Seeking Alpha

Superfly_FR

Superfly_FR
Send Message
View as an RSS Feed
View Superfly_FR's Comments BY TICKER:
Latest  |  Highest rated
  • 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
  • BlackBerry 10 Will Flop. Then What? [View article]
    @winter_hat : http://bit.ly/10UwGhJ welcome anytime :)
    Jan 24 02:09 PM | Likes Like |Link to Comment
  • BlackBerry 10 Will Flop. Then What? [View article]
    @MArcap The closer we get to the launch, the most rigid you are in your perception. While you - and so many others - predicted from over a year, the next-week dead of RIM, you now jump on the bandwagon of those pretending "if RIM does not become #1, they're dead: sell". That's nonsense. But it's quite a recreation to read you.
    Jan 24 02:06 PM | Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    RIMM $17.2375 as I write this. Selling price "revealed" by BGR ?
    ... or just realization that "analysts" have served [mean word here] for months/
    Jan 22 11:37 AM | Likes Like |Link to Comment
  • How Will RIM Replace Lost Service Revenue? [View article]
    The 30% devices - 70% services scenario was the "crisis" balance. Standard one should be 10-30% services - 90-70% devices to compare to others. If you look in the mirror (2yrs), you'll see that, when RIM was a leader, revenue was based on devices. RIM slashed their ASP (average selling price) to maintain a high level of customers while their large user base (BES+BIS) maintained the services fees, thus the "upside-down" revenue balance.

    Now with an ASP rumored to be over $600, the deal is quite different ... I believe this should be #1 in your replacement list :). But, I agree with the extra-list you made !
    Jan 22 09:44 AM | 2 Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    @Kurt: see bellow for BBM (warning : BES only ?)

    RIM Raised to Buy on IPhone, Android Opportunity: Jefferies
    By Sarah Gill

    Jan. 18 (Bloomberg) -- RIM will enable corporate email on iPhones, Android devices; this change is unknown or not well

    understood: Jefferies analyst Peter Misek writes in a note.
    ● RIMM likely to add BYOD sandboxing, BBM on Android, iOS
    ● Jefferies says licensing deals are unclear
    ● May, Aug. qtr results likely above avg. ests.
    ● RIMM likely to meet or beat Jefferies’ est. of 4m/qtr BB10 sales
    ● PT raised to $19.50 from $13, rating raised from hold
    ● RIMM 5 buys, 24 holds, 19 sells, avg. PT $10.82: Bloomberg data
    ● NOTE: RIMM SI 8.4% of free float: MarkIt data
    For Related News and Information:
    First Word scrolling panel: FIRST<GO>
    First Word newswire: NH BFW<GO>
    Jan 18 11:36 AM | Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    Really hope you didn't sell yesterday.
    $16 just broke in pre-market ... some should better cover ... very fast ... and make my long very, very lucrative.
    Thank You David Alton Clark ! :)
    Jan 18 09:12 AM | Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    @david, please give links.
    Jan 18 09:09 AM | Likes Like |Link to Comment
  • Research In Motion: The Party Is Over... Sell Now [View article]
    Marcap, you cannot seriously compare a device-based app with a hosted management solution, do you ?
    Jan 18 09:02 AM | 1 Like Like |Link to Comment
COMMENTS STATS
321 Comments
767 Likes