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Superfly_FR

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  • BlackBerry: Z10 Likely To Fail, Q10 And Q5 Give Hope [View article]
    Specs ... what an outdated analysis method. Have you made some real world testing ? C'mon ...
    Jun 17 05:24 AM | 20 Likes Like |Link to Comment
  • App fragmentation could be a problem for BB10 (BBRY -1.4%), warns Strategy Analytics' Neil Shah. Whereas the touch-only Z10 has a display with a 1.67:1 aspect ratio (1280x768 resolution), the QWERTY-sporting Q10's display has a 1:1 ratio (720x720 resolution). That means developers, many of whom are already inclined to write for iOS and Android before BB10, have to "specially tweak" apps originally written for the Z10 to work with the Q10 (and soon the Q5). Thorsten Heins declared last month there are 120K BB10 apps available, up from 70K in January. [View news story]
    This guy must be kidding. As usual, poor technical knowledge turned into "expert-like" language ... Well, in short : not really if devs have done their work properly.
    The only problem we'll face (and it has been announced months ago, prior the Z10 launch) is the 1280X720 resolution for next Z10-like devices (current is 1280X768).
    It's a concern for games or "high graphics apps", notably. But we are waaay better than android fragmentation, for sure.
    We'll have only two aspects ratio (16:9 and 1:1) and that's a fair deal IMHO ... even far better than previous fragmentation on legacy BB devices

    Everything is detailed here : http://bit.ly/12jukZG
    Jun 11 02:23 PM | 6 Likes Like |Link to Comment
  • BlackBerry: Time To Throw In The Towel? [View article]
    So basically, you hold for a year and then throw the towel 30 days before E.R ? I don't get it. You don't even play the swing before/after E.R ?
    Disclaimer: I'm very long BBRY. I don't play highs/lows or any kind of day trading.
    May 30 09:23 AM | 17 Likes Like |Link to Comment
  • BlackBerry (BBRY -0.4%) is downgraded to Underperform at Exane BNP, which says its profit pools are drying up. While news flow around the BB10 likely will remain the primary driver for the shares in the short-term, the firm says BBRY's long-term profitability prospects hinge essentially on the longevity of its service revenues, which are "unsustainable." [View news story]
    BES, BBM Money service (read http://t.co/4GfaOEo9bv), Music in AppWorld (20% of AW revenues last quarter) and upcomming BBM [cross-platform] Channels revenues ...

    How badly informed this can be ?
    May 22 11:53 AM | 2 Likes Like |Link to Comment
  • BlackBerry Cannot Match Competitor Power In India [View article]
    £20/month range in UK starting July.
    Adapt to Indian Market ... and we might have a big winner here, isn't it ?
    May 20 11:58 AM | 5 Likes Like |Link to Comment
  • Samsung (SSNLF.PK) strengthened its lead as the world's top vendor of mobile phones and of smartphones in Q1, IDC estimates. The South Korean giant increased its market share in the latter category to 32.7% from 28.8 a year earlier and shipped more smartphones than the next four providers combined. Apple's (AAPL) share slipped to 17.3% from 23%. The global cellular phone market grew 4% on year to 418.6M devices, with smartphones outshipping feature phones for the first time. [View news story]
    In very short.
    feature phone = phone + sms + "non graphic apps" (and poor processing power / Storage capabilities)
    smartphone = phone + sms + "all internet related (mail, web, social)" + graphic apps (+ high proc./display/storage cap.)
    Apr 26 10:23 AM | 2 Likes Like |Link to Comment
  • Samsung (SSNLF.PK) strengthened its lead as the world's top vendor of mobile phones and of smartphones in Q1, IDC estimates. The South Korean giant increased its market share in the latter category to 32.7% from 28.8 a year earlier and shipped more smartphones than the next four providers combined. Apple's (AAPL) share slipped to 17.3% from 23%. The global cellular phone market grew 4% on year to 418.6M devices, with smartphones outshipping feature phones for the first time. [View news story]
    Basically :
    AAPL lost (23-17.3) = 5.7 %
    SSNLF gain (32.7-28.8) = 3.9%

    5.7-3.9 = 1.8 %
    So, it seems that "others" (can't be more specific) are stealing 1.8% aapl market share. Yet, make your bets: Nok ? BBRY ? both ?
    Apr 26 07:20 AM | 2 Likes Like |Link to Comment
  • Warning: BlackBerry Stock Is Highly Sensitive To (Negative) Sell Side Commentary [View article]
    Some guys really need to smell the flavor of jail and punishment.
    Stop the scam !
    Well done, BlackBerry; was about time.
    Apr 12 09:12 AM | 14 Likes Like |Link to Comment
  • BlackBerry: The Fascinating Journey Will Continue [View article]
    Chinese rumor excluded, I do agree with the above article;
    Q10 is the next catalyst. What we saw with the Z10 (55% buyers were non former BB customers) was incredible and a big surprise. The tempo was; this massive proportion of new customers wasn't expected before months. Now this also means the good figures weren't driven by "Crackberry" people alone.
    As you can easily find on BB fans forums, a lot of them are waiting for the Q10 to pop before they *decide* what model they'll embrace.
    This means that the Q10 launch will be signal for buying, either the Z or the Q, for a large portion of the loyal BlackBerry userbase. What will be their choice will IMHO depends mostly on price. I'm sporting a Z10 for a month now and I - as a former fat-fingers-physical-k... - can testify its touch keyboard is amazingly efficient and fast.
    Disclaimer : Did I mention I'll buy a Q10 as well as an addition to my black Z10 and red Z10LE ? Probably in white, ASAP :)
    Apr 10 06:15 AM | Likes Like |Link to Comment
  • BlackBerry: Z10 Is Not Enough [View article]
    apps ... just need Netflix and Skype. Others are details.
    They will be there in a breathe, don't worry, BaBe ;)
    Apr 2 09:58 AM | Likes Like |Link to Comment
  • BlackBerry: Z10 Is Not Enough [View article]
    To the question "Is Z10 enough ?" there is a valuable response: Not as such.
    It is only the factual demonstration that BlackBerry10 OS leads BlackBerry to a whole new perspective and its OS is accurate and appealing. Most formerly qualified it as DOA; I was laughing at them when they were, I'm now LOL considering their short position (and waiting for the squeeze: I'm salivating).
    As usual (on SA), you omit the facts/figures that can lead to other reasoning (and I'm back to my answer).

    Only 45% of Z10 customers were former BB users. Yes, you read this right; 55% of Z10 owners came from APPL and GOOG worlds (roughly 50/50) and weren't former BB users. Isn't that a clear sign of the sexiness of the platform ? You tell me ...
    More !
    This figure alone is significant of what we could expect for the Q10 launch (~ April for CAN & EMEA, May for U.S.A), while many curent BB keyboard die-hard users have been waiting for it and others (former BB users) may see here an opportunity to consider a return to they beloved physical keyboard.

    28th ER was nothing but a - mandatory - first step prior BB full force return.
    Heins and his team (CMO Boulben and Dev Relations' Saunders to name few) have made a fantastic work; they changed the brand perception; that's simply huge. Add some top (B10L, Aristo) and medium (R10 curve-like) range devices to this ... and we might have something your kids will learn at school as we learned from appl case. Yes : just.that.big.

    Disclaimer : I'm long BBRY: I'm a StockBerrian !
    My views are based on my economics perspectives analysis and not on financial/trading analysis. This is not an authorized advice to invest in BBRY, just my personal thoughts.
    Mar 31 07:11 AM | 10 Likes Like |Link to Comment
  • Why Blackberry's 3 Million Subscriber Loss May Actually Be Good News [View article]
    April for CAN and EMEA, May for U.S
    Mar 30 07:27 PM | 1 Like Like |Link to Comment
  • BlackBerry Reminds Me Of Palm Just Before The End [View article]
    This kind of note is pure BS.
    This has been discussed and busted a thousand times.
    How can you seriously put this on the table again ?
    Are you some kind of masochist ?
    Mar 28 04:34 AM | 1 Like Like |Link to Comment
  • Why Have You Invested In BlackBerry? [View article]
    Once you own a Z10, you reveal your StockBerrian nature in full ;)
    Mar 27 04:24 AM | 2 Likes Like |Link to Comment
  • Z10: Zero Sold On Friday, But None Left On Sunday [View article]
    Thank you for the follow-up.

    There's something that should be kept in mind here, when dealing with comportomental behavior (lines) and figures (sales): Both (loyal-ish) BlackBerry users and CMO Frank Boulben's plan are particular.

    As you noted in your article (thx again for that), BB users in U.S will probably prefer an online-shipped-to-home order than a share-my-ice-cream-lineup ;).

    Also (and I believe it' the main point here), F. Boulben's marketing strategy is innovative (in super-short = step one : demos face to face - step two: launch for loyalists, rave them, spread the word on social media - step 3 : engage the cavalry). THAT innovative (I can't remind any other competitor doing this) it is very difficult to compare with other launches, because the steps involved are not the same. A typical launch -a la appl or Sam - would be (in very short again = step 1: organize leaks, step 2: massive advertising, step 3: launch).
    (Edited) The rumored BlackBerry 10 launch budget is $1 Billion; just count what's on the table now ... and what's up in their sleeves.

    Finally, it's even more difficult when you consider that the scales are not the same - at all - to define a successful launch for Z10 alone. Yes, Q10 (the physical keyboard device) is coming and that's a short term event that most analysts simply forget to mention (go figure).

    A simplistic way to resolve this equation would be to snapshot a *blasting* launch event (ip5 or SIII ?) and scale it to current BlackBerry market shares. Then, divide it by 2 (1.5 ? 2.5 ? make your bets !), considering the Q10 release in a few weeks.

    As of date, this means the following scaling parameters (rounded figures):
    Samsung : 50% V.S 8% market share : 6.25 to 1 (12.5 to 1 w/ Q10)
    Apple : 32% V.S 8% market share : 4 to 1 (8 to 1 w/Q10)
    I'll let you do the maths ...
    (and pls excuse my poor English)
    Mar 25 10:52 AM | 1 Like Like |Link to Comment
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