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Nick Shadow

Nick Shadow
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  • How Twitter Became, By Definition, A Fan Favorite Stock [View article]
    Alex,

    Thanks for the note. From a stock standpoint, Twtr is a strange beast.

    Nick
    Nov 20, 2014. 09:29 AM | Likes Like |Link to Comment
  • Twitter's Bar Mitzvah! Is Social Media Coming Of Age? [View article]
    Aswath,

    Thank you for the information, the analogy, and the effort. You write well, and I look forward to reading more of your work.

    Now I have to figure how to make money with TWTR!

    Nick
    Nov 17, 2014. 04:19 PM | Likes Like |Link to Comment
  • Twitter Remains The Most Misunderstood Company In Tech [View article]
    Thanks for the thoughts on Twitter. I appreciate the effort and the point of view.

    A couple of things have occurred to me:

    1. People who bash TWTR often use TWTR to do it.

    2. It is in the very fabric of media, everyone wants you use twtr., it is on/in everything.

    When it makes money, people will of course say "I knew that"

    Nick
    Nov 14, 2014. 10:45 AM | Likes Like |Link to Comment
  • BlackBerry +7%; BES12 launched, Samsung partnership announced [View news story]
    Stoked now? wait til the Analysts start issuing the upgrades!

    Nick
    Nov 13, 2014. 02:58 PM | 6 Likes Like |Link to Comment
  • Samsung Mobile Security Partnership Propels BlackBerry To 52 Week High [View article]
    Contra,

    You are showing your age, brings back fond memories.

    Nick
    Nov 13, 2014. 02:21 PM | 2 Likes Like |Link to Comment
  • Strong Passport Sales Suggest BlackBerry Will Show Black Ink This Quarter [View article]
    What you don'tknow about those numbers is how many they are receiving. you are assuming 0. That is to say, they could sell 24 and receive 24. I have no idea about the numbers, but they are receiving products all the time.

    For your numbers to accurate, you would need those numbers.

    Nick
    Nov 11, 2014. 09:09 AM | Likes Like |Link to Comment
  • BlackBerry's John Chen In Talks With Xiaomi, Lenovo: Shares Up 5% [View article]
    Just because Mr. Chen has just come from there and it was public, does not mean those folks have not been talking behind the scene, and perhaps have pretty good idea what each wants and some penciled in strategy.

    I guess I am saying that something concrete happening does not need to be 6 months from here, it could be days or weeks. He didn't go there, and they didn't take the meeting, on a whim.

    Nick
    Nov 10, 2014. 03:30 PM | 4 Likes Like |Link to Comment
  • BlackBerry's John Chen In Talks With Xiaomi, Lenovo: Shares Up 5% [View article]
    Dezee,

    I like the way you think, except I like this one a bit better.

    1. X/L get to pick their way through the patent book and get access to tech they want, for a price. Whatever that is, I have no idea, but just because I don't know what they want doesn't matter.

    2. X/L get to sell the BB solution in Asian Mkts where BB is not, again for a price,,,,ie a fee.

    Capital problem solved, no delusion of ownership, which I think the Canadian Gov would frown upon.

    But I could live you your proposal, nicely.

    Nick
    Nov 10, 2014. 03:24 PM | 6 Likes Like |Link to Comment
  • BlackBerry: A 1-Year Review Of Cross-Platform BBM [View article]
    Gmo,

    I find sarcasm an effective and useful tool, as I just demo'd. So I wonder what possessed you to think ( and I am being very serious now) to quote someone who is at the complete bottom of the ATT sales structure? This person has no idea what the regional Mgr. is thinking, let alone the people who are making the actual decisions. Those jobs turn over about every 9 to 10 months, I have some idea about this because my wife worked that side of the ATT business for 20 years.

    The decision about what to do, and how to handle the devices will be made in Dallas at HQ, not at the store level. They may ask the regionals for input based on their on the ground knowledge of the territory, but sometimes not even that.

    Whatever kind of deal Mr. Chen made with them, I would suggest that some reassurances were made as to how the gear would be handled. One thing worth noting is that they have released the latest version of the OS (10.3) which, until lately, they have been way behind on, I think this is telling. I also think the reason they are not coming in until after the first of the year is because now til the end of the year is prime busy season. I think they wouldn't take the time to do all of the leg work, and there is a bunch, to get them in the stores now. Further, BB would get lost in the noise, and perhaps have a crappy start. (Now that is a big slow pitch right down the middle, someone will have to jump on "crappy start") I was happy to supply it.

    We will see, but in my humble opinion, if the Passport really starts to draw, they will get behind it big time. Please note they don't give a damn about hardware, and they are competing with other carriers, not phone manufacturers. We might get some left-handed intel on this if Verizon starts releasing current OS updates, and suddenly their is a Verizon version available. I think Verizon will only do that if they sense they are losing customers, otherwise they are hoping ATT made a big mistake. BBY didn't decide not to produce the Verizon model casually, some serious thought went into it, I don't profess to know the strategy, but there is one.

    Nick
    Nov 8, 2014. 01:53 PM | 3 Likes Like |Link to Comment
  • BlackBerry: A 1-Year Review Of Cross-Platform BBM [View article]
    Gmoney:

    Really, a store Rep in an Att Store, that seals it. Close up shop, best to burn all of the records and the buildings (insurance payoff), cause that pimply faced Guru has it nailed.

    Please, think just a bit about your source.

    Nick

    While we are at it, I deleted Google Chrome is morning, so they are done to.

    Once in a while, it gets so damn silly,,,,,,,,,,,,,,,
    Nov 7, 2014. 04:43 PM | 3 Likes Like |Link to Comment
  • BlackBerry's November Fire Sale Really Is A Bullish Sign [View article]
    I think there are a couple of things worth noting here.

    1. Clear that inventory, yes, from the discounts offered I would suggest it is around cost (loaded cost). I have direct experience in the channel with similar products, distribution, and resellers. When you put these units on sale, the reseller gets a break, has a reason to back to the customer with a new offer, and spins the wheel.

    2. Those phones are not going to get anymore valuable sitting in the warehouse, they are not exactly bananas, but they are aging. There are value buyers out there, many of them (as someone mentioned) are commercial, customers who get as much use from them as the day they were first offered, but corps are always value hunting.

    3. Blackberry needs users. From what I have read (lots of reading) people who actually get hold of one, and push through the learning curve, like the devices. The more in the hands of users, the better. They also buy things; apps, stickers, covers, chargers, etc., so that creates a small secondary revenue stream which does not exist in the warehouse.

    So is this a good thing, yes, and BTW, it happens with everything, most of you have bought a lot things and stuff on sale. What do you think was the driving force behind those transactions, move the goods. The most obvious is cars.

    Nick

    An to the commenter mentioning that even though the Iphone was on sale, Apple got their money. I would say some of it. Manufacturers almost always reach in and help move the inventory. You can't sell them anything when the warehouse is full. That doesn't mean the product is distressed, just could be as simple as the order was too large, they reached for a price break, etc., dozens of reasons.
    Nov 4, 2014. 11:34 AM | 1 Like Like |Link to Comment
  • John Chen Is Happy You Can't Buy A BlackBerry Passport, Covets China [View article]
    Its,

    I agree, with your response to me. The trick is not to move your stops. This thing is such a powder keg,

    Nick
    Oct 20, 2014. 09:47 AM | Likes Like |Link to Comment
  • John Chen Is Happy You Can't Buy A BlackBerry Passport, Covets China [View article]
    Some shorts are nervous, some are not. If you are hanging on to a short position at 7, you might not be comfortable. Longs are not the only ones wishing and hoping.
    Oct 19, 2014. 09:51 AM | 5 Likes Like |Link to Comment
  • Did BlackBerry Sell 200,000 Passports Or A Million? [View article]
    "But my initial excitement over the 200,000 units ordered has certainly been tempered by the reality of the situation, including the lack of follow-up from the company on actual Passport sales figures."

    Let's go over this one more time.

    BB repeatedly tells analyst crew EVERY QTR that they do not break out sales numbers, and I have never seen an official statement regarding sales numbers from them, other than totals for the qtr on the qtrly call. If anyone has seen those numbers, please let me know. They could be buried in the reports, I haven't looked, but I doubt it.

    So the repeated requests by many folks commenting here and other sites (some even demanding, stating it is their god given right to know) that BB cough it up, are going to fall on deaf ears. I happen to agree with their position for a couple of reasons. It is dangerous to set expectations, both from a credibility and legal standpoint, further the competition can wait. The only way I know of to get some idea is to find someone in the supply chain that will talk, and then you have to take it with a grain of salt. Store checks and channel checks are anecdotal and useless.

    One way to tell if the phone hit a sore spot is if Samsung comes out with a square screen and how soon. They are great copiers.

    We just gotta wait, having said that Chen is speaking today at a conference, he will probably make a liar out of me,

    Nick

    PS: Corey, I like your work, thanks for the effort
    Oct 17, 2014. 03:44 PM | 7 Likes Like |Link to Comment
  • BlackBerry: Make Certicom Patents Licensing More Affordable [View article]
    KIA,

    I never mentioned BK, I never suggested you are a proponent of people losing money, that is your take. Please do not put words in my mouth.

    However, the fact that organizations act in a nationalist manor is evident to anyone who studied the least bit of history or pays any attention to current events. So on that point, I am fine with my post.
    Your position that you are "setting the record straight" might sound good, but doesn't fly.

    I can't imagine what this company would have to do in order for you approve. Thankfully your approval is not required. When I first came across your screen name, I thought cleverly tongue in cheek, as time as progressed I have concluded you really believe it.


    Nick
    Oct 15, 2014. 08:16 AM | 2 Likes Like |Link to Comment
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