Seeking Alpha


Send Message
View as an RSS Feed
View Slickyboy's Comments BY TICKER:
Latest  |  Highest rated
  • Why 15% Of BlackBerry Is Worth The Entire Market Capitalization [View article]
    It's Nanthealth that has the medical device cloud connectivity software and applications (which they themselves bought) and have connected over 16K devices across 250 hospitals. Blackberry is bringing the back-end management and mobile device (Passport), although any mobile device will work in this scenario and Blackberry can manage them all.
    Nov 19, 2014. 06:31 AM | 3 Likes Like |Link to Comment
  • Blackberry Shares Moving On A Rumor [View article]
    It may lose all of its North American/European business, but collectively China could potentially eclipse all of that. Especially if Lenovo is missioned via Blackberry to protect the Chinese from North American/European interests. Again, you can't have your cake and eat it too. The very governments that we are all claiming would file a protest, are also trying very hard to divorce themselves from a one-vendor, one-OS secure mobile environment. They refuse to commit to Blackberry as their sole provider of mobile/MDM capabilities and in my opinion have no ground to stand on in the China discussion. Blackberry should do what's in the best interest of its shareholders (me!), and sell to the highest bidder.
    Oct 30, 2014. 01:19 PM | 1 Like Like |Link to Comment
  • BlackBerry: Buyout Rumors The Match To Light The Short Squeeze Fuse [View article]
    I'd like to see Lenovo at least make a run at it and see where it goes this time around. I cannot speak for Canadian security concerns, but the US Military and Government at large has been working hard at divorcing themselves from a one-OS/vendor relationship and that means finding and approving alternatives from Blackberry. From the NSA to DoD, many have already been found.
    If I'm Blackberry, I would push back on the government if they raise a concern about a sale to Lenovo. "If you don't want to be in a monogomous relationship with me, you have no right to tell me who I can and cannot date!"
    Oct 29, 2014. 04:59 PM | Likes Like |Link to Comment
  • Is China's Lenovo Group Making A Bid For BlackBerry? [View article]
    Sell at $18 would be absolutely fine with me. A pure double on my money as an investor is exactly why I am here to begin with, not to help Blackberry restore some sort of national pride. This is exactly why Chen was hired to begin with, not to be some long-term CEO and regain market share over the next 10 years. Clean up the books, stabilize the business, regain market confidence, and put the for sale sign up ala Sybase. Let's go, I've got Christmas shopping to think about!
    Oct 20, 2014. 06:39 AM | 3 Likes Like |Link to Comment
  • BlackBerry Needs To Focus More On Emerging Markets [View article]
    Thank you for the article, although I'm not sure as a BB Long that I agree with your thesis. I believe that trying to compete with the Chinese sweat shops on price is a losing proposition, especially when you are trying to differentiate yourself as the choice for the "business" class. I'm fine with giving away free hardware (essentially) if it serves as a means of monetizing some other form of your business like with the Amazon Fire, which gives you a free year of Prime and a direct (and easy) connection to the Amazon shopping experience. I haven't seen this from BB as of yet, and I don't believe there is enough monetization in BBM to make low-margin hardware a profitable model. They would have to sell such a large number of those low-margin devices to sustain a profit that it doesn't seem practical. India and other countries in that region have a rising business class as well and that's the market BB should continue to focus on. "Make your riches in niches."
    Oct 5, 2014. 07:10 AM | 14 Likes Like |Link to Comment
  • BlackBerry: Two Metrics That Will Kill Shorts On Friday [View article]
    Hopefully this is combined with a broader market bounce after today's sell-off. Even a modest bounce would be welcomed.
    Sep 25, 2014. 07:58 PM | 6 Likes Like |Link to Comment
  • Why John Chen Is An Asset To BlackBerry [View article]
    I'm greatly supportive of the new leadership team, including of course, John Chen. I would like to see them spending a little more on advertising in the US, especially touting the fact that 10.2 has opened up Blackberry to the Android App market. All the Apps PLUS the security! I'm not sure why that is not their mantra to the public right now.
    Apr 10, 2014. 08:29 AM | 5 Likes Like |Link to Comment
  • Protect Profits On BlackBerry Before Earnings [View article]
    Protecting profits only works if you HAVE profits. I suspect many of the BBRY Longs are actually still underwater, so selling at this point simply locks-in those losses. If you plan to stay long (as do I), and your total position is up from the lows, then selling half of your position now to lock-in profits is a good trade. If the stock trades significantly lower after the conference call due to guidance and immediate emotion, that's an opportunity to jump back in with even more shares for the same money. If the stock trades marginally higher (best case in my opinion), then give it some time and get back in on a temporary pull back. I think protecting profits is a great idea and a well-proven strategy, even if you love the stock and the company!
    Mar 4, 2014. 05:53 PM | 3 Likes Like |Link to Comment
  • A leaked image appears to provide full specs for the BlackBerry A10 (BBRY -1.8%): the image indicates the A10 will sport Qualcomm's (QCOM) dual-core MSM8960 processor (same as the Z10), a 5" 720p display (many high-end Android phones now have 1080p displays), 16GB of storage, and an 8MP rear camera and 2MP front camera. BGR provided a few details about the A10 last week, while adding it's the only completely new BB10 phone set to launch in the remainder of 2013. [View news story]
    N4BB has most of the images and specs already posted for the A10. Could change of course, but hard to say until it is officially released. Apparently the QNX OS is not working well with the newer quad-core processors.
    Jul 16, 2013. 03:20 PM | Likes Like |Link to Comment
  • Why BlackBerry Urgently Needs A Buyer Or Partner [View article]
    I suspect this is more about spectrum than customers.
    Jul 16, 2013. 01:37 PM | 1 Like Like |Link to Comment
  • Blackberry (BBRY) fired U.S. VP of Sales Richard Piasentin last month following the poor take-up of the company's new devices in the country. As part of its restructuring, Blackberry reportedly intends to axe more middle management in sales and support, adding to 5,000 layoffs in the last FY. [View news story]
    Firing is a good first step as clearly he has not delivered for Blackberry. However, finding the right replacement to help the country get back on track is key. Someone who can more closely work Blackberry's partners in the US including the large carriers like Verizon and AT&T. Much of the lackluster launch in the US was due to their lack of enthusiasm and equal prioritization for Blackberry's products as the other makers. While much has been made about the carrier's desire to have competition in the market with 4 major operating systems, they did not demonstrate this at all during the US launch!
    Jul 10, 2013. 08:43 AM | 7 Likes Like |Link to Comment
  • BlackBerry's (BBRY -0.4%) slumping stock price could pressure its board to review its options, a source close to the company tells Reuters. The news service notes BlackBerry investors upset over the company's FQ1 miss are likely to question management about its strategy at Tuesday's annual meeting. Last year, Bloomberg reported IBM informally approached BlackBerry about acquiring its network operations centers (NOCs), and Reuters reported Jim Balsillie resigned after failing to get BlackBerry to sell access to its NOCs for use with iOS/Android data plans. [View news story]
    Leave TH in place but hire a new front man/woman. Someone who actually has a pulse during product launches and earning releases. Someone who can connect more closely with analysts to ensure they have a better understanding of what is taking place with the company. That will remove much of the speculation!
    Jul 5, 2013. 07:25 PM | 3 Likes Like |Link to Comment
  • BlackBerry - Where To From Here? [View article]
    Hiring a CEO with a personality would be a good start for BBRY going forward. I find it painful to listen to Thorsten Heins and his typical dry, boring, German personality. Absolutely love the German culture and my years stationed there, but man can they come across as dry. Fantastic engineers, horrible motivators! If anything, keep Thorston in the background running the company, but find a new front man to address the public!
    Fire the VP of Marketing, this guy is clueless. Horrible ads that simply don't address the largest public perception: Blackberry is going out of business and their phones remind people too much of work.
    Jun 30, 2013. 06:52 PM | 3 Likes Like |Link to Comment
  • An Option Strategy for Sirius Radio [View article]
    I just need help understanding one thing: Let's say that wireless coverage progresses to the point that it's guaranteed coverage, without drops, across the entire United States of America (pretend we are far in the future!). Now, if I jump into my car with my Android Smart Phone, where do I tune into to listen to every single NFL game live? Where will I tune to listen to business talk radio? Baseball? Basketball? Hockey? Am I going to have to pay a fee to each of those sites for their content? Surely they are not going to broadcast over the internet for free? Or will some other company bundle all of those content options under a single roof for me? Oh wait, one already has: SIRIUSXM radio. And the beauty is, I can use my Android for its Navigation capabilities while in the car and still listen to great programming. How can I do that if the smartphone is also my listening device?
    Apr 20, 2011. 04:23 PM | 4 Likes Like |Link to Comment
  • Apple May Become Sirius Radio's Next Biggest Threat [View article]
    What happened to all the higher quality articles on SIRI which used to appear on Seeking Alpha? It seems like lately we are bombarded with writers who seem to take a position (mostly anti-SIRI), and then build a case using "select examples" to support their otherwise very weak theories. The analysis is so one-sided lately that I hesitate to even use the word to describe it. Take me down a well-groomed path of research and reasonable assumptions before you make your final case if you really expect me to buy into your theory. Otherwise you will lose all credability in an instant, never to be found again.
    My theory: SA is hurting for content!
    Mar 7, 2011. 05:10 PM | 7 Likes Like |Link to Comment