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DF33

DF33
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  • BlackBerry's Stock Jitters Can Gain Some Direction With Earnings [View article]
    I think your premise that bb10 will stem the drop in subscriber base is completely flawed. I welcome everyone elses comments but as I understand it... one of the differences between bb7 and bb10 is that non bes subscribers dont need a subscription and operate without the additional costs associated with data through blackberries servers. This would mean that subscriber base isnt reflective of overall users. For example if someone upgraded from a bb7 to bb10 there would be a subscriber loss but not a user loss.

    Not positive about this, hopefully others who know more can offer some clarification on this.
    Jun 26 09:09 PM | 3 Likes Like |Link to Comment
  • The Latest StatCounter Data Suggest BlackBerry Will Beat On The Quarter [View article]
    I have the same issue with statcounter... i use my bb10 much more on the internet than I did my previous phones. Based on that you could lose a bb7 phone and replace with bb10 and statcounter would show an increase in market share. That having been said... it does show an upward trend... and pretty pronounced in some markets.
    Jun 25 11:59 AM | 1 Like Like |Link to Comment
  • BlackBerry: Z10 Likely To Fail, Q10 And Q5 Give Hope [View article]
    Ashraf, have followed your articles on bbry, and i appreciate your perspective. But trying a phone at a kiosk is not the same as using it. This may explain why you see little value in the operating system and focus your thoughts on specs. I have android s3, note 2, and the ipad 2... i feel the z10 is a better phone... would still be using it if i didnt prioritize the battery life on the q10. If Q10 and Z10 had the same battery life, I would still be using the Q10.
    Jun 17 09:51 AM | 1 Like Like |Link to Comment
  • BlackBerry: Z10 Likely To Fail, Q10 And Q5 Give Hope [View article]
    Ashraf, have you used the devices you are comparing? I own the Z10, the Q10, the S3, and the Note 2. All have their benefits and none are better than the others based on specs. Blackberry maintains its DNA as a very good messaging tool. Try to type on the android products. I always wanted to throw mine.

    Over time this will allow for blackberry to carve a substantial niche. When I switched from my Z10 to my new Q10 I was surprised by the fact I missed the flick typing on the z10. I never missed either of my last two Android phones.

    It's the OS not hardware that will make the difference.
    Jun 17 07:03 AM | 13 Likes Like |Link to Comment
  • Can BlackBerry Afford To Say 'No' To Smartphone Discounting? [View article]
    BB is acting appropriately.... most of what is suggested here shows a pretty substantial misunderstanding of the smartphone marketing game. Pulling your pants down on pricing isn't a good long term approach to marketing any product.
    Jun 11 03:50 PM | 5 Likes Like |Link to Comment
  • BlackBerry (BBRY -2.4%) fell once more today. A possible trigger: Kantar Worldpanel estimated BlackBerry accounted for just 0.7% of U.S. smartphone sales from February-April, in spite of AT&T and Verizon's late-March Z10 launches. The number is down from the 5.3% estimated for a year ago, and also the 0.9% estimated for January-March. SA contributor Elephant Analytics argues Kantar tends to understate high-end phone sales. [View news story]
    I bought more today... the study seems to end April 12th so would only include approximately 2 weeks of Z10 sales. Hardly a good indication of bbry in the usa.
    Jun 3 05:12 PM | 12 Likes Like |Link to Comment
  • BlackBerry (BBRY) has upped its component purchases from Taiwanese suppliers thanks to strong BB10 sales, supply chain sources tell Digitimes. The sources add Indonesian and Middle Eastern sales are healthy, and that if other emerging markets prove strong, BlackBerry is likely to ship 30M-40M smartphones in 2013 - Feb. quarter shipments totaled 6M, and were down 23% Y/Y. BBRY +1% in spite of lower NASDAQ futures. The sell-side has been arguing back and forth over BB10's early reception. [View news story]
    At the end of the day, there doesn't seem to be any proof to back up these comments either... still left waiting for June 28th.
    May 31 09:50 AM | 1 Like Like |Link to Comment
  • Lifting The Veil On Deutsche Bank's Flawed BlackBerry Study [View article]
    Great article Michael.
    May 27 08:22 PM | Likes Like |Link to Comment
  • Another BlackBerry Catalyst - Services [View article]
    Good Article George. It will be interesting to see what BBRY has in mind.
    May 25 07:34 AM | 6 Likes Like |Link to Comment
  • BlackBerry Messenger is coming to iOS and Android this summer, BlackBerry (BBRY -4.5%) announces at Live (webcast). Had this move been made 2-3 years ago, BlackBerry would've had a shot at dominating a giant mobile IM market. But now, it faces intense competition from the likes of WhatsApp, Kik, Viber, and Facebook Messenger, many of whom have 100M+ users. Nonetheless, an installed base of 60M users gives BBM a chance to make some headway. BlackBerry is also launching BBM Channels, a platform for connecting to brands and celebrities, and Thorsten Heins promises the iOS/Android versions of BBM will eventually support VoIP and screen sharing. [View news story]
    BB obviously new they needed to keep bbm proprietary until they launched bb10 or they would have bled their base of supporters... now that they are selling new phones... that are arguably better in terms of UI than the competition they feel they can release BBM to the greater market and reap the rewards that will follow...advertising on channels, and return from NFC payment system. Money to be made... if you recall people were questioning why they never spun bbm off a year ago.
    May 14 09:47 PM | Likes Like |Link to Comment
  • BlackBerry: Sales Appear To Remain Strong Despite Negative Reports [View article]
    Marcap.... REALLY? statcounter link you sent shows that the z10 has stopped the several year slide of market share. It is now on an uptick and the more popular Q10 is just launching... if the trend remained downward I would agree with you, but even a small uptick after a 2 year bleed is very very significant. Blackberry doesnt need significant market share to produce profits...

    How about providing the UK link......
    http://bit.ly/13ynoG0

    How about some perspective on the canadian market...
    http://bit.ly/16gWsOI
    May 8 09:49 AM | 9 Likes Like |Link to Comment
  • BlackBerry: Sales Appear To Remain Strong Despite Negative Reports [View article]
    Good article... we have to read all analysts carefully. Bears appear to be more careful with their wording since bbry's challenge. We believe, we estimate, we expect.... we don't have a clue... no one does... except for Heinz and his comments have been bullish on the Q10. Forget the noise...
    May 8 09:35 AM | 5 Likes Like |Link to Comment
  • BlackBerry Shorts Are On Borrowed Time [View article]
    thanks george... its gonna be a fun ride...
    Apr 29 04:53 PM | 6 Likes Like |Link to Comment
  • BlackBerry Sells Out In 90 Minutes At Selfridges [View article]
    Michael's story has been picked up by news media in Canada and his 22 phones a minute comment is being quoted on the radio here.
    Apr 26 06:31 PM | 2 Likes Like |Link to Comment
  • BlackBerry Sells Out In 90 Minutes At Selfridges [View article]
    Knowit all... really?

    Dont believe... and short the stock... put your money where your mouth is... your short money will end up in my pocket....
    Apr 26 06:26 PM | 5 Likes Like |Link to Comment
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