Seeking Alpha


Send Message
View as an RSS Feed
View Forj's Comments BY TICKER:
Latest  |  Highest rated
  • BlackBerry: $13 To $16 Likely Bid Range If Proposal Is Made [View article]
    A recent article also referred to BES10 as NSA proof. I believe once the strategic alternatives process works itself out, BBRY will see a significant uptick in enterprise sales internationally.
    Sep 19 09:45 AM | Likes Like |Link to Comment
  • BlackBerry: $13 To $16 Likely Bid Range If Proposal Is Made [View article]
    Agree 100%. TH has said from the beginning the plan was to focus on enterprise where BBRY could be very profitable. Unfortunately, media and public keep comparing BBRY to mobile vendors in the consumer market.
    Sep 19 09:28 AM | 3 Likes Like |Link to Comment
  • BlackBerry: $13 To $16 Likely Bid Range If Proposal Is Made [View article]
    If current share price is to be considered in determining fair market value of BBRY, wouldn't the current short position have to be added back in? FMV is the price a willing buyer would paid a willing seller with neither being under any compulsion to buy or sell. Longs need not sell while shorts must eventually cover. The current large short position renders the current stock price largely immaterial in valuation IMO.
    Sep 19 09:22 AM | 2 Likes Like |Link to Comment
  • Watsa puts together funding for BlackBerry bid [View news story]
    If the auction rumor is correct, share price would largely be immaterial as the auction would involve a sale of assets, not stock. Therefore, there wouldn't really be much incentive for Watsa to purchase stock ahead of any bid on assets, IMO.
    Sep 9 09:24 AM | Likes Like |Link to Comment
  • 65K BlackBerry World apps come from two developers [View news story]
    I think the $10k bonus was tied to actual app sales. Assuming certain apps are junk, no bonus would have been paid.
    Aug 22 09:07 AM | Likes Like |Link to Comment
  • BlackBerry Trucks Hitting The Streets Of NYC [View instapost]
    Is this the first time these vans have appeared in a US city? Perhaps signaling a start of a new marketing push in the US?
    Aug 8 05:57 PM | 1 Like Like |Link to Comment
  • BlackBerry: Shut It Down [View article]
    These articles always ignore TH's stated objective of becoming the leader in "mobile computing". Imagine the potential of a phone which will be the cpu/memory center for inexpensive dummy mobile devices, regardless of form. Why pay for processors and memory on multiple mobile devices? Why pay for multiple wireless connections? This will be true mobile computing and will be a catalyst for this stock.
    Next year, the competition will still be selling phones while BBRY progresses to mobile computing.
    Jul 21 11:31 AM | 6 Likes Like |Link to Comment