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rephinbar

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  • 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!
    Feb 4, 2013. 05:31 PM | 18 Likes Like |Link to Comment
  • Ackman's Pictures Tell The Story: Herbalife Oversaturates [View article]
    Clearly, the author understand little to nothing about how MLM works.

    "Herbalife's business model/Marketing Plan is not designed to provide support to individual entrepreneurs"

    Should we also blame the U.S. govt that 90% of new small business startups fail?

    Matt, read @msaleeba's post and I suggest you join HLF and educate yourself with the experience.
    Nov 25, 2013. 03:09 AM | 15 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, 2013. 09:02 AM | 14 Likes Like |Link to Comment
  • BlackBerry: The Bear Case, The Bull Case And My Case [View article]
    I was at Costco yesterday (in Southern California) and asked their cell phone booth rep for the Q10. He said they got 150 units 3 days ago and they were all out. Didn't know when they would get more and that the only option to get one was to order it at the store for home delivery.

    When I got home, I called 2 more local Costco stores: same story!

    I doubt TH would say he expect to sell "tens of millions of them" just to blow hot air - this guy has been very credible so far.

    Looks like the Q10 is a hit and tomorrow should be very pleasant to BB bulls.
    Jun 27, 2013. 04:42 PM | 12 Likes Like |Link to Comment
  • 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.
    Dec 23, 2012. 10:49 AM | 11 Likes Like |Link to Comment
  • 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.
    Apr 5, 2013. 02:05 PM | 8 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, 2013. 02:49 PM | 8 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
  • 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).
    Jan 17, 2013. 04:22 PM | 8 Likes Like |Link to Comment
  • 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:

    http://bit.ly/VmCkEe
    Dec 28, 2012. 06:18 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
  • 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.
    Dec 26, 2012. 04:57 AM | 7 Likes Like |Link to Comment
  • 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.
    Oct 20, 2012. 04:54 PM | 7 Likes Like |Link to Comment
  • Ackman's Pictures Tell The Story: Herbalife Oversaturates [View article]
    Matt,

    Here's probably the biggest error in Ackman's short theory. He claims there are little to no "consumer" sales.

    However, the reality (and HLF biggest mistake) is that they call consumers - "distributors". But those "distributors" making up the majority have joined purely to get a bigger discount on the products - intended for self-consumption.

    Another common argument is that these "distributors" have to pay a certain fee to become a eligible for the discount, and hence HLF is essentially incentivizing recruitment.

    But wait a minute, surely you have heard of Costco?! they use the exact some model. To get Costco discounted pricing you have to pay an annual membership fee.

    So HLF biggest issue is mis-labeling these "distributors". They should have given it a different name like "Herbalife VIP Club Member" and the confusion would be gone.

    Furthermore, so many people criticize the MLM model but its for ignorance and nothing more. A "regular", non-mlm company selling products would have to spend a significant amount of their budget on marketing - advertising and promotion. These enormous budgets make the few large media companies very wealthy.

    All that MLM is really about shifting the same budget to individuals in exchange for them promoting the products to their networks of family, friends and beyond. It's based on the notion that word of mouth is the most effective form of marketing. Really simple.

    Now clearly, the model gets abused, but that's no different than any business model. Hence there are some FTC guidelines and boundaries on what's a pyramid scheme.

    One of them is that it's a pyramid scheme is the product has no value and Ackman uses this argument heavily. But there are tens of thousands of people that swear by the benefit from these products and are willing to pay a premium for them. Right there, Ackman has lost his key argument.

    Ackman also claims that new distributors HAVE to invest $3000-$4000 in inventory in order to get bigger discount and bigger commission. First, they don't HAVE to. It's an option and IT'S A STANDARD BUSINESS PRACTICE FOR ANYONE WANTING TO BE A WHOLE SELLER, regardless of industry or business model.

    And no one is holding a gun to their head when they make this investment. And this is investment is no different than any investment you would have to make to start a new business.

    Lastly, most MLM companies operate like HLF, which is where Akcman loses entirely, because if they shutdown HLF, they will HAVE to shutdown NUS, AVON, Mona Vie, SolaVei, And whole slew of other product-based MLM companies. Watch youtube videos from distributors of these companies - they're pretty identical to HLF distrbutors YT videos. You talking about shutting down billions of dollars of commerce in the U.S. and internationally which would have noticeable impact on the overall economy.

    Are you so naive to think the regulators would go as far that?

    Worst case scenario for HLF, is they get fined for not enforcing some of the FTC guidelines well enough and that's that.

    Investors like Soros and Ichan are long because they get the big picture. Ackman is stuck in an egotistical position and grasping at straws to make his argument.

    Hopefully you're open minded enough to "get" some of this education.
    Nov 28, 2013. 07:59 PM | 6 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, 2013. 02:45 AM | 6 Likes Like |Link to Comment
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