Seeking Alpha


Send Message
View as an RSS Feed
View Superfly_FR's Comments BY TICKER:
Latest  |  Highest rated
  • BlackBerry Investors Have To Be Cautious - Hardware Is The Main Concern [View article]
    "Service revenue is heavily dependent on back-end services fees from smartphone sales".
    => Well, not anymore, with BES10 (and furthermore BES12) that handles securely (now FIPS 140-2 certified) android and Iphone devices. That's the paradoxal situation, well illustrated by the AppleCar scenario: while this won't fav BB10 devices sales, it will enforce dominant position of QNX in the automotive segment. Same applies with BES, where %margins are way ahead those issued by devices sales. Chen (continuing T.H) actually found out and pushed a way to earn money with other manufacturers devices sales in the most profitable segment; the enterprise ...
    Mar 31, 2014. 05:35 AM | 3 Likes Like |Link to Comment
  • QNX Will Not Save BlackBerry [View article]
    "pennies per unit" for - say - half of 9 billion devices is .... ? ;)
    Mar 31, 2014. 04:54 AM | 6 Likes Like |Link to Comment
  • QNX Will Not Save BlackBerry [View article]
    Sorry, but again, you missed it.
    It's not "QNX" and the infotainment niche market (where QNX is king) you have to focus on but the incredible IoT (Internet of Things) market ( from 1.9 billion devices today to 9 billion by 2018. That year, it will be roughly equal to the number of smartphones, smart TVs, tablets, wearable computers, and PCs combined - Read more: : that's what a wise investor should monitor as the next big picture and profit source.

    In this emerging field, QNX has de facto a strong leadership due to these specific points : ubiquity (the capability to interact flawesly with other environments/OSes), security (do you really have an Android home automation system ? - I'm worried about your safety), network infrastructure (BlackBerry NOC). Chen's goal here is not only infotainments systems, but to lead the overall market of the IoT. As he clearly stated in this interview that I strongly suggest anyone interested in $BBRY to watch :

    Once again, this article is very, very oriented in a direction one could reasonably contest as anything informative. In that perspective, I'd suggest to refer back both to your disclaimer and history.
    Mar 31, 2014. 03:46 AM | 14 Likes Like |Link to Comment
  • Sell BlackBerry Now [View article]
    That was short.
    Sorry, I don't buy it.
    I do not sell nor buy. I hold !

    P.S: it's not airplay that connects iOs to QNX. It's mirrorlink. From the CCC (Car Connectivity Consortium) where QNX is eminent.
    Mar 28, 2014. 01:46 PM | 27 Likes Like |Link to Comment
  • The Phablet Will Kill BlackBerry [View article]
    lol, how many of us have seen their comments ripped off ?
    OP doesn't even respond, just ticking the annoying responses to his lazy work.

    @ editor, please check history (mine included). Same author, same unfounded offense claim, for the second time in a few months.

    edit : My request has now a ticket number: #Mod00062609. Those who feel they've been unfairly wiped can reply to the mod team email, as I just did.
    Mar 27, 2014. 07:47 PM | 1 Like Like |Link to Comment
  • BlackBerry BBM Security Concerns [View article]
    [I should read the whole thing ...]
    Mar 27, 2014. 07:36 PM | Likes Like |Link to Comment
  • BlackBerry: Time To Start Improving [View article]
    Well, this is my noobish view:
    - This ER won't bring much on the market performance track. What's happening now - the good, the bad - is mostly a result of previous management. For enterprises (BES), the very expected BES12 (unified management for iOS, Android, Windows Phone [new !], legacy BlackBerry [new!] and BlackBerry 10 devices) may delay conversions, but word of mouth is as good as for the next Rolling Stones album.
    - Cash is still the key and we have to learn about tax refunds, real estate sales values and the pace of operations cost cuts (CORE, extended). Current inventory state (+ details about the $1Bill write down) and new margins on the devices front are either fundamental points.
    - Finally, what I expect here is the return of short term (next ER) guidance, because the street diktat (random expectations) unfairly kills the SP and wide opens the way to speculators (shorts). BlackBerry performance can't be led by its stock valuation; M. Chen could instill confidence with reasonable targets, quarter after quarter and reach or exceed them, until profitability. Small steps in short periods is what I'm expecting here.
    Mar 13, 2014. 09:23 AM | 3 Likes Like |Link to Comment
  • BlackBerry: We Will Win If We Don't Need The Market [View article]
    My thoughts, exactly. Thanks for this publication.
    Mar 10, 2014. 05:50 AM | 8 Likes Like |Link to Comment
  • BlackBerry: Don't Get Too Excited About The $10 Mark [View article]
    Mr. Kowital, respectfully, you're wrong.
    There's no way apple will license iOs to infotaimement system makers.
    CarPlay will come on top of existing sytem, it is basically a "mirroring" system. QNX - and I believe others - will still handle the system while third parties (NOK has one too) layers/protocols will provide mirroring/interactivity.
    Mar 4, 2014. 12:38 PM | Likes Like |Link to Comment
  • Microsoft: If You Can't Beat Them, Join Them [View article]
    Absolutely right, you may know I'm a regular reader of your most appreciated contributions, just adding - respectfully.
    Mar 1, 2014. 09:53 AM | 2 Likes Like |Link to Comment
  • Microsoft: If You Can't Beat Them, Join Them [View article]
    M. Kesarios, one thing we should keep in mind is that Microsoft actually earns money on each Android ... so it's not a counter-natural behavior ... hidden behind Nokia they keep grabbing piles of $$$ ...
    Feb 28, 2014. 01:49 PM | 4 Likes Like |Link to Comment
  • BlackBerry: Don't Get Too Excited About The $10 Mark [View article]
    abigchocoholic: I'd suggest you'll do the maths again, as 2011 figures were nowhere close to actual (furthermore future) market. Numbers, of course, but also in terms of added value (i.e : license fees value).
    One has to understand we're basically in the late 90's situation with smartphones V.S featurephones. As much that car dealers can now say : "Forget horsepower. The connected car is becoming the hottest model on dealer lots."
    The number of cars connected to the Internet worldwide will grow more than sixfold to 152 million in 2020 from 23 million now [2013], according to researcher IHS Automotive.
    By 2018, one in five cars on the road will be "self- aware" and able to discern and share information on their mechanical health, their global position and status of their surroundings, said Gartner's Koslowski.

    WS may want to take a bet on this extremely fast growing market ... and QNX is more than a pioneer; it's the actual leader. By far.
    Feb 26, 2014. 04:28 AM | 1 Like Like |Link to Comment
  • BlackBerry: Don't Get Too Excited About The $10 Mark [View article]
    Mr. Knowitall,
    Infotainment systems do not share the "lust for apps " like smartphones do. These will be - besides the obvious social and media ones - quite restricted by nature. Thanks God, most countries forbids the usage of distracting activities while driving, so that only (rear) passengers will use these apps. Built-in manufacturers features (remote control, diagnostic, guidance, car-to-car alerts, after-sales ...) are more likely to be appealing.

    Yet, QNX based infotainment systems provide two very useful capabilities thereupon : the mirroring of external devices (the infotainement screen(s) replicate your smartphone's) and the ability to load android applications, either ported or in their native form (apk) [as of date: provided they don't use google services].

    I strongly suggest you have a look at this demonstration; worth a thousand words, as usual ;-)

    Achiles Research: Thanks for this wise view. We suffered enough the gambling and volatility to the point it added infection to the brand and company injuries.

    Discl : I'm (very) long BBRY and $20-25 is my first target.
    Feb 26, 2014. 04:08 AM | 1 Like Like |Link to Comment
  • Fairfax Opens Up BlackBerry Floodgates... Again [View article]
    Fairfax added extra $20Millions today ... just sayin'.
    Feb 12, 2014. 05:04 PM | Likes Like |Link to Comment
  • Fairfax Opens Up BlackBerry Floodgates... Again [View article]
    The news would be Fairfax added $15million to their position on free market lately.
    We've read so many "falling knife" "cat bounce", "spiral of death" or "bleeding cash" scenario already (I mean for the last 4 years !) that one could reasonably question these.
    BlackBerry didn't succeed as some (I must confess, me included) expected with the launch of BlackBerry10. While truly revolutionary and best of class behind the scene, their new OS learning curve, the few-but-mandatory missing apps added to the confusion and noise ("they're dead already") many spread purposely prevented their new platform to meet the general market. Can't deny that.
    Yet - and still - in a long term (years) perspective, recent focus on enterprises - where you add multi platform services revenues to hardware revenues - can definitely lead BlackBerry back to operational profits, the mandatory step prior any wide offensive out of the enterprise market.
    So what to monitor ?
    BES10 is now out of the trial period and BES10 in the cloud is near to launch. These - both in terms of revenues generation and market share - are the indicators we have to focus on.
    Of course, next device ('Jakarta') success is also an important point, as it will reveal the new entry point pricing and expose more details about BlackBerry's and Foxcon's alliance.
    As a strong (long) holder, that's all I care about.
    Oh, maybe also when I see time scales ("the more shorted ... past two years") stretching ... but this may be my rosy glasses again.
    discl : long BBRY / sorry for bad English.
    Feb 10, 2014. 06:21 AM | 23 Likes Like |Link to Comment