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rephinbar

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  • 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]
    Jim - I'm not sure what you mean the number is based on a region? The 2006 numbers are worldwide numbers for the Pearl.

    And in 2006 North America was prime territory for BBRY so I think that could be viewed as highly relevant for comparison sake with BB10 sales?
    Feb 20, 2013. 03:35 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]
    User -

    I've been trying to figure this out for a while now....the best (so far) I could come up with is BB sold 15 Million BB Pearls in 2006. I can't verify this but I think the Pearl was one of their top selling phones of all time and it was launched in 2006.

    So assuming this is the all-time-best-selling BB, and looking at a flat line for sales (although we know that's never the case as the first months get more sales for a new device), the monthly sales volume would be 15M / 12 = 1.25Million devices per month.

    Without going to a lot of math and speculation (i.e. CEO saying the new BB10 launch beat their best ever by 50%), I'd say that if BB sold just 1M new BB10s in the first month and will continue at this rate - 12 million devices in the first year - this stock will be a BIG winner.

    Anyone care to offer their interpretation/comments?
    Feb 19, 2013. 03:27 PM | 2 Likes Like |Link to Comment
  • The Market Is Doubting BlackBerry, But You Shouldn't [View article]
    No one is saying bb will grab 50% market share this year or ever. But even 10% market share will be a huge success.

    Furthermore, on what basis do you claim bb10 can't grab iPhone and android users, especially when the company says a significant number of the sold units in the UK and Canada are to non-bb users?

    Unlike all of us here that can say whatever we like, the company cannot lie about these facts.
    Feb 14, 2013. 02:33 PM | 2 Likes Like |Link to Comment
  • Is BlackBerry Finally Rising From Ashes? [View article]
    Max,

    I think the point Jay is making is that there are enough smartphone users/buyers that think like him/you and me to make BB10 a popular enough option to secure the #3 position.

    I, for one, have less than 50 apps on my Android phone and use only 20 of them on a regular basis. My kids are not too far off.

    One big feature that will convince me to switch to BB10 is the typing experience that is truly sub-par on iOS and even on Android (which is way better than iOS thanks for many 3rd party options) it is still not even close to the BB7 experience I used to have.

    If you're a business users that uses the phone for a lot of emails - this in itself is a huge deal. I'm fairly sure a lot of business users out there would agree with me.
    Feb 12, 2013. 04:33 PM | 8 Likes Like |Link to Comment
  • BlackBerry 10: It's Shiny, It's New, But Will It Sell? [View article]
    Refreshingly balanced article - well done! I agree with most of your points. Thank you.
    Feb 9, 2013. 01:05 PM | 7 Likes Like |Link to Comment
  • Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
    Bilton - doesn't look you have any sense of humor if my profile pic gets to you.

    As for companies - check MGIC - I was the CEO of the company in the early 2000 and got the stock from $4.75 to over $100/share in under 2 years. Enuf said. What do you have on your resume other than unprofessional insults?

    For you to compare the palm technology or story to BB shows clearly a lack of basic understanding of technology or the smartphone marketplace.
    Feb 7, 2013. 02:41 AM | 3 Likes Like |Link to Comment
  • Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
    Bilton - you're obviously not very technical. This is FAR from being the case here. The Palm comparison is just out or place technology-wise AND share-price wise.
    Feb 6, 2013. 02:32 AM | 2 Likes Like |Link to Comment
  • Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
    FYI - I predicted AAPL falling out of favor in one of my posts over the past several months when they were at a high.
    Feb 6, 2013. 02:29 AM | 1 Like Like |Link to Comment
  • Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
    @Luke,

    Since Android is open-source I don't see how they can be sued for this emulator and I'm pretty sure their legal team has blessed this effort in advance, so a google action seems highly unlikely.

    As for Oracle - Don't know what their basis for a suit would be? also, seems to me BB is too small (at present) to be any threat to Oracle so can't see a law suit is economically viable until/if BB somehow starts competing with Oracle..

    That's my 2c..
    Feb 5, 2013. 07:03 PM | Likes Like |Link to Comment
  • Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
    Anyone with "ecosystem" issues, read this:

    http://bit.ly/YBoEFa
    Feb 5, 2013. 05:58 PM | Likes Like |Link to Comment
  • Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
    hahaha - read this before you make any more comments:

    http://bit.ly/WtKoT3
    Feb 5, 2013. 05:11 PM | Likes Like |Link to Comment
  • Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
    And who are YOU working for?

    Saying the new phone is "junk" makes anything you write completely un-credible.
    Feb 5, 2013. 05:10 PM | 2 Likes Like |Link to Comment
  • Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
    m_007,

    You are so full of 'information' - why don't you digest this and let's see how you turn it into bad news for BB:

    http://bit.ly/WtKoT3
    Feb 5, 2013. 05:01 PM | Likes Like |Link to Comment
  • Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
    Here are some surveys some of you have been asking for. The last one points to a recent research done by CIBC that points out that 50% (!!) of pre-registrations for the new BB10 are from iPhone & Android users. (eat that shorties!)

    http://bit.ly/WtKoSS

    http://bit.ly/YRDL11

    http://bit.ly/WtKoT3
    Feb 5, 2013. 04:23 PM | 1 Like Like |Link to Comment
  • Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
    "They're absolute rubbish"

    That's just the last nail in the coffin, proving beyond a shadow of a doubt you're clueless about mobile technology.

    BB may be a lot of things, but "absolute rubbish" isn't one of them.
    Feb 5, 2013. 03:51 PM | 2 Likes Like |Link to Comment
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