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Superfly_FR

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  • BlackBerry 10 Will Flop. Then What? [View article]
    @winter_hat : http://bit.ly/10UwGhJ welcome anytime :)
    Jan 24 02:09 PM | Likes Like |Link to Comment
  • BlackBerry 10 Will Flop. Then What? [View article]
    @MArcap The closer we get to the launch, the most rigid you are in your perception. While you - and so many others - predicted from over a year, the next-week dead of RIM, you now jump on the bandwagon of those pretending "if RIM does not become #1, they're dead: sell". That's nonsense. But it's quite a recreation to read you.
    Jan 24 02:06 PM | Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    RIMM $17.2375 as I write this. Selling price "revealed" by BGR ?
    ... or just realization that "analysts" have served [mean word here] for months/
    Jan 22 11:37 AM | Likes Like |Link to Comment
  • How Will RIM Replace Lost Service Revenue? [View article]
    The 30% devices - 70% services scenario was the "crisis" balance. Standard one should be 10-30% services - 90-70% devices to compare to others. If you look in the mirror (2yrs), you'll see that, when RIM was a leader, revenue was based on devices. RIM slashed their ASP (average selling price) to maintain a high level of customers while their large user base (BES+BIS) maintained the services fees, thus the "upside-down" revenue balance.

    Now with an ASP rumored to be over $600, the deal is quite different ... I believe this should be #1 in your replacement list :). But, I agree with the extra-list you made !
    Jan 22 09:44 AM | 2 Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    @Kurt: see bellow for BBM (warning : BES only ?)

    RIM Raised to Buy on IPhone, Android Opportunity: Jefferies
    By Sarah Gill

    Jan. 18 (Bloomberg) -- RIM will enable corporate email on iPhones, Android devices; this change is unknown or not well

    understood: Jefferies analyst Peter Misek writes in a note.
    ● RIMM likely to add BYOD sandboxing, BBM on Android, iOS
    ● Jefferies says licensing deals are unclear
    ● May, Aug. qtr results likely above avg. ests.
    ● RIMM likely to meet or beat Jefferies’ est. of 4m/qtr BB10 sales
    ● PT raised to $19.50 from $13, rating raised from hold
    ● RIMM 5 buys, 24 holds, 19 sells, avg. PT $10.82: Bloomberg data
    ● NOTE: RIMM SI 8.4% of free float: MarkIt data
    For Related News and Information:
    First Word scrolling panel: FIRST<GO>
    First Word newswire: NH BFW<GO>
    Jan 18 11:36 AM | Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    Really hope you didn't sell yesterday.
    $16 just broke in pre-market ... some should better cover ... very fast ... and make my long very, very lucrative.
    Thank You David Alton Clark ! :)
    Jan 18 09:12 AM | Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    @david, please give links.
    Jan 18 09:09 AM | Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    Marcap, you cannot seriously compare a device-based app with a hosted management solution, do you ?
    Jan 18 09:02 AM | 1 Like Like |Link to Comment
  • Research In Motion - The Future Isn't In BB10, It's In Mobile Payment [View article]
    @Kurt from the rumor spread by Misek please note this sould be in BES (enterprise) environment, not for the private consumers. Still this is a very important news - if confirmed - in the BYOD war perspective.
    Jan 18 08:54 AM | Likes Like |Link to Comment
  • Research In Motion - The Future Isn't In BB10, It's In Mobile Payment [View article]
    I do believe RIM know who their client are and - in this thread's perspective - will be. Payment options (you have to add the carrier billing and BBM transfer ones, which, I believe are RIM exclusive) will cover all these clients needs :
    1. Ease of use for online payments (carrier billing)
    2. Centralized, easy and secure payment method (NFC)
    3. Private transfers (BBM) and "virtual money" democratization in developing countries (where you may need a wallet to handle enough notes to pay for 10 gallons of fuel).
    Jan 18 05:19 AM | 3 Likes Like |Link to Comment
  • Research In Motion - The Future Isn't In BB10, It's In Mobile Payment [View article]
    Interesting and accurate in many points.
    Now it's time for general audience to understand that "security" is not a white-collar-banking employee concern... but, namely, about anti-steal and privacy. Once this work done, "secure enough" will disappear of made answers to that particular topic.

    apple have no NFC and Android is under the fire of numerous security flaws: that they could be very, very expensive.
    Jan 18 05:09 AM | 3 Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    Current situation is nothing but compensation of the "under book value" RIM has been dealing with for a year. This was due to several past management errors, mostly about marketing and ability to deliver on time. In brief, the non-confidence investors had in RIM former 2 CEOs (and we can understand why).

    Current management have proven to be very accurate in many areas : restructuring, production, developers recruitment, communication, social channels and - last but not least - ability to put facts and products in regards of announcements, on time.
    Add the carrier support and you have a winner.

    Bellow $18-20, there's nothing abnormal with RIM's stock value, and I expect the stock to reflect at least that by the 30th of January

    Even Misek (who predicted two months ago RIM was worth $5/share) is now begging for (and jumping in the ship before it's too late) RIM up to the $40 range, since he had BB10 in hands and read about general positiveness.
    See video here : http://bit.ly/10BCzQP

    Wise readers may also want to read your September article about RIM ("Stick a fork in RIM, they are dead") and set their confidence level accordingly : http://seekingalpha.co...
    Jan 17 09:12 AM | 9 Likes Like |Link to Comment
  • Valuing RIM: Stop Guessing And Look At The Phone [View article]
    @lihy70 Do you count Asia, China and Australia (as examples) in emerging countries with only low-end devices customers ? Do you know China is actually a bigger market than U.S ?
    Sure US is important (mandatory), but it's clear for months now that RIM is targeting high growth makets ... but we'll discuss of it later, as it is step #2 in Thorsten Heins strategy (with mid/low end devices).
    Jan 16 06:15 AM | Likes Like |Link to Comment
  • Research In Motion's Stock Surge, And Why It's Not Here To Stay [View article]
    @Kurt :
    RIM has stated the highest HTML5 compatibility .
    RapidBerry (if I remember well) made some comparizon tests with the devAlpha against iphone5 and Galaxy SIII. In these particular tests the devAlpha won.
    (just to be clear about who said what)
    Jan 15 03:06 PM | 2 Likes Like |Link to Comment
  • Research In Motion's Stock Surge, And Why It's Not Here To Stay [View article]
    @Vald : This reply sounds like an act of desperation. ;)
    Jan 15 03:03 PM | 4 Likes Like |Link to Comment
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