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  • Sorry, But The BlackBerry Passport Is Not Being Panned [View article]
    I don't expect the Passport to be the hardware of the year. It is a niche player and in all probability, it will not make it into the consumer sphere. It's only chance in that area lies in the performance of 10.3 android runtime. If this version parallels the android experience, it will avoid the returns of the prior BB10 models. If not, consumers wont touch it. The new keyboard is revolutionary, but will you have to be a revolutionary yourself to get used to it? The new QWERTY keyboard will need some adjustment. It's novel touch keys will be interesting, but enough to attract new users?

    Chen is given much credit here, but the Passport and Z3 were both conceived under the prior leadership. A modest victory would be an increased awareness by business that BB is still in the game and its hardware matches up fully with its software. If security is your game, you might find BB as your new home.
    Aug 19 03:33 PM | Likes Like |Link to Comment
  • BlackBerry Passport: No Killer App, Investors Lose [View article]
    The author makes one good point: BBRY is not for the conservative investor.
    As for the Passport, it is clearly a niche item. The keyboard is going to throw a lot of people off, as it is not really QWERTY as we knew it. Consumers won't go near this item. It's for an enterprise or business use only. While I'd like to say different, Amazon Android will not be a panacea unless 10.3 runs SO much better than 10.2. For me, most android apps are slow and stodgy. A few do work well (Waze, Bloomberg, CNN, Google maps, Instagram, Facebook) and a few work well, but you need some geek magic patching (Google Maps, Uber). A few are work-able, like WWF. This year, ESPN FF works, but last year's did not. Lots Essentially, if you need a Google account, it probably won't work 100% or in some cases, at all. This is why they will stay niche.

    Now, in the future, security just might be a consumer issue. When your home is controlled on your phone, you may not want a company that puts backdoors in its systems to run your phone (Apple) or one that tells you they are spying on you, but you'll like it (Google)!
    Aug 18 09:34 PM | 2 Likes Like |Link to Comment
  • Will Multi-Platform BBM Help BlackBerry? [View article]
    In the US, BBM is no longer the in thing and hasn't been for a while. As typical of BB (and perhaps because they have no cash to burn) there is no advertising or media mention of the strong points of the platform.

    While it isn't my main method of texting, the incorporation of Glympse is something that is unique to BBM and perhaps its best feature. Glympse gives you the ability to allow others to see you in a GPS app. You set the timer of how long and your recipient can track you. Quite handy for watching your kids or just when you want to know where someone is and how long they will be in arriving at a meeting or home, etc.

    BBM has a superior encryption capability and I can see a medical, HIPAA compliant version being released. There are others out there, but I think BBM might do well here, based on reputation and performance.

    Should they ever port BBM banking, that also will be a plus. However, these things are a long way off, so we'll just have to hold our breath and hope it isn't too late for BB.
    Aug 1 03:16 PM | 6 Likes Like |Link to Comment
  • Was Apple Spooked By The BlackBerry Passport? [View article]
    Chen calls the Passport a niche device. He actually said BB anticipates enterprise users will carry 2 phones, one for work and the other for fun. And that is where Passport may find its place. People in business need a serious phone to work with.

    In all probability, there will be no consumer adoption of this device. Why? While it may entice by being big and colorful with an incredibly novel keyboard that responds to gestures like a touch screen, a consumer wants Apps that work. Early adopters will want a phone that actually runs Apps and runs them well. For all the bluster on these boards, please face facts: Android on BB lacks certain functionality, mainly it is not compatible with Google Play, so no log ins for any app the requires a google acccount. (I have a Z10, I'm a geek and I know).

    Right now, you have to be a geek to "patch" google map related apps to work appropriately. I speak of Uber, CityMapper and most other map apps. If an app demands the actual connection to a Google account, it just wont work at all. For most Android apps that do work, loading is slower than molassis running uphill on a cold day. Sorry to say it but all is true. Will OS 10.3 fix this? Will Amazon Store apps work better? IDK. Performance improvement, perhaps, but Google Play, not at all. So BB fans, beware of the first wave of consumers who, when this is discovered, return the phone and feed the critics once again. Best BB push this phone for industry and government, with their security theme. That's what will save them. As BB Lite. As Chen says, survival is greater than 80%. Return to Iconic stature? he cannot say right now. Believe him!!
    Jul 31 04:34 PM | 7 Likes Like |Link to Comment
  • 3 Solid Reasons Why BlackBerry Can Sustain Its Turnaround [View article]
    While I am a Blackberry fan, I think everyone should see that Blackberry is not an investment right now, it is a speculation, both up and down. The volatility after any news, even minimally related to the company drives its price up or down and not insignificantly. In my mind, this is manipulation.

    I do think Blackberry will survive but not in its former glory. If you listen, that's what Chen is saying. Survival, yes, former "iconic" position, not clear at this time.

    I think BB will survive in the enterprise. It will not make it back to the consumer space any time soon. It has no phones for consumers in the pipeline. Consumers want rectangular, full touch phones. Consumers won't adopt the Passport due to its aesthetics. Chen notes that enterprise customers will carry 2 phones. He is saying BB isn't a consumer item right now. For heavy users, the keyboard phones may do well. It may become a status thing to have two phones. Who knows.
    I do feel that for enterprise and government use, security will be the watchword. BB was built with security in mind. No fixes or wrappers needed here. And for true enterprise security, iPhones and Androids just won't stand up. Apple's recent intentional back door exposure reveals how unsecure that platform is. To think no one would find the backdoor and exploit it is true arrogance. That has no place in secure systems, where testing is constant and everything is questioned. Androids are made for intelligence gathering by definition. Google wants your data. It is and will always be.
    So for me, BB isn't a buy or a sell. It's a stand clear of. I won't win or lose. I'll just be happy to have my Z10 and hopefully a replacement for it someday, but not in the near future.
    Jul 29 02:11 PM | 1 Like Like |Link to Comment
  • Why BlackBerry Is A Solid Buy On The Dip [View article]
    The IBM Apple deal was to give Apple a sales force and entry into the corporate world. Recent revelations of security issues with Apple products (built in secret trap doors, open access to "paired" sites and devices as well as recent discussion of BYOD users pushing back on privacy for their own personal portion of their phone) will cause IT departments to rethink their strategies.

    Couple the above with BB devices that are really solely business products (Passport) and the idea BB will start pushing that enterprise users need TWO devices to maintain security of both the enterprise and their personal data and we will all see the new Blackberry.

    I think we will see Blackberry line up with a partner with an existing sales force and network. At that point, BB will be able to get its message out. I don't think we will say any more consumer phones in the near or mid range future. BB realizes everything must be geared towards the enterprise.
    Jul 28 11:49 AM | Likes Like |Link to Comment
  • BlackBerry Showing First Signs Of Serious Revenue Growth [View article]
    Hard to judge progress without sales figures. However, BBRY has been a slave to perception and that perception wasn't good. I do see a turning of this tide though with articles in BGR.com and arstechnica.com actually showing some positivity towards BBRY. Couple that with the recent security issues of Apple and Google Chromecast and maybe the tide is shifting.

    When the media notes pushback against BYOD, it just might be a sign of a swing back towards more IT control of corporate accounts. Privacy is an issue and it can be successfully navigated on systems that were created for security in the first place. Maybe i's time to recognize that consumer devices are just that and they cant be expected to function to expectations in the business world.
    Jul 22 12:54 PM | 2 Likes Like |Link to Comment
  • These BlackBerry Updates Look Promising [View article]
    It's an error. The author meant $11.
    Jul 9 04:14 PM | 1 Like Like |Link to Comment
  • BlackBerry: 4 Reasons Why Shorts Are Doomed [View article]
    Everyone should look at Q1 for what it is- a breather for Blackberry. They stabilized cash on hand, cut expenses, collected some old debts (Venezuela) and sold some land. So while cash flow was positive, it really wasn't from sales. It was a needed break for the company.

    Their focus on software and service is right. In this arena, their competition is minimal right now and they have a massive head start. Large corporations value security. Let's see how the Aviva break in is handled and how others respond to MobileIron's failure. It will be a good sign if the press starts to talk up security. I think most people still mobile cede security to BB. Let's see what they do with the lead.

    Devices will follow MDM success in the corporate world. I think that's their plan. Further, what is used at work eventually comes home. If they make hardware that people find easy to use and run the things they want to run, the hardware will do well. If not, they will remain a corporate IT company. It wouldn't be a return to glory days but it sure beats bankruptcy.
    Jun 24 04:28 PM | 4 Likes Like |Link to Comment
  • 4 Terrific Reasons To Buy BlackBerry's Turnaround [View article]
    Blackberry has a limited window to succeed. Recent events (Aviva/MobleIron) will point out to "big C" Corporate IT departments that security matters and BlackBerry has a major lead here. Should this meme take flight, hardware will follow as it is much easier to secure BB hardware on BES than other vendor's hardware.

    They still are a gamble, but much better than 50% right now. Right now, US consumers and reviewer's are still thinking of Blackberry as old, outdated and even bankrupt. That's fine for now. The corporate world understands security and the more hacks like the Aviva one will send them back to BES.

    My guess is that the US consumer will figure out security when someone opens their wifi enable front door, turns on their heat and sets off their smoke alarms on some nice summer night! That's when Blackberry will reenter the US consumer market. I only hope they realize consumers don't want physical keyboards. Businesses require correct communication. Consumers are ok with mis-spellins!
    Jun 24 04:04 PM | 1 Like Like |Link to Comment
  • BlackBerry: Will Longs Be Laughing All The Way To The Bank? [View article]
    Sadly, I disagree that the negative press is subsiding. The Bloomberg article touting BBRY's profit was accompanied by a video of the top 5 BB Fails, dating back 7 years. Several sites have also continued the bashing with pre release criticism of the Windemere phone. Ars Technica also was a basher.

    The decision to embrace the Amazon Market is a good start, but only if BBRY can deliver OS 10.3 that runs Android like Android does. We shall see in September. For now, early release 10.3 falls a bit short for consumer acceptance. The company will really have to mean what it says: we are a software and mobile management company with a side order of hardware.

    Profit is too extreme a word right now, with the small profit coming on a one time Venezuela cash settlement. Hopefully the Z3 will pick up the revenue in Q2.

    Still, I think this market, that overvalues so many stocks is equally egregious in undervaluing $BBRY. I can see it staying around $9-10 until it declares a more visible pathway up.
    Jun 20 05:34 PM | 1 Like Like |Link to Comment
  • BlackBerry And Amazon: This Could Be The Beginning Of A Beautiful Friendship [View article]
    Ellas,

    I like your enthusiasm, but in reality, no android app runs better on BB10 than on android. I have both and it would be fair to say 80% run "ok," 10% are glitchy and 10% won't run at all. Perhaps this will change in 10.3. If it doesn't, then BB is in the same boat with consumers.
    Enterprise customers still want apps. I am curious if apps like Uber will run on the BB10. It works now, but needs a techie like patch to work. Will an amazon android work de novo?
    Jun 19 02:16 PM | Likes Like |Link to Comment
  • BlackBerry's Rise From The Ashes: A Reinvention With Promising Opportunity [View article]
    You are correct. Only Quigley, Nudge and Xmaso remain.
    Jun 10 02:43 PM | Likes Like |Link to Comment
  • My Pair Trade, Long Apple/Short BlackBerry, Is Up 100%, Has The Worm Turned? [View article]
    Interesting article. My perception is the entire market is over valued. I say this because companies that are growing don't borrow money to pay dividends, they reinvest in themselves. Also, if a company, say Apple, had confidence in their products, they wouldn't go out and buy other companies in areas they could compete (Beats Audio). Another sign of perceived weakness in the company itself is the plan to allow only proprietary headphones in the new hardware. The new iOS is rumored to be ready to potentially disable the standard headphone jack. This all worries me about Apple. The saving grace I think will be the new iPhone, which will be minimally different in OS, but a 4.8 inch screen will attract many upgraders and perhaps some older iPhone users who opted for an Android for its bigger screen. I see Apple gearing up new ads daily. Their phones will still grow.

    As for BlackBerry, let's see the valuations on IPOs of Good and Mobile Iron. Both companies have major issues and both need the IPO cash to survive, let alone expand. If these companies are valued favorably (why, I haven't a clue), then the BB software would have to be revalued at a much higher level. Should the Z3 succeed in Indonesia, we might start seeing Foxconn put some money into promotions and start to push some new developing hardware. As the author states, a phone with a BT keyboard, mouse and a TV is the future of mobile. A Z30 does this now wirelessly and the Z10 via HDMI.

    I still see Apple as a buy for the next 6 months, as new hardware will pull it up. As for BB, that's a long shot right now. It's more of how the BES software is adopted and how BB promotes itself in the world that doesn't include the US. Other than business folks, people in the US are interested in bright shiny things and a polished apple looks mighty inviting to them.
    Jun 10 12:49 PM | 4 Likes Like |Link to Comment
  • BlackBerry Demystified 5: Sale-Leasebacks Lead To Share Price Gains [View article]
    There is so much emotion here. I think it is very hard for some to understand that a great product is not terribly material if the business strategy doesn't support it. This was BBRY's story for the past few years. Unfortunately for them, they did not accept the changes that the iPhone created and they fell behind.

    The question now is can they recover? For me, it's a long shot, but the pieces and leadership are there. I don't believe their competition is Apple or Google or even Microsoft. At this stage, they have little chance with these players.
    There is value in the software and MDM space and their competition is weak in that arena. Recall, John Scully and his company wanted to buy the BBRY just for the MDM segment and world wide carrier relationships. So, there is value.
    I wouldn't worry so much as to the hardware value. BBRY phones will be add ins to the overall MDM space, allowing full usage of BES, of which there are plenty of users around. If you work at a very big company that is serious about security and BYOD too (??) you'll find that your iPhone and Androids are totally locked down and rendered almost useless for personal use. The selling point of the BB10 phone will be its dual use functions. If it goes as planned, corporate acceptance will lead to consumer usage once again, though not at the giant price points of old. Now that carriers in the US have joined the rest of the world and charge for the phones, people will be more attentive to value in any phone. If not, it wouldn't be the first company with a great product to succumb.
    May 6 02:25 PM | 6 Likes Like |Link to Comment
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