Seeking Alpha

Slickyboy

Slickyboy
Send Message
View as an RSS Feed
View Slickyboy's Comments BY TICKER:
Latest  |  Highest rated
  • 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 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 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 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 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 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 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 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 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 05:10 PM | 7 Likes Like |Link to Comment
  • Sirius XM Would Be Fine Without Howard Stern [View article]
    I'll give you one: Tom Leykis and the Tom Leykis Show. Not personally a fan, but when I was stationed on the West Coast he had a huge following.
    Sep 17 04:24 PM | Likes Like |Link to Comment
  • Sirius XM Would Be Fine Without Howard Stern [View article]
    For those of us that must travel on Sundays, myself for one, having all of the games live on SIRI makes the Houston to San Antonio trek much easier take!
    Sep 17 04:09 PM | 3 Likes Like |Link to Comment
  • Why Doesn’t Sirius React to Positive News? [View article]
    Based on the above data lines it seems to me than that there is no money to be made being LONG SIRI until "overall" market sentiment improves to the upside? Even if the company shines amongst its peers, market sentiment will continue to drag it down. What we need here is a good 'ole 3PAR-like bidding war for SIRIUS/XM!

    Army Strong
    Aug 27 11:01 AM | 1 Like Like |Link to Comment
  • What Is Best Potential Entry Point for Sirius XM? [View article]
    Brandon, I appreciate your full disclosure. I would have to agree with you that being long-cash is a good thing with the current market sentiment, even if it means potentially missing some upside in SIRI in the short run.

    With that said, I personally feel there is greater potential for upside reward than downside risk while hovering just below a dollar and therefore will continue to stay long and strong.

    Army Strong
    Long SIRI/ 165000 Shares
    Aug 25 04:25 PM | 2 Likes Like |Link to Comment
  • Sirius XM Since the Merger, Part III: A Look Ahead [View article]
    Now that's a well-written article! Thank you for an excellent summary and look ahead.

    Army Strong
    Jul 18 09:01 AM | 2 Likes Like |Link to Comment
  • The Great Sirius XM Head Fake [View article]
    You are correct. And they don't listen to Oprah either!
    Jul 15 02:55 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
35 Comments
105 Likes