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LoganSix

LoganSix
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  • BlackBerry: No Reason To Celebrate Yet [View article]
    "Let's say Chen had a last-minute (and thoroughly legitimate) but equally justified choice between adding or not adding the 300K sold-through Classics & Passports to the financial statements. "

    Because they didn't have the inventory and they didn't ship until after the quarter ended.

    Maybe I have it backwards, but the extra 300,000 phones were the ones bought in Q3, but not shipped until Q4.
    Mar 30, 2015. 08:57 AM | 2 Likes Like |Link to Comment
  • BlackBerry down 3.8% after posting surprise profit, but weak revenue [View news story]
    I believe what he says as far as the business of BlackBerry is concerned.

    Write an article with proof of your claim.

    Until then, it is his word over yours.
    Mar 28, 2015. 10:28 AM | Likes Like |Link to Comment
  • BlackBerry down 3.8% after posting surprise profit, but weak revenue [View news story]
    The only person who has been dishonest is you. With you current account, you pretended to not know English, which seems to have resolved itself completely now.

    Chen has done everything he has said he would do. Some goals sooner than expected. He hasn't done anything to show that he is being dishonest. If you feel that he is being such, then contact the SEC and start an investigation. Chen has no problem starting ones against professionals who make false claims.
    Mar 27, 2015. 05:58 PM | 1 Like Like |Link to Comment
  • BlackBerry down 3.8% after posting surprise profit, but weak revenue [View news story]
    I posted the part about the carriers, so that you know he was talking about the hardware sales in the rest of the quote.

    So, you are basically saying that Chen is lying when he makes the statement that the hardware made a profit.

    That's pretty bold of you. Please post your information that would backup your assumption that Chen is lying.
    Mar 27, 2015. 04:35 PM | 1 Like Like |Link to Comment
  • BlackBerry down 3.8% after posting surprise profit, but weak revenue [View news story]
    "And based on the very positive discussion I have with carriers at the Mobile World Congress in March around our new product portfolio, I think the momentum will increase over time. Just as importantly while ramming up distribution, we’re profitable on a gross margin basis third quarter in a row. As part of this commitment we'll continue to drive margin improvement and to manage our inventory levels."

    http://seekingalpha.co...
    Mar 27, 2015. 03:40 PM | 1 Like Like |Link to Comment
  • BlackBerry's Chen: Guidance Increasingly At Odds With Reality [View article]
    Sometimes you need faster hardware, when the software isn't very good.
    Mar 27, 2015. 03:30 PM | 6 Likes Like |Link to Comment
  • BlackBerry's Chen: Guidance Increasingly At Odds With Reality [View article]
    "It was said, majority of phone they sold this quarter 80% roughly) are new devices (passports and classics) go and relisten question a session or go to read."

    It was 90%.
    Mar 27, 2015. 02:31 PM | 3 Likes Like |Link to Comment
  • Cost cuts working at BlackBerry, but sales disappoint [View news story]
    And even if the 300,000 weren't just Passport and Classics. 1.44 million (90% of all) devices sold and only 8,000 were Passport and Classics? That seems to be a bit of a stretch, since the ASP went up for the quarter as well.

    Somebody at GS should be on the hot plate for that statement.
    Mar 27, 2015. 02:02 PM | 1 Like Like |Link to Comment
  • Cost cuts working at BlackBerry, but sales disappoint [View news story]
    No, he did not.
    He said if he couldn't make the hardware profitable, then he would not be in the hardware business. He estimated that it would take 10 million devices a year to be profitable. His estimate was too high, since he broke even at a lower number in Q2.
    Mar 27, 2015. 12:10 PM | 1 Like Like |Link to Comment
  • BlackBerry down 3.8% after posting surprise profit, but weak revenue [View news story]
    I was asking for a clarification. They were already positive before, so I guess you are saying that you assume they have dropped back into the red from 3 quarters ago.

    Average selling price is up. The company made a profit.
    But, you are guessing they didn't make a profit on hardware this quarter. I'm sure you have some logical reason.
    Mar 27, 2015. 12:02 PM | 2 Likes Like |Link to Comment
  • BlackBerry beats by $0.09, misses on revenue [View news story]
    What really needs to happen with BlackBerry is more of what they are starting to do with the health field. More integration. More M2M. And more apps on the phones. Take $1 billion of that cash reserve and use it on getting devices and apps created for different industries. The security is selling itself and the more problems that happen, the more BlackBerry will benefit. But, they need to market the fact that they aren't going away. So, they should take another $1 billion and do some very smart marketing, which has been their weakest issue all along.

    PS Loved my Z30, now the wife has it. The Passport is great, but the slider is very tempting.
    Mar 27, 2015. 11:48 AM | 3 Likes Like |Link to Comment
  • BlackBerry down 3.8% after posting surprise profit, but weak revenue [View news story]
    "I am going to assume that they are once again in the red on handset
    sales which I not only expected but predicted. If I am incorrect please
    show me different."

    They broke even in Q2 and made a profit in Q3 on handset sales, which was ahead of plan.
    Or, are you just saying less sales equals being in the red?
    Mar 27, 2015. 10:54 AM | 2 Likes Like |Link to Comment
  • BlackBerry beats by $0.09, misses on revenue [View news story]
    Being that there has been almost 0 advertising for the new devices, I'm not surprised by the drop in hardware sales. The good news is, that they are out of legacy devices. So now, they can focus on the BB10 devices.
    Mar 27, 2015. 10:16 AM | Likes Like |Link to Comment
  • Cost cuts working at BlackBerry, but sales disappoint [View news story]
    I'm sure KIA will have something negative to say as well. David will post that KIA just posted the most brilliant post ever and Angelic will use multiple accounts to pretend to be different people who also agree with KIA and Hopf.
    Mar 27, 2015. 09:52 AM | 4 Likes Like |Link to Comment
  • Cost cuts working at BlackBerry, but sales disappoint [View news story]
    I think they recognize it when it ships to the customer. Passport and Classic had more demand than devices available in the end of Q3.
    Mar 27, 2015. 09:43 AM | Likes Like |Link to Comment
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