Seeking Alpha

Superfly_FR

Superfly_FR
Send Message
View as an RSS Feed
View Superfly_FR's Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • Research In Motion's Stock Surge, And Why It's Not Here To Stay [View article]
    Vlad, you sure know that any app developed for BB10 is brand new (ie previous BB apps won't fit), isn't it ? So, basically, how do you name a platform that can rally to 100K apps in - say - 9 months ? Uncared ? Really ?

    BTW: 100K apps is basically more than the number of apps being DL in appStore, the 600K remaining haven't been DL once ... ever.

    You'll hear pretty soon in general audience media about something named "Red October". You can even Google it right now. In the middle of this storm you'll find some brands/products : iphone, windows and Nokia. Strangely, not RIM: I bet they're happy with that.

    You seem very oriented by the past ...
    I'm pretty sure you've not hold a BB10 device in your hand. I did. And I know you'd better change your perception, for the good of your portfolio.
    Jan 15 03:00 PM | 10 Likes Like |Link to Comment
  • Valuing RIM: Stop Guessing And Look At The Phone [View article]
    Marcap ... I wasn't expecting less from you lol.
    "RIM's customer base is made up of predominately lower-end consumers": where do you get that from ? Are you talking about revenues distribution or device sales?

    " It is extremely unlikely that more than a very small percentage of those customers will be willing or able to upgrade to an expensive BB10 device" : You should get closer to news. BB10 will not be high-end only devices. Mid and (high-)low ranges are expected in 2013.

    "Many of RIM's once prime customers have already migrated to iPhones and Androids. Those will not be switching either as most of them will be locked into 2 and 3 year contracts": So, when appl unveilled 4S and 5, no one was locked into 2-3 year contract ?

    (this one is the cherry on the cake)
    "By the time their contracts expire, BB10 will be at least a year old, and who knows what new products will be on the market by then. " : So, if I understand what you write, ALL contracts were issued 1-2 years ago (1st Feb ?), there will be zero new consumers, no one had a device before, no one changed of operator, no one broke his glass and no one bought off-contract. Oh damm. RIM is dead. How could we have missed that, again ?
    Jan 15 12:53 PM | 5 Likes Like |Link to Comment
  • Research In Motion Might Drive Your Next Car [View article]
    George, thank you for this insightful article that will help many non-tech "analyst" to understand that RIM's vision of "ecosystem" is not anymore limited to the smartphones area but all over BlackBerry10 and QNX powered devices ... virtually endless combinations heres.

    I'd suggest you might use (or add) the latest QNX car / Bentley video, revealed at CES 2013 : http://bit.ly/V2Ic83

    Thanks again for these lines.
    Jan 13 05:35 AM | 5 Likes Like |Link to Comment
  • Not only has Research In Motion (RIMM +11.4%) brushed off BMO's downgrade and a Vodafone service outage, the company is now among the day's biggest tech winners. In addition to short-covering, RIM is probably getting a lift from new leaked pictures of the BlackBerry Z10, RIM's first touchscreen-only BB10 device. The pictures show a sleek-looking device that supports easy switching between Personal and Work modes. Also, Sprint has joined other nationwide carriers in confirming it will sell BB10 hardware. (X10 images[View news story]
    haha BooooooMO (sry, couldn't refrain). Cover your bad beat and join the dance !
    Jan 11 02:22 PM | 1 Like Like |Link to Comment
COMMENTS STATS
340 Comments
811 Likes