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  • BlackBerry: Ask Yourself 2 Questions  [View article]
    @Kasteel
    Done, already : BlackBerry Experience Suite : http://blck.by/1E6E36L
    Jun 17, 2015. 02:00 PM | Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    MDM is not BlackBerry BES market. MDM is dead, EMM isn't.
    But that's probably why our views are so divergent; we're not seeing the same horizon.
    Jun 17, 2015. 01:55 PM | 1 Like Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    BB10 devices. You count EOL BBOS7 devices.
    Last Q BB10 devices were more than 50% and the number keeps growing.

    We've noticed the number of devices sold decreased, thank you for us, idiots.
    Jun 17, 2015. 01:50 PM | Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    @BM : can you help bwsf (and us) and list companies making profit selling devices ? You seem to have unlimited access to sharp facts and figures: save us from ignorance please !
    I'll help a little :
    - Apple (G.M = 39.4% ?)
    and ...
    ???
    Jun 17, 2015. 01:46 PM | Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    @bwsf : besides apple and -maybe samsung- can you please list those companies making profits selling their phones ? Thank you.
    Jun 17, 2015. 01:38 PM | Likes Like |Link to Comment
  • BlackBerry: Will This Be The Quarter Of Hardware Rebirth?  [View article]
    no, they simply can't. Read OHA rules.
    Jun 17, 2015. 01:32 PM | Likes Like |Link to Comment
  • BlackBerry: Will This Be The Quarter Of Hardware Rebirth?  [View article]
    While your comment may have some sense in the consumer space, it has none in the secure enterprise space.
    BlackBerry has the unique end to end secured solution that prevent the device (hardware) to be rooted. Samsung Knox is somehow on par with that but at the app level only. Apples ... well, I don't want to fireflame them again, if you ask I can elaborate. Windows ... do I really have to ?
    Jun 17, 2015. 01:30 PM | 3 Likes Like |Link to Comment
  • BlackBerry: Will This Be The Quarter Of Hardware Rebirth?  [View article]
    Ok, let's be clear.
    IF (and that's a BIG if, huge IF) BlackBerry wants to go with Google Android, they have to - basically - drop BB10 for good. It's all in or bye.
    Because if they want to join the OHA (Open Hanset Alliance, mandatory to gain Google Services and App store) they CANNOT distribute a forked Android. However, the Android runtime in BB10 is considered as such.
    *** Please read it twice and understand it's at the corporation level, not at the device one, before classic objection like "not dual boot, single OS you choose" and other yada-yadas. ****

    Then here are the massive objections :
    1/ Bye-Bye DOD and every "highly secure" market, those precisely designed as core customers by BlackBerry. No agreement. Exit. Now. That simple.
    2/ Exit also - say - 50 to 70 % of the most popular apps in BlackBerry World, which are android ports and cannot work w/o the (BB10) Android player.

    Please, are we done now ?
    Thank you.
    Jun 17, 2015. 01:26 PM | 4 Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    They just don't have the money.
    End of story.
    Jun 17, 2015. 04:09 AM | 1 Like Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    At the end of the day, it doesn't really matters.
    10mil mark is here for isolated HW profits. But ht point is BB10 devices are mandatory for many customers w/ decent+ security standards. It's the only "end to end" secure mobile platform option.

    Shall they hit 8-9 only, is that really a problem ? Not really, as in an operational vision it would only offset software and services margins in small proportion. That's part of the new strategy to reverse the prior scheme where devices were profit and software the cherry on the cake (if any). Of course, it'll be disappointing as it is now set as a target to reach and I don't want to "adjust" it anyhow: they do have to perform better in this area.

    But you can be sure that IF the HW sales pace is not enough on next E.R, focus will be made and we'll ear again the "dismal HW sales" whatever other results are. So goes W.S ...
    Jun 17, 2015. 04:06 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    AAPL (for years w/ AirPlay) and Google are working with QNX on a exponentially exploding market, pushing them hard now where Joe's cars will be "infotained" at the very first level of equipment. (reminder : nor apple car than Android auto are OSes; they need one to operate. QNX owns 50%+ of the market already).

    http://bit.ly/1R7Ny8Z

    Oh Oh ... how's that it does not hit the headlines of smart thinking fools and alphas ?
    Jun 17, 2015. 03:54 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    @bwsf
    Aside apple with matching target [i.e tick out Chinese ones for now], can you please name these companies making billions selling phones ?
    Jun 17, 2015. 03:44 AM | 1 Like Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    Speaking of Africa : "[...] BlackBerry’s share of the market was set to increase from six to 16 per cent across the continent [Africa]"
    http://bit.ly/1R7L4rc

    Interesting also to note that former BBOS7 devices find a revival in the consumers' space there.
    Jun 17, 2015. 03:40 AM | 1 Like Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    Why are you insinuating that people are *always* losing money with BBRY ?
    I'm not, with nothing won/lose as I write but this is not even relevant, as I'll count gains only when the fat lady will sing.
    P.S: As an European, I've been helped with currency rates when I averaged down in 2014 and that's part of my calculation - but which wise investor shouldn't ?
    Jun 17, 2015. 03:36 AM | 1 Like Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions  [View article]
    Well, several bulk reflections :
    1/ Devices is not the point anymore. Still, 10million/year is the profitability mark. That's not that far fetched from where they are (remember most Passport sales were not counted last Q).
    2/ You state BES is not the first choice and I'm puzzled : AFAIK they have the largest installed base, as much as their top 5 direct competitors (is that more ?) altogether.
    4/ Am I foolish ? Maybe. Also, it's not only a matter of "fanboy-ism" it's also an investment into real enterprise. The ones which valuation is not based on speculation and growth on shares buy-back but on results. On a pure investing strategy point of view (if the sole investment), anyone can discuss it. So I'd guess there's some "I put my money where my words are" in the mix. But you cannot only point it as the key point for most of those long and bearish "supporters".
    5/ Margins. I'm surprised you seem to consider that services have greater margins than software. When services requires resources (infrastructures, 24/7 manpower, ...), software are more the milk cow scheme; once the SW development costs are amortized, only few % will separate sales from profit. I must confess I'm not certain how you split the "software revenue" (software) from the "support revenue" (services ?), since they are embedded in a single CAL subscription, depending on BES maintenance/security level.
    6/ Valuation. Zero for infrastructures (BlackBerry proprietary network), Zero for QNX (let's just focus on automotive), zero for IP ... well, say it's so.

    Finally, I can get your point while I don't agree with.
    I'll sum up mine with a simple idea : if BlackBerry was the new player and not the former historical leader, if we only considered the few years ahead and not the 10 years history -> if BlackBerry was a "start up" : how would it behave on the markets ?
    Certainly not like today. And probably not either like Mobile Iron (MOBL : roughly 50% stock value decrease since September 2014), to name one who claimed he will crunch BBRY on MDM in a snap.
    Seems that "long" has several scales, mine is at least in semi-decade for this investment and I'm not yet late on the schedule. Time will tell.
    GL to all !

    P.S: sorry had to edit afterwards some counter senses and non native English blatant errors.
    Jun 16, 2015. 02:48 PM | 11 Likes Like |Link to Comment
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