Seeking Alpha

Superfly_FR

Superfly_FR
Send Message
View as an RSS Feed
View Superfly_FR's Comments BY TICKER:
Latest  |  Highest rated
  • BlackBerry Q3 May Bring A Christmas Present - Profits! [View article]
    Thanks for all the calculations !
    Yet, I'm always cautious pre- E.R with expectations when we have no guidance (volume wise) except a year old "back to profitability" end of FY 2014 (feb 2015) and a "each device launched since Z3 is margin positive".

    That is where I set my own expectations, so far J. Chen & team have done a tremendous job and stick to the path. We can wait until the big boys come and sit at the shareholders' table. That day will be the one BBRY will trade back to normal levels ($12-15 range); shorts will search another cow to milk.
    Dec 10, 2014. 12:26 PM | 14 Likes Like |Link to Comment
  • Troubles At Samsung Spell Opportunities [View article]
    Must say I agree.
    as of date apple/IBM partnership is steam - say incentive.
    Samsung/BlackBerry partnership is sharp and a direct answer to customers request: bring the Knox powered Samusung devices under the BES12 umbrella. This will result in large CALs volume addition for current BES10 users and add one more solid reason for BYOD enterprise to embrace BES12.
    Nov 28, 2014. 11:06 AM | 2 Likes Like |Link to Comment
  • Troubles At Samsung Spell Opportunities [View article]
    Agree minus anything Android. They don't need it.
    Nov 28, 2014. 10:59 AM | 1 Like Like |Link to Comment
  • Yes, BlackBerry Can Run A Promotion And Still Make Money; No, It's Not A Sign Of Desperation [View article]
    ;)
    FTR BB10 Syncs with iTune desk :)
    Nov 26, 2014. 05:49 PM | Likes Like |Link to Comment
  • BlackBerry: If Morgan Stanley Rates It 'Underweight', Is It Worth Considering? [View article]
    It is ... was then Pacific Crest ...
    Nov 21, 2014. 07:54 AM | 3 Likes Like |Link to Comment
  • Are BlackBerry Shorts Getting Too Cocky? [View article]
    "Yes, my recipe was intended to precede/replace BB10"
    So ... 4 years ago (aka eternity in IT words) ?
    http://blck.by/1r0axX7
    Nov 20, 2014. 06:56 AM | Likes Like |Link to Comment
  • Are BlackBerry Shorts Getting Too Cocky? [View article]
    @ Kia
    Great, we have now officially a brand new armchair C.E.O !!! ;-)

    1/ Why that ? BlackBerry10 is the only *modern* OS outta here. It includes core capabilities most won't probably even know about.
    No competitors upgrade/patch can match this "out of the box" new OS/back-end (don't forget BES) mix. Bottom up full control (device-network-Servers) is BlackBerry DNA.
    2/ No one except google and MS (yes, Microsoft) are making money with Android. On the device makers front, only Samsung with a $1 Bil. per year marketing (could BBRY support that ?) and tremendous sales seems to be able to.
    At the time you seem to refer, BlackBerry management had already made the decision to split into consumers/Enterprise markets and separate harware from software and services (to promote them).
    Would they have made such decision, they'll exit instantly all high level security companies (DOD, etc.). In a snap.
    3/ no makeshift @ BlackBerry.
    4/ Amazon partnership on its way. Done with apps. I'd be more expecting partnerships in the cloud area, much more money to make here. Time will tell.
    5. "Please keep the devil outside" = user base (those who read at least once Google Play T&Cs) sentiment .
    6. BIS wasn't anymore on par with the demand, thus we have to wait for "BES in the Cloud" release until we have the last word about it ...
    May I suggest a good read about it? http://bit.ly/1r097My
    7. You really don't want BIS to mess into that. Free the pipe ("NOC") for BES and IoT operations. Much, much more value here.

    I believe your strategic vision is purely academic and does not include real life scenarios nor enough technical POV ...
    Nov 20, 2014. 06:47 AM | Likes Like |Link to Comment
  • BlackBerry: If Morgan Stanley Rates It 'Underweight', Is It Worth Considering? [View article]
    Food for thoughts, FWIW with all the salt you want.
    Morgan Stanley,Goldman Sachs,Deutsche Bank and Barclays are lead managers on Mobile Iron IPO #neutrality ?
    http://bit.ly/11CTZia
    Nov 19, 2014. 02:29 PM | 29 Likes Like |Link to Comment
  • Are BlackBerry Shorts Getting Too Cocky? [View article]
    "longs" is a very confusing word ...
    I - as a "long haul investor" - am excited by the new era ahead, not by the daily SP (of course, I prefer it green).
    Nov 18, 2014. 09:16 AM | 1 Like Like |Link to Comment
  • BlackBerry: Master Chen Is Personally Lighting Up The Samsung Rocket [View article]
    Let's try to be simple.
    In brief ? Samsung hardware+client software on BlackBerry architecture and back-end (BES12).

    Greg Wade, Vice President of Samsung’s KNOX Business Group :
    "Both Samsung and BlackBerry have often heard from customers that they would be very interested in being able to manage and secure KNOX-enabled Samsung devices directly from their BES infrastructure. We’ve listened. In early 2015, we’ll be able to offer our customers an integrated, end-to-end secure mobility solution that brings together BlackBerry’s strengths in EMM and secure infrastructure and the enhanced hardware and software features include in Samsung Galaxy devices, embedded with KNOX."


    Read more here : http://blck.by/1yP4qcF
    Nov 18, 2014. 08:16 AM | Likes Like |Link to Comment
  • BlackBerry: Master Chen Is Personally Lighting Up The Samsung Rocket [View article]
    Won't bet much on a massive adoption of BB10 on Samsung devices.
    One could "dream" of a personal side under Android and a fully secure work space under BB10, yet it would take months or years to achieve.

    So, Besides BES12 what has BlackBerry to offer ?
    - their network infrastructure (NOC)
    - their expertise in low-level software with QNX (think like a "BIOS") for the IoT; namely "project Ion".
    - The same QNX as the embedded software in automotive, that might aswell be used in various "wearables", with top notch reliability and security/privacy
    ...
    Starting alone with these, we're talking in $billion revenues per year.
    My 2 cents.
    Nov 18, 2014. 08:06 AM | Likes Like |Link to Comment
  • BlackBerry: Master Chen Is Personally Lighting Up The Samsung Rocket [View article]
    Apple/IBM is mostly a device distribution partnership (it will drag apps, though).
    BlackBerry/Samsung is a concrete alliance to steal the enterprise EMM market. Ready to go.

    IBM is, BTW, listed first in the integrators channel for BlackBerry.
    John Chen is playing - IMHO - a very subtle game with alliances; see how they are still close to SAP for instance ... homework to do there ;)
    Nov 18, 2014. 07:57 AM | Likes Like |Link to Comment
  • BlackBerry: Master Chen Is Personally Lighting Up The Samsung Rocket [View article]
    [EMM business] None with the same weight, far of.
    In the list, only 3 competitors could be called "near".
    Nov 18, 2014. 07:52 AM | Likes Like |Link to Comment
  • Are BlackBerry Shorts Getting Too Cocky? [View article]
    To all : pardon my ignorance, in advance. Lights welcome.

    I believe the problem with BBRY stock is the ability for shorts to gamble.
    On the stock perspective (I won't rehash all the latest good news for BlackBerry, nor the strict recovery path respect) I think the main point we should observe closely is when (not if) big & long players (funds) will enter the game. The volatility of the stock - the availability of shares to play with - will not remain once those big investors will set their strategy on the mid-long haul.
    It's not about "news", it's about confidence. And this confidence is close to the norm now, after years of sudden death prediction. It's not *only* about EPS performance in the short term, it's about risk/reward.
    In their current sector target (Enterprises), they are undisputed leaders; both in volume and reputation. What is the risk ? A slow raise of EPS because, ultimately they decided to rightsize their business (cutting costs) before they go full throttle ?

    Just imagine a new company in BlackBerry's current situation ... it would be instant W.S darling, vaporware free (for once).
    Nov 18, 2014. 07:30 AM | 1 Like Like |Link to Comment
  • BlackBerry: Master Chen Is Personally Lighting Up The Samsung Rocket [View article]
    +1000
    Nov 14, 2014. 06:39 AM | 1 Like Like |Link to Comment
COMMENTS STATS
360 Comments
875 Likes