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Superfly_FR

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  • BlackBerry: We Will Win If We Don't Need The Market [View article]
    My thoughts, exactly. Thanks for this publication.
    Mar 10 05:50 AM | 8 Likes Like |Link to Comment
  • BlackBerry: Don't Get Too Excited About The $10 Mark [View article]
    Mr. Kowital, respectfully, you're wrong.
    There's no way apple will license iOs to infotaimement system makers.
    CarPlay will come on top of existing sytem, it is basically a "mirroring" system. QNX - and I believe others - will still handle the system while third parties (NOK has one too) layers/protocols will provide mirroring/interactivity.
    Mar 4 12:38 PM | Likes Like |Link to Comment
  • Microsoft: If You Can't Beat Them, Join Them [View article]
    Absolutely right, you may know I'm a regular reader of your most appreciated contributions, just adding - respectfully.
    Mar 1 09:53 AM | 2 Likes Like |Link to Comment
  • Microsoft: If You Can't Beat Them, Join Them [View article]
    M. Kesarios, one thing we should keep in mind is that Microsoft actually earns money on each Android ... so it's not a counter-natural behavior ... hidden behind Nokia they keep grabbing piles of $$$ ...
    http://read.bi/1cg0lbm
    Feb 28 01:49 PM | 4 Likes Like |Link to Comment
  • BlackBerry: Don't Get Too Excited About The $10 Mark [View article]
    abigchocoholic: I'd suggest you'll do the maths again, as 2011 figures were nowhere close to actual (furthermore future) market. Numbers, of course, but also in terms of added value (i.e : license fees value).
    One has to understand we're basically in the late 90's situation with smartphones V.S featurephones. As much that car dealers can now say : "Forget horsepower. The connected car is becoming the hottest model on dealer lots."
    The number of cars connected to the Internet worldwide will grow more than sixfold to 152 million in 2020 from 23 million now [2013], according to researcher IHS Automotive.
    By 2018, one in five cars on the road will be "self- aware" and able to discern and share information on their mechanical health, their global position and status of their surroundings, said Gartner's Koslowski.

    WS may want to take a bet on this extremely fast growing market ... and QNX is more than a pioneer; it's the actual leader. By far.
    Feb 26 04:28 AM | 1 Like Like |Link to Comment
  • BlackBerry: Don't Get Too Excited About The $10 Mark [View article]
    Mr. Knowitall,
    Infotainment systems do not share the "lust for apps " like smartphones do. These will be - besides the obvious social and media ones - quite restricted by nature. Thanks God, most countries forbids the usage of distracting activities while driving, so that only (rear) passengers will use these apps. Built-in manufacturers features (remote control, diagnostic, guidance, car-to-car alerts, after-sales ...) are more likely to be appealing.

    Yet, QNX based infotainment systems provide two very useful capabilities thereupon : the mirroring of external devices (the infotainement screen(s) replicate your smartphone's) and the ability to load android applications, either ported or in their native form (apk) [as of date: provided they don't use google services].

    I strongly suggest you have a look at this demonstration; worth a thousand words, as usual ;-)
    http://bit.ly/1ej4NFb

    Achiles Research: Thanks for this wise view. We suffered enough the gambling and volatility to the point it added infection to the brand and company injuries.

    Discl : I'm (very) long BBRY and $20-25 is my first target.
    Feb 26 04:08 AM | 1 Like Like |Link to Comment
  • Fairfax Opens Up BlackBerry Floodgates... Again [View article]
    Fairfax added extra $20Millions today ... just sayin'.
    Feb 12 05:04 PM | Likes Like |Link to Comment
  • Fairfax Opens Up BlackBerry Floodgates... Again [View article]
    The news would be Fairfax added $15million to their position on free market lately.
    We've read so many "falling knife" "cat bounce", "spiral of death" or "bleeding cash" scenario already (I mean for the last 4 years !) that one could reasonably question these.
    BlackBerry didn't succeed as some (I must confess, me included) expected with the launch of BlackBerry10. While truly revolutionary and best of class behind the scene, their new OS learning curve, the few-but-mandatory missing apps added to the confusion and noise ("they're dead already") many spread purposely prevented their new platform to meet the general market. Can't deny that.
    Yet - and still - in a long term (years) perspective, recent focus on enterprises - where you add multi platform services revenues to hardware revenues - can definitely lead BlackBerry back to operational profits, the mandatory step prior any wide offensive out of the enterprise market.
    So what to monitor ?
    BES10 is now out of the trial period and BES10 in the cloud is near to launch. These - both in terms of revenues generation and market share - are the indicators we have to focus on.
    Of course, next device ('Jakarta') success is also an important point, as it will reveal the new entry point pricing and expose more details about BlackBerry's and Foxcon's alliance.
    As a strong (long) holder, that's all I care about.
    Oh, maybe also when I see time scales ("the more shorted ... past two years") stretching ... but this may be my rosy glasses again.
    discl : long BBRY / sorry for bad English.
    Feb 10 06:21 AM | 23 Likes Like |Link to Comment
  • John Chen's First Mistake [View article]
    BES10 on premise and BES10 in the cloud (in beta test right now) will tight closely with office365. You can add ActiveSync Profiles.
    BES10 in the cloud + Office365 may effectively be a winner here.
    Jan 29 10:49 AM | Likes Like |Link to Comment
  • The Defense Department Did Not Order 80,000 BlackBerry Devices, Big Deal [View article]
    Thanks for this great article George.
    Jan 28 10:29 AM | Likes Like |Link to Comment
  • BlackBerry: Rebirth Of The Original Gangster [View article]
    "All of BlackBerry's rivals are into enterprise software, now with the same level of security".
    I had to read it twice ... do you really believe what you're writing ?
    Why aren't they even close to be DOD approved (and in fact nowhere there's a real security risk involved) ?
    Let's be serious.
    Jan 28 10:17 AM | 1 Like Like |Link to Comment
  • John Chen's First Mistake [View article]
    @LTI0723
    +1000
    Jan 23 12:39 PM | 2 Likes Like |Link to Comment
  • John Chen's First Mistake [View article]
    Sorry, with all respect due, I believe there's a lot of confusion here.
    WP7/8 in Enterprises is near zero.
    Again, Chen does not target the consumers but the enterprises.
    Jan 23 12:37 PM | 4 Likes Like |Link to Comment
  • John Chen's First Mistake [View article]
    @Marcap now we know what device is yours ;)
    Don't be frustrated, it will come. But the only place where your reasoning make sense is the customers' one. In the enterprise, Windows is - as of date and I must say strangely - nowhere close to BlackBerry (= 61% market share for Enterprises). Given Chen wants to focus on enterprises, it's not irrelevant to stamp a "later" sign on BBM4WP ...

    See also my other comment below about MS Lynk.
    Jan 23 12:30 PM | 2 Likes Like |Link to Comment
  • John Chen's First Mistake [View article]
    In the enterprise, MS Lynk is mostly used over any other solution and, of course, BES is handling it perfectly (even adding an additional security level).

    So, I understand that it is frustrating for individuals (just be patient for a while), but in the enterprise context, as much as I like BBM&Channels (I even wrote a Instablog post about it), it's far from a priority.

    Though, the "Enterprise BBM" concept has been spotted in recent Chen's talk, yet has to be formalized; in this scenario, count WP in ;), definitely !
    Jan 23 12:20 PM | Likes Like |Link to Comment
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