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bradalles

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  • On a day when AT&T has begun selling the BlackBerry Z10 (BBRY +0.6%), Deutsche's Brian Modoff is raising fresh concerns (previous) about U.K./Canada sales. "Over the past week two carriers in Canada have cut prices on the Z10, suggesting to us lessened demand and possible margin pressure ahead." Modoff says his team contacted 60 stores in its latest round of checks, and failed to find a sellout. Thursday's FQ4 report should provide some color on early sales. (Detwiler Fenton) (Morgan Stanley[View news story]
    I live in Canada and have seen no price discounting. Who is doing it? Telus, and Bell have consistently offered it for $139 on a 3 year plan, while Rogers has kept it a $149 for the same 3 year plan. Where are your facts? Same for hardware costs without a plan. Zero change in their rates.
    Mar 22 12:32 PM | 7 Likes Like |Link to Comment
  • Premarket gainers: OMPI +28%. GEVO +17%. CIE +7%. WSM +6%. ADBE +6%. BBRY +5%.
    Losers: ECT -9%. CIG -9%[View news story]
    Blackberry has already traded at $16.50 at rthe open in Toronto this morning :)
    Mar 20 09:59 AM | Likes Like |Link to Comment
  • Premarket gainers: OMPI +28%. GEVO +17%. CIE +7%. WSM +6%. ADBE +6%. BBRY +5%.
    Losers: ECT -9%. CIG -9%[View news story]
    BB currently set to open in Toronto at $16.20

    Can the oft rumoured short squeeze be about to happen?
    Mar 20 09:28 AM | Likes Like |Link to Comment
  • "Only 1.3m Blackberry 10 units would be sufficient to push [BlackBerry] into the black" in the May quarter, estimates Bernstein's Pierre Ferragu, staying bullish on BlackBerry (BBRY +1.3%) even as many on the sell-side offer downbeat views on BB10 sales. Baird's William Power is the latest to offer such a take. "Last week virtually all reps we spoke to [in the U.K. and Canada] were unaware of inventory levels, which would seem to imply that fewer customers have been inquiring about the device." [View news story]
    I went into a Bell store in the Scotia Tower building in Toronto today where the rep informed me they were selling about 5 Z10's/day vs. 1-2 iPhone 5's and the same in Galaxy's. Said the response has been quite positive overall, and a steady supply of stock was continuing. He noted many inquiries regarding the Q10.

    Coincidently, there was a Blackberry team in the lobby of the same building demonstrating the Z10 where I had a chance to ask about the expected arrival of the Q10. She stated without hesitation late April-early May. Disappointing, but that's what I'm waiting for. Incidently, there was a reasonably large crowd around noon (25 people) watching consumers intereact with one of the 3 devices (all Z10's) they were showcasing which was interesting because there really was no reason to stand around watching otehr than it indicated good interest in this new phone even 3 weeks after launch.
    Feb 27 06:35 AM | Likes Like |Link to Comment
  • Research In Motion Might Drive Your Next Car [View article]
    I believe some of the pop was caused by the press receiving their Jan.30 invites to the press conference which finally means the date is real, and the product is ready. No more uncertainties related to delayed launches in the past.
    Jan 13 06:27 PM | Likes Like |Link to Comment
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