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Davidoff

Davidoff
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  • BlackBerry: Not There Yet [View article]
    Well historically speaking Blackberry has barely been a phone company. It used to be a software company and the fact that it started to manufacture phones in the early 2000 was a complete fluke. The company needed a support to show its innovations and not one single phone on the market was able to provide a sufficient hardware and most importantly a keyboard to highlight them. Thus, against all design codes, Blackberry made a prototype phone with a keyboard. Unexpectedly it gained traction among corporate executives and once it gained its exclusive "business" ora, Blackberry decided to sell it to the masses. The fact that Blackberry became a phone company today is because its board forgot that most of the revenue came from software and services. They focused on their falling phone share, neglected the main sources of revenue and simply let all the revenue vanish. Perhaps going back to sources will not be such a bad thing to do. Markets could interpret that move either way.
    Jul 27, 2015. 06:17 PM | 9 Likes Like |Link to Comment
  • BlackBerry: Not There Yet [View article]
    Hoonibvird,

    Excellent question. The system is called UConnect and it is based on the QNX kernel. Nevertheless, UConnect added its own codes and it is still unclear which part of the system posed a threat. It is the same problem with any program, when more than one company writes the codes there are always troubles.
    Jul 27, 2015. 06:08 PM | 2 Likes Like |Link to Comment
  • BlackBerry: Not There Yet [View article]
    "[...] just because he is unable to dream up a likeable device?"

    And who besides Apple and Samsung is able to produce a "desirable" device to the masses? Even Samsung is losing its ability to sell its devices. When you go out, all you see is iPhones. The market is completely dead for any other competitors. The sooner other companies face it, the easier it will be for them to develop other markets. Unless just like Apple did with the first iPhone, some small company will revolutionize the phone market, there is nothing else to expect on the middle term. Phones will face the same (accelerated) scenario as computers and eventually Apple will take most of the profits, while others will simply produce to barely cover their costs.

    Today the only possible solution that it left for Blackberry is to licence its OS as a corporate secured solution for other phone makers who sit on Android (the dual OS). At the same time, Blackberry should keep one single phone model to be able to highlight what it still is able to deliver in terms of innovations. Otherwise, well, some IoT solutions should eventually deliver some revenue, while secured servers should mainly focus on securing iOS and Android, instead of BB10 in order to remain relevant. Of course, it is only the best case scenario, since other competitors keep innovating and eating Blackeberry's lunch, while Chen keeps laying off people. How a company is supposed to innovate with a slashed R&D budget and employees who feel unsecured regarding their future in the company?
    Jul 27, 2015. 05:39 PM | 4 Likes Like |Link to Comment
  • Apple -7%; FQ3 gross margin tops guidance, China sales a strong point [View news story]
    MrSinistra,

    Meanwhile in the last 6 years (or something) AAPL only released a worthless watch. Of course, they could develop "something", but somehow, at the moment Apple is a sleeping giant that is scared to take any significant risks. Obviously, if you rest on your former achievements, the only possible way is down.
    Jul 21, 2015. 05:16 PM | 9 Likes Like |Link to Comment
  • Oil reverses higher following Iran nukes deal [View news story]
    Serek,

    I wonder how the oil market was able survive before the Iranian sanctions had been applied. I simply do not understand all these irrational fears of the Iranian supply, whereas the real issue is the illegal Iraqi ISIS/Curdish black oil market, where oil is being sold at about 25% of the market price. Iran has been a major producer for decades, whilst the only factor that actually negatively impacted the market and made the oil price plunge is ISIS.
    Jul 14, 2015. 04:31 PM | 8 Likes Like |Link to Comment
  • Here's Why Altria Is A Dividend Growth Machine [View article]
    I am Belgian and we are close to be the best beer and chocolate producers in the world. We have thousands of small craft producers as well as industrial leaders. The home market in itself is ridiculously small with a population of 10 millions people. Nevertheless, in terms of exports, we are only 5th in beer exports with the first countries being Netherlands (Heineken/Carlsberg) and Mexico (Corona) and we are barely in the top 10 in chocolate exports. Having the best quality or being a craft producer does not always translate into highest sales. Making an ok product and having billions for worldwide marketing campaigns is a better warrant of success.
    Jul 13, 2015. 12:49 PM | 1 Like Like |Link to Comment
  • Apple Music: A $2 Billion Run-Rate Business By April 2016 [View article]
    Toneguru,

    First of all, most of the artists work for free for the sake of art. In fact, the most talented artists, who became recognized and entered into the history upon their death were all extremely poor.

    I am not implying that artists should work for free. I am saying that they should work for a reasonable wage, just like anyone else does, especially since being "bankable" does not mean being particularly talented.

    Seeing talentless bimbos, reality show cast members or some playback singers earning dozens of millions a year is a shame for our sick society and I am very glad that Internet took a significant part of the revenue of these greedy bastards.

    What kind of example do these circus freaks give to our children if they earn thousands of times more than doctors, layers and entrepreneurs? How many teenagers drop their education, knowing that being intelligent, educated or talented is not a requirement to become wealthy anymore?
    Jul 9, 2015. 03:25 PM | 3 Likes Like |Link to Comment
  • Apple Music: A $2 Billion Run-Rate Business By April 2016 [View article]
    I think that it is a ridiculous mid 20th century misconception that music should be payable. The United States made a few artists incredibly wealthy, while they do not deserve it at all. Artists have never been wealthy in the world's history and I do not see why it should be different now.

    Taking some old chords, putting a different rhythm and changing a few words is not supposed to make you a billionaire. Release free music content on the Internet as commercial spots and make money on concerts and merchandising. It is plain simple. The world has changed and it is pointless to fight the new market rules. Fortunately, Internet started to restore this greedy market and now we go back to the right path.
    Jul 9, 2015. 01:29 PM | 2 Likes Like |Link to Comment
  • Apple Music: A $2 Billion Run-Rate Business By April 2016 [View article]
    An antitrust lawsuit will most certainly be filled by EU against AAPL. Spotify pointed out that AAPL takes already 30% of each of its monthly subscription under the AppStore fees. The real price of a Spotify subscription is 9.99€, but due to AAPL's percentage it becomes 12.99€. Clearly an unfair competition and an abuse of the dominant position. I think AAPL has much more to lose with Apple Music than the potential revenue, especially considering the subscription fees in line with competitors and an equally lagging service.
    Jul 9, 2015. 01:22 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Greece Votes 'No' - Now What? [View article]
    Capitolp,

    These are typical stereotypes that everyone repeats like a parrot without even thinking. Greeks work like anyone else in this world. If so many Greeks are unemployed today, it is certainly not by choice!

    If I would base my judgement on stereotypes I could also say that "all" Americans are fat, drive pickups, love guns, eat fastfoods, never read a single book in their lives, bust their 10-20 credit cards limits, sit on their sofas all day and watch tv. Not very flattering, huh?

    Everyone is to blame in this situation, the previous Greek government, the EU, banks, rating agencies, FMI, etc. Somehow in our society everyone likes to put all the gilt on the weakest link and leave everyone else clean.

    Scrying Biotech,

    Very well said, sir.
    Jul 6, 2015. 08:04 AM | 27 Likes Like |Link to Comment
  • Wall Street Breakfast: Greece Votes 'No' - Now What? [View article]
    At this point Greece needs new loans only to repay interests on previous debts. It is a vicious circle that chokes the country and EU does not do anything to prevent the snowball effect. Debt must be restructured, perhaps to a perpetual bond, while public spendings must be increased to boost the growth. EU sees that austerity does not work and that more than anything else, Keynesian model should be applied, but Germany wants to keep its grip on the EU. It is simply a game of political influences between the member states - which country will have the last word.
    Jul 6, 2015. 06:59 AM | 19 Likes Like |Link to Comment
  • Notable earnings before Tuesday’s open [View news story]
    "No, in the world you live in. I live in the "real" real world. My children
    are all mature and successful."

    I am glad for your kids and for yourself. I must say that you set the bar of success extremely low for your kids. Therefore, it appears that being your child is sufficient to be successful by your standards. It must be really good living in your "real" world, buddy!

    "I simply used her as an example as any thinking person could ascertain from my post."

    Unrepresentative sample. Ever heard of that?

    "I then went on to give you more examples including Mr. & Mrs. Chen along with Chens words on handsets but of course you want to ignore these realities,because they make all your points moot."

    I read all of that many times. At first I was glad when Chen announced that BlackBerry will get rid of its devices, but then it appeared that it was simply impossible at this stage. Therefore, Blackberry will have to think of new strategies to increase its revenue. I am not implying that it will be a 100% success, but something must be done. If you wait without taking any actions it will be a slow slip toward a bankruptcy.

    "If only I had a dollar for every Blackberry long who touts security as the
    answer to their woes . . . "

    Comparative advantage? Sell what you are strong at? What is the point of BlackBerry if you remove security.

    "If corps. aren't turning to BBRY then there is not a snowballs chance in
    hell that basic consumers will in any meaningful ( revenues/profits)
    way."

    These markets are completely unrelated. You cannot consider corporate market and consumer market as being the same thing. A success on one market does not imply a success on the other and reciprocally. The point here is that BlackBerry must move and try new strategies instead of waiting till its whole cash will be gone. Unless you want BlackBerry's bankruptcy and I assume you do, I do not understand how anyone who is educated in business administration could disagree with that.
    Jun 22, 2015. 11:01 PM | 3 Likes Like |Link to Comment
  • Notable earnings before Tuesday’s open [View news story]
    In the world we live today, 20-25 is still teenagers. These days people become adults close to their thirties.

    "Last I looked Mr. and Mrs. Chen aren't teens either. So I don't understand your focus on teens."

    You said that you discussed with your "kid" the Blackberry's future and that (I quote) "she said nobody, especially younger people are going to buy
    a Blackberry over an iPhone or Android." Are you serious right now? Cannot you remember what you wrote?

    "[...] now you post about dreamy partnerships with snap chat and private
    secure solutions for teens for sale. That is all the very definition of "ridiculous"."

    I was referring to your initial argumentation as being ridiculous, whereas I am simply throwing some ideas. Referring to your 20 year old kid as an authority who can provide an accurate analysis of people's purchasing intentions is indeed, ridiculous. It is hardly believable that you do not realize that.

    Security is an extremely vast field and if you market your product wisely, you can easily target completely different audiences, such as teenagers or married couples craving for some privacy. Everything does not revolves around corporations and governments. Consumers might be highly interested in security as well, if you make the right adjustments, market it right and sell it to them by presenting the right aspects.
    Jun 22, 2015. 10:20 PM | 1 Like Like |Link to Comment
  • Notable earnings before Tuesday’s open [View news story]
    BobMorgan,

    It obviously did not answer anything regarding your daughter, but it is already a better and a much more sound argumentation, as you can judge by yourself.

    Children and teenagers are extremely poor judges of a success of a product. They want and make their parents buy, anything that looks flashy and trendy - in our words, anything that has a good marketing. Their desires fluctuate upon their hormonal variations. Basically, what they consider as cool will become obsolete in their eyes in a matter of weeks. I can assure you that most of them would have not seen iPhone's success coming.

    If you ask people what they want and follow their desires, you will never innovate, as people are too conservative. A good innovator creates the needs and desires and breaks the codes with a complete disregard to consumers. It could have not been even more true regarding teenagers.

    The issue with BlackBerry is that it does not use any client targeting in its phone marketing. Now imagine that instead of claiming that BlackBerry cannot be hacked by a government, it downsizes its marketing ambitions and simply says that BlackBerries provide a 100% privacy to teenagers from their parents. We all know that teenagers are extremely secretive individuals. Therefore, Blackberry can easily target teenagers by saying that their nude selfies, porn history, sex chats and many other dirty secrets will remain safe from their parents.

    I am sure that with that kind of approche, BlackBerry could have a much bigger appeal for teenagers. Some sort of a 21st century smart diary. This is what Snapchat did, it is a huge success and it is valued at $18 billions with no revenue. BlackBerry could even parter up with Snapchat to make a Snapchat phone. Moreover, it could sell some cheap private secured server solutions for teenagers with a small yearly fee.

    BlackBerry could use a multitude of different technics to attract teenagers. Perennially, I would not discount a possible comeback of BlackBerry among the teen public that easily.
    Jun 22, 2015. 08:30 PM | 5 Likes Like |Link to Comment
  • Notable earnings before Tuesday’s open [View news story]
    BobMorgan,

    How is your kid the authority of providing a trustworthy market analysis? I am not implying that she is wrong, but Jesus, I honestly hope that you realize how ridiculous it is to read your comment.
    Jun 22, 2015. 07:53 PM | 12 Likes Like |Link to Comment
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