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Superfly_FR

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  • BlackBerry Will Lose Enterprise To Windows [View article]
    So you believe future of enterprise is data transfer over the cloud (so 2000's) ?

    BlackBerry vision is device centric.
    Once your device is properly set to the enterprise EMM (BES12) it becomes your mobile workhorse. This means you can either store locally (on the device) or access remotely (enterprise network) the files you need and then either use them on your device ("on your way home" / "back to work") or use *any* computer (mac, PC, android and iOS tablets) power to perform heavier tasks.
    * Without a single fingerprint on the computer *
    As mentioned above, this is Blend. And blend is fully managed under BES. You don't rely on third party cloud or personal storage and must comply with enterprise rules. Of course, whatever you do can be recorded for those companies that need compliance.
    Jan 16, 2015. 01:58 PM | 6 Likes Like |Link to Comment
  • Convertible Bonds Water Down BlackBerry Turnaround Efforts [View article]
    @David : they sold ... the (empty) walls. You might have been fooled by an article around here (that has been dismissed btw). See : http://blck.by/1j9kGlN

    Funnily enough, they sold it to VolksWagen AG ... which now use QNX in their infotainment systems.
    See: http://bit.ly/1rZfxkE
    Jan 6, 2015. 09:13 AM | Likes Like |Link to Comment
  • Convertible Bonds Water Down BlackBerry Turnaround Efforts [View article]
    @agelic1 Re "not much" : the business isn't (at last) in the software sales. You can see here the same principle than for devices/services. Chen's plan is to set up the underlying trusted and secure environment for critical IoT connexion. The NOC (formerly used for BIS/Consumers) will be used for that and we're very close - IMHO - to see partners paying CALs for that.
    A typical bundle for "connected cars" (data, traffic, car control) is sold by BMW on a $100-ish/year basis. Say there's 1 or 2 % for BlackBerry each year and we're talking about massive revenues ... as I do believe they will host non QNX systems too, as they did for BES with Android, iOS and Windows based platforms.
    Jan 6, 2015. 09:00 AM | 3 Likes Like |Link to Comment
  • Convertible Bonds Water Down BlackBerry Turnaround Efforts [View article]
    @Angelic.
    Watch for the 50-dma
    Jan 5, 2015. 10:13 AM | 1 Like Like |Link to Comment
  • Convertible Bonds Water Down BlackBerry Turnaround Efforts [View article]
    @mapodga : this is called reward. Do you or anyone (here) had the iron ba..s to put $1 bilion on the table when Prem did ? No.
    You pretend they didn't *need* it; but that's only because Chen and team performed extremely well and executed fast enough. But as a wise management team, they had to anticipate any pebble in the shoe. Remember cash burn rate by then ? How many months is 1$ Billion ?
    This is far from an exaggerated provision and as said above, a visible trust sign many have received positively, based on Prem's history.
    Jan 5, 2015. 08:33 AM | 1 Like Like |Link to Comment
  • Convertible Bonds Water Down BlackBerry Turnaround Efforts [View article]
    @KeenGolfer
    "was a most needed vote of confidence by Prem on the company's survival".

    Absolutely agree and a *priceless* addition to the current turnaround. Those pointing fingers now have to remind what the situation was by then and how many fingers pointed to Prem calling him "insane investor - falling knife catcher - blahblah".
    All I wish him (his fund, actually) is to get the maximum value in return for his high risk investment and blink the radar (again) for his long term sight accuracy.
    Share value will be diluted ?
    I'm fine with that. Because without the $1 Billion debenture, one may wonder where BBRY and BlackBerry will be today. We will have to reward the risk (when it happens) and wait longer to see BBRY back to a normal valuation level; I'm not a gambler, I'm not an bloodsucker, I praise virtuous investment where company performance beats W.S intrigue.
    I even hope many "investors" will finally follow the same strategy.
    Jan 5, 2015. 08:15 AM | 2 Likes Like |Link to Comment
  • BlackBerry: It's Time To Take The Blinders Off [View article]
    C_man, please let me add some more about this.

    It's probably not (or less) obvious in the U.S but the trend in Europe (for instance) is to buy devices unlocked. We now have a lot of carriers with discounted contracts that merely offer subsidized devices.
    As an example, in France 2 years ago the distribution was 80% through carriers and unlocked were 20%, mostly low end "flip phones".
    Today, the proportion is 50/50 for smartphones and even greater for high end ones. This trend is also sensible for enterprises (in a lower proportion) and it seems it's here to last. For thoses, VARs and integrators are now making offerings the likes of computers fleets, with services, leasing and fleet redemption that are very attractive (not to mention the ability for companies to tender, for real).
    Last year, a company could *only* get BlackBerry devices through carriers; it's still an option but not an obligation anymore. And that's a very noticeable point.
    Dec 31, 2014. 09:52 AM | Likes Like |Link to Comment
  • BlackBerry: It's Time To Take The Blinders Off [View article]
    Work is (only) 8 hours per day ?
    Lucky you ...
    Dec 31, 2014. 09:37 AM | Likes Like |Link to Comment
  • BlackBerry: It's Time To Take The Blinders Off [View article]
    Link for those interested in the Rio specs http://bit.ly/1wyRiFn
    Dec 30, 2014. 02:30 PM | 1 Like Like |Link to Comment
  • BlackBerry: It's Time To Take The Blinders Off [View article]
    @Author : Rio is more likely a Z3 upgraded with LTE/4G capabilities, AFAIK. I believe we might see a replacement for the Z30 later in 2015.
    Dec 30, 2014. 10:05 AM | 3 Likes Like |Link to Comment
  • BlackBerry: It's Time To Take The Blinders Off [View article]
    @Truth_Investor: it's a "right-sizing" move. They choose to invest in a segment where they still have a dominant position (volume and reputation). Trying to fight today on the consumers market where others invest at a pace of $1Billion per year for marketing alone is just out of sight for now.
    Instead, they (seem to) believe that "word of mouth" of satisfied enterprise users - and BlackBerry loyalists - will suffice to keep the brand image alive for a "while". Once this dominant position seated and revenues big enough to generate positive EPS ... it'll be another story.
    One step after the other; Chen clearly stated he couldn't handle all the problems together.
    Dec 30, 2014. 10:01 AM | 3 Likes Like |Link to Comment
  • BlackBerry: It's Time To Take The Blinders Off [View article]
    They do. Numbers reflect devices "in the hands of consumers". That's why only a mere 200K (eq. 2 first days of sales) have been counted for Passport.
    Dec 30, 2014. 09:53 AM | 3 Likes Like |Link to Comment
  • BlackBerry: It's Time To Take The Blinders Off [View article]
    @debango : I find it very doubtful.
    AFAIK.
    Recent deal with Samsung will offer a high grade security for Knox enabled devices (client side) and BES12 *within* a dedicated scope of apps, granted by the enterprise.
    Just take some time to read Google Play T&Cs and you'll realize how unlikely BlackBerry could accept to bend its global policy to match the very firsts criteria.

    As long as BlackBerry strategy is "Enterprise first", I'll strike this option as it is nowhere relevant IMHO.
    Dec 30, 2014. 09:51 AM | Likes Like |Link to Comment
  • BlackBerry: It's Time To Take The Blinders Off [View article]
    @Simonas: yes/no answer.
    Q3 revenue was lowered by incentive sales with low (not to say zero) gross margin, aka the BBOS devices inventory flush (-93% Y2Y).
    So I guess we can say it's a consequence of an intentional discount.
    I also believe - and this was not intentional, blame the supply chain - that only a fraction (<200K) of Passport sales have been counted, as the waiting list was still very consequent (just browse the BlackBerry related forums and note the numerous complains) before the Q3 end (BlackBerry counts sell through, not orders).

    I believe Classic sales - the device that is aimed to BBOS loyalists - and the
    passport "provision" made in Q3 can create a pretty nice effect next February. I expect bigger sales numbers with a greater GM, which was already spectacularly high (52%).
    And of course, BES12 that will quit the EZpass period, starting to generate revenues for services and CALS.
    Dec 30, 2014. 09:41 AM | 4 Likes Like |Link to Comment
  • 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
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