Seeking Alpha

Bob Egan

Bob Egan
Send Message
View as an RSS Feed
View Bob Egan's Comments BY TICKER:
Latest  |  Highest rated
  • BlackBerry down 6.6% as analysts react to earnings [View news story]
    Frankly...

    On the positive side.....the $13MM ezpass conversion sales in one month feels like a pretty damn good number. Remember those conversion sales only started February 1 and run for another five months. At that run rate they may bigger than mobileiron and nearly the same size as airwatch before this fiscal year concludes. ...and profitable?

    On the negative side I was disappointed by the hardware margins. I would've expected more of the sellthrough to be made up of devices manufactured by Foxconn thus higher margins. Perplexing.
    Mar 30, 2015. 10:52 PM | 3 Likes Like |Link to Comment
  • BlackBerry -5.2% on Goldman downgrade [View news story]
    There are a lot of analogies we could make about the leadership of $BBRY, but suggesting Chen is Heins 2.0 is not one of them. Heins was/is operationally inept and was painful to listen to, or watch, as $BBRY's cheerleader. Chen is none of those things. Heins was engineering a disaster almost from the get-go. Chen is engineering fiscal, operational and brand change. It ain't easy and he continues to face a lot of risk. Heins wouldnt even understand the concept.
    Mar 9, 2015. 01:01 PM | 4 Likes Like |Link to Comment
  • BlackBerry's Enterprise Mobility Deal With Google Is A Potential Game Changer [View article]
    We've said the same thing.
    Bottom line, BBRY needed to be part of the AFW bandwagon.

    I also think you are missing the point of what MDM/EMM vendors need to do, especially in light of the feature set control now being driven by the platform vendors.
    Mar 6, 2015. 04:44 PM | Likes Like |Link to Comment
  • BlackBerry's Enterprise Mobility Deal With Google Is A Potential Game Changer [View article]
    Google clearly leveled the playing field for android in the enterprise against Apple. Beginning with android L combined with android for work android no longer will be considered an a rogue stepchild.

    I think the impact for BlackBerry is twofold.
    Number one – by supporting android for work it opens a larger potential ecosystem of devices to be managed by BlackBerry as the author points out.
    Number two – had BlackBerry not jumped on the android for work bandwagon it would It may have made a case to disqualify BlackBerry from growing its opportunity potentials.

    I think that the story here will have a lot to do with what net new differentiators BlackBerry may be able to add along the lines of secure voice and secure messaging that will further enhance its case guess it's 4 or 5 main competitors, Else google really did was leveled the playing field for at the android platform level in much the same way that Apple did for EMM vendors to beginning with iOS 7

    I still think there's a pot of gold and for the BlackBerry if you never managed to strike a deal with Google to support Google play services.
    I'd like to also see along with its release android for work BlackBerry package up some SMB bundles in the cloud
    Feb 26, 2015. 04:00 AM | 13 Likes Like |Link to Comment
  • BlackBerry Goes Up On News Samsung Nixes Knox But... It's Too Good To Be True [View article]
    Thank you Michael. I can remember just a year ago you praising my work as fair and balanced. :-)
    Jul 10, 2014. 11:05 PM | 2 Likes Like |Link to Comment
  • BlackBerry Goes Up On News Samsung Nixes Knox But... It's Too Good To Be True [View article]
    I don't know who "The_C_Man" is but he's wrong.
    Samsung tried to bilk some hefty license fee's out of Google for whatever Knox IP it may use in the Android L. And if you think any of Google's partners jumped for joy over that proposition he/you are living in a fantasy....

    Lest we keep in mind that Knox was already riddle with piece parts from 3rd parties....
    Jul 10, 2014. 02:06 PM | 2 Likes Like |Link to Comment
  • BlackBerry Goes Up On News Samsung Nixes Knox But... It's Too Good To Be True [View article]
    Frankly, I didn't see the piece as much as the big deal its turned out to be.
    Much of what I had to say, Google said during Google I/O. Other facts are from multiple sources who's jobs are on the line..so that's that.

    The bigger deal is the uncertainty faced by CIO's who are trying to make decisions, and as you point, out any potential wind down.

    I'm sorry for the grammar mistake in the title. Blame it on fat fingers.
    Apparently the Forbes editors missed it too...

    Gawd - how i hate being called a blogger lol :-)
    Jul 10, 2014. 01:42 PM | 2 Likes Like |Link to Comment
  • BlackBerry Goes Up On News Samsung Nixes Knox But... It's Too Good To Be True [View article]
    I saw Eon Kim's comment on twitter last night. It is not in the interest of anyone in the sales force to say anything different.

    As regards my Forbes piece - it is well researched - anyone that knows me, knows it was not written in haste, nor w/o references and fact checking.

    Sundar Pichai and his team at Google are taking on the responsibility for Android security. Sundar gets the enterprise market unlike Rubin who loathed it.
    Lest we not forget that Google and its partners are feeling the pressure on Android buying in the biz market.

    Is this good for BlackBerry? I think it comes down to who can execute best, quickest.
    Android has no system of record for security. Samsung played its card with Safe, then Knox and got nowhere. Now Google is stepping up, but the release this fall looks the equivalent of Apples iOS 6 security..E.g.. It is going to take Google time. And they have a lot of eco-system politics to navigate.

    In the meantime, BlackBerry is making the BES12 bet which looks far more robust and it is secure end to end. The question is whether they will in fact deliver the right product at the right time w/ the right distribution. Will see.
    Jul 10, 2014. 12:32 PM | 11 Likes Like |Link to Comment
  • John Chen's First Mistake [View article]
    Michael,

    I'm quite sure John as far more important items on his plate than Windows Phone + BBM.
    Lest you forget that Nokia (85% share of WP8 phones) numbers this morning indicate device volumes shrank at least 7% in a growing market.

    Yes it's true that 96+ " apps " in the enterprise are Windows based, yes, the Surface Pro product is making some headway and yes many CiO's really want an mobile / portable OS with a file management structure and console management. If I were you, I re- ask myself the question about why Chen should put a priority on BBM WP when the enterprise take rate is miniscule and likely to remain so for at least 12-18months ( contract cycles if nothing else)

    Chen already has his work cut out for him to bring BES 10 cross platform support to parity. That is also true for BBM on iOS & Android, not to mentioned the bbm issue of forcing people to manage multiple bb ID's for every device the bbm app is loaded on.

    As someone else mentioned, I would like to see Chen throw some formal support against one of the bbm desktop plays ( bluestack anyone). That would be a no brainier, requiring little expense or energy and potentially put bbm in the face and on the screen where people spend 90% of their time emitting digital exhaust...
    Jan 23, 2014. 11:08 AM | 4 Likes Like |Link to Comment
  • BlackBerry's Death Has Been Greatly Exaggerated [View article]
    @marcap,

    Of course you can choose to believe a press release written by a minon who serves the interests of Fixmo, their client...

    Or, the facts of reality...
    Dec 7, 2013. 09:37 AM | 3 Likes Like |Link to Comment
  • BlackBerry's Death Has Been Greatly Exaggerated [View article]
    The only issue here is they seem to be reverting to 9930 bb7 class devices. Not bb10 class.
    Dec 6, 2013. 08:17 PM | Likes Like |Link to Comment
  • BlackBerry's Death Has Been Greatly Exaggerated [View article]
    Fixmo being the lowest bidder and one of the government groups to buy and deploy through DISA are two very, very different things.

    As whomever wrote the press release for Fixmo to show you the money ...
    Dec 6, 2013. 08:08 PM | 3 Likes Like |Link to Comment
  • BlackBerry's Death Has Been Greatly Exaggerated [View article]
    Actually DoD has not made the decision to move to Fixmo. Fixmo and a paired SI came in as the lowest bidder to the DISA RFP. That said none of the government entities that work through DISA are bound to the results of that RFP.

    Net net, nothing has been awarded and so far as I can tell no decision is pending. BB is still in that game.
    Dec 6, 2013. 08:02 PM | Likes Like |Link to Comment
  • BlackBerry: New CEO Shows His Hand [View article]
    @frank

    I was pleased to see Chen step up and defend / set the record with straight talk. It's way overdue. I expect more.
    Dec 6, 2013. 12:24 PM | 1 Like Like |Link to Comment
  • BlackBerry's Failed Turnaround Sends Avoid Signal [View article]
    I like my Q10 too. Use it mainly for work.

    I worry less about the technical aspects about BBRY could bring, but to your point, the public damage is massive.

    Chen has his work cut out for him.
    Nov 11, 2013. 09:32 AM | Likes Like |Link to Comment
COMMENTS STATS
63 Comments
108 Likes