Why Opening Up BBM Is The Right Move For BlackBerry [View article]
I agree that BBM was opened cross platform mainly for enhancing security for Android and iPhone devices under BYOD enterprise and gov't policy. This also makes it more likely that Google and Apple will allow BBM as a free download on their respective app stores. If not, it will force gov't and enterprise to rescind BYOD for security reasons. Regarding consumers, many will try BBM as a free download. Once they experience BBM, at least some will go for addition BBM apps like BBM voice, Video, conferencing, money and channels. No doubt this will also attract some users to Blackberry smart phones.
In addition to BBM, there is BBM voice, video chat, conference calls and channels. If Google and Apple do not allow it on their App stores, then enterprise will have to rescind BYOD. If Google and Apple do allow BBM as a free download, I really don't see how it won't attract at least some Android and iPhone users to migrate to Blackberry.
Your perspective appears to address the consumer market only. BBM going cross platform is necessary to support cross platform BES10 MDM (securely managing Blackberry, iPhone, Android and Samsung phones). With BBM on iOS and Android, security is maintained through BES servers. Regarding the consumer sector, BBM remains THE best mobile messaging vehicle. As such, I believe it will bring some Android and iPhone users to Blackberry.
Apple has become Microsoft in that Apple seems more focused protecting its legacy products than innovating. Also, Apple is really just a consumer products company like Sony. Neither bodes well for Apple's future and its share price.
Early feedback on U.K./Canadian BlackBerry Q10 (BBRY -4%) sales indicate volumes below expectations, says Cleveland Research. The firm also thinks Z10 sell-thru is likely half of what it was around launch time, and believes BB10 build targets for the next few quarters could fall to 6M-8M from 10M-12M. Likewise, Pac Crest remains bearish, and calls the U.K./Canadian Q10 launches a "mess." The remarks follow a pessimistic note about BB10 sales on Monday from Canaccord, and one on April 25 from Wedge Partners. Jefferies has been more positive. [View news story]
with all the outstanding deep in the money call options, expect volatility when they are exercised as the stock is usually sold to lock in the gains. Smart options traders usually exercise deep in the money options before expiry. Buy the dips:-)
BlackBerry Browsers Grows 21% In The UK At Apple's Expense, Soon To Overtake Samsung [View article]
off topic: The exchange reports covered calls as a short position. Do you have an idea of what percentage of the Blackberry short position is covered calls, and not naked shorts, or shorts as part of a paired trade? Pretty tough to squeeze a covered call:-)
Fresh info about the rumored "R-series" mid-range QWERTY BlackBerry (BBRY +1.2%) phone is provided by Chinese site DGtle (translation). The phone will reportedly be called the R10, and sport a 3.1" display, 5MP camera, 1800mAh battery, and 8GB of internal storage. The display size is on par with the high-end Q10's, but the other specs are inferior. Engadget points out next week's BlackBerry Live (May 14-16) conference "is a prime opportunity for an unveiling." [View news story]
I can't help but wonder if the R10 will be made in China for the chinese market, and along with that, a contract with Bejing for BES10 and Q10 and Z10 devices for gov't and military?
Apple And Samsung Just Don't Have A Chance Against BlackBerry [View article]
The safe thing to do is to buy what the gov't tells you to buy. If lobbying by South Korea and Samsung has contributed sufficient money to re election campaign funds, I have no doubt that DOD will be told what to buy.
Apple And Samsung Just Don't Have A Chance Against BlackBerry [View article]
South Korea spend on military procurement is very high so it is reasonable they would lobby for some quid pro quo. Samsung itself probably spends a lot lobbying congressmen and senators to push for adoption of Galaxy phones, KNOX and SAFE. When it comes to military procurement, who has the best hardware and software is meaningless. The winner will be who contributes the most to re election funding of the senators and congressmen who can lean on DOD.
BlackBerry Browsers Grows 21% In The UK At Apple's Expense, Soon To Overtake Samsung [View article]
One might wonder why the short position is rising along with growing market share? One explanation is that votes are relinquished by shares held in a margin account when leant to short sellers (this is stipulated in all margin account agreements). If a large competitor or large hedge fund put on a dollar neutral and balanced short-long position between say $7 and $15, they could have 25-30% or more of the votes in their pocket, waiting for confirmation of gov't contracts and ramping consumer and enterprise sales of BES, MDM and Q10 and Z10 phones, before launching a hostile takeover, and only needing another 20-25% of the votes to take control of Blackberry. This confirmation will come from a combination of smart phone market data, announcements of gov't contracts and the first quarter report in June. Could it be a hostile takeover will come sooner than later? Is there any other rational explanation for the short position to rise along with a resurgence in market share?
The DOD has approved the use of BB10 phones and tablets on its networks, BlackBerry (BBRY) announces. The statement comes a couple days after the WSJ reported the DOD will sign off on the use of iPhones and iPads, as well as Samsung Galaxy phones. In March, Electronista reported an order is on tap for 650K iOS devices that will replace 470K BlackBerrys; the DOD denied the part about dumping BlackBerry, but didn't confirm or deny the part about the iOS orders. (PR) [View news story]
WP8? It is based on Windows which has and always will be THE most buggy and hacked OS on the planet.
The DOD has approved the use of BB10 phones and tablets on its networks, BlackBerry (BBRY) announces. The statement comes a couple days after the WSJ reported the DOD will sign off on the use of iPhones and iPads, as well as Samsung Galaxy phones. In March, Electronista reported an order is on tap for 650K iOS devices that will replace 470K BlackBerrys; the DOD denied the part about dumping BlackBerry, but didn't confirm or deny the part about the iOS orders. (PR) [View news story]
The DOD security approval also makes Blackberry 10 devices and BES10 for MDM a natural for other gov't agencies like CIA, FBI, Police, military contractors (ie. Boeing, McDonald Douglas, BWC etc), upgrades from enterprise like the energy sector (ie Exxon etc), and on and on....
Too Many Bears In The BlackBerry Bushes [View article]
Bears will stay in control until the earnings trajectory says otherwise. Profitable hardware sales on this hardware upgrade cycle are critical for Blackberry to succeed in its transformation to growing and making most of its money from software and services, and leveraging its IP for M2M and growth of mobile computing.
BlackBerry's Strategy Is The Best One To Retrieve Its Past Glory [View article]
Why Opening Up BBM Is The Right Move For BlackBerry [View article]
BlackBerry: Too Late To Openness [View article]
BlackBerry: Too Late To Openness [View article]
Danger Zone For This Week: Apple [View article]
Brookfield Asset Management Has Some Explaining To Do To Second Wave Shareholders [View article]
Early feedback on U.K./Canadian BlackBerry Q10 (BBRY -4%) sales indicate volumes below expectations, says Cleveland Research. The firm also thinks Z10 sell-thru is likely half of what it was around launch time, and believes BB10 build targets for the next few quarters could fall to 6M-8M from 10M-12M. Likewise, Pac Crest remains bearish, and calls the U.K./Canadian Q10 launches a "mess." The remarks follow a pessimistic note about BB10 sales on Monday from Canaccord, and one on April 25 from Wedge Partners. Jefferies has been more positive. [View news story]
BlackBerry Browsers Grows 21% In The UK At Apple's Expense, Soon To Overtake Samsung [View article]
The exchange reports covered calls as a short position. Do you have an idea of what percentage of the Blackberry short position is covered calls, and not naked shorts, or shorts as part of a paired trade? Pretty tough to squeeze a covered call:-)
Fresh info about the rumored "R-series" mid-range QWERTY BlackBerry (BBRY +1.2%) phone is provided by Chinese site DGtle (translation). The phone will reportedly be called the R10, and sport a 3.1" display, 5MP camera, 1800mAh battery, and 8GB of internal storage. The display size is on par with the high-end Q10's, but the other specs are inferior. Engadget points out next week's BlackBerry Live (May 14-16) conference "is a prime opportunity for an unveiling." [View news story]
Apple And Samsung Just Don't Have A Chance Against BlackBerry [View article]
Apple And Samsung Just Don't Have A Chance Against BlackBerry [View article]
BlackBerry Browsers Grows 21% In The UK At Apple's Expense, Soon To Overtake Samsung [View article]
The DOD has approved the use of BB10 phones and tablets on its networks, BlackBerry (BBRY) announces. The statement comes a couple days after the WSJ reported the DOD will sign off on the use of iPhones and iPads, as well as Samsung Galaxy phones. In March, Electronista reported an order is on tap for 650K iOS devices that will replace 470K BlackBerrys; the DOD denied the part about dumping BlackBerry, but didn't confirm or deny the part about the iOS orders. (PR) [View news story]
The DOD has approved the use of BB10 phones and tablets on its networks, BlackBerry (BBRY) announces. The statement comes a couple days after the WSJ reported the DOD will sign off on the use of iPhones and iPads, as well as Samsung Galaxy phones. In March, Electronista reported an order is on tap for 650K iOS devices that will replace 470K BlackBerrys; the DOD denied the part about dumping BlackBerry, but didn't confirm or deny the part about the iOS orders. (PR) [View news story]
Too Many Bears In The BlackBerry Bushes [View article]