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oneinfiniteloop

oneinfiniteloop
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  • BlackBerry: The Killer Punch Will Be Security [View article]
    George, who are the other competitors in this space who can be considered as an alternative for this contract?

    The earlier some of these bonehead analyst figure this out the better! I am sure when $BBRY does get this contract these same analyst and media reporters will spin the news as "US Army/DoD throws a much needed lifeline to Blackberry, but can it save Blackberry given that their BB10 devices are not in demand here in US?"

    Thanks to @Yosemite Wealth and @sonbuster for posting those DoD links on stock talk a couple of days back. The surprising thing is that not one media outlet has published this news - they eagerly jumped over each other to post the false news that Army is going to replace $BBRY devices with Apple and Android devices.

    The level of dysfunction and corruption in today's media is appalling to say the least.
    Apr 4 04:00 PM | 21 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 05:03 PM | 20 Likes Like |Link to Comment
  • Some Signs BlackBerry May Be Back [View article]
    @Vlad, I sincerely applaud you for having the courage to change your position from being an ultra bear to becoming optimistic.
    Mar 7 10:32 AM | 20 Likes Like |Link to Comment
  • BlackBerry Is Still Fighting With 1 Hand Tied Behind Its Back [View article]
    George, in the context of "hands as being tied" analogy of the current state of Blackberry I would consider Blackberry to be an Octopod. Second, in all fairness, Blackberry has to blame itself for its predicament. Only now, over this year, has Blackberry taken the steps to unshackle itself piece by piece by launching their first devices (the Z10 and Q10) and M2M platforms (for automotive and healthcare) that run on BB10, a comprehensive solution on the server side (BES 10); on the applications side they are moving into social media through its BBM offering for targeted and mass communication (I think they can do a lot of cool things through this which will be unique to Blackberry); in the P2P arena they are providing BBM Money. Most of these are geared toward services - which is a very encouraging sign.

    I consider Blackberry to be in Phase 1 of its recovery; it is going to take them at least a year or two to heal its wounds, unshackle its tentacles, and show its prowess.
    Jun 10 10:59 AM | 15 Likes Like |Link to Comment
  • BlackBerry: Z Is For Zero [View article]
    Wow! you do seem to make animated conversations with the sales people in the store. I don't know about you but I usually don't have such conversations with sales people. Anyway, numbers will speak for themselves soon. I for one booked my order online without walking into the store - I did go to two Costco and one AT&T store to enquire about the Z10 last week and then I ordered it online from Costco. I think there will be quite a few like me who are ordering it online. But well, I don't want to spoil your experience.

    I guess your next post will be - "after you went back to the store to now buy the new Z10 I heard the same story and so I decided no point in buying this loser" :)

    Have a wonderful family time watching Les Miserables with your family.
    Mar 22 06:32 PM | 15 Likes Like |Link to Comment
  • BlackBerry - One Week After Saying No To Price Wars, Q10 Discounted By 11% [View article]
    Sneha, the faster Indians realize that there is nothing like "free lunch" the better. Unfortunately, what most people tend to forget is that when they buy an Android phone it is not the phone that is an "Android" but it is they who become an "Android" for Google - willingly becoming a living (and experimental) cash cow for Google! Every activity that one does with their "Android" phone is implicitly tracked by Google; and, guess what, one has willingly signed up for just doing that! If one is willing to to bargain their privacy for getting a phone for cheap then so be it.

    I am surprised how many folks who call themselves "geeks" fall pray to buying into an "Android" phone. I guess they find pride in giving away their privacy - I can't find any other logical reason.

    Blackberry has a unique value proposition which appeals to many.

    I appreciate that you find that there is a value proposition in buying Blackberry; but, I beg to defer in your assessment that there is more value in they being bought out.

    Have you given a thought on what due diligence was done by Prem Watsa before he thought of taking a huge position in Blackberry?
    Jun 18 12:47 AM | 14 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 02:10 PM | 14 Likes Like |Link to Comment
  • BlackBerry: Z Is For Zero [View article]
    Haven't we seen this trend with WSJ and Guardian all along @skylark99? I personally would hate to go out in cold and queue outside a store to buy the phone. I would rather have it delivered to my house. Mind you I stay in the Bay Area, CA :)

    Don't worry they did the exact same thing with Nokia. Actually, with Nokia I went to quite a few AT&T stores and AT&T was so bad that they wouldn't even charge up those phones! With Blackberry they are at least aware that Z10 was coming.

    I thought I would never say this but I truly believe that the stock is being heavily manipulated - classic Cramer style. All they have to do is to start the downward movement with a sizable order and then let the domino effect of stop losses take over. I hope SEC will seriously investigate the trading tapes and these well timed media reports and those reporters.
    Mar 22 07:29 PM | 14 Likes Like |Link to Comment
  • BlackBerry: More Devices, More Data, And More Revenue [View article]
    As we all know the analyst have way with words; as an example, if $BBRY reports a healthy channel fill the bear analyst would paint this as saying, "there is lack of demand and this is going to go the Playbook way." If instead, $BBRY doesn't do a channel fill the same bear analyst would report it as, "demand for $BBRY is so weak that the channels are not ready to take risk based on their prior Playbook experience." As you can see there is no way one can win the argument with the bears who are out to get his stock down.

    Second, as we all know, there is a lot of volatility in this stock mainly accounted for by the huge bullish options play and folks trading this stock for a quick buck. This is resulting in a strong force that is causing substantial downward movement in the stock without any fundamentals to merit such movement.

    The only way out of this is for $BBRY to prove itself through consistent results quarter over quarter. It is with this in mind that I truly believe that $BBRY is going to be put in the penalty box for at least next quarter or two before the bears start conceding.
    Jun 21 09:27 PM | 12 Likes Like |Link to Comment
  • While Digitimes reports of a pickup in BB10-related (BBRY -3.3%) component orders, Pac Crest's James Faucette claims Asian supply chain checks indicate BB10 phone production "remains well in excess of current sell-through demand." Faucette, who aired similar comments a month ago, thinks combined sell-through for the Q10/Z10 are "well below" 500K/month, while production has remained in the 1.5M-2M/month range, though a June slowdown is expected. He thinks there's potential for a write-down similar to the $752M charge taken on BB7/PlayBook inventory last year. [View news story]
    It is amazing how commoners like us have to just standby and watch this while folks like James Faucette from Pac Crest and others can pretty much run amuck saying what they like with vague terms like "we believe". Lately it is happening so frequently with the option closing date that this coincidence reeks some form of blatant fraud! It is amazing that SEC lets this happen right under its nose.
    May 31 07:46 PM | 11 Likes Like |Link to Comment
  • 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 09:28 AM | 11 Likes Like |Link to Comment
  • Major U.K. Outlets Hike BlackBerry Z10 Price Above iPhone 5, Black Market Thriving [View article]
    A very good idea Michael. What would help is a questionnaire that folks could follow up on.

    I am in US and as you know the Z10 is still not available. I got to play with a Z10 yesterday - thanks to a visiting friend of mine. It is very light and has a slate like (cardboard-ish) feel to it - the UI is very smooth as well; the applications also launch very quickly. The doc to go provides lot more features to edit and format a document - much more than what I get on my Lumia 920 - I was pleasantly surprised about that. The transition between the Hub, Active Frames and Apps is very smooth and intuitive - I don't know why some of the bloggers say that it is confusing.

    Overall in the 10 minutes or so that I got to play with the Z10 - I have to say that, I found it to be very intuitive and I have to give pretty high marks to Z10.
    Feb 21 03:56 PM | 11 Likes Like |Link to Comment
  • BlackBerry 10: It's Shiny, It's New, But Will It Sell? [View article]
    @robbieboggie excellent detail - that is what I call a true quantitative outline! I have only found a few SA authors (like: Caiman Valores) who really take the effort and provide the level of detail as outlined by you. I sincerely hope that folks on SA (and authors included) will take time to read your response in its entirety. As you have mentioned you pretty much have discounted all other sources of revenue (other than their phone) - so i think it is very conservative outline - although for 2013 I would think that the margins may very well be around 30%. The news coming out of Canada that 50% of folks buying Z10 were switching from an iPhone or a Android was also very encouraging. If Blackberry just maintains its turf - we should see some good returns; coupled with that as Heins/Thor mentioned in the worst scenario the BIS related revenue is not going anywhere for another 1 1/2 to 2 years - I think folks are discounting this fact as well. Given the recent hacks and security breaches I think it is more likely that Federal, State and Local governments, Defense, Financial and Healthcare business (here in US and in other countries) will continue to use their Blackberry devices.

    If you don't mind please post your response as an article on SA - IMO it is well worth it - if nothing else, it will provide readers who may have missed reading this article or may not have read all the responses a chance to realize the true worth of Blackberry in the near term future.

    I am glad that Blackberry has Prem Watsa (Fairfax Investments) on their board. I for one plan to hold on to my investments in Blackberry until Prem Watsa continues to serve on Blackberry's board. Second, even though people have been very critical of Mike Lazaridis (as a co-CEO) I for one think that he laid the ground work (through his vision) for creating the BB10 platform; per Prem Watsa, Mike is a brilliant man (in that sense, I think Mike is comparable to Steve Woz.). Like Prem puts it - you will see the fruits of BB10 in the next 2 to 3 years as the BB10 saga unfolds.

    Wells Fargo who had downgraded Blackberry (post its last quarter) has now upgraded Blackberry to Outperform! Now that makes you wonder their motive.
    Feb 9 05:04 PM | 11 Likes Like |Link to Comment
  • BlackBerry Short-Sellers Finally Begin To Cover [View article]
    The short interest is still higher than the Q4 2013 results (March 28th, 2013) - which means probably about 60 million+ shorts are holding on to their positions which they had picked up when $BBRY was in the the $18 range and they may very well hold on to their short position for another 3 to 6 months until circumstances prove them wrong.

    Recently $GS has also done a u-turn on $BBRY's future.

    Disclosure: I am long $BBRY and haven't and will not sell a single share. I continue to accumulate as this recent drop presents further opportunities.
    Jul 26 01:20 PM | 10 Likes Like |Link to Comment
  • BlackBerry (BBRY +2%) spikes higher on rumors Carl Icahn has bought a stake in the company. H-P was the beneficiary of such rumors a couple weeks ago. Earlier today, Scotia Capital argued a strategic partner such as IBM (once reported to be interested in BBRY's network operations centers) is likely to buy the company. [View news story]
    The jump in the stock is quite measured so it is obvious that folks are not convinced about the rumor (which to me is good news). IMO, such rumors (like bear attacks) do not do any good to the stock, just brings more volatility in the mix.

    I am happy about the fact that Prem Watsa is invested in $BBRY - his personal track record of returning 27% year over year for 27 years speaks for itself (even beats Warren Buffett's track record in terms of the duration). I am at peace with my investment in $BBRY knowing that Prem Watsa and his team has done sufficient due diligence. If it does turn out that Icahn is indeed invested in $BBRY that will be an icing on the cake.
    May 9 01:02 PM | 10 Likes Like |Link to Comment
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