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oneinfiniteloop

oneinfiniteloop
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  • BlackBerry's U.S. Marketing Salvation: Use BBM For Home Phone  [View instapost]
    Good point @Tufenk. The reason why I am not cutting the chord on my landline is because of the reliability of the landline based service like: 911. If BBM is able to provide me a secure and reliable channel then I would gladly cut off the landline and use this service instead.
    Jul 17, 2013. 10:29 AM | Likes Like |Link to Comment
  • Which U.S. Activist Is Best To Make BlackBerry Lemons Into Lemonade? [View article]
    Tufenk, thanks. As we all know the market is irrationally discounting $BBRY at this price. Valuing $BBRY at ~$3 (minus its cash) is jaw dropping knowing that IBM is sitting in the wings waiting to gobble parts of its business. The hardware business is being entirely discounted! At this price the patents are also being practically considered to be worthless; guru investor - Francis Chou - has valued their patent portfolio at well north of $5B! The future consumer and enterprise revenue based on cloud (internal and external) by virtue of its secure NoC, BES 10, and services like say a secure app store, the availability of the entire secure "hub", BBM, BBM Money, Blackberry Work Space as a cross platform offering.

    All in all, I am happy that the analyst and media are talking this stock down - it is giving me an excellent opportunity to add to my position.
    Jul 13, 2013. 11:58 PM | 1 Like Like |Link to Comment
  • Blackberry Search Interest [View article]
    Thanks Nathaniel, I think the market today is evaluating $BBRY entirely on the basis of its hardware business and has completely discounted some of its crowning jewels - IBM won't be interested in parts of $BBRY business if didn't find value in it. Currently this is being entirely discounted. In fact at this price it is merely paying just about ~$3 for its entire business - which is IMO a ridiculously bargain basement price. Anyway, I am very happy to add to my $BBRY position at this price. All I can say to the market is thank you :)

    I will definitely checkout your article on MONIF/MONI.L on seeking alpha - thanks a lot for pointing this out.
    Jul 13, 2013. 11:38 PM | Likes Like |Link to Comment
  • Which U.S. Activist Is Best To Make BlackBerry Lemons Into Lemonade? [View article]
    @LibertyCampaign - kill iPhone that ain't gonna happen - at least not here in US. All said, iPhone is a really fine piece of engineering and believe me that is not going to change anytime soon.

    BB10 is an excellent platform and it will stand on its own merit and I think it will carve out a respectable niche for itself in the near future.
    Jul 13, 2013. 08:46 PM | 1 Like Like |Link to Comment
  • Blackberry Search Interest [View article]
    Hi Nathaniel, you seem to be now bullish about $BBRY:

    http://bit.ly/15DfYmI

    Any further insights to share?
    Jul 13, 2013. 11:05 AM | 1 Like Like |Link to Comment
  • Which U.S. Activist Is Best To Make BlackBerry Lemons Into Lemonade? [View article]
    @wiesje, you have been a trader at large hedge fund and you have also managed positions of various sizes along the way - so what I say may sound like preaching to the choir - so, pardon me about that.

    As is obvious to us people are trading this stock day in and day out also the history with $BBRY has been such that even though technically they have also had superior hardware (especially the network side of) and communication services they have, over the years, lagged behind the competition and are now being perceived as laggards. As you know Apple had a similar history of being dormant for almost a decade or more and then it made a complete U-turn.

    Our media out here is so skeptic of turn around stories that unless you are an icon like Steve Jobs you are at a disadvantage and are put in a penalty box until proven otherwise. The hedge funds that are on the short side foment this by leveraging the media to their advantage. The reason why folks like Buffett and Watsa tend to win is because their time horizons are far out in the future - so they know that eventually the Signal to Noise ratio will improve as long as the fundamentals are solid. I am personally in that camp - with stocks you can never judge the exact lows or the highs - in that sense I like the story of the "rich barber" and follow that principle - provided I know that the company is fundamentally sound. I find that $BBRY has sound fundamentals and that it needs some time (at the very least 2-3 quarters). The market is currently viewing them with a monochromatic lens.

    It will be a shame if $BBRY is bought out by another company. I think this company has all the ingredients to become a great company and all it needs is time and patience.
    Jul 13, 2013. 10:47 AM | 1 Like Like |Link to Comment
  • Which U.S. Activist Is Best To Make BlackBerry Lemons Into Lemonade? [View article]
    @Tufenk, so $BBRY reported Q1, 2014 results on 06/28/2013 and this report came out on 6/28/2013 - at least the note at the bottom of that Nasdaq link you posted states the following:

    =============
    When is short interest updated?

    NASDAQ OMX short interest is available by issuer for the past 12 months and updated twice a month. Short interest data is reported on mid-month and end-of-month settlement dates. It is then released on a dissemination date after 4 p.m. ET.

    ============

    From the above statement, it clearly states that the "short interest data is reported on..." - which means it may not necessarily include the short numbers on that particular day (06/28/2013). So, IMO, we cannot make a call on short interest until the next "reporting" cycle. Any insights to share? - I am of the opinion that the short interest did drop substantially as of 06/28/2013. Second, this drop was further accentuated by those longs who sold into this due to panic.

    I personally don't believe in these activist investor - in general, they end up doing more damage and bring in added volatility to the stock - which, IMO, we already have enough of.

    All I can say is that I haven't sold any of my position in $BBRY and I think that the fundamentals of this company are perfectly fine - but it is just my (single) opinion. There is lot more to come and in general in today's "trade in and out" world patience and long term investment has taken a back seat. I am happy to take the back seat.
    Jul 12, 2013. 09:56 AM | 3 Likes Like |Link to Comment
  • More on BlackBerry: BGR has provided fresh pictures and details for the rumored A10 and Bold 9720, while adding the phones largely "make up BlackBerry’s (BBRY -3.6%) entire smartphone roadmap for the remainder of 2013." The A10 is said to have a 5" Super AMOLED display, 2GB of RAM, a "more rounder and less aggressive-looking" design than the Galaxy S4, and a dual-core CPU. BGR declares the BB7-powered 9720's design language/styling to be "atrocious," and a "complete disaster" relative to the Bold 9900[View news story]
    During the AGM presentation I thought $BBRY did give a fleeting preview of the A10. Does anybody have access to the recording of that presentation - if we get a handle on that we should be able to quickly confirm it.
    Jul 10, 2013. 02:58 PM | Likes Like |Link to Comment
  • BlackBerry: Time For Longs To Wave The White Flag? [View article]
    Looks like you haven't been keeping up with the latest articles by Michael Collins - you are in for a pleasant surprise.

    Come to think of it, I do like candy canes and unicorns - because then I know I am dreaming, and there is nobody else to remind me about that other than those unicorns and those candy canes growing all around me in those fields harvested by my dear Santa Claus :)
    Jul 9, 2013. 02:15 AM | 2 Likes Like |Link to Comment
  • BlackBerry: When There's Cash, There's Opportunity [View article]
    I don't think Thorsten is arrogant but, if we were to assume that he is arrogant then, in general, one is arrogant if they are aware what is in the product pipeline. Unfortunately, the markets are currently enamored to quarter by quarter performance and give no slack to long term view of things - because we can only see here and now and the future is imperfect and unpredictable to us as individual investors.
    Jul 9, 2013. 01:54 AM | Likes Like |Link to Comment
  • BlackBerry: When There's Cash, There's Opportunity [View article]
    IMO, it ain't gonna happen until about 2016 or the cash position climbs well above $10 billion which ever comes first.
    Jul 9, 2013. 01:24 AM | Likes Like |Link to Comment
  • BlackBerry: So You Think This Is Bad? [View article]
    @misledbyfools, could you tell me in what way has Thorsten Heins misled the stock holders? They had called a near break even quarter and they delivered to that - apart from Venezuela effect (74 million) and a one time additional licensing charge to the tune of 95 million - Blackberry would have actually broken even. Do give some credit for that. If he says that there is a demand for Q10 running in the 10s of millions then I think he has better data to support that comment and he wouldn't lie about it.
    Jul 8, 2013. 01:28 AM | Likes Like |Link to Comment
  • Is BlackBerry Finally Back In The Game? [View article]
    Yes, L.D. Salmanson, so far you have been right on the money - very good call on this one - kudos to you.

    I am still long on $BBRY.
    Jul 8, 2013. 12:51 AM | Likes Like |Link to Comment
  • BlackBerry: So You Think This Is Bad? [View article]
    @rapag, Blackberry had indicated a while back that they are working on a cloud based BES 10 offering - which is inline with what the article states; AFAIK, it is also closely working with VMWare to build just those capabilities. That is one reason why Peter Misek says that Blackberry will become a SAAS (Software As A Service) company. It will take them a couple of quarters to build this out (most likely it is already ready and being tested as we write about this)- I believe that we can expect an announcement in this or the next quarter. That is when I believe that Blackberry will sign licensing contracts with the likes of Sony, Lenovo, (and probably even with Microsoft) and BB10 will gain popularity as well.

    The market is currently discounting all of this and abandoning Blackberry entirely solely based on its hardware revenue. Blackberry is no more just a hardware company.

    I am happy with the recent drop in Blackberry because it helps me to buy more of Blackberry stock!
    Jul 6, 2013. 02:15 PM | 3 Likes Like |Link to Comment
  • Throwing In The Towel On My BlackBerry Shares [View article]
    It is not hard to understand the phrase "my take" - but semantically "my take" can have a different meaning based on the context in which it is used. I could say the following: after having used this device for certain duration "my take" on this device is... In your case, your "my take" was just based on somebodies comments and not based on your personal experience. All I was doing was trying to point that out. If you think my take on your comment was wrong then I stand to be corrected and I would like to apologize.
    Jul 5, 2013. 01:41 AM | 2 Likes Like |Link to Comment
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