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stoufville

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  • Apple (AAPL +2.6%) commanded 57% of smartphone profits in Q1, and Samsung (SSNLF.PK) 43%, estimates Canaccord's Mike Walkley. All other OEMs collectively broke even, after having lost money last year. Apple's profit share is down from 2012's 69%, and Samsung's up from 2012's 34% - chalk those changes up to Samsung's share gains and Apple's gross margin decline. Walkley also writes Samsung's Galaxy S4 is off to a strong start (in spite of some reports of overheating), that checks indicate U.S. BlackBerry Z10 (BBRY +0.7%) sales are soft, and that U.K. Q10 supplies have been limited. [View news story]
    Hi,

    the main items I use are my email, skype, Browser and of course make calls - text is less of a function for me.

    I run a small software firm of about 30 staff and the most critical app's for me are email, skype and browser (e.g. for Facebook messages...)

    Our email is setup to run as an IMAP based system - so email is integrated across all devices and skype likewise - so the BB HUB is excellent to use as a unified messaging center for all this and my calls - if I were a big texter then that would be key too and its there if needed.

    All of the above dont require any special external synching and I do use desktop PC, laptop, Ipad and my smartphone at differing times in the day.

    I can tell you now - its extremly convenient using the BB hub to have it all centralised - on a PC or laptop its relatively easy to move between app's as you have a mouse - obviosuly using my IPad or tel I dont - and most certainly BB have the upper hand over Apple here - its extremly easy and convenient.

    Migration for me was no big deal - all my skype contacts tel numbers were immeadiatley available also in my tel contacts list for use - I guess there is some import routine operating in the back ground - I dont know if there is way to migrate others from my IPhone - for now I am just updating them as they call me - or entering them manually as needed.

    For me - the best surprise apart form the Hub have been the battery life, the keyboard (I am new to BB and love it!) and the browser.

    I know all equipment shoudl be better than the last product you used or whats the point in upgrading - but I can honestly say this has been as refreshingly oustanding experience as I can remember from a new peice of kit - on a par with my Ipad which I have to concede has been a real winner too.

    So to anyone long on BB I would say relax - your Payday is coming (and why not go out and buy the Q10 too!)

    to anyone short on BB I would say - honestly - if you are hoping that the Q10 is not going to change things - I would be very very concerned - it really is that good.
    May 6, 2013. 03:37 PM | 8 Likes Like |Link to Comment
  • Apple (AAPL +2.6%) commanded 57% of smartphone profits in Q1, and Samsung (SSNLF.PK) 43%, estimates Canaccord's Mike Walkley. All other OEMs collectively broke even, after having lost money last year. Apple's profit share is down from 2012's 69%, and Samsung's up from 2012's 34% - chalk those changes up to Samsung's share gains and Apple's gross margin decline. Walkley also writes Samsung's Galaxy S4 is off to a strong start (in spite of some reports of overheating), that checks indicate U.S. BlackBerry Z10 (BBRY +0.7%) sales are soft, and that U.K. Q10 supplies have been limited. [View news story]
    As a BBRY long I decided I had better put my money where my mouth was and change my ageing IPhone for a Blackberry - I opted for the Q10 ..

    WOW !

    Battery life after 4 days and reasonable use of my phone, email, browser and Skype is till above 50% - what a difference - my Iphone could barely manage a days heavy usage ..

    And the BB hub is just the neatest tool I have ever used -no more frantic swiping and closing of app's - its all there in one really useful location, all my text messages, skype messages, facebook, email etc.

    Oh and I skype give 3 months free world calls via skype - so thats nice litlle perk when you redeem and download skype on the Q10.

    I am still learning my way around system - but so far I have to say its been a brilliant experience and I sincerley dont want to knock my old Iphone just because I am long on BBRY - but honestly - I am a convert not just for profit - but the Q10 is a masterpeice - so well thought out and executed - I am LONG LONG LONG on BBRY now - and its been a painful 14 months or so - but I am definately in (and very confidently so) for the long haul now !
    May 6, 2013. 02:26 PM | 14 Likes Like |Link to Comment
  • After January's long-awaited touchscreen rollout, BlackBerry (BBRY) is ready for this year's Act Two: the physically keyboarded Q10, which might arrive in the U.K. Friday. The firm faced criticism by loyalists over its decision to release the touch-screen Z10 first (as well as reports of mass returns). But can the Q10 sell enough to loyal keyboarders and upgraders to make a splash in a consistently shrinking side of the market? [View news story]
    Oh dear - the shares have been trending up, better try and encourage some gloom and despondency - right ?

    Well - times running out for the shorts, better move on to something else because you have had a good run beter than you deserve and if you continue to short BB - your going to be burned.

    Storngly suggest you take your ill gotten gains and move on - might I suggest Apple is looking a little 'off color' just lately ?
    Apr 23, 2013. 07:59 PM | 7 Likes Like |Link to Comment
  • Another day, another round of cautious commentary on Research In Motion (RIMM -0.3%) (I, II, III). Sterne Agee thinks RIM may report a decent quarter this Thursday on lowered expectations but remains concerned with longer-term fundamentals and execution on the BB10 OS transition. Canaccord's latest checks show weak sell-through trends for BlackBerry 7.  [View news story]
    "Sterne Agee thinks RIM may report a decent quarter this Thursday on lowered expectations but remains concerned with longer-term fundamentals and execution on the BB10 OS transition"

    How to cover your rear just in case things are better on Thursday than all the shorts are hoping and praying for ...
    Mar 28, 2012. 04:01 PM | Likes Like |Link to Comment
  • Research In Motion Remains At Depressed Levels Ahead Of 4Q 2012 Earnings [View article]
    LOL - actually thats a pretty good summary :)

    No mention of Apples having to offer a full refund to all Aussie Ipad owners because the Ipad wont work with their G4 network ....
    Mar 28, 2012. 11:35 AM | 1 Like Like |Link to Comment
  • Research In Motion Earnings Preview: $10 Or $20 Next? [View article]
    Dont suppose this will make any RIM article here or anywhere else - but Apple have a few issues themselves today having to offer Aussie users full refunds ....

    http://bbc.in/GY5UId
    Mar 28, 2012. 10:32 AM | Likes Like |Link to Comment
  • Thursday's Earnings (3/29/12) Will Be Huge For RIM [View article]
    I bought 4000 RIM shares last Autumn in the belief that RIM had been taking a hammering unfairly and whilst I know there were and are many problems facing RIM - It is obvious there is an active and concerted movement to 'Dis' RIM to benefit from the shorting opportunities and profits that then provides.

    Its been a rough ride since I bought the shares at varying levels on the way down from 21.37 all the way to the mid $17's

    More than once I have considered biting the bullet and taking my losses before things got worse - after all I cannot move a market with my few thousand shares.

    Until this past 2 weeks or so - when the usual sources started to whip up the usual frenzy of rehashed bad news and conjecture on RIM - reaching fever pitch prior to the announcements this Thursday...

    The potential downside for the 'Shorts' must be huge and obviously the last thing they want is RIM bouncing at a time when they expect to be reaping the ill gotten gains from their hard work talking the stock down since the last set of results - never has a stocks demise been so widely foretold - the profits from their put options must have seem all but in their pockets.

    What a cruel irony it would be for them if the results prove better than expected, if the revamped Playbook proves it has got potential to offer a modest alternative to the Ipad and Galaxy and god knows what would happen if RIM announce an early release date for the Blackberry 10 ....

    I have a gut feeling we are in for a decent bounce on RIM and for my part I see a chance to regain some of my losses and so on Friday I purchased another 4000 RIM at between 13.64 and 13.68 - I dont expect to see all my money back or make a profit this Thursday - but I do see the chance to mitigate my losses to say half of what they were now I have averaged out my RIM holdings to around $17.50 - a nice bounce to say 15.50 would be a nice start and then as this spring brings us closer to the BB10 - I may actually see sentiment on RIM turn more positive and I may even head into profit - who knows.

    For now I would be more than happy to see some of the shorts catch a cold and a more realistic coverage of RIM begin - so we can really start to make some intelligent assessments of this fallen angels potential for a recovery - there is a long way to go and RIM may not make it yet as an independent company - but there is still huge value there and I would love to see them succeed in the face of all the crap they have put up with this last 12 months - much deserved, but surely not on the level we have seen.
    Mar 26, 2012. 09:32 PM | 1 Like Like |Link to Comment
  • Research In Motion Earnings Next Week: Low Expectations And High Hopes [View article]
    Hope the research and info is of a higher standard the typography !
    Mar 23, 2012. 03:10 PM | Likes Like |Link to Comment
  • Research In Motion: Can It Be Worse? [View article]
    "Today you can buy the stock for the same price as you could in 2004. Bet you can't say that about housesToday you can buy the stock for the same price as you could in 2004. Bet you can't say that about houses..."

    Er - have you been around the US lately ?

    House prices have fallen off the cliff with repossessions and people throwing their keys back at all time high's - not the best comparison you could have cited....
    Mar 22, 2012. 02:32 PM | 3 Likes Like |Link to Comment
  • A Pivotal Juncture For Research In Motion [View article]
    Finally a concise and intelligent comment on RIM's position - there has been so much written about RIM that exaggerates but the up and downside going forward. No doubt this is going to be a critical 12 months and will probably determine whether it can survive independently.

    The current management do appear to have run out of steam and change is needed - but either way there will be lots of profit opportunities as the speculation continues.
    Jan 19, 2012. 10:45 AM | 1 Like Like |Link to Comment
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