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  • What Will We Do With BlackBerry?  [View article]
    @Ed, absolutely, no disagreement on that. When it comes to stocks every individual has their own risk tolerance level, and, for a (currently) volatile stock like $BBRY that could indeed be a strategy that one could follow.
    Apr 3, 2013. 10:07 AM | 1 Like Like |Link to Comment
  • What Will We Do With BlackBerry?  [View article]
    @Ed, no doubt that Apple (and to some extent Android) took the UI to a new level - but don't discount Blackberry - technologically, it won't be far fetched to say that they make the most efficient devices - in terms of its Radio Management capabilities, call quality, usage of battery, reliability of messaging and emails and a very secure environment. Even today in the enterprise environment there is no substitute for Blackberry when it comes to security. Their BYOD offering (through BES 10) may turn out to be the most comprehensive security offering out there - in fact, I won't be surprised if DoD gives them the contract to manage and secure 8 million devices (Apple, Androids, etc.) on their network!

    The reason why Blackberry was left behind was because when it revamped its OS strategy to go with QNX at its core they also had to ensure that its crown jewel (security and the interest of a large base of enterprises) was well supported on the new platform.

    About mobile computing - don't discount it that easily - in the very near future (6 to 8 months) all you may need to do is carry your $BBRY smart phone and it would allow you to run Virtual Machines on it (and access computing capability from the cloud). With the micro-hdmi port you can connect your phone to the monitor or a gateway (connected to your monitor) could remove the need for a physical connection between your monitor and phone altogether (we will see how this actually takes shape).

    I guess your comment - "Let this company survive first,..." - was merely a knee-jerk response because you were irked by some of the user comments. If your comment was indeed well thought then I think it will help if you review their overall product portfolio. As Misek has stated repeatedly, he discounts their hardware business entirely and considers that they will do well (considerably) even with out it.

    Last but not the least considering Blackberry's contracts with DoD and its niche play in the security market around the world I very much doubt that Lenovo or any other Chinese company will even get a chance to touch it with a barge pole.

    I can go on about their secure transaction support, QNX, BBM, secure network that connects 650 carriers around the globe, etc. All in all, as you can see, $BBRY is no more just a hardware company - through its BB10 offering it has moved much, much beyond that. Very soon analyst will take a note of it. It is not surprising that Wells Fargo's analyst who had downgraded $BBRY last quarter on account of perceived drop in services revenue came back and has upgraded this stock!
    Apr 3, 2013. 01:50 AM | 2 Likes Like |Link to Comment
  • What Will We Do With BlackBerry?  [View article]
    A lot of these analyst have been writing off $BBRY w/o really understanding the capabilities of BB10. This is an excellent news Yosemite Wealth. Lets see if WSJ, Forbes and others will carry this news - given that they have been trigger happy to carry news from obscure blogs who have been spreading false rumors.
    Apr 3, 2013. 12:31 AM | 5 Likes Like |Link to Comment
  • BlackBerry: Do Short Sellers Feel Lucky?  [View article]
    Wow! that is a surprise!
    Apr 1, 2013. 03:20 PM | Likes Like |Link to Comment
  • BlackBerry: Do Short Sellers Feel Lucky?  [View article]
    Mr. Knowitall, blackberry has always been a communications device and folks like the physical keyboard because they rely on the muscle memory while typing in a document/email/text/etc. w/o having to look at either the screen or the keyboard. There are folks out there who can easily type 80 to 100 words a minute on their blackberry w/o looking at the keyboard. Over and above this, Blackberry provides a number of shortcuts and tools which make the experience of using the keyboard very productive to say the least.

    A lot of sales people carry nothing other than their blackberry to meet their customers! Can you say that about an Android or iPhone? Such patterns of usage repeat in all enterprises.

    That is why to a lot of business users the keyboard is very important.
    Apr 1, 2013. 10:19 AM | 3 Likes Like |Link to Comment
  • Android Is Dead - Part 8: The S4 Fights Back - BUT...  [View article]
    I agree with MSD's point of view because BB10 - Z10 and Q10 allow one to run Android apps natively while Windows 8 doesn't provide this feature. IMO, once Jelly Bean support becomes available on BB10 what is most likely to happen is that a lot of folks who initially used a Blackberry would move back to BB10 and start sideloading their favorite Android apps on their BB10 device (Z10 or Q10). As the time progresses what you will most likely see is that the devices that provide this "dual" platform support (currently, only Blackberry provides this) will become a platform of choice and comfort for folks who like their current platform but who still also want to capitalize on the strengths of other platform (like: Keyboard, Security, BBM, etc.). I have a couple of friends who use Samsung SG3s and are seriously considering Z10 as it is soon going to support Jelly Bean.

    Apart from this, even though Samsung has Tizen waiting in the wings it is still not a hardened platform like the BB10 with its QNX OS. So, it is very likely that folks might defect out to Blackberry's BB10.

    With BES 10 Blackberry has another tool in its arsenal that can continue to support BYOD for the enterprises across iOS, Android and Blackberry platforms and generate some handsome service revenues (understand that it is in the range of $100/year per device) for Blackberry.

    Lets see how the story unfolds as time progresses.
    Mar 30, 2013. 12:50 PM | Likes Like |Link to Comment
  • BlackBerry: Do Short Sellers Feel Lucky?  [View article]
    I am looking for the call transcript - I distinctly remember him say that the 1 million device order was not for the US market. I will confirm back once I dig out the detail.
    Mar 29, 2013. 10:22 PM | Likes Like |Link to Comment
  • BlackBerry: Do Short Sellers Feel Lucky?  [View article]
    wow! @systembolaget, glad to read that you have finally decided to go long on $BBRY. Hope you are in to invest and not to trade like a lot of folks (and authors ;) we know.
    Mar 29, 2013. 10:19 PM | 2 Likes Like |Link to Comment
  • BlackBerry: Do Short Sellers Feel Lucky?  [View article]
    The reason Brian clarified that was because the analyst wanted clarification if the 1 million device order from BrightStar was also getting included into those numbers - which Brian clarified that it was not. I guess you forgot to mention that comment made by Tim Long.

    If I am not mistaken Brian also mentioned that the 1 million device order by BrightStar was for markets outside US.
    Mar 28, 2013. 08:27 PM | 2 Likes Like |Link to Comment
  • BlackBerry: Z Is For Zero  [View article]
    ...and yet manufacturers clamor to launch their products here in US :) Systembolaget, even though Europe is the motherland of GSM, US is still a market that can spend billions of dollars, marketing muscle, etc. and adopt to/recycle technologies faster than any other country in the world - we just love gadgets, technologies,... If you have something worthwhile to offer we Americans have the will to buy and adopt it into our daily lives. Even though there are ~228m adults they have the zeal to buy multiple of these gadgets within short order of time - we are almost addicted to these things. Anyway, I am sure you will have an apt response for that :)

    I agree that as time goes by the purchasing power is also picking up across the world (but it doesn't diminish the demand here in US) and from that perspective I think it certainly bodes well for both $NOK and $BBRY, What gets me excited is that there is so much room for the Smartphone market to grow around the world.
    Mar 27, 2013. 08:34 AM | Likes Like |Link to Comment
  • BlackBerry: Why Store Checks Are Meaningless For Analyses  [View article]
    @AlphaNeria, good points. That's the fun of investing - at the ground level (where at least I am) I can only talk based on my own understanding of things and from that perspective your argument is perfectly legitimate. In a way, I don't blame the analyst either, they have been bitten badly by $BBRY on prior launches and so naturally they are cautious. My only concern is that the pitch of that negativity is rather high and amplified and doesn't seem to match what the management has been saying thus far. It seems that the analyst and media are deliberately fomenting very negative and a number of times false articles which is rather disconcerting to say the least. Those analyst that are on the long side seem to be providing very conservative and cautious estimates and even then they are being pounded. Last but not the least the amount of short interest is rather unprecedented - this level is attributable to firms that are almost certain to go out of business and we know that is certainly not true.

    Thanks again for responding back.
    Mar 27, 2013. 08:15 AM | Likes Like |Link to Comment
  • BlackBerry: Why Store Checks Are Meaningless For Analyses  [View article]
    @AlphaNeria, the articles that were written by Michael Collins had a point in that in UK a lot of consumers (kids/teenagers and grown ups) buy $BBRY because of BIS service which allows them unlimited texting capability. These consumers go out and buy the phones in stores. That is why the store checks in UK makes sense. Michael as had a check with the Business side of things which he had reported in his other article. May be Michael can respond to your question better.

    As you know US is a different market in that $BBRY has lost quite a bit of consumer market share. Hence folks were questioning the need for long lines when the real customers of Blackberry (at this time) is the enterprise. The consumer market will also move over to $BBRY once a little more buzz goes around and people start talking and showing off their Z10 at parties and social gatherings.
    Mar 27, 2013. 02:05 AM | 1 Like Like |Link to Comment
  • BlackBerry Bottoms Up, Bottoms In  [View article]
    Thanks Tufenk.

    The interesting part was that both the news anchors carry two devices with one being their Blackberry (and both are looking forward to the Q10 :) I am sure if you asked Misek and Stuart they would most likely say they had a Blackberry too :)
    Mar 27, 2013. 01:48 AM | Likes Like |Link to Comment
  • Bulls and bears continue to duke it out ahead of BlackBerry's (BBRY) Thursday's FQ4 report. Jefferies' Peter Misek (bull) recently argued on CNBC (video) BlackBerry could generate $4/share in EPS in 3-5 years even with modest market share and service revenue expectations. Opposing him was Nomura's Stuart Jeffrey (bear), who brought up the threat posed to service revenue from the likes of Good Technology. Today, National Bank's Kris Thompson, another bear, argued BlackBerry needs to price the Z10, which sells for well over $600 unsubsidized, more aggressively.  [View news story]
    allstar0088, do you mean pay $99.99 at the time of device purchase and T-Mobile will charge you an additional $18/month for 2 years (over and above your data and phone plan)? Which means you will end up paying a total of ~$530 over 2 years for the device.

    Is $BBRY financing this easy pay scheme?
    Mar 27, 2013. 01:09 AM | Likes Like |Link to Comment
  • BlackBerry: Z Is For Zero  [View article]
    @Maltzberger - you make a very valid point. I think the reason behind this is that we stay here in US and we can see things happening around us and view the situation in that context. Second, we know that $BBRY has had a losing streak in US so it is not surprising that the Z10 may not latch on with the consumers just yet - albeit, as far as the business user/enterprise goes it is completely different ball game here in US and with BB10 based devices $BBRY will now be able to hold that market off from any further encroachment from competitors. I think what people were questioning was the basic wisdom of expecting people (read: consumer) to line up outside the stores for buying a Z10. We all know in US that we need a buzz about things for them to sell - unfortunately, AT&T, and BestBuy did a disservice to $BBRY by not giving adequate training to their staff and by not adequately advertising (and positioning) the Z10.

    IMO, any Z10s that Blackberry is able to sell will turnout to be an icing on the cake and will help $BBRY finally solidify its position as not only a niche player but on par with (and in certain respects technically and feature wise better than) players like Apple, Samsung, Nokia/Microsoft.

    This is just the opposite in Indonesia - consumers love $BBRY not because it is cool but because it provides them features - BIS, a fully functional keyboard, and some minimal nifty apps - that no other provider can provide at that price point. Now with Z10 they also get a nice looking device that they no longer need to hide! As she mentioned, $BBRY has a status symbol in Indonesia and IMO, the looks and functionality/parity of Z10/Q10 will go further to solidify that position. That is the reason why nobody questioned her assertions because everybody takes it for granted - which I know sounds biased.

    BTW: thanks for taking pains to go out again over the weekend and post an update. Even after being criticized by us reviewers you stayed true to yourself and followed through and posted that update. I sincerely thank you for that - very much appreciated.

    Mar 27, 2013. 12:38 AM | Likes Like |Link to Comment