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oneinfiniteloop

oneinfiniteloop
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  • BlackBerry: Waiting For The Sunshine [View article]
    @Movingonup - even though there are 2000 carrier locations I very much doubt each will be able to sell 150 units. Also I am not sure about the size of those pre-orders we are already close to the end of this quarter and the runway is too short such a huge uptake. Not sure if there are huge pre-orders from the business side though - lets hope you are right on the money on this one.
    Feb 27, 2013. 01:09 AM | Likes Like |Link to Comment
  • Can We Believe What BlackBerry Says? [View article]
    I only see Verizon as a possibility for delaying the launch - given that they have a CDMA network and Blackberry has to do extra work on their chipset to support that network. That could very well delay the launch on their network by a week or two or may be even a month - who knows. Just yesterday Verizon's CFO made a statement that Z10 will be launched at end of March '13 on their network - so I guess that should be considered as the date.

    AT&T is rather quiet as well, so I guess they will also launch around that time - although I don't know why they are delaying it because they don't have any issues specific to CDMA per se.
    Feb 26, 2013. 02:36 PM | 1 Like Like |Link to Comment
  • BlackBerry Outsells Competition At The U.K.'s Largest Retail Store And In Business Sales [View article]
    @GAH - some people have the Midas touch - you are one of 'em.
    Feb 26, 2013. 02:20 PM | Likes Like |Link to Comment
  • BlackBerry Outsells Competition At The U.K.'s Largest Retail Store And In Business Sales [View article]
    @mamboman, I guess you would have made the same remarks if you were placed at a point in history just before the second return to glory for Apple - wouldn't you? I guess in hindsight everything looks crystal clear. BTW: I have lived through that period and I know exactly all the obituaries that were written about Apple - and guess what Apple had debt on their books and were put on life support - I don't need to go into details about it. At least Blackberry is not in that situation (I hope we will agree at least on this point - since you bought $BBRY at ~$7 - when you thought it was a good buy) they have built a solid platform around QNX (and mobile computing) - now the rest is in the future. As we tell our kids - if you create a strong foundation the future will take care of itself - to me that logic looks appropriate. Give Blackberry sometime to prove itself - as Prem Watsa said give it about 2 years and you will see the difference this company will make. The fortunate part of all this is that they have time, money and resources/minds on their side - and I being long $BBRY think they will make a bang for every buck they got.
    Feb 25, 2013. 09:23 PM | 1 Like Like |Link to Comment
  • BlackBerry Outsells Competition At The U.K.'s Largest Retail Store And In Business Sales [View article]
    Michael, if it is indeed Bob Egan from Forbes then it is clear to me that his intention is to poke holes in your argument and not to be supportive. It also gives me a clue on how they position themselves when they write a particular article - they gauge google trend results and write an article so as to attract the traffic based on the terms that are being searched the most by the community - ensures that they will get more hits on their website - simple strategy, drives more eyeballs to their website. Instead of honesty they rely on feeding to what is trending - even if means twisting the facts to suit their needs.

    No matter what you do or say it is not going to affect them. After all they are drawing a living from it - in this day and age honest reporting is not considered a virtue but a liability.

    Hopefully in a couple of months or so Blackberry would have created a buzz of its own purely on the merits of its platform (and hardware) and then you will see them singing the laurels of Blackberry and praising their return - "another successful second coming after Apple." In the meantime, I am sure they will have something negative up their sleeves after Blackberry reports this quarter - they know the pen is like a sword that is out for sale to the highest bidder.
    Feb 25, 2013. 06:18 PM | 4 Likes Like |Link to Comment
  • BlackBerry Outsells Competition At The U.K.'s Largest Retail Store And In Business Sales [View article]
    What about all the negativity you were spewing Winnie, seems like now that negativity has changed to concern. I guess businesses are buying in loads and contradicting your recommendation. May be want to put a "Remember" note to yourself (in case you care to buy a Z10 - because on a iPhone/Android you will need to buy an app for that) to upgrade your recommendation plan strategy to include two virtues - honesty on the basis of merit of a given platform and clarity in outlining merits.

    Best of luck. I won't care to ask you to include a disclosure on your comments w.r.t., your positions related to BBRY and Samsung/Apple.
    Feb 25, 2013. 12:21 PM | 6 Likes Like |Link to Comment
  • 6 Reasons To Buy Marvell As Solid State Makers Compete For Market Share [View article]
    Chris might be referring to another article but here is a link that was pasted by Nefas this morning on StockTalks - http://bit.ly/XPLKrU
    Feb 24, 2013. 09:21 PM | Likes Like |Link to Comment
  • BlackBerry: Waiting For The Sunshine [View article]
    @marlowe9810 I had heard that the production numbers were bumped to 1.5 to 2.0 million per month based on the initial volumes of pre-order interest. I think Thorsten was referring to that bump up from 500k to 1.5/2.0 million.
    Feb 24, 2013. 06:09 PM | 3 Likes Like |Link to Comment
  • BlackBerry: Waiting For The Sunshine [View article]
    I think for $BBRY to meet its goal of say converting 25% of BB7 folks over to BB10 over this year (ignoring the seasonality and a possible major demand for Q10) then, on a prorated basis, for the month of February alone it has to sell approx. ~1.67 million (and if we assume an additional 20% switch over from iPhone/Android - based on their new NPS - Net Promoter Score; 20% switchover is most likely on the higher side though) to ~2.0 million around the world. February is a short month so we could assume ~1.55 million for February and about ~1.86 as the high water mark.
    Feb 24, 2013. 06:05 PM | 3 Likes Like |Link to Comment
  • BlackBerry: Waiting For The Sunshine [View article]
    Do you think all stores had that kind of demand to stock up 100 devices?
    Feb 24, 2013. 02:06 PM | 1 Like Like |Link to Comment
  • BlackBerry: Waiting For The Sunshine [View article]
    @sonbuster, isn't Feb 28th considered as the closing date for the 4th quarter numbers?
    Feb 24, 2013. 12:24 PM | 1 Like Like |Link to Comment
  • Major U.K. Outlets Hike BlackBerry Z10 Price Above iPhone 5, Black Market Thriving [View article]
    @Jim737 had posted a video of Jim Cramer - http://bit.ly/XRQjPD

    who talks about how the hedge fund managers use the media (CNBC, etc.) and others (like: MKM?) to circulate rumors and outright lies through those dimwits who have no foggy idea or purely using it to bring down the stock and buy it on the low.
    Feb 23, 2013. 02:35 AM | 3 Likes Like |Link to Comment
  • Major U.K. Outlets Hike BlackBerry Z10 Price Above iPhone 5, Black Market Thriving [View article]
    Wasn't there a news a while back (well before Z10 launch) that the incoming pre-orders (in Canada and UK) were so overwhelming that Blackberry increased its production from 500k to 1.5/2 million devices per month? If that is indeed true then, that in and by itself should give an indication of what Blackberry was expecting initially for BB10/Z10 (500k devices) to what turned out to be actual demand - 1.5/2 million per month. This is very much inline with the estimates I have expounded upon on my other response on this thread. With this in mind I think MKM might be way off target here.
    Feb 23, 2013. 02:28 AM | 2 Likes Like |Link to Comment
  • Major U.K. Outlets Hike BlackBerry Z10 Price Above iPhone 5, Black Market Thriving [View article]
    Michael, do you still see the same level of demand/buzz in U.K. or do you think (like the MKM analyst said) the demand for the Z10 has suddenly taken a nose dive? Cutting the estimates from ~1.75 million to 400k is a major shave. If one was to extrapolate the figures that would account for only about ~5 million BB10 devices to be sold during year 2013! That is way below the original estimate of about ~20 million BB10 devices in 2013.

    Here is my math - with say 25% conversion rate (of 80 million Blackberry BB7 subscribers) to Z10/Q10, the top line run rate (prorated on a month to month basis) for February 2013 would mean that $BBRY will have to notch up a sale of at least (20/12 =) 1.67 million to 2.0 million (2 million is on the higher side - assuming ~20% uniform switch over rate from Apple/Android to Blackberry across the globe - albeit, that may be too high). So MKM's number of 400k is very, very low indeed - especially given that Blackberry tried to create so much buzz about BB10/Z10.

    Do you find any flaw in my estimates - the only variables I can see (amongst many) is if folks are holding back purchase of Blackberry until Q10 is released; the rate of switch over from other platforms; and, folks are holding off purchase of Blackberry until so called "top 50 Android/iOS" apps become available on Z10/Q10.
    Feb 23, 2013. 02:15 AM | 1 Like Like |Link to Comment
  • Major U.K. Outlets Hike BlackBerry Z10 Price Above iPhone 5, Black Market Thriving [View article]
    Michael, could it be that $BBRY/channels didn't anticipate and so didn't hedge against current currency fluctuation in sterling pound and as a result are passing the costs to the consumer as $BBRY can't (/doesn't want to) absorb those costs as it essentially would wipeout their margins. While the bell weathers like $AAPL and Samsung are willing to either absorb those losses (or actively hedge their currency positions) due to the shear volume of sales that they are able to pull through. I know this argument is treading on flimsy ice but thought of putting it out there anyway.
    Feb 23, 2013. 01:47 AM | Likes Like |Link to Comment
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