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oneinfiniteloop

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  • BlackBerry Bottoms Up, Bottoms In [View article]
    @Shergar, I very much doubt blackberry will shed their hardware business. They might partner with say Sony or others for specific regions but I doubt that they will relinquish control on the hardware until they have got the complete eco system around BB10 under control. Anyway just one individual's thought :)
    Mar 26, 2013. 03:14 PM | Likes Like |Link to Comment
  • BlackBerry Bottoms Up, Bottoms In [View article]
    Flog, I think the point of Z10 is to get both the business and consumer side of the equation. Q10 is specifically targeted for the diehard $BBRY fans and the business folks. So, in a way the analyst were expecting a queue and all those gimmicks.

    Anyway, not having any marketing posters in most of AT&T is not forgivable and untrained sales staff adds to that misery.
    Mar 26, 2013. 10:33 AM | 1 Like Like |Link to Comment
  • BlackBerry Bottoms Up, Bottoms In [View article]
    Tufenk, it is 50 million and not 30 million. 50 million * $100 = $5B. Could you be able to correct that typo?

    As always thanks for sharing insights. The other very likely thing to happen is a combination of stock buyback and dividends in the very near future if BB10 continues on the current trajectory. Which should result in higher stock price.
    Mar 26, 2013. 10:29 AM | 1 Like Like |Link to Comment
  • Conspiracy Theory... BlackBerry? [View article]
    @Teutonic Knight - cool down my friend. There is no bad blood here just money changing hands - check history and you will see that $APPL too went through this when Steve Jobs took a go at it the second time. It is just business - some of those analyst who have downgraded $BBRY are Canadians as well. There are two sides to a coin and as long as there are markets there will be some folks who like something and there will be others who don't.
    Mar 26, 2013. 01:16 AM | 1 Like Like |Link to Comment
  • Conspiracy Theory... BlackBerry? [View article]
    @gladtidings - if you are referring to 401k accounts and within that folks invested in mutual funds then a lot of good mutual funds had already rebalanced their portfolio out of $APPL - so it didn't hit them. At least the Fidelity and American Funds were not (I know this because I am invested in some of those).

    IMO, security and reliability of message delivery are the key fortes of Blackberry I don't think anybody can beat them at their game (as yet). Not the preach to the choir but BB10 adds a new dimension to this equation and I sincerely hope that people will give it a try.
    Mar 26, 2013. 12:48 AM | 2 Likes Like |Link to Comment
  • BlackBerry (BBRY) slides another 6.2% premarket, with Goldman cutting to Hold amid the soft AT&T launch. Citigroup reiterates its $6 price target, saying internal checks show sales of the Z10 have dramatically slowed and carriers have shifted promotions to other products. "Shockingly low support by AT&T with extremely limited signage ... most AT&T employees (have) not even been trained on the device." [View news story]
    Herr Hansa, the guidance part will be crucial and will speak for itself. I am sure the analyst will press $BBRY to give some color on how the US sales are shaping up and I think $BBRY will share an upbeat response. I see Z10 as an icing on the cake until the Q10 is introduced. Z10 is essentially for people like me and my wife who are switching over from the (Lumia 920, and iPhone) - my wife is considering for going with the Q10 though.
    Mar 25, 2013. 09:40 PM | Likes Like |Link to Comment
  • BlackBerry (BBRY) slides another 6.2% premarket, with Goldman cutting to Hold amid the soft AT&T launch. Citigroup reiterates its $6 price target, saying internal checks show sales of the Z10 have dramatically slowed and carriers have shifted promotions to other products. "Shockingly low support by AT&T with extremely limited signage ... most AT&T employees (have) not even been trained on the device." [View news story]
    Chris, IMO, this was a deliberate attempt by AT&T to stir the teapot a bit. It is unfathomable that a service provider launches a device with no in store training or advertising in place!

    The same story repeated at Best Buy as well!

    The only saving grace was that the sales people were aware that $BBRY had introduced a Z10 and that they are selling one. Some of them were not even aware that they had in their inventory.
    Mar 25, 2013. 10:08 AM | 2 Likes Like |Link to Comment
  • Your Earnings Season Preview: BlackBerry [View article]
    In the recent interview he also said that the strategy has now shifted from thinking about selling the company (the sum of parts thesis) to one where they want to capitalize on all the market opportunities that are out there. This is yet another bullish sign and lays to bed all the naysayers who had written off $BBRY.

    I see Z10 as the icing on the cake - all diehard $BBRY fans who are hooked to the keyboard are going in for the Q10s. If $BBRY shows that they have not only arrested the hemorrhage but show a growth in the subscriber base of both BB7s and BB10s then that by itself will be a huge positive. I think Thorsten knows this is true and that is why he seems so relaxed. I won't be surprised if the subscriber base jumps above 85 million.
    Mar 24, 2013. 07:21 PM | 2 Likes Like |Link to Comment
  • BlackBerry: Z Is For Zero [View article]
    Yes indeed. Unfortunately, or SEC is so heavily under staffed at this time that it has no way to enforce/regulate all this.

    Wait for Android Jelly Bean to become available on BB10 in the next couple of weeks - after that you will see lot more Android apps on the Z10 and Q10. Another 6 months and you will have about 300/400k apps available on $BBRY.
    Mar 24, 2013. 05:37 PM | 1 Like Like |Link to Comment
  • BlackBerry: Z Is For Zero [View article]
    There is a category of customers who say buy a new plan - like I last year bought a new plan for my kid - if I choose to buy a Z10 then as far as $BBRY is concerned it is a contract that is choosing $BBRY over other competing platform. So when they say they see 50% move over from other platform - it is for those customers where they could concretely link them to such a switch. Here in US I have to give additional information to the provider if I am switching over my phone line from another provider to ensure that the switch over happens by the switch over date. So, in such situation $BBRY does know where the customer came from and what they were using previously.
    Mar 24, 2013. 12:28 PM | 1 Like Like |Link to Comment
  • BlackBerry: Z Is For Zero [View article]
    If you end up buying say a Z10 then irrespective of whether you buy from BestBuy, Costco, Walmart, Amazon, etc. - the service providers do know - if you are upgrading, buying a new plan or switching from another service provider and as soon as you complete the transaction this data is accessible to the companies. Also, remember that $BBRY receives this data from multiple service providers so they also get a view of the overall movement occurring between service providers, plans, etc. (for effectiveness of their pricing and the kinds of services that the customers are opting for). Remember when you switch you prefer to carry your phone number along.
    Mar 24, 2013. 12:21 PM | 1 Like Like |Link to Comment
  • BlackBerry: Z Is For Zero [View article]
    @Systembolaget, either ways it is good for Blackberry because if they continue with their old device they continue to pay for the BIS service. That is one reason I think Blackberry still continues to sell the Bold in store for $199 - because it bundles their BIS service.

    This ensures that $BBRY's service revenue continues.

    Is there something incorrect in my analysis of the situation?
    Mar 24, 2013. 11:53 AM | Likes Like |Link to Comment
  • BlackBerry: Z Is For Zero [View article]
    Who is not desperate @Marcap? Apple is desperate, Tim Cook wants to show that Apple will thrive without Steve Jobs. Samsung is desperate to get out of the shadows of Google. Google is desperate to ensure that its search dominance and proliferation of Androids continues. Microsoft is desperate to ensure that its mobile strategy centered around Windows 8 works. Heck even you and I are desperate to ensure that we can earn a living to have food, shelter and clothing. Blackberry is no different, we have our share of comebacks in our lives and we know how it feels when the chips are down. But one does whatever they can to get the mojo back and in case of Blackberry they have put together BB10 as their strategy, and platform for that comeback. You may not want to give 'em a chance or even care about 'em and that is okay. So far the tea leaves are pointing in the right direction.
    Mar 24, 2013. 11:46 AM | 1 Like Like |Link to Comment
  • BlackBerry: Z Is For Zero [View article]
    @Marcap - there is no need for $BBRY to take a survey - service providers have all that data available in real-time and they do indeed share such data with the companies like Blackberry. That is one reason why Thorsten keeps saying he is receiving early indications and he is waiting for more data to come in to call it a trend. As you know, in this connected world a lot of things happen in (near) real-time, gone are the days of manually surveying, cataloging, collating, inferring, putting together reports, and distributing those reports to concerned parties - all of this now happens automatically - that is how companies today can measure the effectiveness of a marketing campaign to the level of dollars and cents, etc.
    Mar 24, 2013. 11:37 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Z Is For Zero [View article]
    @SalesRus a very interesting insight. That does explain why Netflix is hesitant.
    Mar 22, 2013. 10:05 PM | 1 Like Like |Link to Comment
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