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BugleBoy

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  • 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 | 2 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 | Likes 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 | 10 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 | 8 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 | Likes 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 | 2 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 | 6 Likes Like |Link to Comment
  • BlackBerry: No Major Surprises But Turnaround Will Take Time [View article]
    With $3.27 billion in cash, what other company on the planet could be market capped so low? What was the cash to market cap of WhatsApp when they sold for $19B? Boggles the mind.
    Mar 28, 2015. 08:38 PM | 13 Likes Like |Link to Comment
  • Premarket Gainers / Losers as of 9:10 am [View news story]
    Well done, Team BlackBerry. Lots of hard work done, and more to go. Congrats.
    Mar 27, 2015. 09:19 AM | 6 Likes Like |Link to Comment
  • BlackBerry: Even The Bulls Are Giving Up On Hardware [View article]
    @KIA
    I was an HTC user when the Z10 came out. Now I own a Z10, this Z30, and a whack of shares in BlackBerry as a result of that launch. I guess it goes both ways. Go figure. :-)
    Mar 26, 2015. 09:11 AM | 3 Likes Like |Link to Comment
  • Giving Away Free BlackBerry 10 OS To Android Phone Users Could Be Decisive [View article]
    @mallarde
    Blend is fantastic. I agree 100%. It has streamlined my work flow significantly.
    Mar 20, 2015. 10:22 AM | 5 Likes Like |Link to Comment
  • BlackBerry launches $2,380 ultra-secure tablet [View news story]
    @Fiberton
    I know this is a perception query, but do you think that the tablet market is collapsing or is it saturated? I may be splitting hairs, but I find that two years...maybe three years... and people are replacing their tablets for newer and faster ones. I work in education, and our school is 1:1 iPad; and I've got two iPad 2's as the original is creaking (but still functioning slowly). I wonder if the curve is flattening - but I still think that they will replace tablets quicker than they'll need to replace notebook computers.
    Just a thought...
    Mar 15, 2015. 01:53 AM | 4 Likes Like |Link to Comment
  • BlackBerry launches $2,380 ultra-secure tablet [View news story]
    @sf
    "A chipa and whatever is 1800 extra?"

    If you want to keep your secrets, secret? Yep. :)
    Mar 15, 2015. 01:48 AM | 9 Likes Like |Link to Comment
  • CeBIT 2015: SecuTABLET - The Secure Tablet for Public Sector and Enterprises [View article]
    What a difference from just a couple of years ago... promises, delays, excuses, half-baked at times, hockey teams, and Gary Bettman...

    The John Chen era... beating projections, tapping demand, dynamic partnerships, state of the art devices, unsurpassed OS (IMHO), and new products and services landing well and in a timely fashion.

    Bought more on the dip last week... keep it going, BlackBerry and John Chen. I'm one satisfied shareholder, Z10, Z30 and PlayBook owner. (Still hoping for a new tablet for the likes of me, but I'm patient.)
    Mar 15, 2015. 01:16 AM | 2 Likes Like |Link to Comment
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