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Superfly_FR

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  • BlackBerry: Regaining Its Mojo? [View article]
    @ Jon: thanks ;) - FTR, my current average is around US$10.35
    Sep 12 09:06 AM | 1 Like Like |Link to Comment
  • BlackBerry: Regaining Its Mojo? [View article]
    What is measurable and impressing is the quiet pace and goals achievements.
    I believe the highly rational and efficient work of John Chen and his team is now about to raise momentum they'll also have to deal with.

    Speculation wounded BlackBerry hard and I can feel in J.C attitude a well constrained joy for the work done so far and a great confidence in the future. Still, not the time to light the afterburners yet.
    Reasonable and regular recovery and growth goals is what BlackBerry needs to keep ahead until profitability is back.

    When I look in the mirror, back in 2011, I feel great I've hold my position in a long term perspective. I repeat this 3 years later and will hold until this company regains its real value, at a SP I won't even mention here.
    That's the reward of investors V.S speculators; the satisfaction you get when the money you engaged participated in growth instead of blood sucking.
    Being part of it is just something money can't buy.

    I'm an investor.

    discl : long BBRY - all words are IMHO.
    Sep 12 06:57 AM | 6 Likes Like |Link to Comment
  • BlackBerry Is Literally Trading Bonds, Not Selling Phones [View article]
    @Ziffster : please note BES is currently available through service providers (Hosted BES) with no installation costs on a per user/month fee. This indeed helps smaller companies to gain secured MDM in an affordable maneer.

    More, the next option will be BES in the Cloud (or whatever it's named at launch) that will allow "prosumers", SOHO, independants or small businesses to reach the same level of security with a very affordable price ("the price of a coffee per month") and ease of administation.
    I won't even be surprised some families or groups jump in to ensure their privacy.
    Sep 4 09:37 AM | Likes Like |Link to Comment
  • BlackBerry Is Literally Trading Bonds, Not Selling Phones [View article]
    damm ... 2 cents for nothing. Again.
    Sep 2 10:10 AM | 9 Likes Like |Link to Comment
  • BlackBerry: From 'On The Brink Of Failure' To Doing Acquisitions, In Just A Few Months? [View article]
    +1 Frank.
    And for even smaller companies, SOHO, or even security aware individuals and "prosumers", BES in the cloud should be advertized soon.

    On premise, SAAS, Cloud ... BES everywhere. I like that.
    Aug 20 07:25 AM | Likes Like |Link to Comment
  • BlackBerry: From 'On The Brink Of Failure' To Doing Acquisitions, In Just A Few Months? [View article]
    There's clearly a bold changement in the direction. Thanks for nailing it.

    John Chen seems confident enough to engage investment. We can also remember he stated (was it CNBC ITW ?) that they were going back to the recruitment ...

    Investment, recuitment, cash ... hey, investors; don't you like this new startup ? (/jk)
    Aug 1 03:27 AM | 15 Likes Like |Link to Comment
  • Apple Stabs BlackBerry In The Heart [View article]
    @JJkiam: You partially nailed it : the major point here is salesforce, way over, any technical approach. IMHO, BES is still ages above any competitor solution when you look at the global scheme. YET (and I believe M. Chen agrees, if you watch latest interviews -> Forbes) they need extra manpower to sell the services and attached devices. "Prescriptor" is the word I have in mind.
    Possible partners are not legion and have to fit both enterprise (security) culture and methods; SAP, Citrix, Oracle may be on the top list (spéculations on my own). But this will happen, as players like those also need a *solid* partner for security and mobile+IoT business.

    The "BlackBerry will die next week" we've been spoofed with for years is dead, I've no doubt we'll see major partnership emerge. And not in reaction to apple+IBM deal ... because it was planned (again, speculation, on my own) when the "for sale" sign was on. IMHO this is what made the sign off. The kind of partner that say : "ok, we're in IF you can straight things up and guarantee your enterprise will last".
    Just listen to J.Chen right now, get the two main messages and set your mind.

    Now, to be honest, BYOD is dead in the form we know it now. COPE is very likely the next approach.
    [this is my personnal view - I'm long BBRY]
    Jul 29 04:16 AM | 1 Like Like |Link to Comment
  • BlackBerry rallies after Chen talks partnership efforts [View news story]
    IBM will provide BES Hosted for Europe ...
    http://bit.ly/WFTVf9

    Quote : "The company said on its Web site that German mobile management company Isec7 will provide worldwide hosting, and three Germany-based companies -- Solvito, Systag Systemhaus and BFI -- will provide that service in their countries. IBM's Germany subsidiary will also provide service to European customers, and Exchange My Mail will cover North America. "

    "nothing" ... right.
    ;) :D
    Jul 24 12:45 PM | 15 Likes Like |Link to Comment
  • Apple Stabs BlackBerry In The Heart [View article]
    "New devices and a new unifying BES platform may slow the rate of decline temporarily, but these products will largely be stop-gap pieces until companies migrate to truly long-term products and services."

    apple and IBM partnership a long-term relationship ?
    Based on history (powerPC), and the huge gap in their culture/vision, I sincerely doubt it'll last. Do you give more than 50% chances this deal to last more than 2 years ? I won't.
    Additionnaly, seting up a secure EMM is not an "app" approach. As demonstrated by BlackBerry (and somehow backed up by this attempt), the unique solution is a end to end (devices to network to back end) solution, built with security as rule #1. It took a decade to BlackBerry. And we can see that Samsung spent billions on Knox and is close nowhere yet, some say they enven throw the towel.

    As an investor, I'd be much more worried about Mobile Iron and Good Technology ... if you're really searching for stocks to short (discl. : I dislike this type of investment) ...
    Jul 24 10:12 AM | Likes Like |Link to Comment
  • Apple Stabs BlackBerry In The Heart [View article]
    Let's keep it short and simple, as it seems to have a lot of smoke around here :

    1/ IBM+Apple is a gimmick and there's nothing more in this than a commercial agreement
    2/ Target here are tablets, not smartphones
    3/ apple brings nothing on the table for EMM, BYOD, etc. Zero novelty here
    4/ BlackBerry BES10 (furthermore 12) is miles ahead in terms of IRL *proven* security and features.

    Last but not least, since apple genuines backdoors in their OSes ...

    Don't get fooled and stick to what has been announced. IBM will release apps and sell apple devices. That's it.
    Jul 24 10:00 AM | 1 Like Like |Link to Comment
  • MobileIron, Good get set for IPOs amid competition from BlackBerry, VMware [View news story]
    Others are BlackBerry competitors in EMM/MDM market. Not the other way :)
    Jun 2 10:06 AM | Likes Like |Link to Comment
  • MobileIron, Good get set for IPOs amid competition from BlackBerry, VMware [View news story]
    @leamago : I'll applause both hands (expecting it for ages now).
    Not sure about the "American problem" though. Yet I see a great opportunity here.
    Jun 2 04:41 AM | Likes Like |Link to Comment
  • MobileIron, Good get set for IPOs amid competition from BlackBerry, VMware [View news story]
    $6-$10 range for the IPO, with 6.4 X sales for MDM alone ?
    Wondering how to transpose this to BlackBerry BES10 > 1million CALs ... [BTW, if one should be pointed out as a leader, it's BES (5-10), so far above MI and Good combined !]

    Finance is a weird world, with its own "evaluation standards" ... tell me about about "experts", "word of mouth", "perception" and media coverage ... ;)
    Jun 2 04:35 AM | 2 Likes Like |Link to Comment
  • Market Prediction System Predicts Bumpy Road Ahead For BlackBerry [View article]
    Well, I'd tend to quote, simply : "The first is a cloud-based product from QNX Software Systems that enables companies and developers to quickly and securely take part in the IoT"

    Note the "QNX Software System" V.S a straight "QNX OS" ... but I must admit I don't have any factual spec to post.
    Will it run over an existing server class OS ?
    As of date, I'd say: undoubtfully, as for Cassandra for database.
    May 27 09:22 AM | Likes Like |Link to Comment
  • Market Prediction System Predicts Bumpy Road Ahead For BlackBerry [View article]
    @Cliff, Mark: Nope (see here : http://bit.ly/1gWoLZM). But somehow, yes, as by nature, this project will interop devices/apps from any manufacturer/editor.

    Yet [quote from the above link]:

    "Project Ion consists of three initiatives [...]. The first is a cloud-based product from QNX Software Systems that enables companies and developers to quickly and securely take part in the IoT. We’re moving fast to support our vision and today announced that select companies and partners will soon have the opportunity to access an early version of the product. It’s a secure platform that can scale globally to handle the millions of transactions and exabytes of data generated by these objects every single day. "

    Which means the "back-end/NOC" will be powered by QNX (don't mind the "bright mind" who stated the opposite, his track record is long enough).
    That's why we can expect the "secure" aspect to include the never compromized BlackBerry privacy mantra : unless explicitely granted, NOTHING personnal will be shared (V.S apple's & google's activated by default policies).
    Cheers
    SF
    May 23 09:17 AM | Likes Like |Link to Comment
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