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Davidoff

Davidoff
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  • Wireless hardware distributor Brightstar was the company that placed an order for 1M BB10 (BBRY -3.6%) phones, Detwiler Fentor reports and AllThingsD confirms. Detwiler notes Verizon relies on Brightstar to handle "big-box retail and dealer agent channels," and thinks the order indicates Verizon is trying to mitigate inventory risk by having a distributor handle sales. [View news story]
    When you don't believe in a product you don't order 1 million units, middlemen or not. Fear of not selling them is obviously not the reason of that covered order.
    Mar 25 02:35 PM | 19 Likes Like |Link to Comment
  • BlackBerry (BBRY) slips 3% premarket after a downgrade to Sell at Bernstein, which sees earnings peaking in FQ1 and "significant risk" of a miss in H2. OTR Global says U.K. Q10 sales fell off a cliff and have been - "not a typo" - just 30K-50K units since launch, reports Notable Calls. [View news story]
    It's getting really absurd. Monday one analyst says sales are bellow expectations, lowers the rating and the shares drop. Tuesday another analyst says the sales are above expectations, raises the rating and the shares rally. Wednesday a new analyst enters the game with his own 2 cents and pretends that UK is a dead end for BBRY with just 50.000 devices sold. It's just ridiculous! At this point, someone should start an investigation, cause there are obviously some private interests involved in these manipulations. How about making analysts legally responsible for their analyses? Can't wait for the actual results to be released.
    Jun 19 08:40 AM | 17 Likes Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    Yes... The guidance... Right. Strong and steady growth, higher margins, higher revenue, higher sales, but what about "THE" guidance? The street shows us that we should bet on magician's hats - risky, "non-profit" startup companies with a highly uncertain future, like Twitter, FB, Tesla, etc instead of on solid money making machines like Apple. After all it's way more rational to invest in volatile trends and bubbles rather than in real cash.
    Jan 27 04:46 PM | 15 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
  • Waiting For Godot: Time To Sell Nokia Stock [View article]
    6 years ago, Apple was different and no other company could have done what Apple did. When thy saw their computer market shrinking, they presented MacBook Air, which boosted the MacBook Pro sales too. And the Jobs' most impressive move was when Apple destroyed its iPod market feeling that the concurrence was getting close, by making an even more successful product - iPhone. Apple has always been five steps ahead of any tech company, but it was before. The day when Apple stalled with iPhone 4s and iPad Retina the concurrence was taking everything new that Apple brough to the market, from their unique ecosystem, to their marketing technics and even their design. The first one was Samsung, then Nokia and today Microsoft. Now Apple might slightly one step ahead. Microsoft reproduced iCloud, iTunes and AppStore offering to its clients a complete à la Apple connectivity between Windows PC, Windows tablet and WP Lumia recreating everything that Apple could offer, but for a much lower price.

    The thing that Apple investors don't understand is that upgrading existing iDevices won't make Apple shares rise anymore. What they need is create a whole new product and maybe even create a whole new market for this product, like they did with iPods, iPhones, MacBook Airs and iPads. They simply need to prove that they still can do something good and innovative without Jobs. Until now they failed to do so and they became another tech comany with an average management. At the same time when Apple was declining, Nokia was revealing its full potential with products that no other phone maker from 90ies could ever make. Lumia's are now at the same level as iPhones, I'm wondering if Nokia could surpass Apple in the next years. I'm long NOK.
    Oct 27 08:42 AM | 13 Likes Like |Link to Comment
  • Nokia's Revival: The Ship Has Sailed [View article]
    Eld,

    You seem to forget that market isn't rational on the short term (6 months - 1 year), even though the classic economical theory says the exact opposite. There are some people who gamble, others who are centered on fundamentals and figures, I tend to do both. Every year, I keep 20-30% of my personal portfolio for outsiders, like NOK or HPQ. And guess what, outsiders make over 60% of my full year market profits year after year.

    Market seems to always exaggerate the situation and that's how you make easy profits. Last year people were making noise about banks and I made nice profits on BAC, C, JPM and GS. This year it's tech stocks. For example, back in September I bought RIMM for $6,4 and sold it after a huge rally for $11,6, simply because the fundamentals wasn't following the rally, it was all about BB10 speculation. Well, I could already earn $2,5 more, while nothing new happened during last week. Is it rational? Nope.

    Take Apple stocks. Is it rational that they lost almost $200? The figures are excellent, the market sentiment seemed great and suddenly there was a huge slump. Who could forecast that? Certainly not the guy analyzing his figures.

    As my boss once said, it's less risky to invest in a terrible beaten penny stock than in stocks like Apple with apparently excellent fundamentals and that everyone is chasing... Last month he invested on the Greek market a week before a 30% rally. We almost thought that he got crazy and that we'd need to seek for another job, but the old man made it again... Sometimes even when you analyze the figures, you see only what you want to see. On the other hand, sometimes you just don't have the guts to take a risk. But saying that figures are telling you everything isn't 100% true.
    Dec 16 11:22 AM | 12 Likes Like |Link to Comment
  • 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
  • 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
  • BlackBerry Earnings Are A Bust [View article]
    The main issue is obviously the price. BlackBerry released 2 solid phones, that were supposed to bring back their former customers. However, who would pay that much for a device, that was being bought for 250€ top for over 3 years? 660€ for a Q10, 600€ for a Z10 and still 500€ for an old 9900! It's not serious! The point of being a challenger on the phone market is to offer a higher quality product for a lower price (Nokia understood it very well). The quality is obviously there, but the price is completely delusional. Most of the companies wouldn't spend that much for their employees, people would rather buy an iPhone or a Galaxy for a private use, while teenagers still didn't get a decent cheap BlackBerry for €200 to replace their old ones. The other issue is that Blackberry can't figure out their direction. Do they target the corporate world, or do they target the private market? If they target the corporations, they'll have to reduce their prices policy dramatically. Even their service prices are completely insane! If they target the private users, well, that battle is mostly lost, unless they release some excellent cheap models. So there are 3 things that BlackBerry will have to correct during the Q2, unless they want to get bought-out : price, marketing (or at least product positioning) and new cheap models.
    Jun 28 08:35 AM | 9 Likes Like |Link to Comment
  • Nokia Still To Outperform Apple [View article]
    Dear Thompr,

    You are long Apple, and it's fine for me, I'm not here to tell you who's right or wrong, while you shouldn't get so emotional about a stock! I'm just saying that Apple disappoints me a lot. I've been long AAPL from $192 and went out at $579, which is great for a two years investment. I could have get more, but it's already fine. Now I can forecast their next 2 years based on their policy. They will remove their MacBook Pro's and replace them by Retinas. MacBook Air will be eventually replaced by Air Retina, but they will have to make them slightly bigger like for the iPad 3. The iPads will continue to offer some useless "innovations", but they won't make them as inspiring as the first one. The iPad mini, if it goes out, will make people who can't afford an iPad, buy the shiny Apple tablet, but it won't offer anything new, except the size. The new iPods are great, but they are made for people who can't afford buying an iPhone. The product is great, many people buy the shuffles for their fitness, but the big ones are for poor people and they don't offer enough margin to Apple. The iPhone 6 will eventually become as good as the concurrent phones, but again, its design won't be much different from the iPhone 5, which is unfinished... And so on and on. They play it safe and loosing their customers, who have got used to the whole innovation thing they have been pushing for years. The huge Apple trend will eventually vanish and people will realize (once again) that the company was led by one single man - Jobs, who knew what people wanted, could formulate the whole idea and hire the right people who could realize his projects. They destroyed their iPod market by creating iPhone and now they destroy their iPhone maket by presenting an unfinished product without any kind of innovation. People was expecting something really huge, a year after the iPhone 4s disappointment, but they didn't get it.
    As for me, I have an iPhone 4s, which I'm going to replace by the new Lumia, I have an iPad 2, which I'm going to replace by Mcrisoft tablet, I have a MacBook Pro Retina which I'm already willing to replace by the next gen of Air. So basically it's going to be only one single new Apple product out of 3. To be honest, I've been buying exclusively Apple products for 5-6 years now, and suddenly, I'm willing to see what the other firms have to offer, and it's pretty much the same for all my friends and family. For some people iPad 3 was the end of Apple, for me it was the iPhone 5. Anyhow, now I'm long NOK and MSFT, and I think that I will go short AAPL after their iPad mini presentation and their figures. But it's my personal opinion, you may disagree and I will perfectly understand that.
    Oct 7 08:18 PM | 9 Likes Like |Link to Comment
  • Samsung unveils Galaxy S5. U.S. launch set for April. [View news story]
    Hardly racism, just the ugly truth. Sorry, can't hide history and facts behind the racist card when it comes to business.
    Feb 24 06:01 PM | 8 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 07:55 PM | 8 Likes Like |Link to Comment
  • BlackBerry evaluating strategic alternatives [View news story]
    It's really amazing that the world's 4th mobile company has to go private or to go on sale, regardless of its strong balance sheet and its more than correct sales figures, just because Wall Street isn't pleased with its results. If that's not a sign that the stock market is completely detached of the real economy and the reality, I don't know what else you need. What it basically implies, is that unless you're in the top 3 in your area, you shouldn't even bother doing business. It's a completely biased vision and it simply goes against all the economic and business theories.
    Aug 12 08:27 AM | 8 Likes Like |Link to Comment
  • More on Nokia (NOK) Q3: net cash from operating activities -€429M vs. €852M a year earlier. Achieves operating profit (non-IFRS) of €78M vs. loss of €327M a year earlier. Gross cash of €8.8B and net cash of €3.6B. Lumia volumes fall Q/Q to 2.9M ahead of launch of W8 devices. Overall mobile volumes increase to 76.6M from 73.5M, boosted by Asha phones. (PR[View news story]
    Why are people pushing the markets to a monopoly or a duopoly? Do you really want to come to a store and choose between an iPhone or a Samsung, an iOs or an Android? The more different software we have and the more phone makers we will have on the market, the better we will feel! A monopoly doesn't think about its customers, a healthy concurrent market does! A monopoly won't bring any innovation (the perfect example of it is Apple's new policy), while concurrence will bread the innovation, we didn't get for the last 4 years!
    Oct 18 08:15 AM | 8 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
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