BlackBerry Q10 Outselling Galaxy S4 At The Leading U.K. Retail Location [View article]
Peter Misek himself said on one of the interviews that he received angry calls from some of the powerful hedge funds to withdraw his long recommendation on $BBRY!
Second, in hindsight there is a clear reason why Simona (Goldman Sachs) hastily brought down her estimate on the stock to $17 - the same analyst was supposedly "pounding" her fist calling $BBRY a buy with a price target of $23!
Prem Watsa had a similar experience with his funds because of a bear raid by some of the hedge funds. Those hedge funds indulged in some really bad tactics to bring Fairfax down - but in the end it didn't work. Prem Watsa has gone in the books to become one of the best fund manager returning a whooping ~26% yoy for last ~27 years - this is even better than Warren Buffett's record!
Why Opening Up BBM Is The Right Move For BlackBerry [View article]
Thanks @thecatman, all this talk about its availability in June 2013, DoD's pending decision on BES 10 seems to tie neatly toward making a solid case for DoD to go with Blackberry. Plus, to my knowledge at this time BBM is the only messaging gateway that will work across all three platforms. If I was a decision maker at DoD this feature would hands down tilt my decision toward Blackberry. In addition, other enterprises like: Finance, Insurance, Medical and others could take a similar route (and, BES 10 now becomes a cross sell opportunity for Blackberry).
Another interesting fact that comes to my mind is that, once hardware acceleration support is available for Android apps (and BB10 support Jelly Beans platform) I am almost certain that it will be an added incentive for Android app developers/providers to get their apps certified on BB10 - with Blackberry's huge emphasis on security, IMO, it will be a big plus for the providers to boast that their apps have been certified by Blackberry and can also run on BB10!
Why Opening Up BBM Is The Right Move For BlackBerry [View article]
Could it also be possible that it "sweetens" the pot for DoD to decide on Blackberry - as BBM creates a single secure messaging platform available across iPhone, Android and Blackberry. It also facilitates using a consistent set of policies managed through BES 10. Additionally, it would also allow DoD to create and run their own internal BBM Channels.
If DoD does go with BBM as the preferred messaging platform then it is very likely that other government services will align with Blackberry as well. A nice side effect of this will be that BBM could very quickly become a de facto messaging gateway.
BBM Cross Platform Means Gold For BlackBerry [View article]
BES 10 presents a huge opportunity for $BBRY to make service revenue (~$50 per device per year (iOS, Android, BB10)). BBM Channels, BBM Money, Blackberry World and others will also create additional y/y service revenue opportunities for $BBRY.
IMO, in the near future, Blackberry will be launching a number of additional services that are geared for the enterprise side.
BBM Cross Platform Means Gold For BlackBerry [View article]
Kurt, Blackberry has now laid a foundation with four pillars - BB10, BES 10 (w/ Work Space and Balance), BBM and their NOC. The next big things to follow will be around building additional Services (tailored for enterprises and consumers), Gaming, Virtualization, and native hardware acceleration support for Android, etc.
In a quarter or two, I won't be surprised if Sony and Samsung license BB10 platform to build the next generation of TVs, Phones, etc.
In a year or two $BBRY will very likely get out of hardware business.
BBM Cross Platform Means Gold For BlackBerry [View article]
Kurt, thanks a lot for putting together this timely article.
With BBM soon to be available on other major platforms, if it succeeds will turn out to be a scalable, cross platform, secure Tumblr + Twitter + FB/Instagram + Paypal + Skype + more rolled into one that is seamlessly tailored for P2P (using Pins, and NFC), B2C and B2B markets and will be able to leverage $BBRY's NOC.
In terms of features, initially you will see high value brands signing up for their own channels. In addition, in the future you will very likely see: - peek and flow experience "channeled" through BBM (with BBM exposing APIs that will enable tighter integration into those platform and their apps). - deals that could be tailored to your individual preferences/buying patterns - channel stores hosted and directly accessible through BBM - large and small enterprises getting an alternative to Facebook for channeling targeted marketing - with BBM Money + NFC integration, Blackberry could soon be Paypal++ - with highly secure messaging, Healthcare enterprises and others could leverage $BBRY NOC to exchange information (pin to pin) between the patient, pharmacy and your healthcare provider - possibilities of universities pushing their own channels (iTunes U) through BBM (?) - and more...
A lot of the above areas can become rich revenue sources for $BBRY. Not sure why the analyst are myopic to these possibilities.
Now we are getting a glimpse on why Thorsten says that the desktop app experience is not the correct paradigm for mobility.
BlackBerry Week In Review: Bears Take An Unsuccessful Swipe [View article]
When Blackberry says, QNX runs your CAR - to me it is a loaded term, it means QNX supports a Common Application Runtime environment that can support BB10 native apps, Android apps, HTML5 apps, and more OS platforms (Mozilla, and others to come) in the future... Well, they could also call it SCAR - Secure Common Application Runtime environment if they like :)
Like what Microsoft did with their .NET strategy - bringing a CLR (Common Language Runtime) - Blackberry will support CAR (Common Application Runtime) through their BB10 mobile computing strategy in the future.
Now I guess I gave Balmer a reason to acquire Blackberry, if they do, they can rightfully say that Microsoft truly supports a Common Language Runtime (CLR) through .NET and a Common Application Runtime (CAR) through BB10.
BlackBerry Week In Review: Bears Take An Unsuccessful Swipe [View article]
Kurt, didn't Thorsten mention that there are 8000 customers who are currently testing BES10 right now? and WSJ recently reported that 4900 are nearing completion of their testing? At the start of the year that number was in the 2k (as reported by WSJ) and since then it has almost quadrupled.
There are 250,000 existing BES 7 customers - how many of those can Blackberry move to BES 10?
BlackBerry (BBRY +2%) spikes higher on rumors Carl Icahn has bought a stake in the company. H-P was the beneficiary of such rumors a couple weeks ago. Earlier today, Scotia Capital argued a strategic partner such as IBM (once reported to be interested in BBRY's network operations centers) is likely to buy the company. [View news story]
What I am worried about is that established media outlets like WSJ, Forbes, (to some extent) Bloomberg are playing cahoots in this effort which means that some really big forces are involved. Peter Mesik, in one of his interviews, mentions that he received angry calls from some influential players when he upgraded the stock. We have also seen Goldman do an about face on $BBRY - the same lady who was supposedly thumping her fist saying $BBRY is a convincing buy turns around in a day to reduce the price on the stock!
Lately, wall st. runs on "playbook" and is driven by what goes on in the options market. $BBRY's current market cap is so low that it is very easy for somebody to manage $BBRY's stock price and do some real harm to their business. All it takes to break the camels back is to keep seeding rumors until it takes a life of its own - in most cases it can be very effective in inflicting untold damage to a brand.
BlackBerry (BBRY +2%) spikes higher on rumors Carl Icahn has bought a stake in the company. H-P was the beneficiary of such rumors a couple weeks ago. Earlier today, Scotia Capital argued a strategic partner such as IBM (once reported to be interested in BBRY's network operations centers) is likely to buy the company. [View news story]
The jump in the stock is quite measured so it is obvious that folks are not convinced about the rumor (which to me is good news). IMO, such rumors (like bear attacks) do not do any good to the stock, just brings more volatility in the mix.
I am happy about the fact that Prem Watsa is invested in $BBRY - his personal track record of returning 27% year over year for 27 years speaks for itself (even beats Warren Buffett's track record in terms of the duration). I am at peace with my investment in $BBRY knowing that Prem Watsa and his team has done sufficient due diligence. If it does turn out that Icahn is indeed invested in $BBRY that will be an icing on the cake.
Short Blackberry (After It Doubles) [View article]
@timenpawc, I think @hahaha48 he is trying to put things in relative terms and trying to convey that the sales of Z10s (700k) is insignificant when you see the number of markets the $BBRY sells into. @hahaha48 please also be aware that 700k is the number for the last quarter (which had a very short window of sales for the Z10s). This quarter will be a good metrics for how the Z10s did in terms of sales in a number of countries and conversion from other platforms
@hahaha48, your point about stopping the bleeding on $BBRY's existing user base is very valid. Personally, I think the bleeding will show up in this quarter and the next - given that Q10 is just getting launched.
The other important factor is going to be BES10 sales. Peter Mesik as you know has completely discounted their hardware sales and is basing his $BBRY stock price entirely on BES 10 and other cross licensing and software service sales. BES10 sales should start picking up from the next quarter. I think $BBRY will also license the BB10 platform to Sony and other manufacturers. Also, Samsung did an about turn on Knox release date - not sure if there is some tie-up brewing between $BBRY and Samsung. On a recent interview Thorsten Heins was all praise for Samsung's nimble manufacturing capabilities - saying that $BBRY would not imagine being anywhere near to Samsung.
BlackBerry Browsers Grows 21% In The UK At Apple's Expense, Soon To Overtake Samsung [View article]
@Michael, looks like this article is moving the stock higher now :) Probably you need to write an article on how your articles cause the $BBRY stock to go higher.
BlackBerry: Supporting Evidence For 6 Million BB10 Units Per Quarter [View article]
It is indeed commendable that you speak and write 5 languages. My point wasn't about the language but the fact that your style of writing clearly brings out the bais that you seem to carry in your dialog.
Remember that if you present coherent arguments people will take note of your comments and become attentive readers.
BlackBerry Q10 Outselling Galaxy S4 At The Leading U.K. Retail Location [View article]
Second, in hindsight there is a clear reason why Simona (Goldman Sachs) hastily brought down her estimate on the stock to $17 - the same analyst was supposedly "pounding" her fist calling $BBRY a buy with a price target of $23!
Prem Watsa had a similar experience with his funds because of a bear raid by some of the hedge funds. Those hedge funds indulged in some really bad tactics to bring Fairfax down - but in the end it didn't work. Prem Watsa has gone in the books to become one of the best fund manager returning a whooping ~26% yoy for last ~27 years - this is even better than Warren Buffett's record!
Why Opening Up BBM Is The Right Move For BlackBerry [View article]
Another interesting fact that comes to my mind is that, once hardware acceleration support is available for Android apps (and BB10 support Jelly Beans platform) I am almost certain that it will be an added incentive for Android app developers/providers to get their apps certified on BB10 - with Blackberry's huge emphasis on security, IMO, it will be a big plus for the providers to boast that their apps have been certified by Blackberry and can also run on BB10!
Why Opening Up BBM Is The Right Move For BlackBerry [View article]
If DoD does go with BBM as the preferred messaging platform then it is very likely that other government services will align with Blackberry as well. A nice side effect of this will be that BBM could very quickly become a de facto messaging gateway.
BBM Cross Platform Means Gold For BlackBerry [View article]
IMO, in the near future, Blackberry will be launching a number of additional services that are geared for the enterprise side.
BBM Cross Platform Means Gold For BlackBerry [View article]
BBM Cross Platform Means Gold For BlackBerry [View article]
In a quarter or two, I won't be surprised if Sony and Samsung license BB10 platform to build the next generation of TVs, Phones, etc.
In a year or two $BBRY will very likely get out of hardware business.
BBM Cross Platform Means Gold For BlackBerry [View article]
With BBM soon to be available on other major platforms, if it succeeds will turn out to be a scalable, cross platform, secure Tumblr + Twitter + FB/Instagram + Paypal + Skype + more rolled into one that is seamlessly tailored for P2P (using Pins, and NFC), B2C and B2B markets and will be able to leverage $BBRY's NOC.
In terms of features, initially you will see high value brands signing up for their own channels. In addition, in the future you will very likely see:
- peek and flow experience "channeled" through BBM (with BBM exposing APIs that will enable tighter integration into those platform and their apps).
- deals that could be tailored to your individual preferences/buying patterns
- channel stores hosted and directly accessible through BBM
- large and small enterprises getting an alternative to Facebook for channeling targeted marketing
- with BBM Money + NFC integration, Blackberry could soon be Paypal++
- with highly secure messaging, Healthcare enterprises and others could leverage $BBRY NOC to exchange information (pin to pin) between the patient, pharmacy and your healthcare provider
- possibilities of universities pushing their own channels (iTunes U) through BBM (?)
- and more...
A lot of the above areas can become rich revenue sources for $BBRY. Not sure why the analyst are myopic to these possibilities.
Now we are getting a glimpse on why Thorsten says that the desktop app experience is not the correct paradigm for mobility.
BlackBerry Week In Review: Bears Take An Unsuccessful Swipe [View article]
Like what Microsoft did with their .NET strategy - bringing a CLR (Common Language Runtime) - Blackberry will support CAR (Common Application Runtime) through their BB10 mobile computing strategy in the future.
Now I guess I gave Balmer a reason to acquire Blackberry, if they do, they can rightfully say that Microsoft truly supports a Common Language Runtime (CLR) through .NET and a Common Application Runtime (CAR) through BB10.
BlackBerry Week In Review: Bears Take An Unsuccessful Swipe [View article]
There are 250,000 existing BES 7 customers - how many of those can Blackberry move to BES 10?
BlackBerry (BBRY +2%) spikes higher on rumors Carl Icahn has bought a stake in the company. H-P was the beneficiary of such rumors a couple weeks ago. Earlier today, Scotia Capital argued a strategic partner such as IBM (once reported to be interested in BBRY's network operations centers) is likely to buy the company. [View news story]
A Compelling Long Case For BlackBerry [View instapost]
Lately, wall st. runs on "playbook" and is driven by what goes on in the options market. $BBRY's current market cap is so low that it is very easy for somebody to manage $BBRY's stock price and do some real harm to their business. All it takes to break the camels back is to keep seeding rumors until it takes a life of its own - in most cases it can be very effective in inflicting untold damage to a brand.
BlackBerry (BBRY +2%) spikes higher on rumors Carl Icahn has bought a stake in the company. H-P was the beneficiary of such rumors a couple weeks ago. Earlier today, Scotia Capital argued a strategic partner such as IBM (once reported to be interested in BBRY's network operations centers) is likely to buy the company. [View news story]
I am happy about the fact that Prem Watsa is invested in $BBRY - his personal track record of returning 27% year over year for 27 years speaks for itself (even beats Warren Buffett's track record in terms of the duration). I am at peace with my investment in $BBRY knowing that Prem Watsa and his team has done sufficient due diligence. If it does turn out that Icahn is indeed invested in $BBRY that will be an icing on the cake.
Short Blackberry (After It Doubles) [View article]
@hahaha48, your point about stopping the bleeding on $BBRY's existing user base is very valid. Personally, I think the bleeding will show up in this quarter and the next - given that Q10 is just getting launched.
The other important factor is going to be BES10 sales. Peter Mesik as you know has completely discounted their hardware sales and is basing his $BBRY stock price entirely on BES 10 and other cross licensing and software service sales. BES10 sales should start picking up from the next quarter. I think $BBRY will also license the BB10 platform to Sony and other manufacturers. Also, Samsung did an about turn on Knox release date - not sure if there is some tie-up brewing between $BBRY and Samsung. On a recent interview Thorsten Heins was all praise for Samsung's nimble manufacturing capabilities - saying that $BBRY would not imagine being anywhere near to Samsung.
BlackBerry Browsers Grows 21% In The UK At Apple's Expense, Soon To Overtake Samsung [View article]
Have a pleasant weekend ya'll.
BlackBerry: Supporting Evidence For 6 Million BB10 Units Per Quarter [View article]
Remember that if you present coherent arguments people will take note of your comments and become attentive readers.