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  • BlackBerry: Why The CEO Dismissing The Future Of Tablets Is Concerning  [View article]
    Money Investor

    Firstly, I've enjoyed your article and the issues you are raising. You are not the first today to respond to Heins' tablet prediction with alarm.

    One of your internal headlines is "The importance of a CEO in touch with reality." I would agree reality is a worthwhile objective for a CEO. You say above, "What if tablets become..." What you are actually saying is what if Smartphones can be folded so they can expand out to tablet size.

    Heins point remains solidly based in REALITY - why spend so much on so many different forms of "computers" when in five years your Smartphone (The QNX/BB revolution one in particular) will be able to provide the brains to a series of various sized "monitors" - be they tablet sized or table sized. He is NOT predicting that a tablet sized viewer will not exist but merely that there will be no need to pay for a whole series of redundant computers.

    I think his view of - reality in five years - is positively in touch with reality. Watch Blackberry Live in mid May and then we'll ALL understand more.

    Thanks for raising this issue here on Seeking Alpha - it's leading to a good discussion.
    May 1, 2013. 11:47 AM | 3 Likes Like |Link to Comment
  • A Bullish Case For BlackBerry, The Death Of Tablets And A Strong Q10 Launch  [View article]

    Instead of a laptop, tablet and smartphone all being computers - a QNX/Z10/Q10 will be the computer (brains) and tablets, monitors, etc. being cheap display devices.

    This will save businesses and consumers millions in having to only buy one "brain." Obviously, there will still be some need for desktops etc. for things like serious CAD work, etc.
    May 1, 2013. 11:13 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Why The CEO Dismissing The Future Of Tablets Is Concerning  [View article]
    Frank - I believe Mr. Heins MEANS what he has been saying now CONSISTENTLY - namely that the Smartphone (Q&Z10) will be the "Mobile computing future" things like tablets will be much cheaper platforms that can be used to expand the viewing area of what is being projected to it from the BBRY phone.

    His whole thesis is that the QNX/Smartphone axis will be the main computing instrument and tablets will become another type of monitor (ie much cheaper viewers not computers). Obviously, there will be still be some applications that will still need Desktops etc. (cad work etc.)
    May 1, 2013. 09:59 AM | 1 Like Like |Link to Comment
  • "In five years I don’t think there’ll be a reason to have a tablet anymore." Those comments from Thorsten Heins have set the tech press abuzz. Many note Heins' remarks, which follow past comments about BlackBerry (BBRY +4.3%) taking a cautious approach to tablets, seem strange given the market's staggering growth. But an explanation appears to lie in March remarks from Heins about BlackBerry pursuing "a mobile-computing experience" that allows users "to carry one computing device." Instead of competing in a hotly contested tablet market, BlackBerry seems to be pushing a vision of (BB10) smartphones paired with PC/tablet docking peripherals. Time will tell if they'll be more successful here than Motorola[View news story]
    Methinks - Heins' vision is that tablets and desktops and laptops have their place - and that is in offices/homes. However, while MOBILE we have our 9th generation Q/Z10 - when I arrive at your/my/anyone's office I merely start to project (from my Z/Q10) onto your full size "display" whatever it is I (we) are working on. OR - while on route I merely link to your tablet/etc./etc. and download and or share our work. When I get there we get to the serious work of whatever it is we actually do with all the data, etal.

    It's not an end to tablets etc. it's an end to any other device other than the 10's as a "mobile computing device."
    May 1, 2013. 02:46 AM | Likes Like |Link to Comment
  • Blackberry Sell Outs At Selfridges “They Have Never Seen Anything Like”  [View instapost]
    AND NOW - in an interview with Bloomberg today Heins says about the Q10 he expects, "several tens of millions of units" to be sold!

    Bacon fryin'!
    Apr 29, 2013. 09:35 PM | Likes Like |Link to Comment
  • BlackBerry Shorts Are On Borrowed Time  [View article]
    Mr Collins

    Love your articles.

    To add to the litany of woe surrounding BBRY (at least as far as the shorts are concerned) Thor said today in a Bloomberg interview that he expect to see a lot of Q10 sales - how many - "several tens of millions of units."

    Apr 29, 2013. 09:16 PM | 1 Like Like |Link to Comment
  • Valuing A Triumphant BlackBerry  [View article]
    I am long BB (BBRY to you Yanks).

    I don't have a "smart" phone. I don't need it. What I do need/want is to replace my desktops and laptops with a true "mobile computing solution." That will be BB - that is why I'm long BB.

    I believe in QNX and BB as the coalition to bring about the revolution in mobile computing that the world is looking for. The fact that BB actually owns QNX makes the "coalition" that just more profitable for us longs.

    As to my American friends; too many of them believe the world is 6,000 years old, too many think they fought a revolution to own guns not win the right to a democracy, too many of them think all Government is the enemy, trickle down, deregulate and too many of them think over 350,000 of their fellow citizens being killed with guns SINCE 9/11 is a minor price to pay for their appalling misguided lack of comprehension about what "Liberty and Freedom" mean to civilized humans. As to their being the last in the world to appreciate the true genius of the QNX/BBRY axis - well that's truly the very least of their lapses of judgement.
    Apr 28, 2013. 02:04 PM | 4 Likes Like |Link to Comment
  • BlackBerry: Letting You In On A Secret  [View article]
    I am long BBRY (BB) but not for the smartphone. I'm long because the QNX/Z(Q)10 interaction - when mature - starting I believe with what will be announced May 15th - will be a truly revolutionary advancement in mobile computing.

    EXACTLY what BB has been saying for months now - but NO ONE has been taking serious notice of. I expect that the phone to be released for the "Christmas Season" will be the second (the Z and Q being the first) of these revolutionary devices and it will be the first one that seriously begins to move mobile computing to a whole new level.

    The Z and Q are merely the opening gambit into the mobile computing future BB is set to unleash. Get ready for the ride - it will be very interesting.
    Apr 15, 2013. 01:28 AM | 2 Likes Like |Link to Comment
  • BlackBerry Reminds Me Of Palm Just Before The End  [View article]
    1) I'm long BB, not BBRY (I'm a Canuck).

    2) The absolute maximum number of Z10's moved before the end of the last Q is just a tiny bit over 1 million. That would represent 100% of all the Z10's they built by the end of that time frame.

    3) Big picture wise - Tomorrow means squat. Literally - squat. QNX and BB are a match made in heaven. BB is NOT about a silly phone - it's future will be the revolutionizing of mobile computing. The overwhelming majority of both the longs and the shorts just don't get it.

    4) If you think you can make money (long or short) by whatever happens tomorrow - go for it. Personally, I'm long and BB over $100 by Q4 2014 will be plenty good enough for me.

    5) Time for a scotch - single malt of course.
    Mar 28, 2013. 04:41 AM | 1 Like Like |Link to Comment
  • BlackBerry's Resurgence In The Smartphone Market  [View article]
    The article linked in reference to the "2 million sales in Canada alone" - says nothing of the sort!

    The absolute highest numbers of Z10's BUILT before the end of the Q ending the end of March was around 1.5 million.
    Mar 13, 2013. 02:10 PM | 1 Like Like |Link to Comment