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10553331

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  • Thrilling Thursday: Greece Is Fixed Again [View article]
    Great discussion. it's a testament to those behind the curtain that they can pump these stocks and situations as well as they do. How the bad news at Netflix and Intel are converted to great news by the Business (entertainment) media boggles my mind. Of course we should all be prepared for the "no one could have seen this coming" litany that is in the offing!

    The question is when, not if. It's just that it takes a long time for the Goldman's and Morgan's to unwind positions and get ready.
    Jul 16, 2015. 03:16 PM | 1 Like Like |Link to Comment
  • BlackBerry: Obsession With Cash Flow Hurting Shareholders [View article]
    Sadly, the once giant Blackberry is now a software company, with complimentary hardware. The hardware right now is targeted at companies on a "fleet" basis, as it pairs with the software but is not required. Android and iPhones work with BES10/12 quite well.

    Enterprise utilization of hardware will not be enough to return BB to any semblance of its past. Only when they have an app ecosystem will the enterprise embrace BB and consumers pick up the hardware. While there are many workarounds to get an Android app on a BB10 phone (I have a Z10, I know this, Snap and Cobalt not withstanding), virtually none run as well or as quickly as on native Android. Chen has alluded that app availability is going to be addressed soon. The proof will be in the pudding. Software will put BB share price in the teens. Only a return to iconic hardware acceptance will return BB to former glory. Any other viewpoint is pure daydreaming.
    May 28, 2015. 11:19 AM | 3 Likes Like |Link to Comment
  • BlackBerry: Even The Bulls Are Giving Up On Hardware [View article]
    Hardware is necessary for a full Blackberry secure experience. As long as they can break even, the hardware dovetails with their software. Of course, security is an individual choice. Every device has its own level of security.
    Now, the question is, is the security worth it to the buyer. How much invasion of privacy does a business or consumer want.

    My take is that BB and Google will come to terms with each other, with full Android MDM by BB in exchange for full availability to the Google Play store by BB devices. The difference in BB interpretation of Google Play will be for the user to accept the various permissions manually, which is not available on an Android device. Then the choice of BB hardware will make sense for those who do not want various apps to unnecessarily have access to their locations, contacts, etc. Most Android users would be surprised to know that their device can communicate their location to an app developer virtually constantly. For example, the Weather Channel app looks for your location hundreds of times a day. Yes, you can turn off location services for your device, but not by app. With BB you can for BB apps and will for android ones. Then many people will opt for a higher level of security and hardware will again be a horse race.
    Mar 24, 2015. 11:57 AM | 3 Likes Like |Link to Comment
  • Premarket Gainers / Losers as of 9:10 am [View news story]
    Regardless of what you think of Blackberry, this is just another example of how the market isn't really a market. If true, did the reporter trade on it? Was it insider information, an exaggeration of an on going business arrangement (licensing, cooperation) or just plain fantasy?
    Jan 15, 2015. 11:55 AM | 1 Like Like |Link to Comment
  • BlackBerry: A Buy Despite Some Uncertainty In FY 2016 [View article]
    The company will survive on its software platform, which is still the best out there. Hardware is really only a supplement. If you like BES12, then you may be induced to run a BB10.3 device as it is better than the cross platform rivals in that specific role.
    A return to "iconic" stature is a long shot. It will require an external event such as a major mobile security breech or other issue that demands a hardware platform that is more secure than the rest. For now, any properly passworded phone on the market today is good enough for most corporate needs. Clearly government and some corporates need a higher level of security, but most do not.

    That said, a non-iconic Blackberry will most likely make a profit and has a chance to grow. If it becomes a $20 stock over the next few years, that's a victory for today's buyer. Right now, there is no way it sees it's heyday numbers without some outside help.
    Dec 23, 2014. 11:55 AM | 4 Likes Like |Link to Comment
  • BlackBerry Down 5% On Morgan Stanley Downgrade - Gift Of A Dip? [View article]
    I would agree with benz. MS has an agenda. In any competent investor's mind, BB is not a sure bet and as long as it is approached that way, then no one should be upset with the results.

    There are a few items that could make a big difference. I would think most users of BES 10 will migrate to BES12. Right now, it's the easiest and safest move. Good and Mobile Iron are so much more speculative if stability is your IT's goal.

    I don't see monetization of BBM. They are behind other messaging apps and the consumer BBM is now behind Whatsapp in encryption services. Only the enterprise BBM is encrypted. The only places where BBM money is used is in Indonesia right now. I can't resist the if only here, but if only BBM went multiplatform and offered secure banking or mini banking (think Vemo) 3-4 years ago!

    The deal with Samsung will add to the legitimacy of BES12 and potentially add a huge customer base. Should Samsung decide to make BB10 hardware for the enterprise, BB would rocket. Will they? You can bet Chen is looking to expand his partnership. Samsung isn't making a whole lot on Android but I don't think anyone else is even in the black on Android (except Google).

    All in all, I think the potential positives are there. If you are looking for $15 a share in a year, you might be happy with BB.
    Nov 19, 2014. 02:59 PM | 2 Likes Like |Link to Comment
  • Where Are All The People From 2013 Predicting BlackBerry's Demise? [View article]
    Some people refuse to accept a company for other than what it did in the past. These are not investors. Investors look at where is the company going and is their capital best used there or not. Even if BB doesn't get back to iconic status, is my $12 today worth $15 in a year is the question, not will it get back to $150.
    Nov 13, 2014. 03:06 PM | 6 Likes Like |Link to Comment
  • BlackBerry India Posts $1.9 Million FY14 Net Profit: What Gives? [View article]
    Actually, the higher prices don't matter to today's investor. I'd rather buy many shares at 10 and sell at 12 than buy less shares at 150 and sell at 152. Wouldn't you? Why would I care what the price was 1 year ago if I didn't own it then. Even if I did own it at $150, that's past and only the future life of my investment matters. Even Chen has his doubts about returning to the "iconic nature" of BB. Doesn't matter from now.
    Nov 13, 2014. 02:50 PM | 5 Likes Like |Link to Comment
  • BlackBerry +7%; BES12 launched, Samsung partnership announced [View news story]
    The Apple IBM partnership is really about Apple using the IBM sales force to promote iPhones and iPads for the enterprise. There are a lot of applications out there that use iPads. For many, security isn't a big issue but that is not to say Apple products lack security. They just don't drive it to the level of BB. Not everyone needs major encryption. Sometimes a reasonable password is just fine.
    Nov 13, 2014. 02:45 PM | 4 Likes Like |Link to Comment
  • Samsung Mobile Security Partnership Propels BlackBerry To 52 Week High [View article]
    Glad to see BBRY making inroads. They really do have some top notch products. I think the tide is turning for them, not only because BB is finally getting out of its own way and promoting themselves, but also the public image is changing. BGR had a favorable article and several celebs are sporting Passports. They will most likely never make a full touch device again as the market is too competitive. It would not surprise me if Samsung made a touch BB10 device with a BB "Work Life," dual billing software inside. We may see a Samsung BB10 later in 2015 if BES12 with Knox is a hit. Samsung can make a total BB10 device as long as they keep it separate from the Google Android line, just like they do with their Windows phone.
    I can also see some low end Lenovo or Xiaomi BB10's too. They have their own Android app stores and have been getting along quite well without Google for quite a while.
    Nov 13, 2014. 02:38 PM | 9 Likes Like |Link to Comment
  • BlackBerry's November Fire Sale Really Is A Bullish Sign [View article]
    I don't think we will be seeing an all touch consumer phone or a tablet any time soon. If you listen to Chen's comments at a recent Hong Kong event, he states that BB's focus will be on what they do well, which is keyboards, security and BES 10>12. He says they will not enter the consumer market any time soon. If the focus is on the business user, an all touch is not in the cards. I can't blame them. In a competitive market, you go with your strengths.

    Personally, I don't see another consumer phone until regular folks start to worry about security. Recent court cases have ruled that fingerprints are not protected rights, so police can now enter a Print ID iPhone without a warrant in certain jurisdictions of the US. I can see an all touch for criminals, as they might require BB security. I'd call it Blackberry 10 Touch- Criminal Intent.
    Nov 4, 2014. 01:13 PM | 2 Likes Like |Link to Comment
  • BlackBerry +5.4% on fresh Lenovo rumor [View news story]
    The question is does the US want to have people lose faith in BBRY as a secure phone? The FBI director is calling for the end of mobile security through the use of backdoors. While this is foolish (an unconstitutional), as once a backdoor is created, many smart folks around the world will figure it out. Since BB is still secure and moving toward further security via encrypted voice, loss of faith may be the NSA's best weapon here. No other reason to reverse a ruling done not even a year ago.
    Oct 20, 2014. 12:03 PM | 1 Like Like |Link to Comment
  • BlackBerry Passport May Become A Hit, Reaching Profitability Has Become Easier [View article]
    The media will absolutely kill BB, but mainly out of ignorance. Apple has barely advertised yet the iPhone6 is in the news, in online sites (CNET, PC Mag) and all over radio and television. BB cannot compete, yet people still think of the iconic BB. While this is undeserved, it is a matter of fact. Best thing for BB is a major hack of other mobile phones that causes a dollar injury. Celeb photos, not so much. Reality is someone will hack the iPhone once mobile payments become de rigur.
    Sep 23, 2014. 06:14 PM | 1 Like Like |Link to Comment
  • BlackBerry slides on pre-earnings downgrade [View news story]
    I see short term drop in stock price because the media will be quite ready to compare the Passport release with the iPhone 6 mega triumph. While those targeted by Passport will get it, no one else will. The media coverage will drop the stock by 10%, easy.
    I expect the ER to be similar to last time, but some more stabilization and direction.
    The question is will the market see the direction of BB as a software first company, with some hardware supplementation or will it follow the usual path of CNBS and Bloomberg.
    For now, I'd be content with stability. With some luck, BB will gain strength and should there be a major hack of some iPhone feature that causes a dollar loss, their hardware will make a resurgence. If not, BB will be a profitable company, just not iconic.
    Sep 23, 2014. 05:13 PM | 1 Like Like |Link to Comment
  • BlackBerry buys virtual ID solution provider Movirtu [View news story]
    This acquisition is most likely low budget. The company only has 22 employees. The only funding I could find was on order of $5.5MM in 2010. How much premium would you give it? I doubt it would be significant capitalization compared to BB nor be a blip on near future earnings. Get real all
    Sep 11, 2014. 01:03 PM | 4 Likes Like |Link to Comment
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