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  • BlackBerry beats by $0.06, misses on revenue [View news story]
    Chen has done everything according to the plan he laid out late last year:
    1. Stop cash burn
    2. Offload liabilities
    3. Pair down to a set of core competencies
    4. Return to breakeven/profitability (ahead of schedule)

    Next up is:
    5. Grow software revenues in 2015.
    Dec 19, 2014. 08:01 AM | 2 Likes Like |Link to Comment
  • BlackBerry beats by $0.06, misses on revenue [View news story]
    Simonas. Stop being logical...

    ;)
    Dec 19, 2014. 07:58 AM | 2 Likes Like |Link to Comment
  • The iPhone 6 May Have A Longer Upgrade Cycle - If So, Expect Unit Sales To Fall [View article]
    The majority of reviewers here:
    http://cnet.co/1s6xHRh

    Or perhaps it was here:
    http://amzn.to/1uAQobF

    Maybe here:
    http://bit.ly/1uAQobH

    How about here:
    http://bit.ly/1uAQqAh

    Look, you don't like the iPhone 6. That's fine, nobody's forcing you to. But can you refrain from just making stuff up and pulling it out of your rear?
    Dec 13, 2014. 07:03 AM | 4 Likes Like |Link to Comment
  • BlackBerry to launch genome browser [View news story]
    It's not a rumor that Nanthealth is using BBRY, that's a fact as outlined above and in the press release. They (BBRY) are addressing a real and immediate need for securing patient records in the post-genome era.

    Whether or not that allows them to be a preferred provider in healthcare security is yet to be seen but it's something the company has been talking about now for 2-3 years and can no longer be classified as rumor.
    Dec 9, 2014. 12:52 PM | Likes Like |Link to Comment
  • BlackBerry to launch genome browser [View news story]
    Here's the key to what they're doing "allows them to highlight relevant treatment options."

    Physicians only prescribe the drugs according to label insert if they're alerted to a patient's eligibility for said drug. If nobody looks for a patients V600E BRAF mutation, they're never going to know that patient is eligible to receive receive BRAFi or MEKi treatment.
    Dec 8, 2014. 10:10 AM | 2 Likes Like |Link to Comment
  • BlackBerry to launch genome browser [View news story]
    Respectfully, I think you're missing the forest through the trees. You're concentrating on the minutia that can be derived here rather than the big picture of what it will deliver.
    Dec 8, 2014. 10:05 AM | 5 Likes Like |Link to Comment
  • The iPhone 6 May Have A Longer Upgrade Cycle - If So, Expect Unit Sales To Fall [View article]
    And yet people still upgrade their iPhones every 2-3 years.....
    Dec 6, 2014. 09:10 AM | 1 Like Like |Link to Comment
  • The iPhone 6 May Have A Longer Upgrade Cycle - If So, Expect Unit Sales To Fall [View article]
    Nice thoughts but completely incorrect. The 5C was the cheaper yearly upgrade for the iPhone 5. This upgrade cycle was so massive because there are still a lot of iPhone 4 and 4s in use, as well as people coming over to Apple from Android that wanted a bigger phone. It had nothing to do with an alteration of the upgrade cycle.

    That said, most Apple users upgrade consistently in a 2-3 year cycle. There's no reason to expect that it will change.
    Dec 5, 2014. 05:00 PM | 1 Like Like |Link to Comment
  • Yes, BlackBerry Can Run A Promotion And Still Make Money; No, It's Not A Sign Of Desperation [View article]
    Mark, the analogies simply don't hold up. While you can mod your own phone (which will void the warranty but that's another discussion), another company can't mod an iPhone and then resell it to the consumer. They'd be breaking so many intellectual property laws that they would be put out of business with lawyer fees in no time.
    Dec 2, 2014. 09:53 AM | 1 Like Like |Link to Comment
  • Yes, BlackBerry Can Run A Promotion And Still Make Money; No, It's Not A Sign Of Desperation [View article]
    20,000 sounds like a lot but when you figure 75% of the adult anglophone population (75% of ~20 million= 15 million) in Canada has a smartphone and 40% of those own an iPhone (or 6 million), 20K isn't as impressive and probably represents a biased sampling.

    http://bit.ly/12m4zdL
    Dec 2, 2014. 09:48 AM | 1 Like Like |Link to Comment
  • Yes, BlackBerry Can Run A Promotion And Still Make Money; No, It's Not A Sign Of Desperation [View article]
    As noted already, internet polls are notoriously biased. BTW, the headline could just as easily read 62% of users will not or probably will not switch to a Passport.
    Dec 2, 2014. 09:14 AM | 2 Likes Like |Link to Comment
  • Yes, BlackBerry Can Run A Promotion And Still Make Money; No, It's Not A Sign Of Desperation [View article]
    Ellas,

    How many people do you know that buy their smartphones on Amazon? I'll give you a hint, it's not very much.

    The current #1 seller in unlocked phones is the Amazon fire (http://amzn.to/14qyFut) and it's been an unmitigated disaster. The unlocked Passport btw, comes in at #10.
    Dec 2, 2014. 09:09 AM | 2 Likes Like |Link to Comment
  • Yes, BlackBerry Can Run A Promotion And Still Make Money; No, It's Not A Sign Of Desperation [View article]
    No, it never dropped to 4% in Indonesia on a yearly basis. It went from 43% (2011) to 13% (2013) and now sits around that same level. That's not rocketing back, that's stabilizing at best.

    The chart you showed was from Stats counter, which tracks webpage views, they don't actually track mobile device sales.

    Indonesia doesn't disagree with me. BBRY was 'THE' player in the smartphone space there as little as 3 years ago. Today, they're no where near that.

    You'll excuse me for correcting you because you put words in my mouth. I didn't say Chen was 'giving up' on devices. I said he was not focussing on consumer devices and prioritizing other areas of the company ahead of them (listen to every interview and earnings call he's given over the past year and you'll hear him say the same thing; look at the management team he put in place and you'll see the same thing - not a consumer device focussed team or strategy). That's why he offloaded consumer device production of them to Foxconn - they have the ability to make as many or as little as needed.

    The Z3 was already in BBRY's pipeline when he took over, he couldn't very well scrap it and write down the whole thing (although he did write down a lot). The Classic as stated has been offloaded to Foxconn. The Passport was not built as a consumer device, it was built for business exec usage.

    Chen's mark on the company is this: Increased usage and monetization of BBM (on target), maintaining the leader status in the enterprise mobile device security space (on target), increasing service driven revenue (still lagging), and the Passport (released). All of those are directly in line with everything he's been saying over the past year and nothing is really consumer driven.
    Dec 1, 2014. 06:24 AM | 2 Likes Like |Link to Comment
  • Yes, BlackBerry Can Run A Promotion And Still Make Money; No, It's Not A Sign Of Desperation [View article]
    Mark,

    BBRY's market share is actually sinking faster than the Titanic in Indonesia. I wouldn't exactly use it to make the point that they're still selling a big time player in the smartphone space. In 2011, Blackberry held 43% market share. Not two years later it was under 15%. The same story has been told everywhere, BBRY make great introductory smartphones because the base models are cheap and a status symbol. But as smartphones become commoditized and flourish in markets, BBRY gets left behind.

    BBRY will be hard pressed to be a major player in the consumer handset business and that's why Chen has focussed his attention elsewhere.
    Nov 30, 2014. 09:51 PM | 1 Like Like |Link to Comment
  • Yes, BlackBerry Can Run A Promotion And Still Make Money; No, It's Not A Sign Of Desperation [View article]
    C_man, No. The T&Cs are regarding software usage. It says nothing of hardware, which is why the headphone analogy doesn't apply.
    Nov 29, 2014. 07:33 AM | 2 Likes Like |Link to Comment
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