other deal. Whey do you think that last year Samsung took over 30% of Blackberry's corporate consumers with their Note models? Because Blackberry is the future? Nope. Because Phablets with virtual keyboard are the future.
    Aug 25 07:27 AM | Likes Like |Link to Comment
  • BlackBerry emerges victorious against Typo Products [View news story]
    You're kidding, right? How many of these Typo keyboards have been sold? 1.000-5.000? Talking about royalties....
    Aug 24 07:38 PM | 4 Likes Like |Link to Comment
  • BlackBerry emerges victorious against Typo Products [View news story]
    Cliff,

    The huge difference is that when you have an iPhone you can use the regular virtual keyboard or any physical keyboard you want among the other hundreds of models on the market. iOS and Android offer more than 40 different languages, while when you buy a Passport or a Q10 you are stuck with one single language and a huge pain to properly use a corrector for any other language. Virtual keyboards simply answered to the mondialisation constraints that businesses started to face in the 21st century. Claiming or hoping that physical keyboards would be the future, is simply a nonsense. It's easy to assume that today most of the people speak at least 3 foreign languages. With the Chinese, Singaporean and Arabic markets taking crucial places in the World's economy, virtual keyboards are still the main tool for businessmen and that's where the whole Blackberry's marketing arguments fall in pieces. No matter the field you work into, you need to send emails or text messages to foreign clients daily or at least weakly and I'd really love to see you doing that with a Q10!
    Aug 24 07:32 PM | 1 Like Like |Link to Comment
  • Las Vegas Sands Share Valuation [View article]
    Japanese people are simply huge gamblers, don't underestimate the Japanese market. They might not all like Western games such as Black Jack or the roulette, but they have plenty of their own betting games which could perfectly fit in Japanese casinos. With a debt of about 220% of the GDP and a PM desperately searching for new sources of revenue for the country, there is no doubts that the gambling proposal would be adopted and its going to represent a new growth opportunity for casino corporations.
    Aug 23 04:37 PM | 1 Like Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    http://bit.ly/1rUDUuS

    Any mean is good for a politician to justify his laziness, lack of professionalism and irresponsibility. What kind of chief of State would allow himself going on two vacations in less than a week? Hope he will stuck his official BB right in his official behind once he would get ejected from the government after the upcoming elections. Any other person, including a CEO who'd dare to pull such an excuse, regardless of the employed smartphone, would be notified of his immediate unemployment in a matter of hours (by smartphone of course). Civil servants... All the same.
    Aug 20 09:22 AM | Likes Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    Einstein, imagine how many puts AAPL would have to buy to secure its buyback program or at least a part of it. That kind of massive purchases alone would send such an alarming signal on the options market that it would be sufficient for AAPL shares to go down big time in a huge panic sell.
    Aug 20 09:07 AM | 4 Likes Like |Link to Comment
  • With Apple Over $100, Time To Sell? [View article]
    According to the chatter sapphire glass turned to be way too expensive for Apple at the moment. A glass alone would cost AAPL $12 for each iPhone compared to $3.5 for a regular Gorilla glass. Thus, apparently only 64Gb and 128Gb (if there is one) 4,7" models will be equipped with sapphire glass and it's still uncertain what the decision is going to be for 5" models. Sapphire might be off the table for another 12 months, cause these models are being extremely marginal on the market. If that information is being exact, GTAT will tank for sure. In a year or two, sapphire glass should become much more affordable thanks to Apple's investments and technological breakthroughs.
    On the side note I really hate to invest in companies which share price depends on one single major client. Risks are multiplied, cause even if nothing fundamental changes for the company, if its major partner has troubles, the stock goes down way more.
    Aug 20 08:43 AM | 1 Like Like |Link to Comment
  • Apple suppliers reportedly start producing new iPads [View news story]
    I don't even see the point of setting a Keynote for iPads anymore, there's absolutely nothing new that would deserve a presentation. Some hardware improvements, some weight loss, but that's it. The first one was incredible, then some minor refreshments followed, which they presented as brand new models.
    An iPad isn't a phone, they are much more durable, so people switch them much more rarely. Most people replace their old iPads only when Apps and OS upgrades stop to be supported, which happens every 4 years. Otherwise it's simply a pointless consumption instinct.
    However, when you compare an iPad to other tablets, it certainly comes in the top. The price isn't excessive, they are VERY reliable (actually never seen it break) and the design is still the best on the market.
    Aug 12 03:18 PM | 3 Likes Like |Link to Comment
  • Was Apple Spooked By The BlackBerry Passport? [View article]
    Wussel,

    "Lack of apps?"

    Are you 100% sure that all the apps will run on Passport? Its screen resolution is quiet unusual and might not be supported. Moreover, people who already tested Passport said that screen isn't symmetrical at all and it disturbs.

    105,

    "He actually said BB anticipates enterprise users will carry 2 phones"

    Any link? BB10 was presented as being the first OS that separates private data from pro data on the same phone. Thus, the initial idea was to have the same phone for both with a total access for corporations to the pro data only.
    Jul 31 05:00 PM | 5 Likes Like |Link to Comment
  • 2 Big Elephants Afraid Of A Mouse: What Apple Is Not Telling You About BlackBerry [View article]
    "It will allow BlackBerry to upsell devices by offering clients the ability to have the same level of encryption as Germany's Chancellor Angela Merkel."

    This is completely inaccurate. Unless you would like to make a special order, wait more than a year and pay several thousands of dollars for your Blackberry, no you won't have the same level of encryption as Merkel. But even if it was true, consumers simply don't care about their privacy. Their whole lives are on FB, TWTR, Snapchat, Instagram,... As long as viruses won't block or slowdown the devices, security won't be important for consumers.

    What is 20.000 sold devices compared to over 32 millions of sold iPhones each quarter? Governments and corporations switch phones every 2 years at most, however, more often it goes up to 4-5 years. These professional markets are far from being profitable. I know that initially, Blackberry was only sold to corporate executives and that's how they conquered a huge share of the consumer market by showing off their exclusive status. The issue is that we aren't in 90ies anymore and smartphones don't have the same appeal, so it won't be a renewable strategy.

    I remember that a year ago, BBRY shares went higher because of a rumor that someone made an order to purchase 1 million Z10 devices upon its launch. Today BBRY longs celebrate a 20k order. That shows only one thing, that BBRY isn't even a mouse anymore, but rather an insect under artificial life support.
    Jul 29 06:39 PM | 10 Likes Like |Link to Comment
  • Apple Stabs BlackBerry In The Heart [View article]
    Alex,

    Companies such as GOOG, CSCO, MSFT, AAPL and FB signed an NDA to have a full look into BBRY business just a year ago and not one single Western IT company made a public offer to buy BBRY out. If you take into account all the cheering of BBRY's security system all over the Internet, you'd suppose that everyone would start a bidding war to get that "treasure". But no. Even at less than $4.8B with 1.5-2B in cash, not one single IT giant decided to make an offer. Our legendary bulls, on the other hand, think that they discovered a treasure map and they think knowing BBRY from behind their PC screens and by googling it 24/7, better than CFOs who signed an NDA. Today BBRY has less assets, less cash, a billion dollar debt, much less revenue and their already very old patents have got even closer to the expiration date. Since no one made any efforts to purchase BBRY at least for its security after seeing the whole company from inside, I think it's way more safe to say that they are pretty screwed. Their last hope wanished with AAPL and IBM.
    Jul 23 04:24 PM | 12 Likes Like |Link to Comment
  • Apple rallies post-earnings; Street focuses on margins, iPhone 6 [View news story]
    I'm not saying that you're wrong, but what does matter is the brand recognition. What is inside the phone, who produces it or whose technology is being used doesn't matter to an average Joe. You can make the exact same phone as the iPhone, if it doesn't have the little apple on the back, it won't sell as well.
    Jul 23 12:34 PM | 2 Likes Like |Link to Comment
  • Apple rallies post-earnings; Street focuses on margins, iPhone 6 [View news story]
    It's still a Chinese phone. China is far from having the same image as Japan in the nineties, but it should come pretty soon. No matter what Xiaomi executives say, a high end phone can't worth that cheap to be adopted by snobbish consumers, so it's years away of Apple. Xiaomi is rather a potential thread for Android makers. I know that many people are already ready to purchase a Chinese tech product, but I also know that it's completely unthinkable for most of consumers. In any case, there are a lot of "established" phones that could be purchased for $320 any asp decrease even faster on this highly competitive market.
    Jul 23 12:13 PM | 2 Likes Like |Link to Comment
  • Apple's CC: iPad sales, margins, M&A, cash balances discussed [View news story]
    Since when do you need my approval on your earnings? You made cash, good for you! What do I care?
    Jul 22 07:30 PM | 2 Likes Like |Link to Comment
  • Apple's CC: iPad sales, margins, M&A, cash balances discussed [View news story]
    If market was overvalued I'd want to earn cash.
    Jul 22 07:22 PM | 3 Likes Like |Link to Comment
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