Seeking Alpha

Superfly_FR

Superfly_FR
Send Message
View as an RSS Feed
View Superfly_FR's Comments BY TICKER:
Latest  |  Highest rated
  • The Future Of Research In Motion [View article]
    Please note it's 20 million additional BBM Active users (from 60mil to 80mil in a week), not downloads. These 20mil are iOS and Android users, not BlackBerry's.
    One also have to think about monetization other IM don't offer, such as channels (still beta) but also BBM Money (popular where WS omits to watch : http://bit.ly/18Vyrc3).

    No, BBM isn't just "another IM". Its legendary low-cost, fast and proven (D/R signs) delivery, files transfer, screen sharing(*), voice/video conferencing(*), group management and overall features make this a real communication tool, expandable - under BES environments - for unmatched secured communications in enterprises.
    (*) Expected on iOs and Android by the end of the calendar year.

    Also while I admit there are solid competitors (mobileIron to name one) in the MDM/BYOD segment, pretending they *all* compete and match BlackBerry BES10 level of security/integration is illusion. In fact none really does, all still *compare to* BES as it is - as of date - the only real proven safe reference in this area. If you've noticed the e-advertising campaign MI is rolling right now, you know what I mean.

    BES10 Balance (http://bit.ly/18Vyrc4) may be the "next thing" anyone annoyed to carry multiple devices would rave for and BES10 secured containers for iOS and Android devices will solve current administrators headache and expenses.

    In the Cloud area, the BES10 solution is arriving (http://zd.net/13xe4T5), with very easy set up and fairly aggressive pricing, targeting mid-sized and small companies, a segment where room is free (or such).

    We have to wonder what would happen if a solid alliance in the enterprise area pops. We saw that, apparently, no big firm was tempted by BBRY as a whole. But new CEO and BOD may turn this to a partnership or find equity partner(s) in very specific areas.

    Next weeks/months/years will be fascinating.
    Disclaimer : I'm (very) long BBRY.

    P.S: please excuse my approximative English, not my mother tongue, obviously !

    Edited: sorry, I forgot to thank you for the interesting developments at the end of the article.
    Nov 5 09:29 AM | 14 Likes Like |Link to Comment
  • SAP uninterested in BlackBerry, BBM sees mixed and fake reviews [View news story]
    Yada-Yada ... here we go with a round of *selected* news.

    SAP not interested is old news.
    Harsh reviews from theVerge, yeah ... not so harsh in reality, but what to expect from them ?
    The inquirer ? oops, your link is directing to google cars ... ???
    BBM fake reviews has nothing to do whit BlackBerry. It has to do with the poor monitoring of Android markets in general and these were both positive and negatives reviews.

    Now, the reality :
    1. P. Watsda is nowhere praying for funds: http://bloom.bg/1auRahe and we may see a bidding war soon.
    2. BBM multi-platform is live and BBM should go from 60 to above 100Million users in days (if not already). BBM-x app is ranked #1 top free download almost everywhere in the world, both for Android and Apple devices. One of the most successfull app launch *ever*. THAT alone would have excited the street if it wasn't BBRY, the most bashed stock.
    3. OS 10.2 has been released worldwide (except U.S.A, should drop in November) and improves almost everything greatly.
    4. Z30 (the phablet / 5" display) is out and will be exclusive to Verizon for the U.S with a nice $199 (2yrs contract) price in November: http://vz.to/1diwwU2
    5. BES 10.2 is on its way with tons of enhancements
    6. BES "in the cloud" is on preview
    ...
    Oct 28 02:01 PM | 4 Likes Like |Link to Comment
  • SAP uninterested in BlackBerry, BBM sees mixed and fake reviews [View news story]
    Merrlin; just visit bbm.com with your wife's Android device browser. Easiest and safest way to go.
    Oct 28 01:44 PM | 3 Likes Like |Link to Comment
  • Taking BlackBerry Private Makes No Sense [View article]
    No manufacturer except Samsung make a dime selling Android phones. The day - sooner or later IMHO - Samsung drops Android (->Tizen) the app market is dead and pseudo-consistency of OS equal to zero. It will then go back to "nerds only" niche (no offense intended with "nerds", I pretend I'm one).

    P.S: The irony is, besides Samy, the only company to make $$ with android is ... Microsoft (patent fees). OMG these guys are evil-good ...
    Sep 17 12:53 PM | 3 Likes Like |Link to Comment
  • Taking BlackBerry Private Makes No Sense [View article]
    AC2N
    Sep 17 12:47 PM | Likes Like |Link to Comment
  • Taking BlackBerry Private Makes No Sense [View article]
    Going private would have an immediate and great advantage.
    Get rid of the current public perception witch is now nothing about the products and services capabilities but all about stories like yours with various levels of accuracy (to stand humble as I'm not an expert).

    What have we heard from BlackBerry ? Not much. In purpose.
    "Niche player" has been hear though. To me, it means "Enterprises"; the segment where BlackBerry is still the reference and have proven efficiency and security advantages.
    And they don't have to sit on hundreds of billions to do so. Whatever cap you calculate as the current one can be enough.

    Can't beat apple and Samsung for consumers ?
    Be.it.
    Focus on enterprises, make alliances (MSFT mobile penetration in enterprises is small), stole the market and earn piles of cash with services revenues and CALs (Android, iOs ... WP8?). That's where they used to build their strength, that's where many expect them to be undisputed #1. Loyal customers, fans, Joes and *apps* will follow (BES10 Balance / BBM may help a LOT).

    Last but not least : Stock is "tanking" and they do nothing about it ?
    What if it is on purpose? ... just sayin'.

    Two years ago we had the DOA gimmick, then the 70% chance bankruptcy song, then the "OMG they're selling" headlines, then the "no one wants it" dance ...
    Funny how many "experts" still consider MM Heins, Boulben and Watsda as "chicken born this year". I'm not. Definitely not.These guys are eagles.

    Discl: Long (BBRY)
    Sep 17 12:35 PM | 3 Likes Like |Link to Comment
  • BlackBerry's 'Strategic Alternatives': There Is More Than Hope [View article]
    French govt - and I assume many to come - forbids the use of personal devices and tablets (read: ipad) and claims mandatory use of encrypted devices (read: BB). Spinning wheel, thank you NSA !

    http://bit.ly/1e8MMcO
    Sep 13 06:23 AM | Likes Like |Link to Comment
  • Reports: BlackBerry looking to find buyer by Nov., Microsoft "keeping an eye" [View news story]
    damm I liked by error ...
    Any serious bidder HAS the figures already.
    Sep 4 06:55 PM | 4 Likes Like |Link to Comment
  • The Secret Plan To Take Over BlackBerry Is Positive, Not Negative [View article]
    The point is it is granted by default for iOs and Android (you can avoid it (somehow) but have to disable it manually if you want to). For Blackberry - core and apps - you have to grant before any data can be stored/shared and can even choose what (images, data, stats, ...) can be stored/shared.

    Nice nuance, isn't it ?
    Aug 22 07:39 AM | Likes Like |Link to Comment
  • Dead Money Walking: Sell BlackBerry Before It's Too Late [View article]
    No one considering they're not selling out ?
    I'd be delighted if all this turned out to be the signal for a MS/BB joint venture in the Enterprise division ... oh my. What a brilliant trap.

    Long.
    Aug 16 10:13 AM | Likes Like |Link to Comment
  • BlackBerry: Time To Throw In The Towel? [View article]
    It's sometimes delightful to bump theses "analysts" blah. Enjoy the read.
    Aug 14 06:04 AM | Likes Like |Link to Comment
  • More on BlackBerry: BGR has provided fresh pictures and details for the rumored A10 and Bold 9720, while adding the phones largely "make up BlackBerry’s (BBRY -3.6%) entire smartphone roadmap for the remainder of 2013." The A10 is said to have a 5" Super AMOLED display, 2GB of RAM, a "more rounder and less aggressive-looking" design than the Galaxy S4, and a dual-core CPU. BGR declares the BB7-powered 9720's design language/styling to be "atrocious," and a "complete disaster" relative to the Bold 9900[View news story]
    BGR is lying with fake "exclusive" news.And you won't see any picture of A10. Nothing but a greasy picture of 9720, we have seen many already.
    That's a piece of [put a sad word here]
    Jul 10 12:37 PM | 4 Likes Like |Link to Comment
  • BlackBerry: Time For Longs To Wave The White Flag? [View article]
    haha !
    Im on my desktop ... and French is my native language. Sorry, a phone call made my re-reading too late for edit. Although this is not a grammar check, more likely a counter-sense ... no spell/grammar check will help.
    Jul 9 09:50 AM | Likes Like |Link to Comment
  • BlackBerry: Time For Longs To Wave The White Flag? [View article]
    Sorry; typo and editing timeout ;)
    "Our risk/reward ratio is better than Ever"
    Jul 9 04:19 AM | Likes Like |Link to Comment
  • BlackBerry: Time For Longs To Wave The White Flag? [View article]
    There's a bunch of people like me who won't read your article as "traders". Even the "long position" we've embraced makes no sense for usual stocks trading; we're on a 3 yrs+ (was 5+ at start) perspective.

    Sure, we could bet on other stocks in the meantime as we know BBRY won't raise that much before 1-2 yrs and will probably sit under the $20 mark for a while.
    Sure, we could be upset that there is no EPS for a while.
    Sure, we could fear a dive ...
    IF
    We had made this investment just relying on the interest BBRY have raised as a speculative game (huge trade amounts, 40% shorts, piles of analysis, testimonials, forecasts ...).
    BUT
    We didn't.
    We did so because we believe the company has a solid recovery plan (brilliant innovative vision of safe "mobile computing") and Heins - as anti-sexy some may paint him - is a wise CEO. We don't want fanfare nor fireworks. We want the job to be executed as fast as possible. Today's possible is slowest we believe it would be. But we're still on tracks and he succeed already to beat the 70% consensus constantly repeating the last two years that BBRY would go bankruptcy "next week". Heins did beat "street" estimates ... by far. Our risk/reward ratio is better than never.

    We're the "StockBerrians" : we're so long, we can wait.
    (meet us here : http://tinyurl.com/sto... and add your thoughts to 35K+ posts started Feb 2011)
    Jul 9 03:55 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
321 Comments
767 Likes