Superfly_FR's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/3240891/comments http://seekingalpha.com/currents/post/973041?source=feed#comment-18129541 18129541 feature phone = phone + sms + "non graphic apps" (and poor processing power / Storage capabilities)
smartphone = phone + sms + "all internet related (mail, web, social)" + graphic apps (+ high proc./display/storage cap.)]]> Fri, 26 Apr 2013 10:23:27 -0400 feature phone = phone + sms + "non graphic apps" (and poor processing power / Storage capabilities)
smartphone = phone + sms + "all internet related (mail, web, social)" + graphic apps (+ high proc./display/storage cap.)]]> http://seekingalpha.com/currents/post/973041?source=feed#comment-18120761 18120761 AAPL lost (23-17.3) = 5.7 %
SSNLF gain (32.7-28.8) = 3.9%

5.7-3.9 = 1.8 %
So, it seems that "others" (can't be more specific) are stealing 1.8% aapl market share. Yet, make your bets: Nok ? BBRY ? both ?]]> Fri, 26 Apr 2013 07:20:55 -0400 AAPL lost (23-17.3) = 5.7 %
SSNLF gain (32.7-28.8) = 3.9%

5.7-3.9 = 1.8 %
So, it seems that "others" (can't be more specific) are stealing 1.8% aapl market share. Yet, make your bets: Nok ? BBRY ? both ?]]> http://seekingalpha.com/article/1337251/comments?source=feed#comment-17535121 17535121 Stop the scam !
Well done, BlackBerry; was about time.]]> Fri, 12 Apr 2013 09:12:50 -0400 Stop the scam !
Well done, BlackBerry; was about time.]]> http://seekingalpha.com/article/1328941/comments?source=feed#comment-17439191 17439191 Q10 is the next catalyst. What we saw with the Z10 (55% buyers were non former BB customers) was incredible and a big surprise. The tempo was; this massive proportion of new customers wasn't expected before months. Now this also means the good figures weren't driven by "Crackberry" people alone.
As you can easily find on BB fans forums, a lot of them are waiting for the Q10 to pop before they *decide* what model they'll embrace.
This means that the Q10 launch will be signal for buying, either the Z or the Q, for a large portion of the loyal BlackBerry userbase. What will be their choice will IMHO depends mostly on price. I'm sporting a Z10 for a month now and I - as a former fat-fingers-physical-k... - can testify its touch keyboard is amazingly efficient and fast.
Disclaimer : Did I mention I'll buy a Q10 as well as an addition to my black Z10 and red Z10LE ? Probably in white, ASAP :)]]> Wed, 10 Apr 2013 06:15:29 -0400 Q10 is the next catalyst. What we saw with the Z10 (55% buyers were non former BB customers) was incredible and a big surprise. The tempo was; this massive proportion of new customers wasn't expected before months. Now this also means the good figures weren't driven by "Crackberry" people alone.
As you can easily find on BB fans forums, a lot of them are waiting for the Q10 to pop before they *decide* what model they'll embrace.
This means that the Q10 launch will be signal for buying, either the Z or the Q, for a large portion of the loyal BlackBerry userbase. What will be their choice will IMHO depends mostly on price. I'm sporting a Z10 for a month now and I - as a former fat-fingers-physical-k... - can testify its touch keyboard is amazingly efficient and fast.
Disclaimer : Did I mention I'll buy a Q10 as well as an addition to my black Z10 and red Z10LE ? Probably in white, ASAP :)]]> http://seekingalpha.com/article/1310051/comments?source=feed#comment-17108751 17108751 They will be there in a breathe, don't worry, BaBe ;)]]> Tue, 02 Apr 2013 09:58:06 -0400 They will be there in a breathe, don't worry, BaBe ;)]]> http://seekingalpha.com/article/1310051/comments?source=feed#comment-17029451 17029451 It is only the factual demonstration that BlackBerry10 OS leads BlackBerry to a whole new perspective and its OS is accurate and appealing. Most formerly qualified it as DOA; I was laughing at them when they were, I'm now LOL considering their short position (and waiting for the squeeze: I'm salivating).
As usual (on SA), you omit the facts/figures that can lead to other reasoning (and I'm back to my answer).

Only 45% of Z10 customers were former BB users. Yes, you read this right; 55% of Z10 owners came from APPL and GOOG worlds (roughly 50/50) and weren't former BB users. Isn't that a clear sign of the sexiness of the platform ? You tell me ...
More !
This figure alone is significant of what we could expect for the Q10 launch (~ April for CAN & EMEA, May for U.S.A), while many curent BB keyboard die-hard users have been waiting for it and others (former BB users) may see here an opportunity to consider a return to they beloved physical keyboard.

28th ER was nothing but a - mandatory - first step prior BB full force return.
Heins and his team (CMO Boulben and Dev Relations' Saunders to name few) have made a fantastic work; they changed the brand perception; that's simply huge. Add some top (B10L, Aristo) and medium (R10 curve-like) range devices to this ... and we might have something your kids will learn at school as we learned from appl case. Yes : just.that.big.

Disclaimer : I'm long BBRY: I'm a StockBerrian !
My views are based on my economics perspectives analysis and not on financial/trading analysis. This is not an authorized advice to invest in BBRY, just my personal thoughts.]]> Sun, 31 Mar 2013 07:11:31 -0400 It is only the factual demonstration that BlackBerry10 OS leads BlackBerry to a whole new perspective and its OS is accurate and appealing. Most formerly qualified it as DOA; I was laughing at them when they were, I'm now LOL considering their short position (and waiting for the squeeze: I'm salivating).
As usual (on SA), you omit the facts/figures that can lead to other reasoning (and I'm back to my answer).

Only 45% of Z10 customers were former BB users. Yes, you read this right; 55% of Z10 owners came from APPL and GOOG worlds (roughly 50/50) and weren't former BB users. Isn't that a clear sign of the sexiness of the platform ? You tell me ...
More !
This figure alone is significant of what we could expect for the Q10 launch (~ April for CAN & EMEA, May for U.S.A), while many curent BB keyboard die-hard users have been waiting for it and others (former BB users) may see here an opportunity to consider a return to they beloved physical keyboard.

28th ER was nothing but a - mandatory - first step prior BB full force return.
Heins and his team (CMO Boulben and Dev Relations' Saunders to name few) have made a fantastic work; they changed the brand perception; that's simply huge. Add some top (B10L, Aristo) and medium (R10 curve-like) range devices to this ... and we might have something your kids will learn at school as we learned from appl case. Yes : just.that.big.

Disclaimer : I'm long BBRY: I'm a StockBerrian !
My views are based on my economics perspectives analysis and not on financial/trading analysis. This is not an authorized advice to invest in BBRY, just my personal thoughts.]]> http://seekingalpha.com/article/1309691/comments?source=feed#comment-17023651 17023651 Sat, 30 Mar 2013 19:27:50 -0400 http://seekingalpha.com/article/1305691/comments?source=feed#comment-16920121 16920121 This has been discussed and busted a thousand times.
How can you seriously put this on the table again ?
Are you some kind of masochist ?]]> Thu, 28 Mar 2013 04:34:03 -0400 This has been discussed and busted a thousand times.
How can you seriously put this on the table again ?
Are you some kind of masochist ?]]> http://seekingalpha.com/article/1301981/comments?source=feed#comment-16864741 16864741 Wed, 27 Mar 2013 04:24:14 -0400 http://seekingalpha.com/article/1298051/comments?source=feed#comment-16769061 16769061
There's something that should be kept in mind here, when dealing with comportomental behavior (lines) and figures (sales): Both (loyal-ish) BlackBerry users and CMO Frank Boulben's plan are particular.

As you noted in your article (thx again for that), BB users in U.S will probably prefer an online-shipped-to-home order than a share-my-ice-cream-lineup ;).

Also (and I believe it' the main point here), F. Boulben's marketing strategy is innovative (in super-short = step one : demos face to face - step two: launch for loyalists, rave them, spread the word on social media - step 3 : engage the cavalry). THAT innovative (I can't remind any other competitor doing this) it is very difficult to compare with other launches, because the steps involved are not the same. A typical launch -a la appl or Sam - would be (in very short again = step 1: organize leaks, step 2: massive advertising, step 3: launch).
(Edited) The rumored BlackBerry 10 launch budget is $1 Billion; just count what's on the table now ... and what's up in their sleeves.

Finally, it's even more difficult when you consider that the scales are not the same - at all - to define a successful launch for Z10 alone. Yes, Q10 (the physical keyboard device) is coming and that's a short term event that most analysts simply forget to mention (go figure).

A simplistic way to resolve this equation would be to snapshot a *blasting* launch event (ip5 or SIII ?) and scale it to current BlackBerry market shares. Then, divide it by 2 (1.5 ? 2.5 ? make your bets !), considering the Q10 release in a few weeks.

As of date, this means the following scaling parameters (rounded figures):
Samsung : 50% V.S 8% market share : 6.25 to 1 (12.5 to 1 w/ Q10)
Apple : 32% V.S 8% market share : 4 to 1 (8 to 1 w/Q10)
I'll let you do the maths ...
(and pls excuse my poor English)]]> Mon, 25 Mar 2013 10:52:56 -0400
There's something that should be kept in mind here, when dealing with comportomental behavior (lines) and figures (sales): Both (loyal-ish) BlackBerry users and CMO Frank Boulben's plan are particular.

As you noted in your article (thx again for that), BB users in U.S will probably prefer an online-shipped-to-home order than a share-my-ice-cream-lineup ;).

Also (and I believe it' the main point here), F. Boulben's marketing strategy is innovative (in super-short = step one : demos face to face - step two: launch for loyalists, rave them, spread the word on social media - step 3 : engage the cavalry). THAT innovative (I can't remind any other competitor doing this) it is very difficult to compare with other launches, because the steps involved are not the same. A typical launch -a la appl or Sam - would be (in very short again = step 1: organize leaks, step 2: massive advertising, step 3: launch).
(Edited) The rumored BlackBerry 10 launch budget is $1 Billion; just count what's on the table now ... and what's up in their sleeves.

Finally, it's even more difficult when you consider that the scales are not the same - at all - to define a successful launch for Z10 alone. Yes, Q10 (the physical keyboard device) is coming and that's a short term event that most analysts simply forget to mention (go figure).

A simplistic way to resolve this equation would be to snapshot a *blasting* launch event (ip5 or SIII ?) and scale it to current BlackBerry market shares. Then, divide it by 2 (1.5 ? 2.5 ? make your bets !), considering the Q10 release in a few weeks.

As of date, this means the following scaling parameters (rounded figures):
Samsung : 50% V.S 8% market share : 6.25 to 1 (12.5 to 1 w/ Q10)
Apple : 32% V.S 8% market share : 4 to 1 (8 to 1 w/Q10)
I'll let you do the maths ...
(and pls excuse my poor English)]]> http://seekingalpha.com/article/1281671/comments?source=feed#comment-16428311 16428311 Think that it is the (pre-)launch. Look at ip5 launch first week of sales (5M) and put this in perspective: one fifth of this amount in one single order. That's impressive, at least.]]> Mon, 18 Mar 2013 06:33:05 -0400 Think that it is the (pre-)launch. Look at ip5 launch first week of sales (5M) and put this in perspective: one fifth of this amount in one single order. That's impressive, at least.]]> http://seekingalpha.com/article/1238931/comments?source=feed#comment-15754401 15754401 Sun, 03 Mar 2013 05:37:12 -0500 http://seekingalpha.com/article/1220811/comments?source=feed#comment-15481201 15481201 Thank you for you research and reporting what I believe much, I mean MUCH closer to reality.
But ... please, let the stock go down a little ... I need a few more days below $13 to buy more ! :D]]> Mon, 25 Feb 2013 12:37:58 -0500 Thank you for you research and reporting what I believe much, I mean MUCH closer to reality.
But ... please, let the stock go down a little ... I need a few more days below $13 to buy more ! :D]]> http://seekingalpha.com/article/1220811/comments?source=feed#comment-15481081 15481081 http://bit.ly/YT751y]]> Mon, 25 Feb 2013 12:35:29 -0500 http://bit.ly/YT751y]]> http://seekingalpha.com/article/1201921/comments?source=feed#comment-15192601 15192601 Thank you.]]> Tue, 19 Feb 2013 07:31:19 -0500 Thank you.]]> http://seekingalpha.com/article/1187561/comments?source=feed#comment-15158801 15158801 Mon, 18 Feb 2013 11:47:38 -0500 http://seekingalpha.com/article/1187561/comments?source=feed#comment-15042201 15042201 Fri, 15 Feb 2013 11:41:05 -0500 http://seekingalpha.com/article/1187561/comments?source=feed#comment-15037071 15037071 You don't even have the tact to answer any of the comments above.
Try to keep your reputation intact: wipe this whole thing out. Internet never forgets.]]> Fri, 15 Feb 2013 10:21:45 -0500 You don't even have the tact to answer any of the comments above.
Try to keep your reputation intact: wipe this whole thing out. Internet never forgets.]]> http://seekingalpha.com/article/1187561/comments?source=feed#comment-15036991 15036991 => Almost: a hockey team ... ;)]]> Fri, 15 Feb 2013 10:19:42 -0500 => Almost: a hockey team ... ;)]]> http://seekingalpha.com/article/1183321/comments?source=feed#comment-14987141 14987141 http://bit.ly/Ya8BLJ (can't believe I'm linking BGR ... informed you will understand what it means)]]> Thu, 14 Feb 2013 11:31:48 -0500 http://bit.ly/Ya8BLJ (can't believe I'm linking BGR ... informed you will understand what it means)]]> http://seekingalpha.com/article/1183321/comments?source=feed#comment-14982531 14982531 Thu, 14 Feb 2013 10:08:28 -0500 http://seekingalpha.com/article/1183321/comments?source=feed#comment-14981961 14981961 Recent flaws in iOS 6.1 (resulting in many exchange servers cutting access to iOS6.1 devices, both for corporate and public servers - see AOL) and the lack of novelty will lower appl power.
Then, last but not least, recent studies (Wells Fargo) estimates a 27% gross margin on devices Add to this that roughly 50%+ of current BB consumers declare they want to adopt BB10 and firsts returns of carriers state that 1 on 2 Z10 buyer is a new BB client ... and I get really confident ! :)

Edited : the 27% gross margin includes the launch marketing "above the line" costs. Also, remember : T.Heins does not target the #1 spot, but a solid #3 ... for now :)]]> Thu, 14 Feb 2013 10:00:31 -0500 Recent flaws in iOS 6.1 (resulting in many exchange servers cutting access to iOS6.1 devices, both for corporate and public servers - see AOL) and the lack of novelty will lower appl power.
Then, last but not least, recent studies (Wells Fargo) estimates a 27% gross margin on devices Add to this that roughly 50%+ of current BB consumers declare they want to adopt BB10 and firsts returns of carriers state that 1 on 2 Z10 buyer is a new BB client ... and I get really confident ! :)

Edited : the 27% gross margin includes the launch marketing "above the line" costs. Also, remember : T.Heins does not target the #1 spot, but a solid #3 ... for now :)]]> http://seekingalpha.com/article/1153481/comments?source=feed#comment-14532271 14532271 1/ Connectivity
NFC and DLNA protocols
2/ Storage
SD card (32Gb, but tested with 64Gb OK)
How easy it is to make comparisons to serve a purpose ... isn't it ?
You may opt for a more complete comparison here (google translated, sorry) : http://bit.ly/WlAWRD]]> Mon, 04 Feb 2013 06:45:59 -0500 1/ Connectivity
NFC and DLNA protocols
2/ Storage
SD card (32Gb, but tested with 64Gb OK)
How easy it is to make comparisons to serve a purpose ... isn't it ?
You may opt for a more complete comparison here (google translated, sorry) : http://bit.ly/WlAWRD]]> http://seekingalpha.com/currents/post/792001?source=feed#comment-14450321 14450321 Fri, 01 Feb 2013 11:16:17 -0500 http://seekingalpha.com/currents/post/792001?source=feed#comment-14392901 14392901 Expectations (incl. mines) were "mid/end of Feb." for the U.S market, while nothing but Q1 was stated by BlackBerry. Basically, a later 15 days delay is a drama ... what a joke.

Anyway, when I state I'm long with $BBRY, I'm not talking about moving positions across several stock values; I'm talking about investing in a company, exactly as if they were private. I put some money where I believe the growth potential is big. It is still big, not to say huge, as the launch party we saw yesterday only explained 10% of the capabilities of the BlackBerry10 platform.

I invested long, I am long, I stand long. At least for 2-3 years; sticking with Thorsten Heins' plan.]]> Thu, 31 Jan 2013 05:06:15 -0500 Expectations (incl. mines) were "mid/end of Feb." for the U.S market, while nothing but Q1 was stated by BlackBerry. Basically, a later 15 days delay is a drama ... what a joke.

Anyway, when I state I'm long with $BBRY, I'm not talking about moving positions across several stock values; I'm talking about investing in a company, exactly as if they were private. I put some money where I believe the growth potential is big. It is still big, not to say huge, as the launch party we saw yesterday only explained 10% of the capabilities of the BlackBerry10 platform.

I invested long, I am long, I stand long. At least for 2-3 years; sticking with Thorsten Heins' plan.]]> http://seekingalpha.com/article/1129321/comments?source=feed#comment-14212081 14212081 Sun, 27 Jan 2013 08:06:07 -0500 http://seekingalpha.com/article/1116421/comments?source=feed#comment-14143691 14143691 Fri, 25 Jan 2013 08:37:11 -0500 http://seekingalpha.com/article/1129321/comments?source=feed#comment-14110301 14110301 Thu, 24 Jan 2013 14:13:27 -0500 http://seekingalpha.com/article/1129321/comments?source=feed#comment-14110141 14110141 Thu, 24 Jan 2013 14:10:33 -0500 http://seekingalpha.com/article/1129321/comments?source=feed#comment-14110091 14110091 http://bit.ly/10UwGhJ welcome anytime :)]]> Thu, 24 Jan 2013 14:09:35 -0500 http://bit.ly/10UwGhJ welcome anytime :)]]>