Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
Fair article author. I disagree with the premise that the niche market BBRY is striving for is a price sensitive one - quite the contrary, BBRY has a very specific range of markets in mind:
1) the corporate customer who places a great amount of importance on security 2) the individual customer who is tech savvy and capable & interested in new payment options (i.e. phone as a wallet) 3) individual customers who like the next chic toy
None of these are price-centric. As such, I disagree with your premise that the pricing range chosen by BBRY will be a negative for it.
BlackBerry Wasn't Bluffing, But Already Showed Their Cards [View article]
"However, with control over both the hardware and software of the BB10 system, BlackBerry still has a few aces up their sleeve that could put them ahead of competitors in the long-term."
Author, wish to discuss this? IMO, this statement was the most important aspect of the entire article and you do not develop the idea or expound on it aside from BBRY & AAPL are the only ones currently with hard/soft dual control??
The Cigar Butt That Turned Into A Cigar: Say Goodbye To RIM's Hardware Division [View article]
Oh, I don't disagree! The low margins and ultra competitive market was no place to focus a company on. Their patent portfolio and R&D is very strong with alot of potential.
The Cigar Butt That Turned Into A Cigar: Say Goodbye To RIM's Hardware Division [View article]
Wilson, if BBRY intends to move away from its hardware (Blackberry phones) then WHY change the name from RIM to BBRY???????
Its completely illogical to rename the company and brand solely around something it plans to move away from. Personally for me, I was disgusted by this move. To me, RIM was about its patents and its 'research in motion' in its literal sense. Remaking the corporate culture and basing it on the smartphone is downright narrow minded on their part. I hope it was simply a marketing move to make a bigger deal out of the BB10 launch and nothing more.
Arena Hedges, Shorts And Retail Investors - Oh My [View article]
It is important to note that IF Belviq sales come BELOW that of Qysmia's initial sales (i.e. less than 15k) there will be an implosion by the retail investor side - by the sounds of the commentators on SA.
Shucks, the way they talk (and don't put out any serious numbers to expect) anything less than 100,000 scripts per day will probably disappoint... if that is what the public truly thinks then beware of major disappointment...
Arena Hedges, Shorts And Retail Investors - Oh My [View article]
Spencer, you previously discussed there was some strength by ~8.60. Well it broke very easily this past week. You mention that there is another block by ~8.00.
Should that break too, what is the risk of a rundown? And consequently: If the block holds up, what are the chances of a runup?
When Will Research In Motion Short Sellers Cover? [View article]
Personally, I believe the selloff of the past couple days was the retail money exiting the stock.
All month long people have been saying they want to sell on the launch to capture their gains thinking RIM would go up on hype until the launch and then have a poor launch and exit because the figures come out. This sell off has overwhelmed the purchase orders and is dragging down the stock AT the launch.
Once the hoopla is over, the stock should stabilize. The next significant drivers will be when sales are reported on - at that point both bulls & bears will either load up or exit/cover.
How Many Lumia Phones Does Nokia Need To Sell? [View article]
Eld, what you are saying is VERY misleading! While at the end of the day there was a loss of 264m and they sold 6.6m phones, that is the INCORRECT way to calculate profitability per phone.
As DVL asserts in the following comment, one must look to CONTRIBUTION MARGIN PER PHONE.
Sales price less variable costs per phone = contribution margin (which I went ahead and calulcated based on my reading of the financials and it was in the ballpark of $275/phone). The loss which you speak of is company wide and includes fixed overhead and other costs that are sunk which do not increase with each incremental sale.
To conclude, this volley between you and DVL is a truce. You were both right.
How Many Lumia Phones Does Nokia Need To Sell? [View article]
DVL, no offense but you originally asserted that there was profit of $275 per phone (without any merit I will add). Eld called you on your sh... but it doesn't matter. I am interested in BOTH of you expounding on your figures and let the numbers 'fight it out'. One-liner barbs back and forth is utterly silly. Without calculations to back it up, its simply 1 opinion versus the other - which you are both entitled to have.
When Will Research In Motion Short Sellers Cover? [View article]
Seppo2, it is NOT acceptable to disclose one thing and then the reality is entirely different. Now, I'm not saying that this is the case or that every detail must be disclosed but its hard to accept a disclosure that sounds unreal without a logical explanation. Once again, there very well may be a perfectly acceptable explanation, but he owes it to the public to be upfront and honest - that is the whole purpose of the disclosures. George holds alot of sway with retail investors who have done what personal analysis & due diligence they are capable of and rely on him to fill in the gaps (ever notice the activity after some of his most convincing articles?).
When Will Research In Motion Short Sellers Cover? [View article]
I'm sorry George, but that is reprehensible. Reasons you cannot explain is a sorry facade to hide behind. I have thoroughly enjoyed many of your articles and much of your line of thinking. But readers require an honest disclosure and not being able to disclose the reason why you cannot follow your most strongest feelings and analysis - just understand what it looks like from the readers' perspective. That's all I wish to point out, I am not trying to infer anything.
Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
And if you timed your trades right, it almost tripled from ~$6 to ~$18
Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
1) the corporate customer who places a great amount of importance on security
2) the individual customer who is tech savvy and capable & interested in new payment options (i.e. phone as a wallet)
3) individual customers who like the next chic toy
None of these are price-centric. As such, I disagree with your premise that the pricing range chosen by BBRY will be a negative for it.
BlackBerry Wasn't Bluffing, But Already Showed Their Cards [View article]
Author, wish to discuss this? IMO, this statement was the most important aspect of the entire article and you do not develop the idea or expound on it aside from BBRY & AAPL are the only ones currently with hard/soft dual control??
Please discuss these aces.
The Cigar Butt That Turned Into A Cigar: Say Goodbye To RIM's Hardware Division [View article]
The Cigar Butt That Turned Into A Cigar: Say Goodbye To RIM's Hardware Division [View article]
Its completely illogical to rename the company and brand solely around something it plans to move away from. Personally for me, I was disgusted by this move. To me, RIM was about its patents and its 'research in motion' in its literal sense. Remaking the corporate culture and basing it on the smartphone is downright narrow minded on their part. I hope it was simply a marketing move to make a bigger deal out of the BB10 launch and nothing more.
Arena Hedges, Shorts And Retail Investors - Oh My [View article]
Shucks, the way they talk (and don't put out any serious numbers to expect) anything less than 100,000 scripts per day will probably disappoint... if that is what the public truly thinks then beware of major disappointment...
Arena Hedges, Shorts And Retail Investors - Oh My [View article]
Should that break too, what is the risk of a rundown? And consequently:
If the block holds up, what are the chances of a runup?
When Will Research In Motion Short Sellers Cover? [View article]
All month long people have been saying they want to sell on the launch to capture their gains thinking RIM would go up on hype until the launch and then have a poor launch and exit because the figures come out. This sell off has overwhelmed the purchase orders and is dragging down the stock AT the launch.
Once the hoopla is over, the stock should stabilize. The next significant drivers will be when sales are reported on - at that point both bulls & bears will either load up or exit/cover.
RIM: A Short Opportunity [View article]
RIM: A Short Opportunity [View article]
When Will Research In Motion Short Sellers Cover? [View article]
How Many Lumia Phones Does Nokia Need To Sell? [View article]
As DVL asserts in the following comment, one must look to CONTRIBUTION MARGIN PER PHONE.
Sales price less variable costs per phone = contribution margin (which I went ahead and calulcated based on my reading of the financials and it was in the ballpark of $275/phone). The loss which you speak of is company wide and includes fixed overhead and other costs that are sunk which do not increase with each incremental sale.
To conclude, this volley between you and DVL is a truce. You were both right.
How Many Lumia Phones Does Nokia Need To Sell? [View article]
When Will Research In Motion Short Sellers Cover? [View article]
When Will Research In Motion Short Sellers Cover? [View article]