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Superfly_FR

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  • BlackBerry - Carrier Support Is Evaporating [View article]
    @kevin : Heins has been misjudged IMHO. I cannot deny sales didn't meet even the lowest expectations but in the meantime - under crazy media and WS pressure - he reinvented the BlackBerry company, defined new processes, rebuilt the supply chain, rolled out 4 new devices, a brand new platform OS10 to BES10, the fundations of cross-platform ... wow.
    I stated many times that he was here for that (tough and dirty) job. He did, and left by the small back door. I for one will yell a "thank you" from the bottom of the interwebz.

    Now Mister Chen has a different profile. And I like him as well. He can now proceed the horde charge. Let's see ...
    update : The shorts "pope", Citron research, seems to agree ...
    http://seekingalpha.co...;app=1
    Jan 17 02:22 PM | Likes Like |Link to Comment
  • BlackBerry - Carrier Support Is Evaporating [View article]
    BlackBerry does not sale Enterprise devices directly. They do with carriers "in the middle". This article is typical: dealing with consumer markets when BlackBerry strategy is now mostly focused on governments and enterprises (where the money is) ...
    More, this vision of BlackBerry as a "device maker" is now dated, as Chen explained the new scheme and BlackBerry going "horizontal" and delivering value within cross platform software and services like BES and BBM.

    I guess time is needed until Chen's vision is understood ... This may help : http://bit.ly/1fCd0GP . It's a long and precise analysis of what went wrong and where the expectations are. No sugarcoating, Kevin Michaluk's style with René Ritchie from iMore (apple fans community).

    I do understand that $BBRY might not be the star one may want to focus on for a short term trade. But I believe, IMHO, it's pretty unfair to wipe a whole strategy - apparently - ignoring what it's all about.

    To the author : I must admit your conclusion can't be that much discussed, given I omit this sentence : "But the company does not have the resources to develop and market smartphone globally."
    With the new Foxconn deal (which is part of the answer you may want about how they'll stop the "bleeding") $3Bill cash and the Governments & Enterprises focus, I do believe this cannot be stated as such.

    Side note : You also seem to omit the security/privacy consciousness the Snowden case has raised ... You might want to read this (especially the conclusion) : http://bit.ly/1dz2FcT
    Jan 16 12:59 PM | 12 Likes Like |Link to Comment
  • Short BlackBerry After Earnings [View article]
    Fact checking anyone ;) ?
    Jan 6 11:44 AM | Likes Like |Link to Comment
  • Short BlackBerry After Earnings [View article]
    Be my guests : short it like hell so that I can grab piles.
    Thank you very much !
    Dec 20 04:05 AM | 3 Likes Like |Link to Comment
  • BlackBerry Take An Order! [View article]
    @David : For free is very unlikely, with large discount is very likely. Such is the business with 1 year old devices and large fleets deals. Yet the write down has raised the opportunity for a low price with no operational loss. That's the way I read it.
    Dec 17 11:29 AM | Likes Like |Link to Comment
  • BlackBerry Take An Order! [View article]
    So you call the European #2 car manufacturer a loser ?
    P.S : I appreciated your report, thank you very much, so smart.
    Dec 17 11:26 AM | 2 Likes Like |Link to Comment
  • BlackBerry Take An Order! [View article]
    This deal was initiated months ago (under Heins) and went threw the whole *competitive* testing. This demonstrates the latest BES 10.2 features knocked the competitors down, for the above mentioned reasons.

    Also, in the "struggling for survival" (much exaggerated, IMHO) situation you describes, if the ROI wasn't short termed and substantial, the BOD will have put a foot on the break. No doubt.

    Last, Z10 at its current ASP is far more adapted to a massive deployment than the just released Z30 (a 5" phablet that may not fit most usages or users tastes).
    Dec 17 09:05 AM | 21 Likes Like |Link to Comment
  • BlackBerry: Projecting BBM Downloads And Valuation [View article]
    Murani, I must say I hated when Skype rang all my devices simultaneously. I guess it's a matter of preference ...
    Also remember, so far, BBM is intended for mobile devices and I'm wondering in what typical situation you'd gain advantage having them concurrently using BBM ...
    Dec 15 11:44 AM | 1 Like Like |Link to Comment
  • BlackBerry: Projecting BBM Downloads And Valuation [View article]
    Actually your BBID (not PIN) can be used on any compatible device.
    But you cannot use the same BBID *simultaneously* on several devices. Yet the transfer is transparent, you just have to activate it within BBM when swapping devices.
    Dec 14 05:25 AM | 4 Likes Like |Link to Comment
  • BlackBerry: Projecting BBM Downloads And Valuation [View article]
    About all the comments related to numbers of DL <> AUB (active user base) : Just wait a few days. BlackBerry stated that the only numbers they'll communicate for BBM is the AUB.
    Latest communication (2 weeks after launch) stated an user base growth of 20Mill users (non BB device users), so that we can say BBM AUB is currently around 80Mill users from 60Mill users prior the multi-platform launch.
    About valorisation, one key metric is the time spent actually using the IM platform and in this particular metric, things are going pretty well. See : http://bit.ly/JiDdey
    Dec 14 05:21 AM | 1 Like Like |Link to Comment
  • BlackBerry - Smartphone Hardware Business Needs To Be Jettisoned, And Fast [View article]
    @Andreas Hopf The quote above is a response to the thread topic.
    I don't believe there's anything inside that pretends everything is going well. But keep raising SEO score ... maybe you gain from that ?
    Dec 7 11:28 AM | Likes Like |Link to Comment
  • BlackBerry - Smartphone Hardware Business Needs To Be Jettisoned, And Fast [View article]
    @Marcap : ? Merely ? you put it the wrong way.
    Fixmo founders are actually former employees of BlackBerry and the agreement was the other way : Blackberry granted the (exclusive) access to BB10 APIs. They are collaborating in the DISA scope since 2009.

    The software is a solution for many government agencies as it would allow them to meet the proper standards to get up and running with BlackBerry 10 devices. Both BlackBerry and Fixmo will continue working together to ensure that Sentinel meets the ever-changing DoD, STIG and SRG specifications for mobile devices.

    Read : every BB10 device connected via fixmo is $ for BBRY.
    Dec 7 11:22 AM | Likes Like |Link to Comment
  • BlackBerry - Smartphone Hardware Business Needs To Be Jettisoned, And Fast [View article]
    dang ... I read this every day since Feb 11 2011.
    Dec 4 10:26 AM | 9 Likes Like |Link to Comment
  • BlackBerry - Smartphone Hardware Business Needs To Be Jettisoned, And Fast [View article]
    J. Chen :
    "We're going back to our heritage and roots delivering enterprise-grade, end-to-end mobile solutions. As we refocus back to our roots, BlackBerry will target four areas: handsets, EMM solutions, cross-platform messaging, and embedded systems. And, just as important, we will continue to invest in enterprise and security related R&D during our restructuring period. "

    Questions ?
    Dec 4 10:25 AM | 7 Likes Like |Link to Comment
  • BlackBerry : My Snapshot. [View instapost]
    hi shubarua1 and thank you for your contribution.
    I did read (as for most about BlackBerry) the interesting article you're referring to.
    The fundings of the reasoning of this rant is far from what I state above. I don't want to go brutal criticism, but to remain short, let's see some of the starting points :
    1. "With their wallets consumers had voted five successive times and determined that an all touch screen BlackBerry was not something they wanted"
    That's miles away from my *crackberrian* perception, dealing with the community and current adopters of the BB10 range. YES, at first, many did wait for the physical keyboard. I for one was a keyboard addict. But if you look at the figures there's an indicator one may want to consider: The # of threads for each device over the most know BlackBerry community: crackberry.com.
    If you add Q10 and Q5 numbers, you get (rounded) 7500 threads.
    Z10 alone is 25K+ threads (add 1.2K for Z30 already).
    Basically we're on the 1 to 3 scale.
    Community has spoken : we LOVE the innovative all touch keyboard. Because, as its physical brother, it's simply the best ever. An experience we didn't believe possible prior. If you look to any competitor, none is investing a dime on keyboards. It's still BlackBerry's "signature" and they will probably continue; but the flagship ... all touch it is.

    2. "Importantly, BlackBerry 10 was supposed to be an amazing upgrade over current BlackBerrys and be available in fall 2012, heavily incenting a delay in purchasing an existing model BlackBerry to wait for the new BlackBerrys. BlackBerry 10 was delayed a couple of times and did not make it to market until April 2013."
    Truth ! But that's nothing related to marketing. This is a lack of technical delivery; OS wasn't mature. (see my point above about Z10 being released quarters afer it has been spec-ied/built)

    This article (is that a "rant" ?) has many valid points, but I believe mosts of "whys" inside get answered by two points :
    a/ Most decisions were made before Heins/Boulben
    b/ Most decisions died in the egg, because they knew it'll be spending money for nothing.

    This resulted in a barely unreadable strategy (where the 3 phases plan was nothing but a communication nutshell), thus media and WS dislike.

    I'm very uncomfortable in the "Armchair CEO" role. I don't pretend I'd be even able to nail particular failures besides the (lack of) delivery problem;time was #1 enemy.
    And I believe - pretty soon - the strategy was "stay alive and give a glimpse of the potential", wrapped in a "let's rock'n'roll this" suit.
    And I believe they (Heins/Boulben) did pretty well at this.
    SP doesn't matter as the company still has cash enough to run its business and can afford a media come-back with as much as a $100million multiples.

    And I believe M. Chen has now cards in his hands and the ability to deal a new hand, far better than M. Heins had.
    Nov 22 06:03 AM | Likes Like |Link to Comment
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