Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
EXACTLY!!!
All signs are that several million new BB10's will be sold around the world in the next quarter - and that's plenty for BB to secure #3 in the smartphone market and increase their share steadily from hereon = share price going up!
The Good, The Bad And The Ugly From RIM's Earnings Report [View article]
Good article. I also believe in your last statement about the stock being oversold but unlike you I think this a new opportunity to get a position while price is on a temporary low.
BlackBerry 10 Feature May Run Into Big Snag [View article]
Looks like the author stopped reading the comments too.
Note to author: when you get caught with your pants down its best to apologize like grown adults do and retract what you said.
Trying to defend your obviously poorly researched and baseless article ensures no one will want to read your stuff in the future and no respect from the community.
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?
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]
How could anal-ysts discount the CEOs comments of 50% better launch than any other BB phone in Canada and 3X better launch in the UK - and justify their own low numbers??
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.
Is RIM Ready To Become A Smartphone Leader Again? [View article]
Let me jump in here and agree with you. Anyone that thinks that 100,000+ apps is a liability doesn't understand the market or mobile users.
As long as mobile users can find the popular mobile apps whether games or social networks, how many apps in total the marketplace has is irrelevant.
There are probably no more than a few hundreds must have apps - if those or the majority of them are available on the RIMM marketplace - then this will not be an issue for users and then its about functionality and features - where I have no doubt whatsoever that RIMM will make the iPhone look like a toy for 5 year olds. (heck, my 5 year old BB still has features that even the iPhone 5/iOS6 do not have. It's joke as a phone).
Research In Motion's BlackBerry 10 Will Serve Its Intended Purpose [View article]
Agreed!
My 5 year old BB has some phone features that even the iPhone 5 still does not. And now with an advanced OS (BB10) - I think many savvy consumers that are tired of the AAPL hype and pricey ecosystem will be looking at BB as the intelligent smartphone choice.
I also agree with your comment about AAPL's stagnant innovation. Check what Samsung has brewing in the very near future - Bye bye iPhone:
RIM's 23% Plunge, A Gross Overreaction? [View article]
You are a short (you make it way too obvious). I think you grossly under estimate the loyal fan base BB have (79 million!) something Microsoft cant say and have never had - meaning Microsoft has a lot more catching up to do than RIMM. Heck, RIMM is selling more outdated BB7 phones than MS is selling their brand new WP8!
In addition, they have a strong balance sheet and enough cash to make BB10 a success.
Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here. [View news story]
iPads are good for the most basic business stuff - email, browsing, maybe a small document and that's about it.
For the more serious business stuff - PC/Laptops are IT and no iPad can compete with that functionality/power.
Will BlackBerry 10 Put Research In Motion Back In Motion? [View article]
On the other hand, I think the consumer is ready for some alternatives that's not as expensive as Apple and not as technical as Android.
In that light, with the right investment in marketing, I see both WP8 and the BB10 getting a fair shot at taking some market share.
It's up to RIMM and Microsoft to screw it up.
If I had to hedge I would favor RIMM because it still has a lot of fans out there who had an outstanding experience on their BB phones, whereas the Windows phone is new and prior Microsoft devices never caught on.
Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here. [View news story]
@Ronin,
I respectfully disagree. Both operating systems were unveiled about the same time in 2007. This type of project takes 3-4 years and it's simply not engineering-feasible that GOOG was able to copy all of the iOS features and be ready at the same time.
Furthermore, as evident by the architecture of each OS, GOOG has implemented their own ideas of key things like Navigation, Mutli-touch etc.
I also want to remind you that if you accuse GOOG of stealing ideas from AAPL, then surely AAPL is the biggest thief since many of the key concepts in iOS already existed on platforms like BB, Samsung, Treo and Windows CE.
The iPhone's success is not so much in offering a new paradigm, but in the outstanding quality of the hardware and tight integration with the AAPL ecosystem. Their quality and attention to details is what created a unique and very pleasing user experience on the iPhone and hence their success (to-date).
And to support this argument, if you dig in the forums, you will find many iPhone fans are replacing their phones with Androids, due to the latest issues with iOS6. User experience is KING, IMO.
Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
All signs are that several million new BB10's will be sold around the world in the next quarter - and that's plenty for BB to secure #3 in the smartphone market and increase their share steadily from hereon = share price going up!
Brand Revival: London's Financial Times Coos Over BlackBerry's Z10 [View article]
The Good, The Bad And The Ugly From RIM's Earnings Report [View article]
BlackBerry 10 Feature May Run Into Big Snag [View article]
Note to author: when you get caught with your pants down its best to apologize like grown adults do and retract what you said.
Trying to defend your obviously poorly researched and baseless article ensures no one will want to read your stuff in the future and no respect from the community.
3 Catalysts To Watch For After BlackBerry Reports Earnings [View article]
How come that info hasn't come in to your article?
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]
Is BlackBerry Finally Rising From Ashes? [View article]
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.
Is RIM Ready To Become A Smartphone Leader Again? [View article]
As long as mobile users can find the popular mobile apps whether games or social networks, how many apps in total the marketplace has is irrelevant.
There are probably no more than a few hundreds must have apps - if those or the majority of them are available on the RIMM marketplace - then this will not be an issue for users and then its about functionality and features - where I have no doubt whatsoever that RIMM will make the iPhone look like a toy for 5 year olds. (heck, my 5 year old BB still has features that even the iPhone 5/iOS6 do not have. It's joke as a phone).
Research In Motion's BlackBerry 10 Will Serve Its Intended Purpose [View article]
My 5 year old BB has some phone features that even the iPhone 5 still does not. And now with an advanced OS (BB10) - I think many savvy consumers that are tired of the AAPL hype and pricey ecosystem will be looking at BB as the intelligent smartphone choice.
I also agree with your comment about AAPL's stagnant innovation. Check what Samsung has brewing in the very near future - Bye bye iPhone:
http://bit.ly/VmCkEe
BlackBerry 10: It's Shiny, It's New, But Will It Sell? [View article]
RIM's 23% Plunge, A Gross Overreaction? [View article]
In addition, they have a strong balance sheet and enough cash to make BB10 a success.
Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here. [View news story]
For the more serious business stuff - PC/Laptops are IT and no iPad can compete with that functionality/power.
BlackBerry Sales May Be Better Than Expected [View article]
Will BlackBerry 10 Put Research In Motion Back In Motion? [View article]
In that light, with the right investment in marketing, I see both WP8 and the BB10 getting a fair shot at taking some market share.
It's up to RIMM and Microsoft to screw it up.
If I had to hedge I would favor RIMM because it still has a lot of fans out there who had an outstanding experience on their BB phones, whereas the Windows phone is new and prior Microsoft devices never caught on.
Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here. [View news story]
I respectfully disagree. Both operating systems were unveiled about the same time in 2007. This type of project takes 3-4 years and it's simply not engineering-feasible that GOOG was able to copy all of the iOS features and be ready at the same time.
Furthermore, as evident by the architecture of each OS, GOOG has implemented their own ideas of key things like Navigation, Mutli-touch etc.
I also want to remind you that if you accuse GOOG of stealing ideas from AAPL, then surely AAPL is the biggest thief since many of the key concepts in iOS already existed on platforms like BB, Samsung, Treo and Windows CE.
The iPhone's success is not so much in offering a new paradigm, but in the outstanding quality of the hardware and tight integration with the AAPL ecosystem. Their quality and attention to details is what created a unique and very pleasing user experience on the iPhone and hence their success (to-date).
And to support this argument, if you dig in the forums, you will find many iPhone fans are replacing their phones with Androids, due to the latest issues with iOS6. User experience is KING, IMO.