BlackBerry Thinking Ahead With BBM Channels [View article]
I think in the case of BBRY, the only way to really look at the company from a long term perspective now is to look at the CEO. While we all have our opinions about the future of mobile--a future clouded with uncertainty--the real question is, who can deliver?
I have a lot of respect for Heins--more so than any CEO in hi-tech right now. And a bet on BBRY, honestly, really depends on Heins.
BlackBerry Bullish On News Of Q10 Release [View article]
How about this for an idea: Steve Jobs was the best CEO in the industry, and today I believe that torch has been passed to Thorsten Heins. Heins has coined the phrase "mobile computing"--and if not coined it, then has certainly used it repeatedly to describe his vision of where BBRY is headed.
In any event, I believe that long term prospects for a tech company are deeply rooted in management. And I think TH is the best CEO in the industry.
The real joke here isn't that KNOX isn't available, or that it (probably) won't be very good--anybody with a pulse knew this.
The joke is . . . where is the negative press? Had I not read a totally different article that referenced this article, I would never have known that KNOX was delayed.
Has BlackBerry's Smartphone Business Gotten Dumb? [View article]
I have to say it--when 1/3 of the posts in an article are from the author defending himself against any and all criticism, it is almost a sure sign that the motive for writing the article was ego-driven to begin with.
Case in point--the brain scanner post above.
Dude, you wrote your piece, let people comment, and just leave it alone.
I will say that divesting the handset business might be a good idea, and I agree that it is reminiscent of IBM. However, there is a major difference between IBM and BBRY--IBM PCs ran Windows, whereas BBRY runs a BBRY developed OS.
As far as I know, IBM still builds their own mainframes and develop their own OS for them.
BlackBerry: Letting You In On A Secret [View article]
The company has filed two complaints with the SEC and the TSE regarding the return rates reported by DF.
Obviously I have no data, but if I had to choose who to believe, I would say that Heins' record is clean, so I am likely to take him at his word. Plus, if the reports were true, why make a big deal out of it, only to have it blow up?
I'll wait for the findings, but my guess is that DF is out of line.
BlackBerry: High Margins Are The Key To Success [View article]
Being short BBRY costs money. For an institution, to manipulate (legally) the stock, this also costs money. At some point, either the fundamentals will justify the low price, or will not. And what's nice about a market with so many players, collusion is very difficult, especially when there is such a benefit to being the first short to cover.
I agree with those who have explained the end of quarter behavior of the stock as simply that--end of quarter behavior. And on top of that, options were expiring.
In the short term, institutions can throw a lot of money at a stock. But they can't do it forever, and as long as BBRY continues to put up good numbers, the stock will eventually follow.
In spite of receiving plenty of sell-side love, BlackBerry (BBRY -0.8%) couldn't hold onto its post-earnings gains. Bernstein thinks BlackBerry's results/guidance indicate "resilience in service revenue" in spite of pricing changes - BlackBerry claims most of its 3M sub losses came from the low-ARPU prepaid segment. Thorsten Heins stated on the earnings call 55% of Z10 buyers have been from other platforms. Cheaper BB10 models are due later this year. EMEA made up 46% of FQ4 sales, Latin America 18%, Canada 8%, and the U.S. and Asia-Pac 14% apiece. (more) [View news story]
If that's the case, then why are there inventory buildups of iPhone 5's all over the place?
Countdown To Zero Hour For BlackBerry Earnings [View article]
It is very simple to look at the company website and see that the earnings call is scheduled for 8AM, EST. I'm not going to provide a link--you're a big boy, you can look it up.
And as a parting shot, I hope you do more research when you buy stocks.
BlackBerry Has Taken A Licking, But Will Keep On Ticking [View article]
I think that the general sentiment is to compare Z10 sales today to what the iPhone 3 was in 2007. That is, it is silly to expect the Z10 to sell millions of units immediately in 2013, when so many people already own an expensive smartphone, and are under contract.
I am still paying for my Galaxy that I bought 2 years ago, because it got stolen, and I needed to replace it in September 2012.
So the problem, actually, with being bullish on BBRY--and I am bullish--is twofold: first, immediate monster sales there probably will not be, except from BB7 users who are waiting for the Q10. I don't know how many of those there are. Second, because I expect BB10 to be the leading mobile platform of the near future--say, the next 2-5 years--well, that is an awfully long time horizon for this new and rapidly changing market. People may buy BBRY devices as their old contracts expire, but they might not.
But as far as numbers go, nobody outside the company has any idea. That much is clear.
Brand Revival: London's Financial Times Coos Over BlackBerry's Z10 [View article]
One note about delaying the US launch that I don't think people have picked up on--about a week ago the first BB10 update to the software was released.
Best to release in the strongest markets where people are most likely to give feedback--positive and negative--in order to hit the US after an upgrade.
I don't know what will be, but I think that from here, the stock has a better upside than downside.
Wow, what a laughable piece. You're 2 years old on the "news". I don't know how many people actually use the PIN-to-PIN messaging, but be sure that THIS IS NOT BBM!
HTC's new One Android phone is its latest bid to stay relevant ... and it might just do the job. Sporting a unibody design that borrows a page or three from the iPhone 5, the One comes with a 4.7" 1080p display, front stereo speakers, a quad-core Qualcomm (QCOM) Snapdragon 600 processor, and a camera that boasts strong low-light performance (but only a 4MP sensor). Initial hands-on impressions are mostly positive. The device's launch comes a month ahead of an expected Samsung (SSNLF.PK) Galaxy S IV event. [View news story]
Hardware is the only thing that companies can offer, while BBRY is offering a better OS. But keep claiming that the Z10 can't compete with these "beasts" that other companies are sporting. Sooner or later pepole are going to see the value in an OS, and not hardware.
Blackberry And Forbes: Battleground Stocks And Headline Risks [View article]
I would say that looking at the volume on the days where the stock moves is very important. The stock moved down 6% as you said, but on very low volume. Retail investors with probably zero concept of the company/industry selling on fear.
But when the stock was moving up, the volume was above average.
I think that sales of Z10 phones are going to be good, but not all at once. The market is saturated, people are locked into contracts, and it is expensive. But I believe that the company will see steady sales and slow growth as they regain market share.
I also think their decision not to make 6 phones is a great idea as well. And I think they will have good service revenues regardless of hardware sales.
BlackBerry Thinking Ahead With BBM Channels [View article]
I have a lot of respect for Heins--more so than any CEO in hi-tech right now. And a bet on BBRY, honestly, really depends on Heins.
BlackBerry Bullish On News Of Q10 Release [View article]
In any event, I believe that long term prospects for a tech company are deeply rooted in management. And I think TH is the best CEO in the industry.
Samsung KNOX Indefinetly Delayed - Vaporware? [View instapost]
The joke is . . . where is the negative press? Had I not read a totally different article that referenced this article, I would never have known that KNOX was delayed.
M@
Has BlackBerry's Smartphone Business Gotten Dumb? [View article]
Case in point--the brain scanner post above.
Dude, you wrote your piece, let people comment, and just leave it alone.
I will say that divesting the handset business might be a good idea, and I agree that it is reminiscent of IBM. However, there is a major difference between IBM and BBRY--IBM PCs ran Windows, whereas BBRY runs a BBRY developed OS.
As far as I know, IBM still builds their own mainframes and develop their own OS for them.
BlackBerry: Letting You In On A Secret [View article]
Obviously I have no data, but if I had to choose who to believe, I would say that Heins' record is clean, so I am likely to take him at his word. Plus, if the reports were true, why make a big deal out of it, only to have it blow up?
I'll wait for the findings, but my guess is that DF is out of line.
BlackBerry: High Margins Are The Key To Success [View article]
I agree with those who have explained the end of quarter behavior of the stock as simply that--end of quarter behavior. And on top of that, options were expiring.
In the short term, institutions can throw a lot of money at a stock. But they can't do it forever, and as long as BBRY continues to put up good numbers, the stock will eventually follow.
In spite of receiving plenty of sell-side love, BlackBerry (BBRY -0.8%) couldn't hold onto its post-earnings gains. Bernstein thinks BlackBerry's results/guidance indicate "resilience in service revenue" in spite of pricing changes - BlackBerry claims most of its 3M sub losses came from the low-ARPU prepaid segment. Thorsten Heins stated on the earnings call 55% of Z10 buyers have been from other platforms. Cheaper BB10 models are due later this year. EMEA made up 46% of FQ4 sales, Latin America 18%, Canada 8%, and the U.S. and Asia-Pac 14% apiece. (more) [View news story]
Countdown To Zero Hour For BlackBerry Earnings [View article]
And as a parting shot, I hope you do more research when you buy stocks.
BlackBerry Has Taken A Licking, But Will Keep On Ticking [View article]
I am still paying for my Galaxy that I bought 2 years ago, because it got stolen, and I needed to replace it in September 2012.
So the problem, actually, with being bullish on BBRY--and I am bullish--is twofold: first, immediate monster sales there probably will not be, except from BB7 users who are waiting for the Q10. I don't know how many of those there are. Second, because I expect BB10 to be the leading mobile platform of the near future--say, the next 2-5 years--well, that is an awfully long time horizon for this new and rapidly changing market. People may buy BBRY devices as their old contracts expire, but they might not.
But as far as numbers go, nobody outside the company has any idea. That much is clear.
Brand Revival: London's Financial Times Coos Over BlackBerry's Z10 [View article]
Best to release in the strongest markets where people are most likely to give feedback--positive and negative--in order to hit the US after an upgrade.
I don't know what will be, but I think that from here, the stock has a better upside than downside.
M@
BlackBerry Enterprise Losing Market Share [View article]
Here is a link to the government of Canada's bulletin:
http://bit.ly/147Rf6j
Here is another article describing the security issues: http://bit.ly/Y3rujY
The memo clearly describes all forms of communication available on a BlackBerry device, and what is or is not protected.
The bottom line is that BlackBerry devices are VERY SECURE, and that PIN-to-PIN communications have a potential security flaw.
Nice try, Vlad!
HTC's new One Android phone is its latest bid to stay relevant ... and it might just do the job. Sporting a unibody design that borrows a page or three from the iPhone 5, the One comes with a 4.7" 1080p display, front stereo speakers, a quad-core Qualcomm (QCOM) Snapdragon 600 processor, and a camera that boasts strong low-light performance (but only a 4MP sensor). Initial hands-on impressions are mostly positive. The device's launch comes a month ahead of an expected Samsung (SSNLF.PK) Galaxy S IV event. [View news story]
BlackBerry - Some Roads Aren't Meant To Be Traveled Alone [View article]
The Z10 simply sports what no other company can offer--a better OS. All the hardware in the world won't overcome that. Only sales will tell.
Blackberry And Forbes: Battleground Stocks And Headline Risks [View article]
But when the stock was moving up, the volume was above average.
I think that sales of Z10 phones are going to be good, but not all at once. The market is saturated, people are locked into contracts, and it is expensive. But I believe that the company will see steady sales and slow growth as they regain market share.
I also think their decision not to make 6 phones is a great idea as well. And I think they will have good service revenues regardless of hardware sales.
I like the prospects for BBRY.
BlackBerry: An Uphill Climb [View article]