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Davidoff

Davidoff
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  • 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 08:10 PM | 6 Likes Like |Link to Comment
  • 65K BlackBerry World apps come from two developers [View news story]
    Mr. Knowitall,

    Ok, it's not just about BBRY, after this blow, articles are going to expose all the App stores. Put a research in AppStore, you'll see a lot of same developer names, unfinished apps, audiobooks, ebooks, guides, some cheat code apps (whatever it is), tutorials, cheap games,... Basically, it's not just BBRY, all the companies are in the same boat here. They all try to artificially blow their numbers. When I bought the first iPhone I could barely find any apps and most of them where scam. Same thing with iPad 1 a couple of years later. You're just overreacting here. And at this point, an App Store can't make things any worse for a company in BBRY's position.
    Aug 21, 2013. 07:55 PM | 8 Likes Like |Link to Comment
  • 65K BlackBerry World apps come from two developers [View news story]
    Bravo!
    Aug 21, 2013. 07:47 PM | Likes Like |Link to Comment
  • 65K BlackBerry World apps come from two developers [View news story]
    Mr. Knowitall,

    What did you expect, TH saying something like I've got one good and one bad news, by which should I start? There is growth, but who'd admit that over 40% of their Apps is a complete scam? That strategy seems to work for iOS and Android stores. No one cares about trash apps, as long as they aren't malware and the official apps are available. BBRY got screwed with their $10k offer, it was completely predictable. $10k would only interest a tiny independent low budget company. But I don't think that BBRY was dishonest in any way, even though it certainly will bite them.
    Aug 21, 2013. 07:42 PM | 3 Likes Like |Link to Comment
  • H-P now -6.2% AH; company doesn't expect FY14 rev. growth [View news story]
    Good. HPQ share price will go back to reality.
    Aug 21, 2013. 06:11 PM | 1 Like Like |Link to Comment
  • Gathering IPO momentum for Twitter [View news story]
    "Though Twitter has work to do on monetizing its platform, more than 50% of company revenue does come from mobile - a higher percentage than Facebook."

    So now suddenly it's a bad thing... They pushed FB to increase their mobile monetization. When they finally succeeded last quarter, markets applauded. But when it comes to Twitter it's an issue? Sound very logical... Brilliant analysis!
    Aug 21, 2013. 09:42 AM | Likes Like |Link to Comment
  • Gathering IPO momentum for Twitter [View news story]
    FB encore. They didn't scam enough investors yet.
    Aug 21, 2013. 09:39 AM | Likes Like |Link to Comment
COMMENTS STATS
311 Comments
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