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  • Reuters: BlackBerry thinking of launching Android phone [View news story]

    You are a funny guy. You use personal attacks, but I am the one who you cannot communicate with. Kids these days....

    Here are the statistics of market share for Windows Antivirus softwares, knowing that Mac users are generally against using Antivirus software.

    As you can see, 21.4% of the market belongs to the free software and we can easily assume that most of the 15.8% of the "Others" are free as well. Personally I have got a free unlimited licence of the BitDefender Firewall on my private Mac and free licenses of MacAfee and Microsoft Norton on my working computers. There is no more money left to be made on private computers and you would be really amazed by the number of people who do not use any protection on their computers whatsoever.

    Here is another link with statistics saying that even with an antivirus protection, people do not use it correctly :

    Of course, corporations spend millions on internet protection, however I saw numerous documentaries regarding completely infantile breaches in NFC banking cards, corporate software and even bank accounts. When journalists were able to interview public relations, they always claimed that the system is 100% secured and that these are just some isolated cases. In other words, they simply do not care as they have insurance companies backing them up.

    Today a lot of consumer protection associations in Europe raise to push corporations and banks to offer more secured means to fight these breaches and it starts to work as companies started to invest more intelligently and promised that each year new security technologies will be provided to consumers.

    Therefore, I believe that people simply do not care about their internet security, unless they get personally caught into some compromising photo leak, webcam activity, if they are being blackmailed or have their bank accounts emptied by hackers. I believe that it is mainly due to the fact that hackers tend to become less and less visible by an average user. Computers became much faster and people do not even notice that they are breached whilst before you could clearly notice that your computer slowed down dramatically and acted differently.
    Jun 12, 2015. 08:42 PM | Likes Like |Link to Comment
  • Reuters: BlackBerry thinking of launching Android phone [View news story]

    I am perfectly aware of your knowledge, I highly respect it and after all these years spent reading your articles and comments I have no doubt that you are a much bigger expert in that field than I could ever be.

    Nevertheless, I spoke to one of the Vertu vice presidents. Vertu is a luxury phone maker for billionaires and I was pretty surprised to find out that it runs under Android. You could imagine that billionaires cherish their privacy and security more than anyone else. However, it is not some classic Android OS, but a completely revisited one. Vertu partnered with Kaspersky Labs and Silent Circle (among other big names) to provide the most secured Android phone on the market. I will be honest with you, I do not know what they did with these phones, the technic in itself is kept secret. However, when you buy a Vertu, it can be certified as being virtually unhackable, even though it is an Android. With clients like that I have no doubt that Vertu would not use Android if there was even a smallest risk for their security.

    I do not think that Blackberry would be stupid enough to throw everything that it has left for perhaps 1,000-10,000 sold Android devices. It would be simply pointless especially after announcing that it intends to expand in software. I believe that Blackberry has at least as much technology and knowhow as Vertu's partners to provide a secured Android OS, otherwise it would not be rushing into that journey.

    If BBRY succeeds in securing Android 3-4 years after Vertu did, I believe that its own future will be secured. Otherwise, well, goodbye Blackberry.
    Jun 12, 2015. 06:26 PM | Likes Like |Link to Comment
  • Reuters: BlackBerry thinking of launching Android phone [View news story]

    "Absolute nonsense. Completely divorced from reality."

    Well please, prove me that I am wrong. It is a lite isolated conclusion, rather than a full sound argumentation. When people dare to throw that kind of phrases, they try at least to provide something to support their claim.

    Based on BBRY's acquisitions, I can say that it is much more committed to the specialization in the security than any other corporation. Security stopped being a priority for users, the day when viruses and Trojans stopped slowing down computers and therefore, stopped harming user experience. However, today with applications such as phone banking, or wallets, security concerns are getting back.

    Even if, as you say, BBRY did not have any advantage in security, as of now, people associate BBRY to security, it's in its DNA it is the only thing that people remember. In the absence of differentiation on the market, BBRY will not have to spend much on a marketing campaign to be seen as a major player and as a sign of confidence for customers. All it needs today is specialization and a more stable image - A simple and focused business that goes back to the basics and that publically announces that it puts down all the possible intentions of being acquired.

    But nevertheless, I do agree with you that BB10 is not being hacked mainly because of the lack of users.
    Jun 12, 2015. 04:55 PM | 2 Likes Like |Link to Comment
  • Reuters: BlackBerry thinking of launching Android phone [View news story]

    Do the concepts of comparative advantages or economies of scale ring any bells for you?

    As of today, no one has any interest into investing that much money into security as Blackberry already did, as the market is still too marginal and there are no immediate profits to take. We are still at a stage where security is somewhat a bonus, rather than a high scale business that would deserve a full specialization on the behalf of corporations. The more we will go into the Internet integration of all basic electronic devices, toys and even home locks, the more security will become a priority for the Western society.

    I think that Blackberry will be smart enough to surf on this wave and specialize itself in services and let all the annex activities down. By doing so, either it will become a major software partner, either it will be acquired.
    Jun 12, 2015. 04:13 PM | 1 Like Like |Link to Comment
  • Reuters: BlackBerry thinking of launching Android phone [View news story]

    If BBRY wants to specialize itself in services and software, it needs to release an Android device to highlight its capabilities it in terms of security and support. I think it is a very smart and rational move. There are a lot of Samsungs in corporate space today and BBRY could easily provide a more secured version of Android to other phone makers. No matter how good BBRY phones are, BBRY does not have any future in the phone business, but it does have a bright future as a security provider, rather it will be for phones or for other smart devices, such as Nest homeware. So making an Android phone for BBRY is not about selling Android Blackberries, but rather to make a vitrine for Blackberry's technologies.
    Jun 12, 2015. 12:07 PM | 3 Likes Like |Link to Comment
  • BlackBerry's Internet Of Things Headache [View article]
    Well perhaps BBRY should seriously consider rushing into IoT. Gartner forecasts over 25 billions connected devices by 2020, while other analysts are even more optimistic with up to 35 billions projections. It represents a lot of money and a lot of needed support. BBRY could become one of the leading security providers for homes and offices as no one would want to have his home hacked. There are much more moneymaking opportunities in IoF business tham in phones or tablets! BBRY wastes too much energy and money to compete in a business that belongs to the past and clearly not enough to the future of the IT industry.
    Jun 11, 2015. 02:57 PM | 2 Likes Like |Link to Comment
  • BlackBerry's Internet Of Things Headache [View article]
    Just out of curiosity... Who would want a Lexus? It feels a little bit mind boggling to read someone who owns a Lexus, bashing Blackberry.
    Jun 11, 2015. 02:45 PM | 2 Likes Like |Link to Comment
  • Apple reveals Music service, News app, iPad multitasking, watchOS 2 [View news story]
    Gregg Rosenberg,

    I simply think that going into music streaming was a terrible move for Apple. At least with that kind of offer that does not provide anything unique or distinguishing. It is not because some people still purchase singles on iTunes and a lot of people spend thousands of dollars a month on apps that Apple will be able to direct all these people to its streaming service. Does it really worth billions in investments? Would not that money be better invested elsewhere?

    Recent market entries showed that it is a highly competitive business and that even a good product with a massive marketing an with world famous stars backing it up, success is far from guaranteed.

    Streaming music is something that is particularly focused on North America. Other countries do not spend that much money on music and use mainly free or illegal content. The American market by itself is not sufficiently big. PwC projects only a 12% revenue growth until 2019 for the whole sector. You should also not forget that most of the profits go to recording studios.

    I might be wrong and Apple would succeed, however, it is not because people like purchasing iPods and iPhones that they would chose Apple streaming over some other service. Apple's hardware is based on trend and snobbism. It is a social distinguishing sign of relative wealth. Apple's software on the other hand is more often a source of mockery. I am afraid that music streaming will not be an exception and Apple will unnecessarily lose billions.
    Jun 8, 2015. 08:47 PM | 2 Likes Like |Link to Comment
  • Apple reveals Music service, News app, iPad multitasking, watchOS 2 [View news story]

    No one holds the accurate information on the user base, besides the company itself. I simply do not rely on half-baked information and prefer to be cautious even when it comes to the IT god the father, the son and the holy spirit.

    All I know is that music is typically a service designed for youngsters. I do not know how the situation is in the US, but European youngsters are all broke and they have other priorities than subscribing to music streaming services, especially when free music is available everywhere. That is why the user growth is so slow and the total number of subscribers for all platforms is not that impressive. As an Apple's investor I hope that I am wrong, but for now, I would not count that much on that new service to make money.

    After these recent Apple Radio (massive expectations as well on behalf of Apple) and that Tidal (900,000 users despite all that huge marketing) thing flops, I would not count on music revenue whatsoever. The only way for Apple to become relevant in music streaming is by offering ground level subscription fees. Obviously they are not willing to do that.
    Jun 8, 2015. 06:33 PM | 2 Likes Like |Link to Comment
  • Apple reveals Music service, News app, iPad multitasking, watchOS 2 [View news story]
    Inside Man,

    "just that the global live streaming DJ service was new. Have others done that already?"

    Awdio among others :

    This site exists since 2008, it is by far the most famous and it allows people to stream the music of live events from the most famous nightclubs all over the world. It is available on AppStore and Android Market and this service is free.

    A lot of radios invite at least twice a week famous Djs for live events as well. Apple obviously did not invent the wheel. Hopefully, Apple's payable service is better.
    Jun 8, 2015. 05:53 PM | 2 Likes Like |Link to Comment
  • Apple reveals Music service, News app, iPad multitasking, watchOS 2 [View news story]

    They will be able to announce up to 800 million users, if each iTunes users takes the 3 months trial and becomes a subscriber in the strict sense of the term. The question is not the number of subscribers, but the revenue, profits and the retention rate. Apple invested €1.7 billions in European infrastructures for this service. We will see how it works out. Regardless, we obviously do not need to worry about Apple!
    Jun 8, 2015. 05:35 PM | 2 Likes Like |Link to Comment
  • Apple reveals Music service, News app, iPad multitasking, watchOS 2 [View news story]
    Insider Man,

    Net profit is closer to cash inflows than revenue. Most of the times net profit is the cash inflow.
    Jun 8, 2015. 05:23 PM | Likes Like |Link to Comment
  • Apple reveals Music service, News app, iPad multitasking, watchOS 2 [View news story]

    I have an iTunes account too, but I did not spend a penny there. For me, these figures are completely irrelevant.

    What is relevant is $30 billion dollars transferred to developers by Apple (announced during the Keynote).

    I think that at best, Apple could count on 100% of clients of all its competitors, as those who were ready to pay for a music service, already do it, others download illegally or go on Youtube.
    Jun 8, 2015. 05:10 PM | 2 Likes Like |Link to Comment
  • Apple reveals Music service, News app, iPad multitasking, watchOS 2 [View news story]

    I disagree with you on the following point :

    "I would think the smaller company should provide a better experience. They are smaller, more nimble, more in tune with the market. If they didn't there is no purpose for the smaller firm to exist."

    These services exist for years. They are available on all phones and all tablets. If you cannot do better, do not even bother. At this point, Apple's desperate will of diversification pushed to simply align itself to the competition.

    For now, before testing the service, I think that the price difference does not justify the lack of differentiation. It does not mean that the service will not attract clients, especially the Apple fans, but personally, I feel disappointed by Apple's lack of innovation here. Usually, if Apple does something, it does it better, or it waits till it will be able to provide something different. Here we return to the Plans experience again.
    Jun 8, 2015. 05:03 PM | 2 Likes Like |Link to Comment
  • Apple reveals Music service, News app, iPad multitasking, watchOS 2 [View news story]

    It is like if you were the one who made that service! Why do you defend it that much, you never even used it yourself.

    Good for Apple if it provided a *slightly* better service, for perhaps, a *slightly* lower price. It shook up competitors, now in the coming weeks they will come up with a retaliation.

    My point is that once again, there is nothing truly impressive and Apple falls once again in the category of followers and not makers. Who do you think is supposed to provide a better AND a more impressive service, a multinational giant corporation with hundreds of billions in cash, or a mid size startup? Frankly, I am more impressed by what the small guys did and extremely disappointed by what Apple presented today, considering its capabilities, its means, its talents, its former achievements and its *former* philosophy. I assume that today's Apple is happy with a good enough.

    But of course, this is an opinion of a small atomistic investor.
    Jun 8, 2015. 04:27 PM | 12 Likes Like |Link to Comment