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oneinfiniteloop

oneinfiniteloop
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  • 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?
    May 12 11:15 AM | 4 Likes Like |Link to Comment
  • 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]
    @cheznazi, did you change your id?
    May 10 01:51 AM | Likes Like |Link to Comment
  • A Compelling Long Case For BlackBerry [View instapost]
    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.
    May 9 09:32 PM | Likes Like |Link to Comment
  • 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.
    May 9 01:02 PM | 10 Likes Like |Link to Comment
  • 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.
    May 5 12:36 PM | 2 Likes Like |Link to Comment
  • 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.

    Have a pleasant weekend ya'll.
    May 3 11:38 AM | 6 Likes Like |Link to Comment
  • 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.
    May 1 10:55 PM | 1 Like Like |Link to Comment
  • BlackBerry: Supporting Evidence For 6 Million BB10 Units Per Quarter [View article]
    @mano1963, I normally don't indulge in taking sides and like to play fair when I see that the person is presenting some meaningful data (even if it is skewed to suit their own purpose). In your case, first I see a distinct writing style which gives away some crucial facts about where you come from. Second, I am certain that your data is completely bogus and has absolutely no merit. As others have pointed out correctly, you need to do a thorough due diligence on Palm and then try and present a coherent argument.

    Finally, IMO, you and, the VP who gave you those inputs, should be buying either an HTC, Huawei or products of those type/platform. Be aware that your phone is open to hacking, viruses, rootkits and will be actively listened into based on your location. But I guess you don't care about that.
    May 1 01:39 AM | 1 Like Like |Link to Comment
  • BlackBerry Bullish On News Of Q10 Release [View article]
    Again @robbieboggie, I implore you to write an article on SA, you have both the wit, detail financial knowledge, and a good understanding of both Blackberry as a company and its product portfolio.

    I will request the readers to take time to go through @robbieboggie's prior response that gave a detailed breakdown of the possibilities - it is worth reading.

    Look forward to your article on SA.
    Apr 30 09:51 PM | 2 Likes Like |Link to Comment
  • BlackBerry Bullish On News Of Q10 Release [View article]
    Vlad, I don't recollect you ever responding to any comments on your article - this is a first I guess! I am happy to read this short response. Hope you will take time to respond to reader comments - if you respond to user comments it helps the reader better appreciate your point of view - just a thought.

    As a side note, it does tell me that you do read our comments :)
    Apr 30 09:39 PM | 1 Like Like |Link to Comment
  • BlackBerry Bullish On News Of Q10 Release [View article]
    @Systembolaget, I don't have a link to the video but I did indeed see a Q10 with a native arabic keyboard (no need for a plastic template). I don't know about the complexity of manufacturing/production processes but I would think that in this day and time that piece of puzzle is pretty much solved. Given that Blackberry has been selling keyboard based Smartphones world over I guess they already have the knowhow and technology to address this.

    If I am not mistaken Blackberry has already announced that they won't be selling BB10 directly into the Japanese market (albeit, I don't know about the Chinese market) - per my understanding that is because there is some tie-up in the works with Sony.

    Since Blackberry is already popular in Indonesia, Thailand and other south asian countries I am sure they already have a solution for those markets.
    Apr 30 09:36 PM | 1 Like Like |Link to Comment
  • BlackBerry: Supporting Evidence For 6 Million BB10 Units Per Quarter [View article]
    Nice article indeed. You only talk about BB10 device sales - you haven't even considered BES 10 revenues

    Peter Mesik for Jefferies has said that he completely discounts hardware revenue and still believes that $BBRY is worth north of $22 this year!

    Any take on BES 10 revenues and how they will impact the numbers in the next 2 quarters?
    Apr 30 04:46 PM | 1 Like Like |Link to Comment
  • BlackBerry Bullish On News Of Q10 Release [View article]
    Lein, Vlad is the only one amongst a number of others who have been negative on $BBRY who has graciously updated his stance on $BBRY futur, kudos to him on that.
    Apr 30 04:35 PM | 7 Likes Like |Link to Comment
  • BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
    Good idea Mondego :) who so ever starts that would be like shorts exhibiting cannibalistic attitude towards other shorts - who so ever climbs that ladder first get to keep the loot :)

    On a serious note, a lot of "smart money" shorts protect themselves by buying out of the money calls so as to limit their exposure. This also has an unexpected outcome in that sometimes it leaves the market makers at the writing end of those out of the money calls and then the shorts have the bigwigs on their side. I think that is what is currently happening with $BBRY stock. Until the big mutual funds get convinced that $BBRY is back you wont see frenzy buying on $BBRY's radar. It will take a couple of quarters for that to materialize.
    Apr 29 09:58 PM | 1 Like Like |Link to Comment
  • BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
    Mr. Knowitall, it is all about muscle memory, until you are hooked to it you won't realize what it means. Once you get hooked you don't want to leave. Since you are a software developer, ask yourself a simple question - will you prefer to do your day to day job using a keyboard or will you be at ease (and equally or more productive) doing your job on an iPad.

    I was under a similar impression as you are until I talked to a sales person - what he told me completely changed my views about the keyboard on a blackberry. What he said is that he could do all his work with just a blackberry in his pocket - he finds no need to carry a laptop around! He said, he is as productive (or even more so) with a blackberry given that he can be on the call while he is simultaneously taking notes (using the keypad and his muscle memory) and accessing enterprise systems from his blackberry!

    Apart from the security aspect, that is why enterprises love Blackberry and that is why it is called as a "Crackberry." No wonder SAP, Salesforce.com, Cisco, Oracle, and many others have all jumped in to support their apps on the new BB10 platform.

    I use all my fingers while typing on the keyboard and my typing speed is about 60 to 70 words per minute. I want to get myself at that level with the Q10.
    Apr 29 09:37 PM | 3 Likes Like |Link to Comment
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