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  • BlackBerry - Signs Of Life Are Emerging [View article]
    Financial Post: Please turn your iPhone to Landscape mode.
    Sep 24, 2014. 03:21 PM | 5 Likes Like |Link to Comment
  • Will Beyonce And Dre Come To Apple's Aid? [View article]
    Agreed. My primary point was the stupidity of saying anything regarding the most scrutinized public company in the world prior to an official, legally reviewed announcement. Whatever image Apple is evolving into, that is not one they can afford, nor do they have to.
    May 15, 2014. 02:13 PM | Likes Like |Link to Comment
  • Will Beyonce And Dre Come To Apple's Aid? [View article]
    I wonder if this deal died when the idiotic video came out prior to the announcement (if there was going to be one in the first place). Apple has a distinct style and image. While Beats may have an image that got them to $1B in sales, it is not Apple's current one. In addition, being a public company, that kind of public display/ announcement about a major acquisition is not only the wrong image, it might even be illegal for any of the participants to be making such a public statement due to trading laws and inside information regulations. Stupidity knows no bounds.
    May 15, 2014. 01:08 PM | 4 Likes Like |Link to Comment
  • The Cost Of Sapphire Displays Matter, But Less Than You Think [View article]
    Every high end watch manufacturer (and many mid-range) utilize sapphire glass crystals. They also utilize it on the back of their watches so you can see the wondrous mechanisms inside. Imagine an iPhone with a sapphire edge to edge screen on the front AND the back. It's the largest, unused piece of real estate on the phone. Think about it.
    Feb 12, 2014. 05:52 PM | 6 Likes Like |Link to Comment
  • Apple urges shareholders vote against Icahn buyback proposal [View news story]
    Stay the course. Debt is not necessary and always comes back to haunt you. As one of the above posts stated, if a company is one disruptive technology away from being a Blackberry you want enough cash to float a big parachute. R&D, capital expenditures to become a self reliant manufacturer and buying small unique technologies all cost money. A lot of it. The next big thing will require a big war chest. Don't worry about short term gains. Apple is and will continue to be like no other company because they think different at their core. Icahn is a genius at making money not making products. Big difference.
    Dec 29, 2013. 12:56 AM | Likes Like |Link to Comment
  • Why Is Almost Everybody In The Auto Industry Afraid Of Tesla Motors? [View article]
    Radical change comes slowly because it upsets so many ingrained businesses. We are lucky as a nation that fracking has opened up so many more years of oil and gas otherwise there would be even more pressure/ support for a company like Tesla. This will take time but it will happen. Just look at the number of lawsuits the auto dealers have initiated against Tesla. They recognize not only the threat from the EV but the sales model as well. And BTW, I believe I bailed out the two majors in this market so I don't believe they have the vision nor the desire to change their way of thinking. An outsider has to do it for them. Long Tesla.
    Dec 29, 2013. 12:00 AM | 3 Likes Like |Link to Comment
  • BlackBerry - Smartphone Hardware Business Needs To Be Jettisoned, And Fast [View article]
    Get rid of all top management that was "managing" the business as a single entity and set up new SBUs with their own SVPs. These SBUs will then be measured by their own P&L, financed individually and then either spun off or kept until they can stand alone. Blackberry will be gone as a single ongoing entity soon. The value right now is in the pieces.
    Dec 4, 2013. 08:09 PM | Likes Like |Link to Comment
  • BlackBerry reportedly shot down breakup offers [View news story]
    Once you bring in bond holders the shareholders value shrinks dramatically. The bond holders get a conversion to equity if things go well and they get protected first and foremost in a Chapter 11 filing. Once the creditors committee is formed the bond holders call all the shots. Chen has six months to either reorganize as an ongoing concern or the break up value in a prepackaged Chapter 11 will be on the table.
    Nov 10, 2013. 10:55 AM | 2 Likes Like |Link to Comment
  • Samsung Is Apple's Worst Nightmare [View article]
    Funny that the word "software" appears no where in the article. The focus on market share and "hardware" versus profitability and seamless ecosystem constantly amazes me.
    Nov 7, 2013. 04:13 PM | 5 Likes Like |Link to Comment
  • Why Smartphones Will Be A Big Win For Microsoft [View article]
    I'm not sure I read the word "profit" once in the article. Why do we mistake sales/ market share with the ability to make money? At the end of the day it's how much cash you put in your pocket. That in the end defines the stock price, R&D expenditures and longevity. Companies like Amazon with a valuation that is not based on reality will come to a screeching halt one day. Let's start talking about cash and what you invest in as a company. The choices management makes and where they invest their capital is more important over time than market share. You can't always make it up in volume. The strong take from the weak. The smart take from the strong.
    Oct 14, 2013. 01:48 AM | 1 Like Like |Link to Comment
  • Who Would Buy BlackBerry? Why? [View article]
    I would be most concerned about the cash burn right now. You can't believe what the parasitic lawyers and investment bankers will drain from a company at a time like this. Time is no ones friend right now. Every time a suitor asks a question or needs to see a report, interview management, etc., the cash register rings. The longer this goes on the lower the value becomes for the whole as employees begin to flee. Not sure where that many skilled people can move to quickly but even retention bonuses have their limits.
    Oct 5, 2013. 10:08 AM | Likes Like |Link to Comment
  • BlackBerry's Spiral Into Oblivion Is Accelerating - Epilogue [View article]
    Having lived this horrific scenario with another company, stock price is meaningless. The cash burn will accelerate as the lawyers and consultants sweep in combined with revenue/ profit shortfalls. The "only" recourse they will recommend is a prepackaged Chapter 11 (or Candian equivalent) and the pieces will then be sold off. Buying this stock is extremely risky as they have given you a lot of bad news but no short/ long range plan. Management is now lining up the financing themselves or with venture capital companies to split this company apart. As someone replied to an earlier post, this is not a company but is made up of thousands of people who are being affected by events beyond their control. Very sad.
    Sep 22, 2013. 01:40 PM | 2 Likes Like |Link to Comment
  • BlackBerry Q2 Results Are Not What They Seem To Be; We Deserve An Explanation [View article]
    Once a committee is set up it's never good news as has been commented before. The next step will be similar to a pre-packaged restructuring where there are already buyers for the various parts of the company and anything that did not find a buyer will be liquidated. The massive inventory right down was done so no buyer would be saddled with valuing an asset with no value. As many have speculated the only part with no value to anyone is the handset business unit. My guess is that you will hear about the breakup during the upcoming quarterly announcement. Right now the financial engineering folks are calling the shots. Sad to say it's not about an ongoing concern any longer just pieces to be sold.
    Sep 21, 2013. 10:57 AM | 2 Likes Like |Link to Comment
  • Apple: Why Its Ecosystem Remains Very Healthy [View article]
    The race will be between the Google/ Motorola thieves and Apple relative to ecosystems/ platforms. I see Samsung becoming more of a hardware player/ Tizen supporter as Google supports its own hardware first through its own proprietary software. The big question I have is where does Microsoft and Nokia fit in long term?
    Sep 17, 2013. 10:00 PM | Likes Like |Link to Comment
  • Great Expectations: The Apple Story [View article]
    Apple could have priced the iPhone 5C at cost and buried most of the low to medium end competitors. The analysts would have had a field day with sacrifice of profit over market share. I have not heard anyone defending one of the "smartest" companies in the world vis a vis their pricing strategy. Does anyone think the folks at Apple didn't study the pricing of every phone in every market. As someone said above, wait until the China Mobile deal is announced. You'll either see a subsidy for the phone OR the price will remain the same for the first year until production and the network can keep up with the demand a lower priced iPhone 5C would generate in China. One can argue what the perfect smartphone "size" portfolio is but moving to a larger phone is one of the easiest moves Apple could have made. Let's see how the iPhone 5S changes the security field and how the new iOS performs with the new processor. Apple's schedule has never been the same as Wall Streets. Long term its about software/ hardware integration on multiple platforms. Long Apple.
    Sep 11, 2013. 10:25 PM | Likes Like |Link to Comment
COMMENTS STATS
19 Comments
35 Likes