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Superfly_FR

Superfly_FR
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  • BlackBerry: I Hope Analysts Are Wrong [View article]
    Irrelevant ? Ask Samy.
    May 28, 2015. 06:27 PM | 1 Like Like |Link to Comment
  • BlackBerry: I Hope Analysts Are Wrong [View article]
    Did I read it wrong or all this reasoning is - in fact - based on devices sales and totally flush the real story, the turnaround target : software and associated services ?
    There's a lot of noise right now based on the -to come - book about BlackBerry and suddenly everyone seems to omit what has been clearly stated as the turnaround strategy, i.e goingg platform agnostic and IoT underlying foundation (qnx, network infrastructure and security, data collection and analysis, 'connected objects').
    What's that wizardry ?

    I've been silent for a while, just because the noise isn't addign anything. I'd suggest anyone suffering trust crisis to remind Chen's statements and defined targets instead of re-inventing new goals and targets. We shouldn't care about (hw) volume or revenues: tell me about overall profitability and positive margins. That's what, as a long term investor, I'm interested in.
    May 28, 2015. 06:04 PM | 3 Likes Like |Link to Comment
  • Giving Away Free BlackBerry 10 OS To Android Phone Users Could Be Decisive [View article]
    I like the idea for consumers. I must say I had the same idea when I read about the free W10 upgrade + ROM news.

    BB10 is an OS that requires less chip power than last Android builds.
    This could bring back to life a lot of N-1 gen devices and seduce users that want a more modern OS without spending piles of $.
    Again, it goes straight in the "try and love" strategy.
    Mar 20, 2015. 05:05 AM | 4 Likes Like |Link to Comment
  • BlackBerry Downgrade: Analyzing The Analyst [View article]
    @abragam : that's the point. Robots/T.A can help to understand valuation, but nowhere forecast success for an entirely new turnaround strategy, furthermore if it extends to an unknown area (IoT).
    Mar 19, 2015. 08:13 AM | Likes Like |Link to Comment
  • BlackBerry Downgrade: Analyzing The Analyst [View article]
    And now IBM ...
    "Secusmart, a BlackBerry company (NASDAQ:BBRY)(TSX:BB), is presenting with IBM at CeBIT 2015, the SecuTABLET, a high-security tablet based on the Samsung Galaxy Tab S 10.5."

    (is that a punch in the face to apple ? you decide.)

    http://t.co/cFUjqvzZeD
    Mar 15, 2015. 01:10 PM | Likes Like |Link to Comment
  • BlackBerry Downgrade: Analyzing The Analyst [View article]
    @KIA
    [QNX’s Paul Leroux told the blog:] “We have a long-standing partnership with Apple to ensure high-quality connectivity with their devices, and this partnership extends to support for Apple CarPlay.”

    "Apple has indeed been one of many QNX partners for quite some time, so those who watch the industry closely likely won’t find this news very surprising. To most people, however, the idea that Apple and BlackBerry might be partnering on a product sounds crazy."

    When you know CaPlay is basically a (wired) AirPlay extension, you may want to read between the lines.

    Source (a well known bashing BlackBerry site) : http://bit.ly/1czkh3u
    Mar 11, 2015. 09:10 AM | 1 Like Like |Link to Comment
  • BlackBerry Downgrade: Analyzing The Analyst [View article]
    Their leadership weight is equal to their reputation in the industry.
    This reputation, for those working in the subject, is unmatched.
    Even apple has a long lasting (and reinforced with carplay) collaboration history with them; easy to check on their (QNX) website, btw.

    Seems you don't understand that the purpose of QNX - as of date - is to provide a mission-critical platform over which various brands will build their own systems, i.e a "white label". And a "white label" never claims for titles or glory on behalf of other's work. That's just the way it is.
    Mar 10, 2015. 03:01 PM | Likes Like |Link to Comment
  • BlackBerry Downgrade: Analyzing The Analyst [View article]
    (sry 4 replying to myself)
    Let me add another one : http://bit.ly/1gWoLZM

    Enjoy the list. And note nor apple than Google are in.
    Mar 10, 2015. 02:54 PM | 1 Like Like |Link to Comment
  • BlackBerry Downgrade: Analyzing The Analyst [View article]
    Monsieur Kia, ça commence à bien faire ...

    "The fix adds HTTPS encryption to the connection from BMW to the car, which runs over the public cellular network. The added encryption will not only safeguard the content of the messages but also ensures that the car only accepts connections from a server with the correct security certificate."

    Nothing with QNX but a poor network protocol.
    Stop yada-yada, please.
    Mar 10, 2015. 09:00 AM | 1 Like Like |Link to Comment
  • BlackBerry Downgrade: Analyzing The Analyst [View article]
    We're dying to read your counter-arguments, backed with facts and links with certified statistics that will explain - better - how QNX is not leader in the mentioned areas Bob.
    As you seem very aware of industry practices, you may note that for mission critical equipments, industry is silent about who does an how the job is made.
    That's one basic and simple security rule: Shut up.

    (edit) Even in automotive, where we know BlackBerry steals 50% of the market, it is very difficult to know for sure if QNX is used on a platform.
    I for one have particular connection with BlackBerry and subsidiaries and NEVER had the information for a specific brand/model/device, unless provided by the manufacturer.
    Mar 10, 2015. 08:46 AM | 1 Like Like |Link to Comment
  • BlackBerry Downgrade: Analyzing The Analyst [View article]
    Kia, it's boring. You never stop ...
    When your base argument is "what storage and analytics" while a NOC (Network Operating Center) is nothing but physical cables and network architecture, one is legit to claim irrelevance.
    Ivan objection is spot on.

    Now, if you want some more inputs, it's easy: start here : http://blck.by/1FxZuR8
    Mar 10, 2015. 08:41 AM | 1 Like Like |Link to Comment
  • BlackBerry Downgrade: Analyzing The Analyst [View article]
    Let me add a "novelty" Kurt, if you don't mind ;) :)
    QNX-equipped Solar Impulse 2 readies for round-the-world solar-powered flight : http://bit.ly/1MofTWn
    Mar 10, 2015. 08:33 AM | 1 Like Like |Link to Comment
  • BlackBerry Downgrade: Analyzing The Analyst [View article]
    Can you please repeat "BlackBerry is not partnered with ..."
    Samsung ? Really? They've just partnered for Knox and clearly stated that this was only a beginning. And where, besides secure IoT this new born partnership may expand ? HW components ? Would be pocket money (at best) for Samsung.
    BTW, BlackBerry and Samsung are already partners in the CCC (connected cars consortium) for mirorlink (and more) : http://bit.ly/198t69A and ... surprise! there's MS too.
    Cisco ? QNX provides the underlying OS for their broadband routers.
    Qualcomm ? inside BlackBerry since Z10.
    And you probably forget to mention a "small player" named Amazon ...

    Sure, they're alone in the wild (/jk).
    I believe there's some confusion between announcements and reality here. John Chen stated that we'll heard about it later (my reading: when something concrete is ready for hands on, besides automotive). But pretending they have no alliance/partners ...
    Mar 10, 2015. 08:20 AM | 2 Likes Like |Link to Comment
  • BlackBerry Downgrade: Analyzing The Analyst [View article]
    Norman, you can start here : http://blck.by/198qNn8 ;)
    Mar 10, 2015. 08:07 AM | Likes Like |Link to Comment
  • BlackBerry Downgrade: Analyzing The Analyst [View article]
    Quotes :
    "Morgan Stanley & Co. LLC and Goldman, Sachs & Co. are acting as lead joint book-running managers for the offering."
    [MobileIron, Inc. Initial Public Offering June 12, 2014]
    +
    "Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision."
    [Institutional parachute]

    Each on his own will appreciate and either consider this as "normal" or have another vision.

    @Author : thank you.
    Mar 9, 2015. 02:48 PM | 23 Likes Like |Link to Comment
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