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LoganSix

LoganSix
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  • Yes, BlackBerry Can Run A Promotion And Still Make Money; No, It's Not A Sign Of Desperation [View article]
    Well, I beg to differ.

    The Red Passport is clearly a hat tip to Huey Lewis and the News, being that is red and black, just like his outfits on the MTV videos back in the 80's when he released Fore! which had the hit "Hip to be Square".


    ** okay, I know the videos were for the album Sports, but go with me here.
    Nov 26, 2014. 08:50 AM | 3 Likes Like |Link to Comment
  • BlackBerry launches holiday season promos [View news story]
    Move what inventory?
    The Passport has been out of stock for 2 months. Now that they got a few thousand available for a couple of weeks, they do a fire sale?
    Nov 25, 2014. 11:30 AM | 2 Likes Like |Link to Comment
  • BlackBerry launches holiday season promos [View news story]
    Best deal is to get a Black Passport right now. AT&T subsidized will be more expensive. And if you have an old iPhone to trade-in, it will be an even better deal.

    Then switch to Cricket Wireless. AT&T towers for cheaper rates.
    Nov 25, 2014. 10:30 AM | Likes Like |Link to Comment
  • BlackBerry launches holiday season promos [View news story]
    Well, the Classic is to get the old BBOS users to switch.

    However, they would still need to get those company apps switched. Luckily, Cascades is much easier than J2ME.
    Nov 25, 2014. 10:14 AM | Likes Like |Link to Comment
  • BlackBerry Down 5% On Morgan Stanley Downgrade - Gift Of A Dip? [View article]
    "Bottom line, while nobody would really argue that iOS is a super productive platform, but an iPhone offers the tools you need to get the job done, and the Passport does not. "

    Why don't you try to "out-of-the-box" attach multiple types of a attachments to an email on your iPhone and get back to us on how "productive" that was.

    That review from Apple apologist site The Verge is a joke. He barely used the device in the 2 weeks he had it. He might as well made a review by looking at the marketing brochure.
    Nov 20, 2014. 12:49 PM | Likes Like |Link to Comment
  • BlackBerry Down 5% On Morgan Stanley Downgrade - Gift Of A Dip? [View article]
    @The_C_Man
    Nice one.
    Nov 19, 2014. 01:33 PM | 5 Likes Like |Link to Comment
  • Update: BlackBerry's Dip Creates Buying Opportunity [View article]
    From you post
    "Could you talk about devices? It seems like you’ve left a lot of Passports out on the table out of fear of having excess inventory, which is fair given the last couple of years. So as you go to launch the Classic launch into next year, could you just talk about how you manage those volumes, how you keep flexibility, how you make sure you can set enough without having inventory issues?

    John Chen - Chief Executive Officer
    Rule number one, I don’t want any more inventory to write down. Given that, since I don’t have a perfect crystal ball, we're probably going to do, make less than what the market demand. It would be nice to make it right on. So, that’s all I could tell you. I mean we’re very focused on not creating purchase liability to the point that it become a burden on the balance sheets. At least for the foreseeable future it won't happen."

    What he is saying is, they planned to not build a lot so that they wouldn't lose money on excess inventory. GOOD THING FOR INVESTORS. DEMAND was much greater than what they planned. GOOD THING FOR INVESTORS. There for, the Passport will help with improving the handset bottom line because it won't be sitting in inventory wasting money. GOOD THING FOR INVESTORS.

    Was the question, "How many Passports were sold?" No, it was geared towards not having enough inventory for demand. Chen replied that he would rather forecast to be under demand than over demand. What a novel idea! GOOD FOR INVESTORS.
    Nov 18, 2014. 12:54 PM | 1 Like Like |Link to Comment
  • Update: BlackBerry's Dip Creates Buying Opportunity [View article]
    "albeit often evasively every question EXCEPT handset sales and Passport sales in particular."

    Where is the question in the transcript?
    Nov 18, 2014. 12:16 PM | 1 Like Like |Link to Comment
  • Update: BlackBerry's Dip Creates Buying Opportunity [View article]
    "Unfortunately your statement does not equate to actual reality and numbers as they are unknown."

    Based on what?
    We know, for a fact, that 200,000 Passports have been sold/pre-ordered/whate... which according to John Chen at the Quarterly Meeting was "exceeding expectations". Which he repeated many times after that meeting. Demand outpaced supply for an entire month.

    So, reality is, the Passport has exceeded forecast by BlackBerry. They didn't plan on selling a lot in the first place. They have barely advertised the phone. The investor day wasn't about the Passport, it was about the services and the Classic. The 20,000 red Passports that will be sold on Black Friday will also exceed expectation and not meet demand.

    It has been a long while since any stock has reflected the actual valuation of a company. As long as the Fed keeps making Monopoly money, stocks will be manipulated.
    Nov 18, 2014. 11:28 AM | 4 Likes Like |Link to Comment
  • Update: BlackBerry's Dip Creates Buying Opportunity [View article]
    "And there is an example of the prototypical BBRY investor-since there was a slight uptick it could never reverse. Lol. "

    Typical person with no real argument. Pick out one item and make a statement irrelevant to the overall point.

    To directly answer your question: Yes, the Passport is going to help with the profitability of the handset business. Based on demand, it has already "exceeded expectations".
    Nov 18, 2014. 11:04 AM | Likes Like |Link to Comment
  • Update: BlackBerry's Dip Creates Buying Opportunity [View article]
    "Is the Passport going to help turn that trend around or add to the woes. "

    Missed the part were the handset business turned to black before the Passport was released?

    And here is a simple method for understanding if something is good or not. If you project to sell 200 peanuts in 6 months, but you sell out of those 200 peanuts in a week, then things are going "good".

    Now, I'm sure you don't totally grasp that concept, so here is a little help. When you price an item, you do so on the costs of that item to build and some profit margin above that. When you make your projection of how many devices you can sell, that affects the price of the item, because you need to know how many to sell in order to break even. Therefor, if selling 200 peanuts in 6 months lets you break even, then selling more than those 200 peanuts is more profit. Which is good.
    Nov 18, 2014. 08:53 AM | 4 Likes Like |Link to Comment
  • BlackBerry's services revenue expected to fall 50% in FY16 [View news story]
    So you had a BlackBerry back in 2003 or so, when they were blue and had spaces between the keyboard buttons?

    The keyboard on the Q10 is much better than those. The keyboard on the 9900 was much better than those. The Passport keyboard is even better than the Q10 and 9900.
    Nov 14, 2014. 02:41 PM | 2 Likes Like |Link to Comment
  • BlackBerry's services revenue expected to fall 50% in FY16 [View news story]
    @Dennis, so you don't like keyboards? If you think the keys on the Passport are small, it would seem that you've never used a physical keyboard on a phone before. If that's the case, then it is hard to sell someone on the reason to have a keyboard. A lot of people miss the keyboard and like large screens, the Passport gives you both worlds without the phone bending in your pocket.
    Nov 14, 2014. 12:43 PM | 2 Likes Like |Link to Comment
  • BlackBerry: The Rise Of The Fallen [View article]
    But, why not wait until after the announcement day to create your article?
    Nov 14, 2014. 12:31 PM | 1 Like Like |Link to Comment
  • BlackBerry's services revenue expected to fall 50% in FY16 [View news story]
    What did you not like about the Passport?
    Nov 14, 2014. 10:25 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
374 Comments
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