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.
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.
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 :)
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.
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.
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.
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.
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
@LYogi, fortunately Blackberry as a brand (even though it was tarnished for couple of years very much like Apple before Steve Jobs came back) still has recognition amongst its diehard fans for their keyboard and secure platform experience. With the Z10 Blackberry has shown that they are a player in the full touch market as well - it will take some time for the consumer to understand that Blackberry is not just about keyboard anymore.
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
@logicalman, good point - I have been doing that and have actually converted all my recent $12 and $13 calls to stocks.
Apart from the excellent points mentioned by the author, in my opinion, Blackberry has following things going for it:
1. BB10 provides a platform that supports Apps from three different platforms - BB10 native, Android (hope that Jelly Bean support w/ hardware acceleration is available soon), HTML 5. Once hardware acceleration is available on BB10 phones, I think they will also add support for the new Mozilla platform as well! As of today, no other phone can do this.
2. Top notch security integrated into the hardware. Consumers might not care about this right now but enterprises do care.
3. Continued BB7 sales is not a negative but a positive as it continues to generate constant services revenue. Services revenue from existing BB7 customer base will provide enough revenue to provide for the cost of existing business operations (for next 2 years and beyond). This means that almost all BB10 sales (minus the cost of manufacturing) contribute toward profit.
4. Blackberry will launch more revenue generating service streams for different verticals. BES 10 is a pure services play. I expect Blackberry to launch additional services in the enterprise and consumer cloud arena (around mobile computing) soon.
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
IMO, it will be another quarter or two of bleed in subscriber base with continued improvements in gross margins and cash reserves. So my take is that the stock will remain in this range during this period. Once the number of apps crosses about 250k and the BB10 platform becomes more matured, things will start chugging along at a new pace. My only hope is that Q10 and BES 10 will carry the day for $BBRY over next 2 quarters and then there is no turning back.
Any company that goes through such a major change (e.g. Apple) takes at least 2 years to study the ship and complete the change of course. $BBRY is just in its first year of the launch of BB10 - give it some more time and until then just sit back and relax :)
BlackBerry And Sandridge Doomed? Ask Prem Watsa And Sanjeev Parsad [View article]
Wilson, did you get a chance to talk to Heins? I thought you mentioned that you were going to meet Heins as well. Any comments on your meeting with Heins?
IMO, folks here in the US have still to grasp the idea and advantages of a secure and reliable system like BB10 capable of running applications that supports three platforms - native BB10, Android and HTML5. The day that catches up you will see the sales pickup.
BlackBerry And Sandridge Doomed? Ask Prem Watsa And Sanjeev Parsad [View article]
@Noodlez, I have the Z10 for a month now and I haven't run into any of the reboot issues or overheating that you are talking about. I had this issue with my Nokia 920 but I was able to consistently reproduce the issue and what I did was enabled active feedback to Nokia and Microsoft and reproduced the problem on my Nokia 920. In the next system update Nokia did address some of those issues. When you take your Z10 phone I hope they will use the diagnostic kits which they usually have to review the system logs on your phone. Also for the kicks sake can you please think of what you did that caused it to heat up and let me know? I will try it on my Z10 to see if I can replicate that problem.
I have indeed read such one time messages where such a message gets posted by somebody and after that they will never respond to user comments who ask for more inputs and are eager to help. Usually, competitors use these techniques to create a FUD in the market. Just check Crackberry.com for this as well, usually Kevin, B1aze, Adam are quick to post about such issues, recently he beat the heck out of BBM on the Z10.
I usually go to blackberry support forums (supportforums.blackbe... where there are quite a few knowledgeable folks who respond to your issues very promptly.
If you read Watsa's statement what he mentions is that his first objective is preservation of wealth and with that objective in mind he has bought an "insurance" on his assets. So it is not about him on the wrong side of the market but rather buying peace of mind in case something did indeed go wrong.
Watsa is a very smart man don't underestimate him. He is a value investor and the very fact that he is so heavily invested in $BBRY gives me peace of mind because I know that somebody like him has already done the due diligence with this company. The fact that he is also on the board of $BBRY is an additional insurance on my personal investment in $BBRY.
BlackBerry: Do Short Sellers Feel Lucky? [View article]
@Systembolaget, personally I am very much impressed with Z10's camera and microphone. I was actually surprised that the Z10 map give me correct directions inside Stanford University (Nokia Drive surprisingly didn't work the last time I visited Stanford - it just couldn't find Campus Drive!). The audio quality on Z10 is actually very good.
BlackBerry: Supporting Evidence For 6 Million BB10 Units Per Quarter [View article]
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.
BlackBerry Bullish On News Of Q10 Release [View article]
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.
BlackBerry Bullish On News Of Q10 Release [View article]
As a side note, it does tell me that you do read our comments :)
BlackBerry Bullish On News Of Q10 Release [View article]
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.
BlackBerry: Supporting Evidence For 6 Million BB10 Units Per Quarter [View article]
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?
BlackBerry Bullish On News Of Q10 Release [View article]
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
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.
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
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.
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
Apart from the excellent points mentioned by the author, in my opinion, Blackberry has following things going for it:
1. BB10 provides a platform that supports Apps from three different platforms - BB10 native, Android (hope that Jelly Bean support w/ hardware acceleration is available soon), HTML 5. Once hardware acceleration is available on BB10 phones, I think they will also add support for the new Mozilla platform as well! As of today, no other phone can do this.
2. Top notch security integrated into the hardware. Consumers might not care about this right now but enterprises do care.
3. Continued BB7 sales is not a negative but a positive as it continues to generate constant services revenue. Services revenue from existing BB7 customer base will provide enough revenue to provide for the cost of existing business operations (for next 2 years and beyond). This means that almost all BB10 sales (minus the cost of manufacturing) contribute toward profit.
4. Blackberry will launch more revenue generating service streams for different verticals. BES 10 is a pure services play. I expect Blackberry to launch additional services in the enterprise and consumer cloud arena (around mobile computing) soon.
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
Any company that goes through such a major change (e.g. Apple) takes at least 2 years to study the ship and complete the change of course. $BBRY is just in its first year of the launch of BB10 - give it some more time and until then just sit back and relax :)
BlackBerry And Sandridge Doomed? Ask Prem Watsa And Sanjeev Parsad [View article]
IMO, folks here in the US have still to grasp the idea and advantages of a secure and reliable system like BB10 capable of running applications that supports three platforms - native BB10, Android and HTML5. The day that catches up you will see the sales pickup.
BlackBerry And Sandridge Doomed? Ask Prem Watsa And Sanjeev Parsad [View article]
I have indeed read such one time messages where such a message gets posted by somebody and after that they will never respond to user comments who ask for more inputs and are eager to help. Usually, competitors use these techniques to create a FUD in the market. Just check Crackberry.com for this as well, usually Kevin, B1aze, Adam are quick to post about such issues, recently he beat the heck out of BBM on the Z10.
I usually go to blackberry support forums (supportforums.blackbe... where there are quite a few knowledgeable folks who respond to your issues very promptly.
Steer Clear Of The BlackBerry Dog [View article]
Watsa is a very smart man don't underestimate him. He is a value investor and the very fact that he is so heavily invested in $BBRY gives me peace of mind because I know that somebody like him has already done the due diligence with this company. The fact that he is also on the board of $BBRY is an additional insurance on my personal investment in $BBRY.
BlackBerry: Do Short Sellers Feel Lucky? [View article]