Seeking Alpha

Superfly_FR

Superfly_FR
Send Message
View as an RSS Feed
View Superfly_FR's Comments BY TICKER:
Latest  |  Highest rated
  • Crunching The Numbers: BlackBerry Severely Undervalued [View article]
    BlackBerry is not appl nor Sam or Nok ... at least some decent reasoning !
    Thank you.
    Feb 19 07:31 AM | 6 Likes Like |Link to Comment
  • Bye-Bye BlackBerry: What Will Make BB10 Fail [View article]
    Are You Marcap's clone ? roflol
    Feb 18 11:47 AM | 1 Like Like |Link to Comment
  • Bye-Bye BlackBerry: What Will Make BB10 Fail [View article]
    oh. I finally get it. "no position in any stock mentioned" ... I was wondering why he was not shouting his love to APPL. Now I believe I have a clue. #pathetic
    Feb 15 11:41 AM | 2 Likes Like |Link to Comment
  • Bye-Bye BlackBerry: What Will Make BB10 Fail [View article]
    I'm really sorry I came back and contibute to your cent/view.
    You don't even have the tact to answer any of the comments above.
    Try to keep your reputation intact: wipe this whole thing out. Internet never forgets.
    Feb 15 10:21 AM | 7 Likes Like |Link to Comment
  • Bye-Bye BlackBerry: What Will Make BB10 Fail [View article]
    @LBGross : "Who knows maybe he is buying a house"
    => Almost: a hockey team ... ;)
    Feb 15 10:19 AM | 3 Likes Like |Link to Comment
  • Is BlackBerry Finally Back In The Game? [View article]
    Link for loyalty analysis surge : http://bit.ly/Ya8BLJ (can't believe I'm linking BGR ... informed you will understand what it means)
    Feb 14 11:31 AM | 2 Likes Like |Link to Comment
  • Is BlackBerry Finally Back In The Game? [View article]
    @L.D : probably no "lower-end" (this will be the role of BB7 devices, with some BIS revenues, to make it taste better), more likely "mid-end" devices (with a positive gross margin).
    Feb 14 10:08 AM | 1 Like Like |Link to Comment
  • Is BlackBerry Finally Back In The Game? [View article]
    L.D, I believe it's $1.4Bilion for the whole launch, not $2Billion for advertising (this would be 2X MS W8 campaign).
    Recent flaws in iOS 6.1 (resulting in many exchange servers cutting access to iOS6.1 devices, both for corporate and public servers - see AOL) and the lack of novelty will lower appl power.
    Then, last but not least, recent studies (Wells Fargo) estimates a 27% gross margin on devices Add to this that roughly 50%+ of current BB consumers declare they want to adopt BB10 and firsts returns of carriers state that 1 on 2 Z10 buyer is a new BB client ... and I get really confident ! :)

    Edited : the 27% gross margin includes the launch marketing "above the line" costs. Also, remember : T.Heins does not target the #1 spot, but a solid #3 ... for now :)
    Feb 14 10:00 AM | 3 Likes Like |Link to Comment
  • Should Investors Bet On The BlackBerry Z10 And Q10? [View article]
    Obviously, this specs comparison table omits several important points, notably :
    1/ Connectivity
    NFC and DLNA protocols
    2/ Storage
    SD card (32Gb, but tested with 64Gb OK)
    How easy it is to make comparisons to serve a purpose ... isn't it ?
    You may opt for a more complete comparison here (google translated, sorry) : http://bit.ly/WlAWRD
    Feb 4 06:45 AM | 2 Likes Like |Link to Comment
  • "The Z10 and BB10 represent a radical reinvention of the BlackBerry," says Walt Mossberg in a somewhat favorable review: he likes BB10's gesture support and keyboard, but criticizes its browser and dearth of cloud services. The Verge's Joshua Topolsky gives the Z10 a score of 7/10, praising its design and camera while criticizing its battery life and app ecosystem, as well as BlackBerry Hub. Engadget's Tim Stevens strikes a similar tone. As rumored, the Z10 runs on Qualcomm's (QCOM) popular MSM8960 processor. RIMM -7.4%. (more[View news story]
    @kmi : anything you can display on the Z10 looks brilliant via (full HD + sound) HDMI.
    Feb 1 11:16 AM | Likes Like |Link to Comment
  • "The Z10 and BB10 represent a radical reinvention of the BlackBerry," says Walt Mossberg in a somewhat favorable review: he likes BB10's gesture support and keyboard, but criticizes its browser and dearth of cloud services. The Verge's Joshua Topolsky gives the Z10 a score of 7/10, praising its design and camera while criticizing its battery life and app ecosystem, as well as BlackBerry Hub. Engadget's Tim Stevens strikes a similar tone. As rumored, the Z10 runs on Qualcomm's (QCOM) popular MSM8960 processor. RIMM -7.4%. (more[View news story]
    I feel like on "another planet". Devices where expected launching in Europe (EMEA) and Canada prior to U.S. Heins stated this months ago (and I've been writing it several times in these lines).
    Expectations (incl. mines) were "mid/end of Feb." for the U.S market, while nothing but Q1 was stated by BlackBerry. Basically, a later 15 days delay is a drama ... what a joke.

    Anyway, when I state I'm long with $BBRY, I'm not talking about moving positions across several stock values; I'm talking about investing in a company, exactly as if they were private. I put some money where I believe the growth potential is big. It is still big, not to say huge, as the launch party we saw yesterday only explained 10% of the capabilities of the BlackBerry10 platform.

    I invested long, I am long, I stand long. At least for 2-3 years; sticking with Thorsten Heins' plan.
    Jan 31 05:06 AM | 3 Likes Like |Link to Comment
  • BlackBerry 10 Will Flop. Then What? [View article]
    ASP (carrier price) is €450 ... similar to ip/S3 range. Similar margins too.
    Jan 27 08:06 AM | Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    @Marcap : please ... just be serious half a second and omit that kind of BS. USB external device compares to RIM security ? C'mon; you don't have any clue about security, right ?
    Jan 25 08:37 AM | 1 Like Like |Link to Comment
  • BlackBerry 10 Will Flop. Then What? [View article]
    @ Systembolaget ROFLOL do you realize a market can be something else than a stock exchange ? oh man ...
    Jan 24 02:13 PM | Likes Like |Link to Comment
  • BlackBerry 10 Will Flop. Then What? [View article]
    @ MArcap can you expose ip5 "cost" by your measurement ?
    Jan 24 02:10 PM | Likes Like |Link to Comment
COMMENTS STATS
329 Comments
789 Likes