Seeking Alpha

ATInsider

ATInsider
Send Message
View as an RSS Feed
View ATInsider's Comments BY TICKER:
Latest  |  Highest rated
  • 10-month highs for BlackBerry amid short-covering, healthcare news [View news story]
    It's refreshing to see shorts losing there shirts for once.
    Jul 7 07:53 PM | 3 Likes Like |Link to Comment
  • BlackBerry: India Import Data Appears To Show Z Phone Imports Doubling In June [View article]
    BB what do you mean the Z30 staying on all the time without being blanked off? You don't want the Z30 to enter sleep mode? Is that what you are asking. If so, go into the settings menu. A simple swipe down from the top of the screen then click on settings.
    Jul 2 07:48 PM | Likes Like |Link to Comment
  • BlackBerry Bulls Should Not Throw Caution To The Wind [View article]
    David, shorting BBRY is over. Move on.
    Jun 25 06:53 PM | 6 Likes Like |Link to Comment
  • BlackBerry Bulls Should Not Throw Caution To The Wind [View article]
    David653, please stop posting old data. BlackBerry has increased its world wide device market share by a whopping 6%.
    Jun 25 06:52 PM | 4 Likes Like |Link to Comment
  • BlackBerry Bulls Should Not Throw Caution To The Wind [View article]
    The Classic is what BlackBerry die hards asked for (Approx: 25M current BOLD users) and the Passport introduces INNOVATION with a patent protected all touch sensitive keyboard.
    And to top this off, a rumoured monstrous high specifications powered full touch device, most noticeably called the Z50 (Rumoured BlackBerry GENESIS).

    So here we have John Chen catering to its die hard users, New Users while continuing to INNOVATE.

    David653, you have it all wrong.
    Jun 25 06:47 PM | 10 Likes Like |Link to Comment
  • BlackBerry Bulls Should Not Throw Caution To The Wind [View article]
    David653
    "Chen can cut costs all he wants but all that does is shrink a company therefor its not worth as much."

    AM I reading you correctly? LOL Let's get the facts straight and the nonsense put aside. Cutting costs and shrinking the company to a mean and lean fighting machine INCREASES the company's value, not decreases it LOL x 2.
    Jun 25 06:41 PM | 12 Likes Like |Link to Comment
  • BlackBerry Demystified 5: Sale-Leasebacks Lead To Share Price Gains [View article]
    Mr. Knowitall
    "Simple; because Transcend Asset's article is all forward looking, best case scenarios, and positive spin."

    How can fact based information be a positive spin? And how come you do not criticize the bear based articles with negative looking statements, based on negative spins with the continuation of dissecting BlackBerry's past events.

    I have to give credit where credit is due, and TA did a remarkable job in all his articles.
    May 7 09:22 AM | Likes Like |Link to Comment
  • BlackBerry Demystified 5: Sale-Leasebacks Lead To Share Price Gains [View article]
    Marcap
    "I doubt very much if Blackberry is even a tiny blip on the radars of Google, Apple or Samsung, let alone have even the slightest impact on their futures."

    Apple, Google and Samsung fear BlackBerry 10. Quite simply and logical. BlackBerry currently has the better product. It all depends on how BlackBerry presents themselves in the industry. This is John Chen's goal, building its industry strengths.
    May 7 09:14 AM | 1 Like Like |Link to Comment
  • BlackBerry Demystified 5: Sale-Leasebacks Lead To Share Price Gains [View article]
    Roll up the RIM

    Simple Question, where would BlackBerry be today had Thorsten Heins remained CEO of BlackBerry? Answer this simple question, now compare where BlackBerry is today with John Chen.

    Quickly you will realize the BEAR case is quite weak. Though I hold a neutral position at this time. I just find the bear case quite weak, with the Bull case gaining traction. Reason is most of the bear articles on SA, seem to dip too much into BlackBerry's past issues. The past has absolutely no relevance for today or tomorrow.
    May 7 09:07 AM | 1 Like Like |Link to Comment
  • BlackBerry Demystified 5: Sale-Leasebacks Lead To Share Price Gains [View article]
    Matlas
    "Every turn around starts with making the company lean and efficient."

    You are 100% Correct. Not sure why people that have taken a Bear position with BlackBerry look at it as a negative?
    May 7 09:02 AM | 1 Like Like |Link to Comment
  • BlackBerry Demystified 5: Sale-Leasebacks Lead To Share Price Gains [View article]
    Andreas Hopf

    You seen to not understand the basics with respect to the an average turn around strategy. Your bear argument is weak, because you omit certain facts.

    - Selling Assets (Many companies do this, why can't BBRY?)
    - Laying off Staff (Many companies do this, why can't BBRY?)
    - Cash Burn (Keeping it under control, and utilizing this cash for the turn around progress)
    - Market Share loss (Yes, due to the miss information and the tarnishing of the company image. The CEO is rectifying this issue)
    - Undesirable Devices? (How so? People that own BlackBerry 10 devices are "Extremely" happy with them. CEO is rectifying its marketing efforts, part of his strategy)
    - Service? (This source of income is being replaced)
    - BBRY in world-famous in... Indonesia? (And South Africa, Europe etc.,)
    May 7 08:58 AM | 3 Likes Like |Link to Comment
  • BlackBerry Demystified 5: Sale-Leasebacks Lead To Share Price Gains [View article]
    sfinvestor
    "BB10 dead in April 2013"

    Your comment alone just proved you wrong. It never died, and is still quite relevant today, and will be quite relevant in the distant future. You confuse BlackBerry's previous management missteps with the platform itself. BlackBerry 10 is technologically far more capable and advanced than any other mobile OS out to date. Ask yourself why the iOS OS is trying hard to pretty much copy BlackBerry 10's gesture based interface.

    This is a fact well known in the development community. BlackBerry 10 is superior in every respect over any other mobile platform. The question is, will John Chen succeed where others have failed? Looking at his current progress, he's indeed succeeding.
    May 7 08:46 AM | 3 Likes Like |Link to Comment
  • BlackBerry Demystified 5: Sale-Leasebacks Lead To Share Price Gains [View article]
    seekingthetrooth
    ""...but long terms expenses from having to pay substantial rent will be much higher."

    This is what I call trolling at best."

    Regarding Marcap's above statement, I wouldn't call his statement trolling, I believe he does not understand the fundamentals with respect to selling assets and leasing back a percentage. One factor needs to be understood, BlackBerry is quite popular, and has contributed so much to the community, and therefore, I believe BlackBerry will be given a very generous lease back deal.
    May 7 08:39 AM | 2 Likes Like |Link to Comment
  • BlackBerry Demystified 5: Sale-Leasebacks Lead To Share Price Gains [View article]
    Marcap
    "All it will do is provide a short-term positive cash flow from the sale of those assets"

    BINGO, and that added liquidity will help John Chen streamline his plan. Regarding your assumption about selling assets and leasing them back? That's a basic business move many companies perform, whether they are forced to or not. Leaseback arrangements are usually employed because they confer financing, accounting or taxation benefits.

    In this case, taxation benefits, especially in CANADA will greatly benefit BlackBerry in the long term. Not to mention quick liquidity by the sale.
    May 7 08:35 AM | 2 Likes Like |Link to Comment
  • BlackBerry Demystified 5: Sale-Leasebacks Lead To Share Price Gains [View article]
    seekingthetrooth
    "sfinvestor lacks insight and I believe it's more to do with having an agenda than anything else."

    I have to agree to a certain extent. Though he does bring some valid points to the discussion, but he tends to dig too much in BlackBerry's past, which IMO is no longer relevant.
    He's already made it quite clear with respect to BlackBerry and its present and future prospects.
    May 7 08:24 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
422 Comments
1,094 Likes