Seeking Alpha

Davidoff

Davidoff
Send Message
View as an RSS Feed
View Davidoff's Comments BY TICKER:
Latest comments  |  Highest rated
  • 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
  • Taylor Swift > Apple [View article]
    Sorry buddy, English is not my first language. Perhaps you use a different word for a "forced work"...

    http://onforb.es/1H7iSUk

    http://onforb.es/1H7iSUm

    Anyhow, where I live and in other civilized countries, it is called modern slavery.
    Jun 22, 2015. 01:11 PM | 2 Likes Like |Link to Comment
  • Taylor Swift > Apple [View article]
    Lawrence,

    May I ask you what the hell are you talking about? It is not about doing the right thing or being a good person. It is about putting Apple in a bad position and creating a damaging precedent. I could not care less about the greedy artists or the Foxconn's slaves. But I do care about the Apple's already too problematic reputation and what kind of other scandals and actions could follow, now that Swift changed Apple's policy in less than a day.
    Jun 22, 2015. 12:38 PM | 1 Like Like |Link to Comment
  • Taylor Swift > Apple [View article]
    Six-oh

    Basic marketing concept : dissatisfaction spreads 5 times faster than satisfaction. Now that Swift got what she wanted, we will never hear her talking about Apple again, unless she gets hired. The whole thing took just 17 hours this weekend and it is already making the headlines in France, Spain, Germany, Netherlands, etc. on Monday.

    On the other side people will start talking to each other and they will say that Apple only thinks about crashing people and making profits. They corrected it? Hmm... Why did not they do the right thing from the beginning? Swift boycots Apple? Well the other 100 million fans should perhaps follow her. And so on and on... It is all but positive for Apple. Today it is about Apple Music, next it could be about the working conditions at Foxconn or anything else, now that Apple bent.
    Jun 22, 2015. 11:57 AM | 2 Likes Like |Link to Comment
  • Taylor Swift > Apple [View article]
    It shows how vulnerable Apple actually is. One of the top tier artists issues a protest and refuses to work with Apple and only 17 hours later, Apple bends. Personally I see some huge cracks in Apple's foundations. No matter how you look on this situation, in this case, Apple clearly lost its face.
    Jun 22, 2015. 10:17 AM | 6 Likes Like |Link to Comment
  • Nokia confirms plans to design and license phones [View news story]
    I am still wondering what MSFT actually bought for a whooping $7 billion price tag... Today it looks more and more like a free bailout rather than as a real buyout. It simply astonishes me. Did Balmer suffer from dementia? Do you think that he would be interested in buying my old phone for a couple of millions? I promise that he will be allowed to use it at least twice a week until 2017!
    Jun 18, 2015. 04:27 PM | 11 Likes Like |Link to Comment
  • Rolls Royce: The Goose Has Laid The Golden Engine [View article]
    It is funny to notice once again how Anglo-Saxon business is different of Continental European. In most of the EU countries, selling at loss is completely illegal as it is considered as being an unlawful competition. You crash your competitors by selling at loss and create a monopolistic market on the longer term, as your competitors go bankrupt one by one. Assuming, of course that you have got the financial means to sell at loss on a very long term. In any case, it is considered as a negative externality and a longterm disutility for consumers.

    Perhaps EU and WTO regulators are much more concealing when it comes to a huge macro oligopolistic company.
    Jun 18, 2015. 07:59 AM | 1 Like Like |Link to Comment
  • McDonald's preps to play politics [View news story]
    Oh come on... If only I had a buck for each time I hear that the politicians are more honest in some foreign country. People go to politics to make money! You simply have absolutely no idea what happens in other countries. In Europe most of serving politicians have already faced a trial and a significant part of them already did jail. It is simply a question of discretion and time. For example, in France 2 ministers were sentenced to jail in the past and 2 others are about to be sentenced for fiscal fraude and embezzlement. In Belgium, our former Prime Minister has been judged for pedophilia in the late nineties and still he could pursue his political career and become PM ten years later. There are dozens of other cases that I could talk to you about. Could you imagine things like that in the US? I bet not! See, it could have been much worse!
    Jun 14, 2015. 09:43 PM | 1 Like Like |Link to Comment
  • McDonald's preps to play politics [View news story]
    Machiavelli,

    Is not it the case for everyone? Some people simply have the intellectual honesty to admit it.
    Jun 14, 2015. 04:13 PM | 2 Likes Like |Link to Comment
  • TPP battle rages on [View news story]
    Here in Europe we have got the exact same fears. The few points that have leaked from the agreement were absolutely shocking and I assume that these were not even the worst ones. The whole process seems to be completely undemocratic and politicians play with our future without any regard to what the citizens would want. I think that this kind of decisions must be taken through a referendum.
    Jun 14, 2015. 01:44 PM | 7 Likes Like |Link to Comment
  • Reuters: BlackBerry thinking of launching Android phone [View news story]
    bwsf,

    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.

    http://bit.ly/1IADd3l

    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 :

    http://bit.ly/1IADaEO

    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]
    KIA,

    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
COMMENTS STATS
369 Comments
981 Likes