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mallarde

mallarde
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  • AMD: A Great Value At $4 Per Share [View article]
    I use an AMD CPU and have on all my PCs for the last 5 years. Anyone building their own should use one if it is for regular office use and not serious hard-core gaming.
    Jun 3 02:15 PM | 1 Like Like |Link to Comment
  • BlackBerry - Z3 Seems Too Late To The Party [View article]
    Chen looks sort of freaked out to me in both interviews. He underplayed the Z3 in their "product turnaround plan." He also said the role out went "pretty well." Sounds like guarded language.

    Maybe Foxconn did not build as many as BBRY wanted to test the market. I see one on eBay with a "buyitnow" of $220. A premium of 10% is not that great, and no one is buying yet. And the product only is available in Indonesia so you would think someone, somewhere would want it.
    May 29 02:46 AM | 3 Likes Like |Link to Comment
  • BlackBerry - Z3 Seems Too Late To The Party [View article]
    It's easy to see in retrospect, but naming a replacement CEO that was closely aligned with the former co-CEOs was a huge mistake.

    Instead of Heins, they needed an experienced CEO that had no ties with former management. There still would have been issues -- like OS10 being delayed and still unfinished -- but there were more options at that point.
    May 28 06:18 PM | Likes Like |Link to Comment
  • BlackBerry - Z3 Seems Too Late To The Party [View article]
    Blackberry has a great OS and great devices. In particular, the Z30.

    The problem is that BBRY does not know how to market and sell them. It never had to do this before. They sold themselves because no one made anything very similar to them.

    The solution is much what they are at least trying to do in Indonesia (I hope). Market the phones and try to sell them in the right channels.

    How many cars would GM sell if they had no dealerships? Not enough. That is the position BBRY is in. Would GM say, "Let's start making tires or paving tollways"? Probably not, because they are in the car business.

    Maybe they are in a tough position now because they lost so much credibility with vendors when OS10 was launched. This will be a lesson taught in business schools for a long time to come. From the highest heights as a first mover to complete implosion once the market caught up. Argh.
    May 28 05:54 PM | 2 Likes Like |Link to Comment
  • The BlackBerry Z3 Jakarta Is A Hit In Indonesia [View article]
    I think it would have been great if they would have said that we sold 250,000 or whatever the number is. Something. It does seem manipulative by bragging about selling out when you have no idea what the number is.
    May 19 03:54 AM | Likes Like |Link to Comment
  • The BlackBerry Z3 Jakarta Is A Hit In Indonesia [View article]
    I think skepticism is warranted. We all have seen photos in newspapers where they try to make a small crowd look significant.

    The NYTimes story is very sobering. I am not making any conclusions about the Z3 yet. I wish Chen would not have openly said that every depends upon its success, or words to that effect. (If we can't sell this phone in this market, we are cooked -- is what I think he meant.)
    May 19 03:52 AM | 1 Like Like |Link to Comment
  • The BlackBerry Z3 Jakarta Is A Hit In Indonesia [View article]
    They are at war with retailers in the U.S. so I am curious if they can ever get marketing on track.

    It occurred to me that the Z3 has the contours of a Lumia -- the phone that pushed Windows phone OS into critical mass. Let's see what happens. Foxconn is probably feeling things out with this release.
    May 18 06:33 PM | 4 Likes Like |Link to Comment
  • BlackBerry launches $200 Z3; Motorola launches $129 Moto E [View news story]
    Good points but maybe the value will be in the software like with PCs. BB is moving away its focus away from handsets.
    May 13 11:11 AM | 1 Like Like |Link to Comment
  • Zero Hour Is Upon BlackBerry [View article]
    I hope that along with the new phone they have a new approach -- include a marketing plan. If they don't market it the chances of it catching on are slim, I think.

    In the US, the problems with the cell carriers added fuel to the fire of an incomplete OS. The cell carriers won't give shelf space anymore and it's a killer. Will bbry work with the vendors in Asia and get shelf space and people to sell this device?
    May 13 10:47 AM | Likes Like |Link to Comment
  • BlackBerry Demystified 5: Sale-Leasebacks Lead To Share Price Gains [View article]
    I don't agree. I think it is still possible that bb10 catches traction now that it is a polished OS and there is great hardware out for it.

    As a testament to blackberry's hardware, I lost my Nexus 7 tablet and pulled out my old PlayBook. This device is still a pleasure to use. (With the Origami browser.)
    May 7 02:09 AM | 2 Likes Like |Link to Comment
  • BlackBerry Demystified 5: Sale-Leasebacks Lead To Share Price Gains [View article]
    But they do nothing with it. Chen is sitting on the best smart phone out there -- the Z30 -- but he is fixated on the keyboard phones. That's great that he likes the old touchpad, etc. It is good that he understands what made those phones great.

    But... BB should be cashing in on a truly great device. The Z30 is the complete package with BB10 where it is. Professionals should be flocking to this phone. (Oh, and it can sync with your Outlook. What other phone can do that?)
    May 6 04:11 PM | 1 Like Like |Link to Comment
  • BlackBerry Will Become A Turnaround Success [View article]
    Ellis, you sound like the follower of some sort of cult with John Chen as the cult leader.

    No one knows if there is a market for any of this stuff. Or whether any money can be made with it. I'm still hoping bb10 catches on since this is the business they are in and the ONLY business where I see them offering real value no one else can offer.
    May 6 04:10 AM | 2 Likes Like |Link to Comment
  • BlackBerry Will Become A Turnaround Success [View article]
    The Motley Fool published a blurb stating that BB market share notched up for the first time in... who knows?... based upon a study done by an outfit called "Net Applications."

    http://bit.ly/1g3x93B
    May 5 05:56 PM | 1 Like Like |Link to Comment
  • BlackBerry Will Become A Turnaround Success [View article]
    The hard part remains, I believe. What business is bbry in? What can it sell? Can it make enough money from BBM, QNX or their server software?
    May 5 02:18 PM | 1 Like Like |Link to Comment
  • BlackBerry Demystified 4: The Developers Are Boarding Flight Q20, BlackBerry Classic [View article]
    The Z30 would have been the better phone. The Z10's battery life renders it nearly a toy.
    May 1 05:19 PM | 2 Likes Like |Link to Comment
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