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Davidoff

Davidoff
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  • Morgan Stanley delays upgrade to BB10 [View news story]
    Randal,

    Sorry to say that, but you behave like a real a**hole. Some SA users have huge paper losses and your mocking comments aren't constructive nor informative. Each trader makes bad trading decisions and they deal with them as they can, sometimes even by denying reality. I belive that this site is made to share opinions and sometimes to help each other. But it's really pathetic to make fun or even attack people, especially the one who are in the red. Like if you had never lost any money. There is a real person behind each Internet comment and if you are unable to put yourself on someone else's place, I pity you. Generally speaking, it's a sign of a psychiatric disorder.
    Aug 30 09:33 AM | 9 Likes Like |Link to Comment
  • Morgan Stanley delays upgrade to BB10 [View news story]
    There is sill a long way to go for MSFT to reach BB's security level. It's one thing to equip flight attendants, but it's completely another to equip bank employees and governmental agents. If BBRY disappears, no one would be able to replace it on the corporate and governmental markets. It would take billions of dollars and years of R&D. In terms of sunk costs, BBRY is simply unbeatable on that marginal, but nevertheless extremely important market. I doubt that AAPL, MSFT or GOOG would take the risk to compete on that market in wake of the investments to make and potentially modest returns.
    Aug 30 08:21 AM | 14 Likes Like |Link to Comment
  • Stephen Elop's Mistake At Nokia Could Make Him The Right Person To Replace Ballmer [View article]
    Lionprince,

    "Nokia Lumia phones are outselling even IPhones and Samsung Android phones in a handful of countries now and rapidly gaining share in many markets..."

    The markets where Nokia outsells iPhone and Samsung, or rapidly gains share are the markets where Nokia has always had a strong dominance or at least a solid foothold until 2008-2009. I believe that people buy Lumia phones because they are Nokias and not because they are Windows Phones. Thus, if Nokia had at least tried to mix its operating systems by releasing at least 2 (1 high-end and 1 low-end) Android models to test the market, I believe that today Nokia would be using Android as its cash-cow and would have turned profitable quarters ago. I'm not claiming that Nokia would have had tremendous financial results by adopting Android, but they certainly could have taken 2nd place on the Android market by now. I believe that there is place for at least 2 more operating systems and WP should have a bright future (perfect OS integration - PC/WP/tablets/Xbox-TV), but I don't think that it was a smart move by Nokia to bet its future exclusively on WP. It can take years before WP would become relevant for customers. There are still tens of millions of people who only consider using Android now and it was really unwise to turn the back to these customers. Nokia could have taken the profits on Android and develop WP devices for the future. They waste too much time and money, while their financial situation doesn't allow them that kind of gambles.
    Aug 29 02:35 PM | 1 Like Like |Link to Comment
  • BlackBerry jumps on fresh Lenovo rumors [View news story]
    Randal,

    I don't really see why somebody should convince you of something, like if you were the one taking the decision about BBRY. I can't even imagine why you'd waste your time posting this kind of comments, that seem more like articles by size, if you aren't even long/short BBRY.

    I'd have a remark to make to your reasoning. If Lenovo buys BBRY for $7, they would not only get devices and patents division, but also around 40% of BBRY's $3.1B in cash, which represent about $1.25B. So they'd pay $2.25B, instead of $3.5B, like you suggested. Back in 2008, when Lenovo bought IBM's PC division, it was already obvious that it was a matter of time before PC would become completely irrelevant. Smartphones still have at least 10 years in front of them. So paying almost a double of what they paid for PC's does make sense.
    Aug 29 06:50 AM | Likes Like |Link to Comment
  • Nokia launches "premium" feature phone, eyes auto opportunities [View news story]
    Just a small remark, Lumia 520 is being sold for €160-180 in EU. So a 515 might make sense for some users for ~80€ on the European market.
    Aug 28 02:04 PM | Likes Like |Link to Comment
  • BlackBerry jumps on fresh Lenovo rumors [View news story]
    Michael,

    To be honest, I don't know how much credit can be given to these rumors, but according to what's being told on the Wall Street, Watsa would be ready to pay $10 for BBM and QNX, leaving them in Canada, while Lenovo would pay another $7 for devices and patents. And apparently that's where yesterday's rumors about BBM spinoff came from. The spinoff would have been proposed to facilitate the transaction and appease Canadian government's concerns. Some official announcements are expected by Friday.

    On personal note, the premium seems way too high, but if they really want the company they'll obviously have to put the price. A considerable part of shareholders still have their average price flirting with $25-30. And unfortunately, governmental contracts barely let BBRY to stay afloat. That's not something that would make Lenovo earn billions and I doubt that they even consider these contracts as an option.
    Aug 28 01:57 PM | 4 Likes Like |Link to Comment
  • BlackBerry jumps on fresh Lenovo rumors [View news story]
    Tough question. If they refuse, it would be an extremely bad signal for companies who'd like to do business in Canada. An omnipresent and overprotective government is a huge downturn, especially in the Western countries. See the immediate consequences in France after the Government's veto to sell Dailymotion. If the Lenovo potential offer would get rejected and then a Canadian PE firm comes with a lower offer, it will simply not pass the shareholders vote. That sort of situations will block the negotiations and I don't believe that the Canadian government would be able to bear that or partially compensate the difference between the Canadian and the Chinese offer. In other words, the decision would be solely politically populist. BBRY isn't some strategic or military asset, blocking its sale might bear some serious consequences to the business development in Canada.
    Aug 28 12:42 PM | 4 Likes Like |Link to Comment
  • WSJ: BlackBerry thinking of spinning off BBM [View news story]
    Webbersworld,

    The functionalities are more or less the same - messaging, Internet phone calls, multiple chatrooms, calendar, announcements and files sharing. However, there are several differentiation factors. First of all, Whatsapp, Line, Kik, etc. are clearly teenage apps. Very colorful childish skins and a huge part given to the social Facebook-like functionalities. BBM is positioned as a serious professional tool. Secondly, BBM is all about security and thus it is much more trustworthy. They take hacker threats very seriously, put a huge accent on security and their servers are based in Canada. All the other apps have all had major hacking and security issues during the last years (accounts hijacking, servers hacking,...) and most of them have their servers based in Asian countries. And finally, unlike BBM, all the other apps suffer of severe stability and server connection issues. In that way BBM is beyond anything that is available on app stores today.

    I believe that most of the people use these apps for private conversations only. They aren't really concerned by security threads and can handle an account loss, as long as they get a free service. But I also believe that there is a large part of smartphone users, who need a secured service, for example for their professional communications. The fact that BBM is still relevant and is needed on other operational systems is being proved by the huge demand of the consecutive fake BBM apps.
    Aug 27 01:30 PM | 7 Likes Like |Link to Comment
  • WSJ: BlackBerry thinking of spinning off BBM [View news story]
    I thought that it was quiet worthless too, before I read that a fake BBM App on Android, that has been put on Android store in June of this year, was downloaded by over 100.000 people in less than 24 hours, before being removed. It seems that there is still a huge demand and a giant fan base, even though people don't use Blackberry phones anymore.

    However, pretending that WatsApp and Line-like Apps are competitors to BBM is just ridiculous. Completely different products.
    Aug 27 11:52 AM | 9 Likes Like |Link to Comment
  • Bernstein raises doubts about Nokia's cash position [View news story]
    What did you expect, a company struggling to break even for years would nevertheless build a strong cash position? It's not manipulative, it's common sense. I'm surprised that we waited that long to see someone finally raising these concerns.
    Aug 27 09:26 AM | 1 Like Like |Link to Comment
  • Nokia 1020 Channel Checks [View article]
    Redrut,

    One UK online retailer, would have set a price of £550, but there hasn't been any official release, nor official price statements in EU. So it isn't very clear. L1020 is supposed to be released in September in UK and in October in the rest of EU. If it actually costs €640 at the release, it should be ok, even though Nokia would lose its price advantage (L925 costs 450€ compared to €690 iPhone). On the US MSFT online store an unlocked L1020 was priced at $1000.
    Aug 23 09:20 AM | Likes Like |Link to Comment
  • Nokia 1020 Channel Checks [View article]
    Redrut,

    All the articles written in Europe about L1020 mentioned that it will cost $300 with 2 year contract in the US. Most of the Europeans know that when something costs $300 in US, it won't cost less than €300 in EU. So if it would actually cost 300€ or more with a 2 year contract, or around 700-900€ without a contract, it will become the most expensive phone on the market. What are the chances that it would become a best seller?
    Aug 23 08:52 AM | Likes Like |Link to Comment
  • Nokia 1020 Channel Checks [View article]
    Redrut,

    Don't put to much hopes into European launch. I made a little research on French, Belgian, Dutch, British, German, Italian, Swiss, Spanish and Russian tech sites and people have the exact same concerns - price and WP. Some argue that 41mp camera is useless, some argue that the phone is too bulky and others that the functionalities are way too professional for an average user. There are also 2 major recurrent complains. First, is that it's not an Android, at least 2 people out of 10 repeat that they'd consider buying that phone if it was on Android. And second, that Nokia launched this phones in the US months before its release in Europe. People feel betrayed by the fact that Nokia preferred releasing its phone in the US, while all their fan base is in Europe. The second complain is of course more anecdotal, but it still shows Nokia's lack of vision. Instead of pleasing their true customers, they prefer chasing new, unreliable ones, even though they could disappoint those, who they already have got.

    I'd say that if the price isn't too high (<600€), we might see up to 100% more sales in Europe than in the US. Above 600€, we could only expect 50% more sales than in the US, before the discounts. Average Europeans don't seem very eager to make expensive superficial purchases these days. But of course, there are still the most important markets like France and UK, where Nokia's popularity increases.
    Aug 23 08:30 AM | 5 Likes Like |Link to Comment
  • 65K BlackBerry World apps come from two developers [View news story]
    Seppo,

    I don't think that you're 100% right. Trust and security aren't the same things. These apps are just worthless and useless, but they don't represent any threat to the phone security, unlike some apps that you could find on Android store.

    The issue is that people want "more" apps. They just want an astronomical number, even though you don't download more than ~20 apps per device. So companies don't have any choice, besides accepting all the trash. They are all doing it. And of course, you obviously can't provide 1m high-quality apps for each store.
    Aug 21 09:01 PM | 3 Likes Like |Link to Comment
  • 65K BlackBerry World apps come from two developers [View news story]
    Mr. Knowitall,

    Amazing... Well, either you've never used Android or iOS stores, which is very unlikely, or at least '09-'11 versions, either you're just completely biased. Just recently, students from Georgia Insitute of Technology submitted a fake malware app to the AppStore without any problems. How do you explain that?

    http://bit.ly/184wJFf

    "Apple ran the app for only a few seconds, before ultimately approving it. That wasn’t anywhere near long enough to discover Jekyll’s deceitful nature."
    Aug 21 08:10 PM | 6 Likes Like |Link to Comment
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