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  • BlackBerry Poised For A Volatile Month [View article]
    But the author referenced the Z10 and Q10 as being key in "Blackberry's ultimate survival". That's not a "days" timeline.
    Jun 11, 2013. 09:32 AM | 1 Like Like |Link to Comment
  • BlackBerry Poised For A Volatile Month [View article]
    Very nice article. However I do think there's a fundamental flaw (pun intended). Your opening paragraph states that the success or failure of the Z10 and Q10 will be the key factor in determining whether the company can survive. I would say more accurately that the company's hopes are hinged on the success of BB10 whether used in Blackberry's proprietary devices or through licensing agreements; the success of BES 10.1; and and the licensing/integration of QNX in multiple other industries.
    Jun 11, 2013. 08:39 AM | 8 Likes Like |Link to Comment
  • Shorting BlackBerry Is 'For The Birds' [View article]
    "Not as much as you think. Check out the monthly short interest for the past 2 years."

    Agreed - seems like the average short at best would be in the low $20s or less.
    Jun 10, 2013. 08:08 AM | 1 Like Like |Link to Comment
  • BlackBerry: Time To Throw In The Towel? [View article]
    "Once you lose your mojo you cannot get it back".

    WRONG.

    Apple lost more than their mojo in the 90's only to come back to be the wealthiest corporation in America.

    If you don't believe me, look it up on Wikipedia.

    If you still don't believe me, why on earth would you be considering a long Apple position now?
    May 30, 2013. 08:42 AM | 42 Likes Like |Link to Comment
  • If BlackBerry 10 Fails, Can The Company Survive On Services And Software? [View article]
    I don't think you're a bear in bull's clothes but I do think one of your fundamental premises for concern about how Blackberry is doing in the US is flawed. There has been no US launch - period, full stop. The Z10 has been gradually rolled out in the US; and the Q10 - arguably the most anticipated phone in Blackberry/RIM's history - has not even been introduced in the US yet.

    Why this approach to marketing Blackberry's products in the world's single biggest market? IMHO a prudent use of limited resources and an even more prudent approach to ensuring the best possible product hits that market with as much chance for success as possible.

    To use an analogy of a hit Broadway play, almost none are mounted for the first time on Broadway itself - that is simply too risky a venture for an unproven product. Plays are first tested in smaller markets around the US or Canada, for example, where the costs are much lower while any kinks are worked out. This process can continue for months before the play actually heads to Broadway. In the meantime, with any luck, the success of the production in smaller markets (sometimes the play tours several markets before coming to Broadway) helps to build advance press which contributes to the success at its final destination.

    I believe this is the strategy behind the gradual roll out in the US. Blackberry has a fraction of the resources of their competitors at this stage and if they were to burn cash at an extravagant rate with a big US launch and not build the momentum they needed very quickly, that could be their death knell. This way, they are going to their strongholds first and consolidating and maximizing their marketing punch before heading into the fire.

    I think the only reason the Z10 was rolled out at all before now was because Blackberry knew they couldn't completely ignore the US market as part of its global roll out without causing concern and risking backlash from its carriers.

    I think in retrospect, business schools will acknowledge this as a key pillar to their turnaround, which will surely go down as one of the greatest in recent history.
    May 28, 2013. 09:40 AM | 4 Likes Like |Link to Comment
  • Lifting The Veil On Deutsche Bank's Flawed BlackBerry Study [View article]
    Another excellent rebuttal Michael. Although I must say, when I read the line in the Deutsche Bank report about Canada being a "captive audience" with respect to Blackberry sales doing well there, that's all it took for me to know the report had zero - and I do mean ZERO credibility.
    May 27, 2013. 06:43 PM | 8 Likes Like |Link to Comment
  • What Is QNX And What Does It Mean For BlackBerry's Future? [View article]
    Blackberry will go down in history as the greatest turnaround play to date.
    May 23, 2013. 08:19 AM | 14 Likes Like |Link to Comment
  • BlackBerry's Strategy Is The Best One To Retrieve Its Past Glory [View article]
    Yongzhou. Increase your short position. Take the cash and head to the Pakistani mountains. You should be able to avoid the Feds for about a decade.
    May 22, 2013. 10:35 PM | 4 Likes Like |Link to Comment
  • BlackBerry Is Regaining Its Former Fans But The Future Is Far From Certain [View article]
    I don't know what IT chiefs you've been talking to but I wouldn't hire them if they thought Apple was as secure as Blackberry. That simply isn't true, even with their advanced encryption option. End of story.
    May 20, 2013. 08:55 AM | 14 Likes Like |Link to Comment
  • More Evidence That Microsoft Bulls Got It Right About Windows 8 [View article]
    If Nokia was smart, they'd do whatever they could to licence BB10 from Blackberry. There's a partnership that would make even Samsung take notice.
    May 18, 2013. 09:17 AM | 1 Like Like |Link to Comment
  • The BlackBerry Q10 (BBRY -4%) will launch on Verizon and T-Mobile USA this June, and Sprint in "late summer." The Verizon/T-Mobile launches will come 2 months after the Q10 went on sale in the U.K. Meanwhile, Jefferies' Peter Misek continues singing BlackBerry's praises, stating checks leave him "very confident" about his 4M-unit BB10 shipment estimates for the May/August quarters, and that BES 10 will likely be "the main device management system" used by the DoD. BGR's Tero Kuittinen and Ovum's Adam Leach both argue the Q5 needs to be aggressively priced to win back share in emerging markets where low-end Android sales have skyrocketed. [View news story]
    Same reason he opened up BES to BYOD. Give consumers what they want or your competition will. BBM cannot save Blackberry. Blackberry has to succeed on its total platform and they are confident it will. Offering it free to Android and ios users immediately helps position them as the number three brand (notice they mentioned Android and ios freely but never once referred to Windows). They will profit nicely if they claim the number 3 spot. Then from there onto growing market share further.
    May 15, 2013. 07:48 AM | 2 Likes Like |Link to Comment
  • Early feedback on U.K./Canadian BlackBerry Q10 (BBRY -4%) sales indicate volumes below expectations, says Cleveland Research. The firm also thinks Z10 sell-thru is likely half of what it was around launch time, and believes BB10 build targets for the next few quarters could fall to 6M-8M from 10M-12M. Likewise, Pac Crest remains bearish, and calls the U.K./Canadian Q10 launches a "mess." The remarks follow a pessimistic note about BB10 sales on Monday from Canaccord, and one on April 25 from Wedge Partners. Jefferies has been more positive. [View news story]
    Well somebody's lying through their teeth. Hmm... let me think...it's either the Directors of Blackberry, who could go to jail for making false material statements about the company that could affect share value...or the analysts, who can say whatever they want and at worst get a fine that amounts to a slap on the wrist from the SEC. This is a hard one.
    May 7, 2013. 04:41 PM | 3 Likes Like |Link to Comment
  • BlackBerry Browsers Grows 21% In The UK At Apple's Expense, Soon To Overtake Samsung [View article]
    What a pleasure to have your reports in the midst of a shorts smear campaign. Every time you back your work up with hard data which is then corroborated begrudgingly by the American media that is obviously so biased against Blackberry. Thank you Michael for your diligent integral work.
    May 3, 2013. 11:34 AM | 12 Likes Like |Link to Comment
  • BlackBerry: Why The CEO Dismissing The Future Of Tablets Is Concerning [View article]
    Your article is based on all kinds of erroneous assumptions surrounding Heins' comment. You probably shouldn't be long BBRY - or any stock where you don't understand the industry. If I were you, I would sell my position and stick with businesses you know.
    May 1, 2013. 08:04 AM | 6 Likes Like |Link to Comment
  • Did Barron's Just Pull A Forbes On BlackBerry? [View article]
    Great article. Well said. Blair is a liar. And the media that pick up the story without verifying the facts are no better.
    Apr 26, 2013. 08:05 AM | 10 Likes Like |Link to Comment
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