Seeking Alpha

petaylor

petaylor
Send Message
View petaylor's Comments BY TICKER:
  • Making Sense Of The BlackBerry Takeover Talk [View article]
    Yeah, I suppose. Plus the world would have a hard time adapting to a version of Windows that didn't crash...
    Sep 14 10:03 AM | 1 Like Like |Link to Comment
  • Making Sense Of The BlackBerry Takeover Talk [View article]
    With disappointment with the latest versions of Microsoft Windows, perhaps we can look forward to a future release of Windows-QNX..?
    Sep 13 10:00 PM | Likes Like |Link to Comment
  • Why Microsoft Needs To Buy BlackBerry To Go With Its $7.2B Nokia Handset Division Acquisition [View article]
    Microsoft is unlikely to buy Blackberry. I believe Prem Watsa will endeavour to take the company private with several corporate stakeholders - companies that have QNX embedded in their products, like Cisco. These QNX users have a vested interest in QNX's survival. Even if Blackberry's smartphone business is shaky, QNX is solid.
    Sep 5 10:31 PM | 1 Like Like |Link to Comment
  • BlackBerry 10 Fail: Now, What? [View article]
    While I agree that most smartphone sales are when first released, one must remember that most smartphones are marketed to consumers. Blackberry is focused towards corporate/enterprise users. These users do not line up to buy the latest gadget on the first day, but usually take some time to evaluate and test the new product, as well as get budgets approved, purchase orders released, etc. Given this, I believe it is entirely possible that Blackberry could see an increase in volume - particularly toward year-end when there's money left in budgets to spend, or in early 2014 when new budgets are released (since most companies fiscal years relate to calendar years). I am curious to see if there are any significant reductions in pricing of Blackberrys in the near future. This will really tell the tale of what Blackberry expects to sell to their enterprise user base as they are unlikely to drop prices if there are significant corporate sales in the pipeline.
    Jul 3 06:05 PM | 1 Like Like |Link to Comment
  • Conspiracy Theory... BlackBerry? [View article]
    The performance of Blackberry in the USA has been over-rated. The American market is largely saturated with smartphones. Nearly everybody that wants one already has one, and many of them who have iPhones have noticed that 4 looks a lot like 4S which looks a lot like 5...
    I've been looking more toward emerging markets - India and the Middle East for example - where the new BB10 devices have reportedly exceeded sales expectations. Selling an $800 smartphone in India, without any incentives or payment plans speaks volumes to Blackberry's growth potential there.
    Mar 26 02:26 AM | 1 Like Like |Link to Comment
  • Fear And Greed In The BlackBerry Jungle [View article]
    I think the "Campaign of fear and misinformation" and countless negative articles has actually helped Blackberry. Prior to the launch of the Z10, Blackberry was written-off as a "has-been", "insignificant", a "failure". If Blackberry was indeed any of these, then they would not have been able to generate significant "buzz" about BB10 and their new products. The negative press has served almost as advertising. It has created awareness. Blackberry, with it's depleted market share has been generating as much, if not more "buzz" than giants Samsung and Apple. If BB10 truly was a flop we would already be hearing nothing (as we now hear very little of Samsung's Galaxy S4 only a week after launch). But that is not the case. I still see more articles about tiny Blackberry than I do Samsung and Apple. That alone speaks volumes for Blackberry's prospects.
    Mar 21 05:01 AM | 4 Likes Like |Link to Comment
  • Buying BlackBerry In India: Another Take [View article]
    Samsung is now introducing their "Knox" system - to try to emulate the superior security features that Blackberry offers. For weeks here on Seeking Alpha, we've endured much Blackberry-bashing, and now the largest smartphone company is trying to imitate one that was written off by many SA subscribers as "irrelevant". THANK YOU SAMSUNG, FOR CONFIRMING THAT WITH BB10, BLACKBERRY HAS LEAPFROGGED IN FRONT OF THE COMPETITION! Too bad Samsung does not have QNX...

    Remember who made smartphones successful. It wasn't Blackberry, Apple, or Samsung - It was governments, corporations, and business people who needed secure methods of communication. Apple and Samsung merely adapted their products to the consumer market. To continue to grow, Apple has offered risky and cumbersome financing in emerging markets. Blackberry remembered who made smartphones successful and developed BB10, a vastly superior mobile communications platform that can sell at it's original price point in emerging markets, and now "Blackberry-wannabe" Samsung is trying to get on board.

    My fellow Blackberry-longers - fasten your seat belts, this plane's about to take off and go up, up up!
    Feb 28 07:14 AM | 4 Likes Like |Link to Comment
  • BlackBerry's Blunder In India [View article]
    One should consider that the BB10 is targeted to business enterprise, and not to the masses. Blackberry is not trying to sell to the people that live in the slums of India. They're targetting the thousands of businesses that now operate there - not just Indian businesses, but global businesses - Nestle, Coca-Cola, Pepsi, Hewlett-Packard, IBM, etc., etc. These companies can easily afford the $800 per phone price tag.
    I also can't help but think that the "next word" predictive feature that BB10 phones have might help communications between Indian employees and English-speaking colleagues and customers...
    Feb 27 07:13 AM | 4 Likes Like |Link to Comment
  • Can We Believe What BlackBerry Says? [View article]
    Don't forget... At one time Steve Jobs sold all his shares in Apple (except for one which he kept just so he'd receive their financial reports). There was a time when Apple was written off. I bet the people who abandoned Apple then are kicking themselves now!
    Feb 27 03:31 AM | 1 Like Like |Link to Comment
  • BlackBerry: Waiting For The Sunshine [View article]
    There are some rumors that the Q10 might launch simultaneously with the Z10 in the US. Blackberry could spike considerably in the coming weeks if true.
    Feb 25 05:36 AM | 2 Likes Like |Link to Comment
  • Reading Between The Lines Regarding BlackBerry [View article]
    I remember when Microsoft didn't think Apple would be "relevant"...
    Feb 25 05:16 AM | 1 Like Like |Link to Comment
  • Reading Between The Lines Regarding BlackBerry [View article]
    I remember when Microsoft didn't think Apple would be "relevant"...
    Feb 25 05:16 AM | 3 Likes Like |Link to Comment
More on BBRY by petaylor
COMMENTS STATS
19 Comments
28 Likes