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Superfly_FR

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  • BlackBerry launches Passport; reviewers criticize design [View news story]
    why the hell is there an "S" to reviewer in your title ?
    BTW: The guy and theVerge are well know for their "nothing BlackBerry" mantra and a 6.2 score under his keyboard is an exploit !
    Sep 25, 2014. 03:32 AM | Likes Like |Link to Comment
  • BlackBerry Passport Beating iPhone 6 In A Recent Poll [View article]
    There's indeed something in this poll :

    1/ If the words "social" and "community" have a meaning, this should be taken as a demonstration of strength. Please remind the weights of each brand users and extrapolate the proportion of BlackBerry fans *allegedly* flooding the poll to get a very interesting metric about who is really "connected".

    2/ I do believe a lot of readers (BlackBerry users or not) did vote for the passport, even if they do not plan to buy it as their next device. Because - as the author fairly noted in the Passport illustration - Passport is understood as truly innovative with exciting features and they'll be interested to see it IRL.

    Let's take that free advertising and eyes catching media space.
    That alone is enough to make me smile [jk], furthermore if we have our usual ranters annoyed for the same price ;) [/jk].

    As often in marketing, the relevant information you get is not always the question that sits on the top of the page. "Prosumers", yes we are.

    P.S: and, "merci, Frank."
    Sep 15, 2014. 08:22 AM | 1 Like Like |Link to Comment
  • BlackBerry: Regaining Its Mojo? [View article]
    JDM I bought arround 14.5 and then added more later. Thus my *current* avg.
    Sep 14, 2014. 08:03 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Regaining Its Mojo? [View article]
    @StormanNorman : The device subject has been debated by J.C. He's clear about it: it is obviously part of BlackBerry's DNA and shouldn't be stopped unless it drives the whole business down. That business is now mostly based on services to enterprises (incl latest acquisition) and is device/brand agnostic.

    In clear it means that event the upper hardcore defenders of BlackBerry (me) could rejoice of Samsung and iOs penetration into enterprises. For each of them, CALs will pile and add to the dough. As an example, iOs8 is not event dry that BES10 is supporting it.

    Back to devices.
    The 10 million goal has been set while new devices were already chosen, design costs paid (for most), supply and building chains planned. So I believe M. Chen is aware of the # to sell to be break even, say +/- 10%.
    Those 10mi are roughly the pace you can observe last quarter, while the whole company was still facing an astonishing media and analysts bashing. It's far from a fantasy goal. I won't be surprised the quarter (starting next E.R) projections will reveal a better forecast than this reasonable target.
    Sep 12, 2014. 09:27 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Regaining Its Mojo? [View article]
    @Jon: yes. But just weight the risks/rewards.
    IMHO the drama will sit in the $6-ish
    In case of success, we're not talking percent, but multiples ...
    I can live with that :)
    Sep 12, 2014. 09:09 AM | 1 Like Like |Link to Comment
  • BlackBerry: Regaining Its Mojo? [View article]
    @ Jon: thanks ;) - FTR, my current average is around US$10.35
    Sep 12, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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 (sp├ęculations 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, 2014. 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, 2014. 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, 2014. 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, 2014. 10:00 AM | 1 Like Like |Link to Comment
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