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Superfly_FR

Superfly_FR
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  • 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
  • Market Prediction System Predicts Bumpy Road Ahead For BlackBerry [View article]
    @Mark: read here http://bit.ly/RUR0MA
    May 22 01:23 PM | Likes Like |Link to Comment
  • Market Prediction System Predicts Bumpy Road Ahead For BlackBerry [View article]
    "What does "will be eBBM" have to do with generating revenue?"
    e-BBM is BES based; you need activation (therefore CALs) to use it.
    +
    "Aren't they free EZPass licenses?"
    (in short) EZPas licences are for previous BESx users. Only those with existing "perpetual" licences will gain free CALs. Perpetual model died with BES10 an is now on a per (cross-platfom) device basis.
    +
    [Car Play] "Who's paying for what?"
    No one is paying, but as QNX (CCC member) is the underlying OS, it will favorize its domination in car infotainment systems.
    =
    Zéro ? Peanuts ?
    May 22 01:11 PM | 1 Like Like |Link to Comment
  • Market Prediction System Predicts Bumpy Road Ahead For BlackBerry [View article]
    BES in regulated industries (where the $$ are) : http://bit.ly/1gTDOna
    e-BBM ("BBM protected" - BES based) : http://bit.ly/1gTDOnc
    QNX/BlackBerry in the IoT (50Bil devices connected by 2020), where infrastructure and services matters : http://bit.ly/1gTDQvb

    @Marcap you never change your tune ... Time for a knowledge refresh.
    May 22 01:00 PM | 1 Like Like |Link to Comment
  • The Party Is Over For Chen, BlackBerry [View article]
    The Party Is *Just Getting Started* For John Chen And BlackBerry.
    http://seekingalpha.co...
    Apr 28 04:42 PM | Likes Like |Link to Comment
  • The Party Is Over For Chen, BlackBerry [View article]
    @KIA; of course, when BlackBerry bought Certicom, most said "What for, we have OpenSSL ?". Once again they (BlackBerry) were right and ahead of the market; if you're -even randomly- deal with security and companies, you know how deep is the disaster (damages and cost) right now.
    Any other proved robust encryption implementation to share with us ?
    In general ? In industry ? In mobile world ?
    And you only add pennies to the value ... *cough*
    Apr 28 04:38 PM | Likes Like |Link to Comment
  • The Party Is Just Getting Started For John Chen And BlackBerry [View article]
    Thanks for that insightful article !
    Apr 28 04:21 PM | Likes Like |Link to Comment
  • The Party Is Over For Chen, BlackBerry [View article]
    Same arguments for weeks, months, years ... "they're dead already" ... old song that you and a bunch of shorts rinse and repeat like an old song you hate but can't get rid of.
    It's not clear why you keep telling us, longs, to jump ship and avoid investing here. Maybe the fact that you never respond to comments is a clue. I'm still wondering why S.A is allowing such practices, clearly depreciating overall value of others - pro and cons- analysis, backed up with valuable argumentation.

    One more time, I gave you a cent or two ... well, I guess it's your only goal here.
    Apr 27 07:28 AM | 11 Likes Like |Link to Comment
  • BlackBerry May Exit Devices Business If It Remains Unprofitable [View article]
    Mr. Kowital,
    John Chen repeated a hundred times "end to end experience", before, during and after this press Q/R. Context was set well before he pronounced these words and backup his clarification 100%.
    Apr 15 08:25 PM | 1 Like Like |Link to Comment
  • BlackBerry May Exit Devices Business If It Remains Unprofitable [View article]
    @David
    Let's be clear about this new production. This is Bold 9900 device, the exact same we all know.
    It will happen ONLY where 9720 devices are not currently available (i.e mostly U.S.A). You won't be able to get it anywhere else, where 9900 is EOL.

    It is nowhere a question of conquest, but the request of current BES5 customers that want to migrate straight to BES12 without an intermediate BES10 step.

    Simultaneously with BES12 release, the "Classic" (don't call it Q20 anymore) will be launched and 9900 stopped for good (very likely a few months/weeks before, depending on the inventory).

    So, to sum-up, this is only a temporary measure to provide to current customers enough devices to manage their current fleet turnover.
    Nothing more.
    Far from being a mistake, it is a required effort to support loyal BES customers and a strong signal of BlackBerry's commitment against them.


    P.S: I don't even bother to comment about the OP ... oh, yes, just a single sentence : "end to end experience". Speaks by itself.
    Apr 15 08:20 PM | 2 Likes Like |Link to Comment
  • 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 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 02:03 PM | 10 Likes Like |Link to Comment
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