Seeking Alpha

gwynfryn

gwynfryn
Send Message
View as an RSS Feed
View gwynfryn's Comments BY TICKER:
Latest  |  Highest rated
  • Where Does BlackBerry Go From Here? [View article]
    I missed that bit, map, and of course I don't, but did Chen take account of development costs, or just manufacturing costs (which is often the case in management speak...)? It'd need a pretty hefty markup (which doesn't seem likely, given the price) to cover it all with just 200k sold!
    Sep 30, 2014. 10:08 AM | Likes Like |Link to Comment
  • Where Does BlackBerry Go From Here? [View article]
    "each of those 200,000 sold generated revenue"? Not really, ZK, as that much (and more?) has already been spent in development. Only when they've sold enough to pay back what it cost to put the phone into production, and the ongoing cost of parts/materials/produc... costs, can it truly be said to be generating profit, which is what really matters.
    Sep 27, 2014. 11:46 AM | 5 Likes Like |Link to Comment
  • BlackBerry Passport Gets Mixed Reviews, But Even Its Detractors Predict Its Success [View article]
    Centuries, even!
    Sep 26, 2014. 11:51 AM | Likes Like |Link to Comment
  • BlackBerry Passport Gets Mixed Reviews, But Even Its Detractors Predict Its Success [View article]
    It looks good, ZK, as the reviewer came across as very open minded, to me!
    Sep 26, 2014. 11:49 AM | Likes Like |Link to Comment
  • BlackBerry Passport Gets Mixed Reviews, But Even Its Detractors Predict Its Success [View article]
    It feels like a sea change, doesn't it, Zif? As for early resistance, there are so many examples, of which one of the most egregious was Citroen's gorgeous/outrageous XM (flop) and it's half-way house follow-up, the Xanthia (hot cakes).
    Sep 26, 2014. 11:43 AM | Likes Like |Link to Comment
  • BlackBerry - Signs Of Life Are Emerging [View article]
    Michael, I'd like to echo the thanks you've had for including those images, which really help to put things in perspective! It also shows me that one format is missing (and I wonder if anyone else spotted it?); supposing we take the Samsung Mega, turn it on its side, use the lowest half for a Passport style touch sensitive keyboard (but with significantly bigger keys, and maybe more of them?) and the top half for the screen, and you'd have a phablet that would work even better for spade fingered types like me, and a screen that would hold even more of those charts you like to read! After all, there's no law that says a phone has to be held vertically, is there? In the meantime, the Passport looks like it'll do very nicely, as a stop gap...
    Sep 25, 2014. 11:33 AM | Likes Like |Link to Comment
  • BlackBerry Passport Gets Mixed Reviews, But Even Its Detractors Predict Its Success [View article]
    The "Size/shape/portability" resistance was predictable, as most people aren't comfortable with anything too "different", at least until it becomes commonplace, so this could be a positive signal for the long term. After all, whoever found any real passport to lack "portability"? In the meantime, I stated elsewhere that much will be down to how well the keyboard works, and the reviews indicate it works very well indeed; I'm starting to believe it'll be a winner!
    Sep 25, 2014. 11:10 AM | 8 Likes Like |Link to Comment
  • BlackBerry's Passport To Profitability By November In 2 Charts [View article]
    That makes a pleasant change, SM; will BBRY escape The Curse of the Negative Media, maybe?
    Sep 25, 2014. 10:59 AM | Likes Like |Link to Comment
  • BlackBerry's Passport To Profitability By November In 2 Charts [View article]
    Add to that, BB, that though it's referred to as a phablet, its form factor, a slightly smaller screen, and that key board, make it unique. It's a niche within a niche (given how few phablets there are so far) and much depends, as far as I can see, on how well the keyboard works. I'd need to try one before deciding, and I really don't know if I'd settle for a Passport, or go for the slightly larger screens of the offerings from Apple, Hiawey (yes, there'll be security concerns, but that is one great phone!), Nokia, Samsung, anymore? I'm really looking forward to what Xiaomi might bring out!
    Sep 25, 2014. 10:54 AM | 1 Like Like |Link to Comment
  • eMarketer: Facebook's U.S. usage still growing, monetization outperforms [View news story]
    But kids have a big say in what their parents spend, man, even those who are not given loads of pocket money (which is pretty rare, from what I see). How is that not "income"?
    Sep 24, 2014. 09:52 AM | 1 Like Like |Link to Comment
  • eMarketer: Facebook's U.S. usage still growing, monetization outperforms [View news story]
    For now, maybe, Sv, but those who identify the best of the up and coming competition, will do better in the long run...
    Sep 24, 2014. 09:49 AM | Likes Like |Link to Comment
  • BlackBerry Prepares To Enter Wearables Market [View article]
    Poetic, JF (though I've escaped so far; I don't even own a mobile phone of any description) but a lot of guys regard wrist guards as macho. Imagine the "shackle" to be comfortably lined and contoured, with maybe a few top end models gold plated, or crusted in diamonds? Get the right celeb to wear one, and it could take off!

    Besides, don't shackles usually come in pairs? What would we need the second one for, other than as a counterweight?
    Sep 24, 2014. 09:44 AM | 1 Like Like |Link to Comment
  • BlackBerry: Your Game Plan For Earnings Week [View article]
    Looking forward, Apple is no longer innovating, but rather, are playing catch up on stuff like NFC. If this change of status ever impinges on it's fan base, Apple sales and SP could go south in a big hurry!
    Sep 23, 2014. 10:24 AM | 1 Like Like |Link to Comment
  • BlackBerry Prepares To Enter Wearables Market [View article]
    But it increases the number of gadgets again, doesn't it RJ? I was looking at an Asha 210 (the smallest real smartphone?) and recon it could be spread out and slimmed down to the size of a jam jar lid. Would that be so monstrous as a single do everything device? Including the vibration bit? I know most of the populace consider anything they are used to be "right" and anything different to be "wrong" (like those idiots who belittle Leornado Da Vinci, for drawing the pedals on his tank the "wrong" way around, having failed to understand that pedaling is mechanically more efficient that way, and that the "right" way, found on modern bicycles, is largely a hold over from the penny farthing, where the front wheel was pedaled directly, which has been kept as a manufacturing convenience...).

    Not being one hamstrung by convention, I'd like to see a hinged (lockable?)clasp, about 8 to 10 cms long, which fits around the wrist, the upper section having the screen, but with electronics and battery (even a charging coil, if you must) shared by both upper and lower halves. This would provide ample volume for the phone, watch and heart rate sensors (etc.) in a case sufficiently slim to be made elegant (plenty of options for styling...) and you'd just need the one device, so why not? No new technology needed; any manufacturer could do this!
    Sep 23, 2014. 10:15 AM | Likes Like |Link to Comment
  • Update: BlackBerry Working On Wearables, Including Smartwatch And Smartglass [View article]
    Ha haar! Some of the uphills sure feel like it! For the record, RJ, it's not particularly mountainous around Montlu├žon, but there aren't many flat stretches either (and they always have head winds...)!
    Sep 23, 2014. 09:54 AM | Likes Like |Link to Comment
COMMENTS STATS
4,626 Comments
2,672 Likes