Seeking Alpha

Badonkadonk

Badonkadonk
Send Message
View as an RSS Feed
View Badonkadonk's Comments BY TICKER:
Latest  |  Highest rated
  • BlackBerry Passport: No Killer App, Investors Lose [View article]
    Given they are in FY2015 already I doubt that too.
    Aug 19 10:43 AM | 1 Like Like |Link to Comment
  • Why Does BlackBerry Even Bother With Hardware? [View article]
    http://bit.ly/1hlOg3S

    http://bit.ly/1oWS6jv
    Aug 19 10:28 AM | Likes Like |Link to Comment
  • BlackBerry Passport: No Killer App, Investors Lose [View article]
    BlackBerry does not need to sell the Passport (or Classic) through carrier channels, so it is not surprising that demand is low from those sources. Enterprise can do direct buy from BB, and that is the market for Passport. They would be justified in selling then via pre order on their own website to get the consumer sentiment (unlocked, of course). VZW is the only player who might be left out, but an unlocked, LTE only device might do the trick for them too.
    Aug 18 06:48 PM | 3 Likes Like |Link to Comment
  • Why Does BlackBerry Even Bother With Hardware? [View article]
    While they roll out BB10 they lose the SAF revenue that came with BIS and BB7.

    I would be interested to see how well sales of Z3 are without BIS support. I expect that they will have to cludge it back in eventually, maybe as a pay-for service? They were too focused (NYSEMKT:IMO) on regaining the NA consumer market with the launch of BB10, doing all their homework on what was pulling customers away and not enough on what was keeping customers around.
    Aug 18 12:38 PM | 1 Like Like |Link to Comment
  • Why Does BlackBerry Even Bother With Hardware? [View article]
    Odd how neither Boeing or General Dynamics seems to have a huge market share, I guess they should get out of making government phones too...
    Aug 18 12:33 PM | 1 Like Like |Link to Comment
  • SWOT-Ing The BlackBerry Classic [View article]
    Good article, but BB7 did not have square screens, they (Bold, Curve) had 4:3 aspect ratio. Regardless, the statement "have to be recoded" is a bit meaningless since no application for BB7 will run on BB10 without significant redesign. Web works apps might, but those were largely "Web link" apps.
    Aug 14 08:44 PM | Likes Like |Link to Comment
  • Intel And On-Chip Memory [View article]
    The right hand picture is for designs where the DRAM is soldered to the main board, like on MacBook AIR, Chromebooks, and all Tablets / 2-in-1.
    Haswell already has in-package memory, and their Knights program does too, so I would be unsurprised to see in-package memory on Xeon, but that doesn't mean eDRAM, and it doesn't point to on-die DRAM or a more general trend of in-package memory for broad use. Their Atom family already supports PoP, but there is no mention of WideIO.
    Aug 1 10:30 AM | 2 Likes Like |Link to Comment
  • The Smart Moves Of BlackBerry [View article]
    All of that may be true, but those are just seeds today, some planted by Chen, some by Heins, and some by Lazaridis. So far QNX has done very little to their top or bottom lines, and I expect their position in Automotive IVI will come under increased pressure.
    The automotive and IoT plays both will be profitable if they can get an OTT service that generates revenue, like leveraging their secure infrastructure for connecting your car to your dealer / service center. Unfortunately they have not demoed or announces anything like that (using their SW... you should look at DotLinker)
    Aug 1 10:17 AM | Likes Like |Link to Comment
  • Will Intel Take Down AMD? [View article]
    I agree they were important design wins, but it doesn't seem to have contributed significantly to their profits.

    Sony uses a custom ARM core in their PSVita, so presumably they could have built their next-gen on ARM, or keep using Cell... So I do think it was a fluke they selected x86 and both selected AMD.
    Mind you, given publishers already develop for the enthusiast client market, they likely exerted some pressure to have a "common" ISA, so maybe the outcome was predictable.
    Aug 1 10:10 AM | Likes Like |Link to Comment
  • The Smart Moves Of BlackBerry [View article]
    ... and sold 80,000 to the German Government. What's your point?
    Aug 1 09:25 AM | 2 Likes Like |Link to Comment
  • The Smart Moves Of BlackBerry [View article]
    I like BlackBerry, I use BlackBerry, but when I read comments about "turnaround" or "they're back" I still have to shake my head.

    So HW accounting for 40% instead of 80% is a good thing? What about the *actual* revenue of those quarters? Q1'15 was 966M, so SW accounted for ~$600 M to their top line. The quarter where HW was 80% was 4B (approx), so SW was contributing ~$800 M to the top line. Even if BlackBerry is now profitable, or they get "back in black", the SW&Service business is not bringing in the same range as 2011, and I'd we assume the future of BlackBerry is SW, this is an issue. Declining SAF is the biggest gap here, and unlikely that eBBM and stickers are going to fill that.
    Jul 31 08:45 PM | 2 Likes Like |Link to Comment
  • Will Intel Take Down AMD? [View article]
    Good info, and the link JJ posted above was informative too. But this only provides clarity on what AMD's strategy is, not why that strategy. Is "good".
    Let's assume that I am looking at a chassis for a blade system, I can design a PCB that supports an X86 or ARM based CPU and periphery, and I can design compatible blades to allow both types of cores in my server, assuming there is a reasonable use case for such (IMO still TBD).
    The argument you are making is that because I can now design one PCB and reuse all the same components, that this is bow a bet cost savings for me, the OEM. My counter argument would be you could achieve similar cost savings through multiple PCB designs instead of one.
    Jul 31 11:05 AM | Likes Like |Link to Comment
  • BlackBerry, Dell Partnership To Battle Apple, IBM? [View article]
    Well, on one hand you "believe" in someone that exists, on the other...
    Just remember "In God We Trust, All Others Pay Cash".
    Jul 29 09:17 AM | Likes Like |Link to Comment
  • BlackBerry, Dell Partnership To Battle Apple, IBM? [View article]
    It's down to about 40% these days, from their highs of 80%. And that is definitely reflected in the quarterly top-line revenue, but the profit OTOH has actually improved since they sold less phones. Their ASP mix went up with BB10 devices, but they are still wrapping dollar bills around their Z10 /Q10 to move older inventory.

    Forward looking their inventory management should be much better as they have given it over to Foxconn. I don't expect to see huge write-downs on Z3 or Passport.
    Jul 29 09:13 AM | 1 Like Like |Link to Comment
  • BlackBerry, Dell Partnership To Battle Apple, IBM? [View article]
    There are many short-term options that might be better suited, like Dell servers pre-installed with BES, or Dell's WP8 devices pre-installed with BBM, like Samsung is doing in certain markets. Not sure if Dell does Android, but similarly pre-configured with BBM and SWS would be a good short-term play to benefit both.
    I don't think BlackBerry needs help with the Enterprise sales channel for their HW, it was the consumer space where they failed.
    One area BlackBerry needs to change for both Enterprise and Consumer is their SW upgrade path. Having lock in to operators is just silly given Apple has full control of their devices.
    Jul 28 10:28 AM | Likes Like |Link to Comment
COMMENTS STATS
233 Comments
282 Likes