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BugleBoy

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  • Why BlackBerry Holds Long-Term Value For Investors [View article]
    @John
    "I am eagerly awaiting Bob's reply."
    You'd be the only one IMHO. :) It's like waiting for mosquito season to start in the prairies. You know they are coming, and you can swat all you want; but they just won't go away.
    Apr 3, 2015. 11:26 PM | 1 Like Like |Link to Comment
  • Why BlackBerry Holds Long-Term Value For Investors [View article]
    @Kurt
    A well-written and thought-provoking blog post. Thanks for sharing the link.
    Apr 3, 2015. 10:48 PM | 1 Like Like |Link to Comment
  • Why BlackBerry Holds Long-Term Value For Investors [View article]
    @author
    Great article. Your case is compelling, and I would wish that BlackBerry would consider this bold move and then ADVERTISE it when they do. John Chen is worth the money they pay him, the product is worth every cent you pay for it, but the advertising isn't worth a plugged nickel. I've considered the fact that John Chen MUST keep the cash closely guarded or else Andreas, David, Angelic, and BobM will start screaming 'CASH BURN, CASH BURN', the company is going to be dead by 4:37 this afternoon~!!!!! Even so, changing what is on their webpage and the Droid store etc. would go a LONG way to helping improve perception without shelling out big bucks.
    Apr 3, 2015. 10:14 PM | 2 Likes Like |Link to Comment
  • BlackBerry To Double Software Revenue In FY 2016 [View article]
    The article from Credit Suisse discusses the ongoing cash burn. Hmm... maybe they are wrong about everything else, too.
    Apr 3, 2015. 05:09 AM | Likes Like |Link to Comment
  • BlackBerry To Double Software Revenue In FY 2016 [View article]
    @toneguru
    I'm modestly under water, I love my MacBook Pro 15", and I use Google Drive daily. Not sure what that does to your hypothesis... oh, and I'm a long term investor in BlackBerry because I love my Z30, BlackBerry Blend, and I think John Chen is doing a fine job of turning the company around. ( and I won't sell short on a company ever.)
    Apr 3, 2015. 01:39 AM | 2 Likes Like |Link to Comment
  • BlackBerry To Double Software Revenue In FY 2016 [View article]
    Looks like a dog...
    Over 100 000 business bankruptcies in 2012 and 2013 according for Reuters... the US government over 18 TRILLION in debt... and... wait... Blackberry has 3.27 billion cash in the bank and turned a real profit. Wow. What a dog. A real mutt. A Canadian embarrassment. Not.
    Apr 3, 2015. 01:20 AM | 2 Likes Like |Link to Comment
  • BlackBerry To Double Software Revenue In FY 2016 [View article]
    @bob
    Lest we forget that for every share sold, someone bought. They just wanted a modestly lower entry point. :)
    Apr 3, 2015. 12:58 AM | 1 Like Like |Link to Comment
  • BlackBerry: No Reason To Celebrate Yet [View article]
    @Yasch22
    An interesting hypothesis. I figured the 300K difference as the final clearing out of legacy devices (Chen stated that they had zero inventory left, I believe, of legacy devices) and hadn't considered the 'sandbagging' approach. Maybe... interesting proposition nonetheless.
    Mar 30, 2015. 05:02 AM | 3 Likes Like |Link to Comment
  • BlackBerry: No Major Surprises But Turnaround Will Take Time [View article]
    @toneguru
    Please explain: if the company was bleeding cash a year ago and showing a loss, how is the story "getting more dire every day" if they are adding cash and turning a profit? I do think we went to different schools of accounting.

    In most of the world, people understand that you don't plant and harvest the same day, yet this is certainly the standard by which BlackBerry must operate. John Chen was handed a brutal job description, and he is doing a yeoman's work at righting the issues. Most of us longs here are investors, not traders. Maybe that's why people don't understand - and we are abused for that fact as if we cannot sort out a debit from a credit. We like the company, the products and the plan. Simple.
    Mar 30, 2015. 03:18 AM | 1 Like Like |Link to Comment
  • BlackBerry: No Reason To Celebrate Yet [View article]
    @Hugh
    Surely there are a few million WORLDWIDE diehard BBRY hardware fans out there like me who can buy enough phones to keep that division going until the rest of the world catches up to the beauty of the BlackBerry OS. My daughter just asked me if I'd buy her a phone for her birthday. Well, chalk up another Z30 sold... :)
    Mar 30, 2015. 12:04 AM | 13 Likes Like |Link to Comment
  • Did BlackBerry's Profit Come At Too High Of A Cost? [View article]
    @author
    The numbers on your chart, based on reported stats, do alarm me a wee bit on the R&D side - I view, and invest, in BBRY because I see the company as profoundly innovative over their history (and I'm a proud Canuck.) What doesn't bother me in the least, while maybe it should, is the fact that the 'selling, marketing, and administrative' number is slashed in half. The only place I'm disconnected with the BBRY strategy in the past several years is the ABYSMAL advertising. I don't blame the guy or gal doing what they're asked to do in the office - but I certainly don't understand the gameplan from management over the past 36-48 months. That said, I give John Chen a pass on this facet until the turnaround is completed.
    Mar 29, 2015. 09:18 PM | 3 Likes Like |Link to Comment
  • Did BlackBerry's Profit Come At Too High Of A Cost? [View article]
    @Bob
    I don't know John's thinking on the question that you posit, but I'd weigh in that John Chen (and the rest of the knowing tech world) knew, and stated in the past, that SAF's were going down. Why bother making a mountain out of this non-issue? (Wait, you're going to say, "Do you mean to say that a decline of $130M is a non-issue??? LMAO") It is a non-issue because EVERYONE KNOWS IT! This decline was understood by ALL the moment BlackBerry changed this model several years ago. The relevant question would be, rather, how fast can BlackBerry moderate the difference between the KNOWN drop in SAF and the slowly, steadily growing BES12 licences and other software revenue streams. That's the 'apples to apples' comparison that you flatly refuse to acknowledge.
    Mar 29, 2015. 08:57 PM | 10 Likes Like |Link to Comment
  • BlackBerry: No Major Surprises But Turnaround Will Take Time [View article]
    @bud
    Man, you scared me something awful there for a minute. Thanks for the clarification... :)
    Mar 29, 2015. 10:18 AM | 1 Like Like |Link to Comment
  • BlackBerry: No Major Surprises But Turnaround Will Take Time [View article]
    @Alvarito63
    Doesn't that just sum up the carrier (un)support for BBRY? Sad diatribe on the current state of carrier marketing strategy. As long as the iPhone is the darling of America, I don't know when the status quo will change... but it is a day I'd sure like to see come soon.
    Mar 28, 2015. 11:05 PM | 3 Likes Like |Link to Comment
  • BlackBerry: No Major Surprises But Turnaround Will Take Time [View article]
    @Crispin
    I have a sibling who owns a 7 figure cleaning business. I begged him to upgrade to BB10 - any BB10 - from his old and battered BB7 phone (I never remember to ask him which model he uses), and he flatly refuses. He doesn't waste a cent on anything, and he refuses to 'fix what ain't broken'... his service contract is likely going to keep paying until 2020 or beyond!! :)
    Mar 28, 2015. 09:31 PM | 7 Likes Like |Link to Comment
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