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  • BlackBerry's Internet Of Things Pipe Dream [View article]
    Remember when "Know It All" was just another random message board poster on SA?

    Yeah. Apparently, he is "KIA Investments" now and a 'research analyst'.

    And I am now the CEO and Chairman of Dante's Capital Management Services (DCMS for those in the know).
    Oct 30, 2014. 02:36 PM | 27 Likes Like |Link to Comment
  • BlackBerry cancels FQ2 CC [View news story]
    So, Thorston Heins, and the board, after having put BBRY's shareholders through the ringer with one perceived blunder after another, decide that they want to use Prem Watsa's fake deal as an excuse to hide from having to answer for their actions.

    Oh... and in case anyone missed it. Thoston and Bidulka dumped 51% of their newly vested BBRY shares on, get this, 9/20... right before they released their warning and 1BB write down. Of course since they only dumped 51%, it's legal under Canada law.

    This is bad beyond words.

    This is like a sinking ship... but the captain and crew are climbing over the women and children to get to the life boats first. And they'll be stuffing those life boats with their own gold... no room for passengers.
    Sep 25, 2013. 09:04 PM | 24 Likes Like |Link to Comment
  • What I Want To See In Nokia's Q2 Report [View article]
    Be careful reading Kesarios' Nokia articles. This snake is very tricky.

    "Nokia estimates it closed Q2 with gross cash of €9.2B-€9.7B and net cash of €3.7B-€4.2B, down from €10.1B and €4.5B at the end of Q1; if the deal were to have closed in Q2, net cash would be at €2B-€2.5B. "

    He already knows Nokia's cash positions since NOK made this public statement on July 1st.

    So he makes it sound like we should be disappointed NOK's short term cash position doesn't dramatically improve.

    This is his real position and holding: BBRY. Take a look at his article history.

    "I expect this company (BBRY) to fully come back from the dead to its former glory status. The reason for this is simple. It has a unique ecosystem and will carve its own little niche in the space. BlackBerry has nothing to fear from anyone except itself. It is not threatened by Google (GOOG), or Apple (AAPL) or anyone. As long as it has something different to offer and stand out, it will prevail and do just fine "

    You're not as clever as you think George.
    Jul 17, 2013. 07:15 PM | 21 Likes Like |Link to Comment
  • Do Apple's New iPhones Initiate Peak Android? [View article]
    Android dominates market share because its devices are so cheap, it is able to convert something like 85% of feature phone users to their first smartphone.

    This is also part of the reason android users don't spend any $ on android devices.

    Apple then poaches (and retains) 35% of Android customers every year, and retains roughly 85% of those new converts.

    Every year, Android has a smaller feature phone user base to convert while a large chunk of its mature customers switches to, and stays with, iOS.

    The biggest threat to Android is actually from the Chinese and Koreans, who are unabashedly copying Android source code and renaming it COS and Tizen. Pretty soon, Samsung & Xiaomi will be loading Baidu and other 'Chinawares' collecting their own revenue instead of paying Google.
    Feb 17, 2015. 10:41 AM | 19 Likes Like |Link to Comment
  • Why Does BlackBerry Even Bother With Hardware? [View article]
    The author misses the mark completely on the key value of BBRY controlling their own manufacturing: Security.

    BBRY is the only major device maker that:
    1) Fully controls their own R&D, Quality, Security, and Operating System.
    2) Is non Chinese or American - a major selling point for the paranoid world market.
    3) Has the ability to customize security features for government & enterprise customers on a hardware level.

    Since John Chen hitched BBRY's future to Security, controlling their own hardware should be viewed as a value added differentiator and sales driver.
    Aug 18, 2014. 11:57 AM | 19 Likes Like |Link to Comment
  • Analysts Start Attacking Nokia Again [View article]
    It should be pretty obvious that Oppenheimer and BofA (Merril) are doing exactly what Goldman and Morgan Stanley were doing last quarter.

    Last quarter, Goldman and MS kept putting out "investment alerts" about how Nokia was going bankrupt and telling Joe Public to sell, sell, sell!

    While the public was selling, GS increased their NOK holdings by 100% while MS increased their position by 700%!!

    If you still believe the investment houses are spending their own money and time to put out these articles to help the public investor, then you've learned nothing from 2008.
    Dec 11, 2012. 05:00 PM | 19 Likes Like |Link to Comment
  • Nokia's Much Needed Breakthrough Could Be Somewhere In China [View article]
    The key is the subsidy for the Lumia 920. Chinese consumers are very price sensitive compared to Westerners.

    This is also a huge head start for Nokia over Apple in China. CM has been rejecting the Apple subsidy demands for years. And now, with China Mobile's 2013 subsidy budget gone*, this will likely lock out Apple to CM's 700 Million+ customers for the entirety of 2013.

    *China Mobile sets a fixed "smartphone subsidy budget" at the beginning of each year. 2013 year estimates are around 3.5 billion. With the huge cost of the Lumia subsidy, there is now very little chance of Apple landing their subsidized deal with CM.
    Dec 31, 2012. 03:40 PM | 16 Likes Like |Link to Comment
  • Xiaomi Is A Big Threat To Apple [View article]
    Stop with the false comparisons of cheap Android clones with iOS products. The only thing Xiaomi is a threat to is Samsung and other cheap Android clones.

    Xiaomi , just like HTC, Huwawei, ZTE, LG, etc is a temporary success due to their ability to steal IP and sell at bargain bin prices. These copycat Android clones have shown over and over again, that without the ability to control their own ecosystem, they are left to compete on hardware only. And what little innovation they do come up with, is like throwing crap "features" against the wall to see what sticks.

    Without actual innovation, and the ability to control their own ecosystem, Xiaomi is just another 'me too' Android maker waiting to be out priced by the next Chinese clone.
    Jun 12, 2014. 09:01 AM | 15 Likes Like |Link to Comment
  • Will Nokia's New Lumia Phones Live Up To Investor Hopes And Hype? [View article]
    This hit piece is full of outdated information or outright misinformation.

    E.G. "China Mobile will not have a subsidy for the Lumia 920T" has never been stated by the carrier or Nokia. It is ignorance by the author or just an outright lie.

    "Customers willing to sign a new 2-yr contract agreement with China Mobile for 388 CNY (about $62) per month will be able to pay just 1 yuan for the Lumia 920T."
    Dec 19, 2012. 09:41 AM | 15 Likes Like |Link to Comment
  • Good hardware only goes so far when its app ecosystem is deficient: that's the common argument found in The Verge's reviews of Nokia's (NOK) flagship Lumia 920 and Google/Samsung's Nexus 10 tablet. The 920's display, design, and (with some qualifications) camera get high marks, and so do the 10's display (considered on par with the iPad), performance, and battery life. But with Windows Phone and (as far as tablets go) Android still badly trailing the competition in terms of app support, neither product gets a resounding endorsement. (WP8 review) (app efforts: I, II[View news story]
    Actually, this is not a good point. Judging an OS by the number of apps is entirely an exorcise for the uninformed.

    Are you really proud that your "ecosystem" has 20,000 apps that do nothing but make fart noises, or show a 30 second cartoon?

    Even by Apples admission, something like 150,000 apps are never even downloaded once. Meanwhile, the important apps that are most used by far (maps and navigation) are subpar compared to the competition.
    Nov 2, 2012. 03:40 PM | 15 Likes Like |Link to Comment
  • Myths Of Apple's iPhone Market Share [View article]
    You should read a few other Mark Hibben articles. Plenty of false comparisons and strawmen when he tries to bash a stock.

    What Mark really means to say, that he couldn't quite figure out, is that Android phones gains market share from feature phones faster than Apple. But a little further up the food chain, iOS gains market share from Android users and retains them.

    Feature Phones are losing customers to cheap Android clones who are losing customers to iOS. That's the food chain. That's why Apple captures the vast majority of the smartphone profits at the top of the chain. Mark's view of market share is simplistic at best.
    Jun 24, 2014. 10:38 AM | 14 Likes Like |Link to Comment
  • Think Twice Before Betting On Nokia At Current Price - Part 2 [View article]
    And I enjoy seeing 3d rate boutique operations like Timing Best Buy putting out a laughably poorly written article in the hopes of supporting their short position.

    It's worth of respect! Real man!

    Mar 7, 2013. 02:25 PM | 14 Likes Like |Link to Comment
  • Nokia Beats Google For A Mapping Deal With Toyota [View article]
    People don't realize the huge revenue potential Nokia's Location & Commerce division has in the auto market.

    Phase 1: Integrate Nokia's technology into every major auto manufacturer. (85% market penetration)

    Phase 2: Introduce location based advertising & services: think yelp restaurant reviews, sales promotions, coupon offers etc. all based on location, on the go.
    Feb 1, 2013. 07:12 PM | 13 Likes Like |Link to Comment
  • Nokia: Positive News Followed By What? [View article]
    "Positive news followed by what?"

    If you have to ask this, then you haven't been following NOK.

    Q4 2012 numbers were a bit disappointing due to Qualcomm Snapdragon supply issues, but still solid enough to be beat all analysts expectations across the board.

    Q1 2013 will also be a very critical quarter as the China and India sales may determine NOK's future. Nokia currently has the Lumia 920 heavily subsidized by all 3 major Chinese carriers totaling 1.4 BILLION potential customers. All of whom have never been offered a free phone on contract before (as this is new to China.)

    As long as Qualcomm fixes their Snapdragon yield (which they said is no longer an issue in 2013), the Lumia sales in China could provide a nice earnings surprise come Q1 reporting.

    Take profits? Nokia is priced for bankruptcy, with the sum of its parts worth much more than its share price. This runup has been completely against analysts headwind - 9/10 analysts still have a sell rating on the company with outdated bankruptcy data from last May.

    Upgrades and the real run-up after $5 institutional support hasn't even begun yet.
    Jan 15, 2013. 01:59 PM | 13 Likes Like |Link to Comment
  • Nokia To Issue Convertible Bonds - Does It Matter? [View article]
    Nice to see an article without pump or short spin.

    UBS released a note on the issue:

    Nokia has €3.6bn of net cash and €8.8bn of gross cash currently so there was no imminent liquidity issue but it is appropriate to shore up the balance sheet now in our view before it gets worse (UBSe 2012E FCF of c€-1bn). Also the coupon appears reasonable to us given the company’s credit ratings have been lowered to junk. Overall we view it as a positive that the balance sheet is being shored up.
    Oct 23, 2012. 04:41 PM | 13 Likes Like |Link to Comment