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  • BlackBerry Can't Divest Of Its Devices Unit Even If It Wanted To  [View article]
    Thank you George for once again an insightful article.
    My very short take about this is that BlackBerry founded their reliability and security on "end to end" - devices to servers - control.
    They're not dropping the hardware (devices) anytime, IMHO.
    Apr 11, 2014. 12:15 PM | 3 Likes Like |Link to Comment
  • Analysts Hate BlackBerry, Which Is Exactly Why You Should Buy  [View article]
    That's what they're doing with BES12 and the EMM. Will overpass the "mobile=smartphones and tablets" notion and manage the Internet of Things, M2M, for all platforms.
    Not even unmatched: non existent, as of date.
    Apr 3, 2014. 02:03 PM | 10 Likes Like |Link to Comment
  • BlackBerry: 3 Reasons I'll Keep Buying  [View article]
    Nice to read such analysis in a "nanosecond" driven world.
    Long for three years already, not back in the green as of date ($10.5) but confident in the future, especially in areas where W.S is still blind (M2M, IoT).
    May average down if we sit in the mid 7ish.

    Thanks !
    Apr 2, 2014. 08:17 AM | 5 Likes Like |Link to Comment
  • 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