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Superfly_FR

Superfly_FR
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  • BlackBerry: Time For Longs To Wave The White Flag? [View article]
    haha !
    Im on my desktop ... and French is my native language. Sorry, a phone call made my re-reading too late for edit. Although this is not a grammar check, more likely a counter-sense ... no spell/grammar check will help.
    Jul 9, 2013. 09:50 AM | Likes Like |Link to Comment
  • BlackBerry: Time For Longs To Wave The White Flag? [View article]
    Sorry; typo and editing timeout ;)
    "Our risk/reward ratio is better than Ever"
    Jul 9, 2013. 04:19 AM | Likes Like |Link to Comment
  • BlackBerry: Time For Longs To Wave The White Flag? [View article]
    There's a bunch of people like me who won't read your article as "traders". Even the "long position" we've embraced makes no sense for usual stocks trading; we're on a 3 yrs+ (was 5+ at start) perspective.

    Sure, we could bet on other stocks in the meantime as we know BBRY won't raise that much before 1-2 yrs and will probably sit under the $20 mark for a while.
    Sure, we could be upset that there is no EPS for a while.
    Sure, we could fear a dive ...
    IF
    We had made this investment just relying on the interest BBRY have raised as a speculative game (huge trade amounts, 40% shorts, piles of analysis, testimonials, forecasts ...).
    BUT
    We didn't.
    We did so because we believe the company has a solid recovery plan (brilliant innovative vision of safe "mobile computing") and Heins - as anti-sexy some may paint him - is a wise CEO. We don't want fanfare nor fireworks. We want the job to be executed as fast as possible. Today's possible is slowest we believe it would be. But we're still on tracks and he succeed already to beat the 70% consensus constantly repeating the last two years that BBRY would go bankruptcy "next week". Heins did beat "street" estimates ... by far. Our risk/reward ratio is better than never.

    We're the "StockBerrians" : we're so long, we can wait.
    (meet us here : http://tinyurl.com/sto... and add your thoughts to 35K+ posts started Feb 2011)
    Jul 9, 2013. 03:55 AM | 3 Likes Like |Link to Comment
  • More on BlackBerry (BBRY) FQ1 earnings: The stock's off 16% premarket after the big miss on both lines. Smartphone shipments of 6.8M were up 13% sequentially, but fell far short of consensus of 7.5M. "The smartphone market remains highly competitive, making it difficult to estimate units, revenue, and levels of profitability." (PR[View news story]
    Probably Q5 build&deploy + A10 devlpt + Marketing costs ?
    We'll know in the conf ...
    Jun 28, 2013. 07:51 AM | Likes Like |Link to Comment
  • Unwinding Crowded BlackBerry Short Trade Can Choke Short Sellers [View article]
    We're SO long we can wait.
    Do not sell. Hold and watch.

    Long without stop.
    Jun 20, 2013. 05:11 AM | 3 Likes Like |Link to Comment
  • BlackBerry - One Week After Saying No To Price Wars, Q10 Discounted By 11% [View article]
    Actually, Amex is paying the discount. ASP is unchanged. Title is wayyyy misleading.
    Jun 18, 2013. 04:02 AM | 5 Likes Like |Link to Comment
  • BlackBerry: Z10 Likely To Fail, Q10 And Q5 Give Hope [View article]
    Specs ... what an outdated analysis method. Have you made some real world testing ? C'mon ...
    Jun 17, 2013. 05:24 AM | 20 Likes Like |Link to Comment
  • App fragmentation could be a problem for BB10 (BBRY -1.4%), warns Strategy Analytics' Neil Shah. Whereas the touch-only Z10 has a display with a 1.67:1 aspect ratio (1280x768 resolution), the QWERTY-sporting Q10's display has a 1:1 ratio (720x720 resolution). That means developers, many of whom are already inclined to write for iOS and Android before BB10, have to "specially tweak" apps originally written for the Z10 to work with the Q10 (and soon the Q5). Thorsten Heins declared last month there are 120K BB10 apps available, up from 70K in January. [View news story]
    This guy must be kidding. As usual, poor technical knowledge turned into "expert-like" language ... Well, in short : not really if devs have done their work properly.
    The only problem we'll face (and it has been announced months ago, prior the Z10 launch) is the 1280X720 resolution for next Z10-like devices (current is 1280X768).
    It's a concern for games or "high graphics apps", notably. But we are waaay better than android fragmentation, for sure.
    We'll have only two aspects ratio (16:9 and 1:1) and that's a fair deal IMHO ... even far better than previous fragmentation on legacy BB devices

    Everything is detailed here : http://bit.ly/12jukZG
    Jun 11, 2013. 02:23 PM | 6 Likes Like |Link to Comment
  • BlackBerry: Time To Throw In The Towel? [View article]
    So basically, you hold for a year and then throw the towel 30 days before E.R ? I don't get it. You don't even play the swing before/after E.R ?
    Disclaimer: I'm very long BBRY. I don't play highs/lows or any kind of day trading.
    May 30, 2013. 09:23 AM | 17 Likes Like |Link to Comment
  • BlackBerry (BBRY -0.4%) is downgraded to Underperform at Exane BNP, which says its profit pools are drying up. While news flow around the BB10 likely will remain the primary driver for the shares in the short-term, the firm says BBRY's long-term profitability prospects hinge essentially on the longevity of its service revenues, which are "unsustainable." [View news story]
    BES, BBM Money service (read http://t.co/4GfaOEo9bv), Music in AppWorld (20% of AW revenues last quarter) and upcomming BBM [cross-platform] Channels revenues ...

    How badly informed this can be ?
    May 22, 2013. 11:53 AM | 2 Likes Like |Link to Comment
  • BlackBerry Cannot Match Competitor Power In India [View article]
    £20/month range in UK starting July.
    Adapt to Indian Market ... and we might have a big winner here, isn't it ?
    May 20, 2013. 11:58 AM | 5 Likes Like |Link to Comment
  • Samsung (SSNLF.PK) strengthened its lead as the world's top vendor of mobile phones and of smartphones in Q1, IDC estimates. The South Korean giant increased its market share in the latter category to 32.7% from 28.8 a year earlier and shipped more smartphones than the next four providers combined. Apple's (AAPL) share slipped to 17.3% from 23%. The global cellular phone market grew 4% on year to 418.6M devices, with smartphones outshipping feature phones for the first time. [View news story]
    In very short.
    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.)
    Apr 26, 2013. 10:23 AM | 2 Likes Like |Link to Comment
  • Samsung (SSNLF.PK) strengthened its lead as the world's top vendor of mobile phones and of smartphones in Q1, IDC estimates. The South Korean giant increased its market share in the latter category to 32.7% from 28.8 a year earlier and shipped more smartphones than the next four providers combined. Apple's (AAPL) share slipped to 17.3% from 23%. The global cellular phone market grew 4% on year to 418.6M devices, with smartphones outshipping feature phones for the first time. [View news story]
    Basically :
    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 ?
    Apr 26, 2013. 07:20 AM | 2 Likes Like |Link to Comment
  • Warning: BlackBerry Stock Is Highly Sensitive To (Negative) Sell Side Commentary [View article]
    Some guys really need to smell the flavor of jail and punishment.
    Stop the scam !
    Well done, BlackBerry; was about time.
    Apr 12, 2013. 09:12 AM | 14 Likes Like |Link to Comment
  • BlackBerry: The Fascinating Journey Will Continue [View article]
    Chinese rumor excluded, I do agree with the above article;
    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 :)
    Apr 10, 2013. 06:15 AM | Likes Like |Link to Comment
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