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rephinbar

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  • More on BlackBerry: Lenovo buyout speculation has picked up again thanks to remarks made by Lenovo (LNVGY.PK) CEO Yang Yuanqing to a French paper. "As for BlackBerry, the [acquisition] could possibly make sense. But first I have to analyze the market well and understand what is the exact weight of this company." CFO Wong Dai suggested in January his company is open to buying BlackBerry (BBRY +9.1%), but Lenovo later downplayed those remarks. [View news story]
    A Licensing deal with some term for exclusivity makes the most sense for BB at this point
    Mar 11 05:01 PM | 2 Likes Like |Link to Comment
  • 3 Catalysts To Watch For After BlackBerry Reports Earnings [View article]
    I don't believe there's an official date from any of the carriers as yet, although the VZ and BB marketing machine is already at work in the U.S., inviting anyone to subscribe for updates..
    Mar 6 03:09 PM | Likes Like |Link to Comment
  • 3 Catalysts To Watch For After BlackBerry Reports Earnings [View article]
    Also, Canaccord have now updated their forecast to 800,000 for the quarter up from 300,000 and confirmed that BB10 is demonstrating significant traction and market share gain.

    How come that info hasn't come in to your article?
    Mar 6 02:49 PM | 8 Likes Like |Link to Comment
  • BlackBerry Sales May Be Better Than Expected [View article]
    Thanks for going through the analysis. I think that if BB ships just 5M units per quarter or 20M a year - this stock will easily hit $30/share.
    Mar 6 02:45 AM | 6 Likes Like |Link to Comment
  • Brand Revival: London's Financial Times Coos Over BlackBerry's Z10 [View article]
    Thanks for keeping us on the latest on the other side of the pond. Good article!
    Mar 4 09:02 AM | 14 Likes Like |Link to Comment
  • BlackBerry 10 Built For Success In U.S. Markets [View article]
    Bobbert,

    You are clearly out of touch with the market nowadays. IPhones stopped being cool sometime ago and given way to android. devices.

    Having said that, it's just a question of time before the new bb devices become the next hot gadgets as teens get hold of them.
    Feb 28 09:12 AM | 4 Likes Like |Link to Comment
  • BlackBerry: Waiting For The Sunshine [View article]
    Here you go:


    BBRY CEO Interview today with a leading German newspaper:

    http://bit.ly/XPLKrU

    - Increasing production due to high demand
    - A significant % of buyers are dumping their iphones and androids in favor of the BB10
    Feb 25 02:09 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Waiting For The Sunshine [View article]
    What do you think? maybe a good Monday for the stock? ;-)


    BBRY CEO Interview today with a leading German newspaper:

    http://bit.ly/XPLKrU

    - Increasing production due to high demand
    - A significant % of buyers are dumping their iphones and androids in favor of the BB10
    Feb 25 02:08 AM | Likes Like |Link to Comment
  • BlackBerry: Little Evidence It Can Deliver [View article]
    BBRY CEO interview today with a leading German newspaper:

    http://bit.ly/XPLKrU

    - Increasing production due to high demand
    - A significant % of buyers are dumping their iphones and androids in favor of the BB10

    Any comments on this, author??
    Feb 25 01:34 AM | 1 Like Like |Link to Comment
  • The Past, Present, And Future Of BlackBerry [View article]
    Hello Michael,

    1st, thanks for your good commentary off the 'field' - keep it coming.

    2nd, what comments do you have on this:
    http://seekingalpha.co...

    Thanks!
    Feb 22 02:52 PM | 1 Like Like |Link to Comment
  • The Past, Present, And Future Of BlackBerry [View article]
    I think you are on the mark in that many users will eventually access most of the typical software and their data via/on the cloud. Just a question of these services becoming more affordable and better marketed/understood and integrated to browsers.
    Feb 22 02:48 PM | Likes Like |Link to Comment
  • BlackBerry: A Speculative Stock Poised To Bounce [View article]
    Aadms - what's the basis for your 1 million Z10 in Feb? Do you have a source?
    Feb 22 12:55 PM | Likes Like |Link to Comment
  • BlackBerry 10: It's Shiny, It's New, But Will It Sell? [View article]
    InvestingInvestor - you sure write a whole lot to say absolutely nothing.
    Feb 20 03:59 PM | Likes Like |Link to Comment
  • BlackBerry (BBRY +3%) is rebounding a bit from last week's bludgeoning in spite of a critical note from Canaccord's Mike Walkley. Walkley, who's reiterating a Sell, joins Deutsche in arguing early Z10 sellout were due to limited supplies, and claims follow-up checks indicate "steady but modest sales levels." He's now forecasting just 300K BB10 sales for the Feb. quarter (ed: that seems low even if sales are light, considering channel inventory), down from a prior 1.4M. [View news story]
    They mean that inventories were unreasonably low and caused an artificial sell-out. Like giving a store 10 devices vs. 100...
    Feb 20 03:55 PM | Likes Like |Link to Comment
  • BlackBerry (BBRY +3%) is rebounding a bit from last week's bludgeoning in spite of a critical note from Canaccord's Mike Walkley. Walkley, who's reiterating a Sell, joins Deutsche in arguing early Z10 sellout were due to limited supplies, and claims follow-up checks indicate "steady but modest sales levels." He's now forecasting just 300K BB10 sales for the Feb. quarter (ed: that seems low even if sales are light, considering channel inventory), down from a prior 1.4M. [View news story]
    Stephen -

    I respectfully disagree. The key data right now is whether the BB10 is really selling as HOT as some bulls think. However, neither bulls or bears have definitive data on this and their outlooks are 180 degrees opposite each other.

    So who do you believe? no one at this point. (i.e. "there is NO ample data available from both bears and bulls")

    Getting the product in your hands is one way (assuming your'e savvy enough in understanding technology) to get a sense of it's appeal.
    Feb 20 03:49 PM | 1 Like Like |Link to Comment
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