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  • Holy Smoke - My Favorite Idea That Everyone Knows But Doesn't Understand [View article]
    Yes I do think it's improbable.

    50 years helps make the point that people are not going to stop. The surgeon general laid the case that smoking causes cancer. At a time when cancer held such a negative stigma in North America, this shot across the bow did almost nothing to stop smoking. Yes, it helped reduce it but it didn't eliminate and I doubt it ever will. Anecdotally, I have seen more young people (30 and under) in the past couple of years than I had in the prior 10-15.
    Apr 24, 2015. 04:38 PM | 4 Likes Like |Link to Comment
  • Holy Smoke - My Favorite Idea That Everyone Knows But Doesn't Understand [View article]
    Actually, I've seen forces like this converging for nearly my entire life. Surgeon general warnings, smoking rates declining, big warning labels, no more ads on TV and magazines (I still remember cigarette ads in magazines and on TV), no more sponsorship of sporting events, fines for targeting children, cost of cigarettes increasing, increased taxes, media and educational blitz on the dangers of smoking. None of this is new unless you ignored the industry from 1960 to 2014.

    On January 11, 1964, Luther L. Terry, M.D., Surgeon General of the U.S. Public Health Service, released the first report of the Surgeon General's Advisory Committee on Smoking and Health.

    On the basis of more than 7,000 articles relating to smoking and disease already available at that time in the biomedical literature, the Advisory Committee concluded that cigarette smoking is—

    A cause of lung cancer and laryngeal cancer in men
    A probable cause of lung cancer in women
    The most important cause of chronic bronchitis
    Apr 24, 2015. 03:52 PM | 4 Likes Like |Link to Comment
  • Tesla: Shattering The Lack Of Demand Myth [View article]
    For someone who drives over 200 miles in a sitting at least once a month (a lot of people), 30-60 minutes a month to charge up is a lot more of an inconvenience than 5 minutes filling up your tank every other week. That's why BEVs don't yet have a place in mass transportation across the country. They're good for local driving and small trips.
    Apr 24, 2015. 03:05 PM | Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    bwsf,
    I said "I look at the companies that have signed up for BBRY services in his first year on the job". SERVICES. There is nothing fast and loose about that. You seem to have inferred I meant Google and Samsung when I did not. Nice try though.

    But since you mentioned 'initiatives' and 'partnerships', Samsung had their own promotion about the Blackberry "partnership" (your quotes, not mine) and Google has Blackberry displayed as an Android for Work "partner" (again your quotes, not mine).
    http://bit.ly/1H28X1f
    http://bit.ly/1I4RmXF

    Since neither you, nor I are privy to the details of any of these contracts, speculating about how much or how little they impact BBRY amounts to is pointless.
    Apr 24, 2015. 12:53 PM | Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    The big Wall Street firms follow the herd. They are almost always late to the party in their bullish and bearish calls.
    Apr 24, 2015. 09:28 AM | 1 Like Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    bwsf,
    Not the Google's or Amazon's. I don't have a tendency to view every press release BBRY puts out in the same light but when certain customers are adopting BES, I pay attention. The press releases are in the public domain, you can read up on them yourself and make your own decisions. I'm not going to do it for you.

    Rarely does the other company does put out a press release, although it's not commonplace for a buyer of services or software to put out a press release. How many times have you read "Company X incorporates software tool y in it's suite of productivity tools"?
    Apr 24, 2015. 09:26 AM | Likes Like |Link to Comment
  • BlackBerry's Health Initiatives Might Have Hit A Wall [View article]
    Professor,

    IBM (Watson) is already installed at major cancer centers and doing what Nanthealth pretends it's going to do.
    Apr 24, 2015. 08:44 AM | 2 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    bwsf,
    If by waffling, you mean offloading design, production and risk to Foxconn then I completely agree with you.
    Apr 23, 2015. 02:39 PM | 1 Like Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    toneguru,
    When John Chen took over the threat of bankruptcy was on the table and a very real possibility. No matter how good the business contacts are, people were not going to line up to do business with a company if there was a possibility it was going to go under. He spent his first 6 months on the job alleviating those fears and stabilizing the company. For for him to stabilize the company and generate any software revenue in FY2015 was a long shot. Having $250M in revenue (and growing) in that time was nothing short of a miracle.

    Instead of focusing on the negative (well they only generated $250 in software revenue, it's peanuts), I look at the companies that have signed up for BBRY services in his first year on the job. Many of them, IMO, wouldn't be with BBRY if not for John Chen and many of them have long term visionaries at the helm. If they believe in what BBRY is doing, shouldn't others?
    Apr 23, 2015. 02:39 PM | 1 Like Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    I'll grant you that selling an asset you're not longer using and gaining a profit on that asset is not a source of recurring revenue but it's not a bad thing either. RIM and now BBRY built up a tremendously strong IP portfolio - a lot of which they'll probably never use. At this point they could probably turn into a patent troll company if they wanted to and make money doing it.

    Why is transitioning to software a bad thing? John Chen is a software guy. He has decades worth of business relationships with leaders in the software enterprise domain. He has worked with leaders in the software domain and brought many of them to work for him at BBRY. Companies signing up to BBRY services aren't doing so because of the BBRY name, they're doing so because of what John Chen and his team can do for them. You would have to either be tremendously foolish or completely naive to believe that 20-30 years of business contacts is not going to generate business.
    Apr 23, 2015. 02:02 PM | 2 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    Kurt,
    Nice try but most of the big attacks originated from fairly low tech approaches - for example: obtaining passwords of disgruntled employees and physical break ins. Nothing BBRY does will prevent that abuse. BBRY is simply going to be one of many measures to secure data in a sea of security. They will not be the only one nor do they hold any sort of monopoly in the space.
    Apr 23, 2015. 12:53 PM | 4 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    Kurt,
    If I logged into Webex and was bombarded with ads, I wouldn't be using it much longer. If BBM is to become a paid work service (as many seem to allude to), then I stand by my point that ads will absolutely kill the platform.
    Apr 23, 2015. 12:45 PM | 3 Likes Like |Link to Comment
  • BlackBerry's Health Initiatives Might Have Hit A Wall [View article]
    C_man,
    Hospital and health center workers all have access to the data they need (a lot of it falling under patient privacy laws - ie. HIPPA) via their mobile devices including phones (mostly iPhones, many Androids, almost no Blackberry's), iPads and laptop computers provided they have some type of MDM solution/encryption software installed. Work does not stop simply because a doctor's shift is over.
    Apr 23, 2015. 12:39 PM | 3 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    snu-snu,

    Where did I ever say mobile attacks didn't happen?

    I didn't. I said the majority of attacks are not through mobile devices and they're not. The biggest data breaches/hacks in history (Target, Home Depot, Ebay, Anthem, JP Morgan) were not done through mobile devices.
    Apr 23, 2015. 09:47 AM | 4 Likes Like |Link to Comment
  • BlackBerry Is Worth $16 To $20: Analysts Have It Wrong [View article]
    Conversely, MOBL losses don't mean that they aren't BBRY gains either. There were deals that MOBL thought they had in the bag that they didn't get. It wasn't just the shift in billing/accounting that caused a massive miss in revenue guidance.
    Apr 23, 2015. 09:41 AM | 1 Like Like |Link to Comment
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