Seeking Alpha

oneinfiniteloop

oneinfiniteloop
Send Message
View as an RSS Feed
View oneinfiniteloop's Comments BY TICKER:
Latest  |  Highest rated
  • BlackBerry: Time To Throw In The Towel? [View article]
    @stockaudit, as a author he is merely voicing his opinion, all along he has been bullish on the stock and now he thinks it doesn't warrant that outlook - in this he presented both the pros and cons. We all know that the media (and some of the analyst), through the tactics of FUD, have managed to instill doubt in the minds of investors. The blatant weekly manipulations/gyrations in the stock also brings in its own misery in terms of short term traders who are there to make a buck or two (on both sides of the trade) and exit at the drop of a hat. All this will not change until folks are convinced that the turn around story has taken its roots - current consensus is that it is going to take more than a few quarters; bear side analyst have already covered their bases adequately by clearly calling this out in their communication. For large mutual funds to become interested they want to see more traction in the markets around the world and Blackberry (to shore up services revenue, expeditiously stop the bleed in subscribers, etc.).

    I am completely vested into $BBRY and that is not going to change.
    May 30, 2013. 09:28 AM | 11 Likes Like |Link to Comment
  • Another BlackBerry Catalyst - Services [View article]
    @timnpawc, I also expect some kind of partnership with other vendors to be announced - this could very likely include IBM/Cisco, Sony. I also expect $BBRY to announce some type of partnership with Verizon and AT&T specifically geared for the business customer segment. Is it just possible that Verizon (and AT&T) could sign up with Blackberry (BBM) for the next phase of evolution in text messaging and could also become a secure texting, audio, video and application sharing platform of choice for enterprises (large?, medium and small).

    Last but not the least could Visa and MasterCard enter into a global tie-up with Blackberry?

    In the near future Blackberry could become a one stop shop that provides secure enterprise "cloud" services (which includes App Store platform) that are geared for mobility. Blackberry's own secure network could become the inbound and outbound Gateway for many enterprises of varying sizes that not only provides an efficient global network but also provides top notch end to end secure delivery of messages, content and application experience.
    May 29, 2013. 10:34 PM | 2 Likes Like |Link to Comment
  • BlackBerry Q10 Outselling Galaxy S4 At The Leading U.K. Retail Location [View article]
    Is @marcap now @tesla revolution???
    May 29, 2013. 10:01 PM | 2 Likes Like |Link to Comment
  • BlackBerry Q10 Outselling Galaxy S4 At The Leading U.K. Retail Location [View article]
    @Mocat, I agree with you that there is no substitute to the muscle memory associated with the keyboard and that is what will get you addicted to Blackberry but I am also surprised at how accurate Z10 has become at guessing the next word! I have to merely type one or two characters and subsequently a lot of words just have to be flicked! The word erase capability is also really good. Lately, "flicking" has become an addicting pass time :)
    May 29, 2013. 09:53 PM | 2 Likes Like |Link to Comment
  • David Pogue: Blackberry's White Night [View instapost]
    And so much for her empty talk and fist pounding - flipped on dime pulling down her price target to $17 - and since last quarter has been completely quiet!
    May 29, 2013. 01:07 AM | Likes Like |Link to Comment
  • Another BlackBerry Catalyst - Services [View article]
    When Fairfax Holding had a similar bear attack and the hedge funds did a similar smearing attack then - Prem Watsa had made similar comments about Fairfax Holdings then and, I guess, if you were around then you would have said the same thing.

    Look at Prem Watsa's record in last 27 years and it will speak for itself. People of that calibre generally don't comment unless they really know what they are talking about. If you look at previous trades in Blackberry you will see that he has bought Blackberry when it was in the $60 range and some above that - if he really had a vested interest he could very well have said the price should be north of $60.

    Would you say the same thing about Warren Buffett when he comments about the companies that he is invested in? I guess you will not.

    BTW: Just to give you an apples to apples comparison - Prem Watsa has returned over 26% for last 27 years (that his fund has been around) - it is better than Warren Buffett's track record.
    May 25, 2013. 11:18 PM | 7 Likes Like |Link to Comment
  • BlackBerry Q10 Outselling Galaxy S4 At The Leading U.K. Retail Location [View article]
    @Systembolaget, you had been long $BBRY not long ago when Thorsten was the CEO, looks like you too had a sudden change of heart :)

    I don't know about the past but I do know that he has some really sharp minds supporting him on Blackberry's board. I am sure each one of us will agree on the fact that we ourselves have made mistakes (as someone has said you can't learn without making mistakes) - some of us might have had the misfortune of making big mistakes and others might have escaped without a scratch.

    At least, to my simpleton mind, it does seem that Blackberry is on the right track and are playing correct tunes. Now, will it sound melodious to everybody - only time will tell. Just look at Steve Jobs when he came back to Apple - they had an utter failure in their partnership with Motorola to bring their first phone to market. Second, NeXT was also a failure (ask Ross Perot about it) until Steve Jobs business savviness helped him to sell it to Apple at a fraction of what was put into NeXT. Third, Apple wouldn't have been Apple if it wasn't for the genius of Steve Wozniak. Fourth, Steve Jobs wouldn't have been successful in Hollywood if it wasn't for Pixar and the genius of John Lassater and some of the math and programming nerds from MIT who helped put together the animation platform - do you know who paid the price for the initial failures while the platform was being put together? It wasn't Steve Jobs but it was those MIT nerds who lost every penny of share they had - because Steve took away their share! Fifth, I don't even want to talk about Apple's initial foray into handheld devices - Newton.

    Steve Job gets iconic status and gets excused for the missteps of his past; while others are not fortunate enough to be measured with the same yardstick.
    May 25, 2013. 09:43 PM | 3 Likes Like |Link to Comment
  • BlackBerry Q10 Outselling Galaxy S4 At The Leading U.K. Retail Location [View article]
    Peter Misek himself said on one of the interviews that he received angry calls from some of the powerful hedge funds to withdraw his long recommendation on $BBRY!

    Second, in hindsight there is a clear reason why Simona (Goldman Sachs) hastily brought down her estimate on the stock to $17 - the same analyst was supposedly "pounding" her fist calling $BBRY a buy with a price target of $23!

    Prem Watsa had a similar experience with his funds because of a bear raid by some of the hedge funds. Those hedge funds indulged in some really bad tactics to bring Fairfax down - but in the end it didn't work. Prem Watsa has gone in the books to become one of the best fund manager returning a whooping ~26% yoy for last ~27 years - this is even better than Warren Buffett's record!
    May 22, 2013. 05:03 PM | 20 Likes Like |Link to Comment
  • Why Opening Up BBM Is The Right Move For BlackBerry [View article]
    Thanks @thecatman, all this talk about its availability in June 2013, DoD's pending decision on BES 10 seems to tie neatly toward making a solid case for DoD to go with Blackberry. Plus, to my knowledge at this time BBM is the only messaging gateway that will work across all three platforms. If I was a decision maker at DoD this feature would hands down tilt my decision toward Blackberry. In addition, other enterprises like: Finance, Insurance, Medical and others could take a similar route (and, BES 10 now becomes a cross sell opportunity for Blackberry).

    Another interesting fact that comes to my mind is that, once hardware acceleration support is available for Android apps (and BB10 support Jelly Beans platform) I am almost certain that it will be an added incentive for Android app developers/providers to get their apps certified on BB10 - with Blackberry's huge emphasis on security, IMO, it will be a big plus for the providers to boast that their apps have been certified by Blackberry and can also run on BB10!
    May 21, 2013. 09:44 PM | 2 Likes Like |Link to Comment
  • Why Opening Up BBM Is The Right Move For BlackBerry [View article]
    Could it also be possible that it "sweetens" the pot for DoD to decide on Blackberry - as BBM creates a single secure messaging platform available across iPhone, Android and Blackberry. It also facilitates using a consistent set of policies managed through BES 10. Additionally, it would also allow DoD to create and run their own internal BBM Channels.

    If DoD does go with BBM as the preferred messaging platform then it is very likely that other government services will align with Blackberry as well. A nice side effect of this will be that BBM could very quickly become a de facto messaging gateway.
    May 20, 2013. 02:10 PM | 14 Likes Like |Link to Comment
  • BBM Cross Platform Means Gold For BlackBerry [View article]
    BES 10 presents a huge opportunity for $BBRY to make service revenue (~$50 per device per year (iOS, Android, BB10)). BBM Channels, BBM Money, Blackberry World and others will also create additional y/y service revenue opportunities for $BBRY.

    IMO, in the near future, Blackberry will be launching a number of additional services that are geared for the enterprise side.
    May 17, 2013. 09:58 AM | 1 Like Like |Link to Comment
  • BBM Cross Platform Means Gold For BlackBerry [View article]
    Frank, I sincerely hope they won't as well.
    May 17, 2013. 12:55 AM | 1 Like Like |Link to Comment
  • BBM Cross Platform Means Gold For BlackBerry [View article]
    Kurt, Blackberry has now laid a foundation with four pillars - BB10, BES 10 (w/ Work Space and Balance), BBM and their NOC. The next big things to follow will be around building additional Services (tailored for enterprises and consumers), Gaming, Virtualization, and native hardware acceleration support for Android, etc.

    In a quarter or two, I won't be surprised if Sony and Samsung license BB10 platform to build the next generation of TVs, Phones, etc.

    In a year or two $BBRY will very likely get out of hardware business.
    May 15, 2013. 04:20 PM | 3 Likes Like |Link to Comment
  • BBM Cross Platform Means Gold For BlackBerry [View article]
    Kurt, thanks a lot for putting together this timely article.

    With BBM soon to be available on other major platforms, if it succeeds will turn out to be a scalable, cross platform, secure Tumblr + Twitter + FB/Instagram + Paypal + Skype + more rolled into one that is seamlessly tailored for P2P (using Pins, and NFC), B2C and B2B markets and will be able to leverage $BBRY's NOC.

    In terms of features, initially you will see high value brands signing up for their own channels. In addition, in the future you will very likely see:
    - peek and flow experience "channeled" through BBM (with BBM exposing APIs that will enable tighter integration into those platform and their apps).
    - deals that could be tailored to your individual preferences/buying patterns
    - channel stores hosted and directly accessible through BBM
    - large and small enterprises getting an alternative to Facebook for channeling targeted marketing
    - with BBM Money + NFC integration, Blackberry could soon be Paypal++
    - with highly secure messaging, Healthcare enterprises and others could leverage $BBRY NOC to exchange information (pin to pin) between the patient, pharmacy and your healthcare provider
    - possibilities of universities pushing their own channels (iTunes U) through BBM (?)
    - and more...

    A lot of the above areas can become rich revenue sources for $BBRY. Not sure why the analyst are myopic to these possibilities.

    Now we are getting a glimpse on why Thorsten says that the desktop app experience is not the correct paradigm for mobility.
    May 15, 2013. 01:27 PM | 8 Likes Like |Link to Comment
  • BlackBerry Week In Review: Bears Take An Unsuccessful Swipe [View article]
    When Blackberry says, QNX runs your CAR - to me it is a loaded term, it means QNX supports a Common Application Runtime environment that can support BB10 native apps, Android apps, HTML5 apps, and more OS platforms (Mozilla, and others to come) in the future... Well, they could also call it SCAR - Secure Common Application Runtime environment if they like :)

    Like what Microsoft did with their .NET strategy - bringing a CLR (Common Language Runtime) - Blackberry will support CAR (Common Application Runtime) through their BB10 mobile computing strategy in the future.

    Now I guess I gave Balmer a reason to acquire Blackberry, if they do, they can rightfully say that Microsoft truly supports a Common Language Runtime (CLR) through .NET and a Common Application Runtime (CAR) through BB10.
    May 12, 2013. 02:56 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
663 Comments
914 Likes