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Davidoff

Davidoff
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  • One more thing: Here comes the Apple Watch [View news story]
    No problem. Europeans will take a couple more mortgages to buy the new iPhone and the watch, while American "fashionistas" will have another 2 weeks "diet" to buy the 18 cts version. No doubts that they will sell like hot cakes. When economy is in doldrums, high end products offer tremendous sales numbers.
    Sep 9, 2014. 07:29 PM | 2 Likes Like |Link to Comment
  • 3rd month in a row of lower Macau gaming revenue [View news story]
    Gamblers are gamblers. If they don't come this month, expect massive arrivals by year's end, that will compensate for the losses occurred this summer. People can't restrain themselves forever, the more they restrain themselves today, the more they will spend in the very near future. At these ridiculous levels, these stocks are big buying opportunities.
    Sep 2, 2014. 11:16 AM | Likes Like |Link to Comment
  • BlackBerry: Why You Should Never Follow The Herd [View article]
    Well, after reading the comments here, I'm not quiet sure which "herd" is right on Blackberry. Regardless if you're long or short each person can find his own audience of supporters, so talking about a herd is quiet senseless on the market. A lot of short interest, but at the same time, there are millions of diehard longs who won't sell BBRY even if it goes close to zero. I think the truth is somewhere in the middle and right now the range of $9-11 is quiet justified if you take into account the risk/reward point of view. BBRY can shoot higher again at any moment and might even reach $18, but it can also slump back to $6 without any serious reason for that, so why take the risk? There are dozens of much better investments on the market with much more reasonable risk levels.
    Aug 30, 2014. 03:02 PM | 5 Likes Like |Link to Comment
  • How Secure Is BB10 And Does It Matter? [View article]
    Cliff,

    "When was the last time you could trot down to you local Verizon store and buy one of those $3000 NATO phones? Or any of the other variants?"

    Do you claim that it would actually be possible to compare a 3.000€ governmental Blackberry to any other Blackberry that you can buy at your phone provider's store? Angela Markel's Blackberry was developed by German Anti-spy Agency and Secusmart, David Cameron's was developed by MI6, Obama's by NSA. Even between theses phones the security level isn't the same. Blackberry is simply a provider of an initial configuration fit to be reprogramed to be more secured. After months of studies, simulations and tens of thousands of additional code lines and hundreds of thousands of dollars of security budget the phone becomes authorized for an official use. Blackberry's role is marginal at most and it can be replaced by other phones in the very near future.
    Aug 28, 2014. 02:34 PM | 2 Likes Like |Link to Comment
  • Apple sends out invites for Sep. 9 event [View news story]
    "The event will be held at 1PM ET in Cupertino."

    Jesus, is it that hard to read the full bullets before posting your own advertisement?
    Aug 28, 2014. 01:04 PM | 19 Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 09:07 AM | 5 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, 2014. 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, 2014. 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, 2014. 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, 2014. 06:39 PM | 10 Likes Like |Link to Comment
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