"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]
Y'all are missing Thor's vision- the smartphone/mobile computing device will communicate with smart desks, smart cars, smart homes, smart everything.
"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]
In five years $BBRY shareholders are going to be kicking back and living it up.
"Our checks indicate Z10 sales in Canada, U.S., and UK remain steady with no excess inventory or return issues," writes Jefferies' Peter Misek, once more defending BlackBerry (BBRY +2.4%) as other analysts provide a more downbeat take. Also, like SA contributor Michael Collins, Misek reports of strong U.K. Q10 demand on launch day at Carphone Warehouse outlets found within Selfridges department stores. Some expected the Q10 to see a stronger launch than the Z10, given it's aimed more squarely at BlackBerry's traditional base. (previous) [View news story]
Early signs from the U.K. Q10 launch are "very very good" and BlackBerry (BBRY +3.1%) foresees "several tens of millions" in Q10 sales altogether, says Thorsten Heins in a Bloomberg TV appearance (video). Given BlackBerry's own sales figures as well as 3rd-party forecasts, he might be getting ahead of himself. Meanwhile, RBC has raised its May quarter BB10 shipment forecast to 2.75M from 2M, citing signs of "pent-up demand" for the Q10. (Jefferies report) [View news story]
probably given the history. whenver there is a few quiet days in a row someone dumps.
Early signs from the U.K. Q10 launch are "very very good" and BlackBerry (BBRY +3.1%) foresees "several tens of millions" in Q10 sales altogether, says Thorsten Heins in a Bloomberg TV appearance (video). Given BlackBerry's own sales figures as well as 3rd-party forecasts, he might be getting ahead of himself. Meanwhile, RBC has raised its May quarter BB10 shipment forecast to 2.75M from 2M, citing signs of "pent-up demand" for the Q10. (Jefferies report) [View news story]
"Our checks indicate Z10 sales in Canada, U.S., and UK remain steady with no excess inventory or return issues," writes Jefferies' Peter Misek, once more defending BlackBerry (BBRY +2.4%) as other analysts provide a more downbeat take. Also, like SA contributor Michael Collins, Misek reports of strong U.K. Q10 demand on launch day at Carphone Warehouse outlets found within Selfridges department stores. Some expected the Q10 to see a stronger launch than the Z10, given it's aimed more squarely at BlackBerry's traditional base. (previous) [View news story]
I think those numbers will be able to be gauged well before the earnings report in June.
Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday) [View news story]
Yes there is - their OS is maxed out and two dimensional as compared to the potential and three dimensionality of BB10.
This alone will slowly turn the tide away from AAPL.
"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]
This is the revolution of a QNX-powered future.
"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]
probably much much sooner.
LONG
BlackBerry Bullish On News Of Q10 Release [View article]
"Our checks indicate Z10 sales in Canada, U.S., and UK remain steady with no excess inventory or return issues," writes Jefferies' Peter Misek, once more defending BlackBerry (BBRY +2.4%) as other analysts provide a more downbeat take. Also, like SA contributor Michael Collins, Misek reports of strong U.K. Q10 demand on launch day at Carphone Warehouse outlets found within Selfridges department stores. Some expected the Q10 to see a stronger launch than the Z10, given it's aimed more squarely at BlackBerry's traditional base. (previous) [View news story]
BlackBerry Shorts Are On Borrowed Time [View article]
If the thunder don't get you, the lightning will!
BlackBerry Q10: Here It Comes [View article]
BlackBerry Q10: Here It Comes [View article]
Early signs from the U.K. Q10 launch are "very very good" and BlackBerry (BBRY +3.1%) foresees "several tens of millions" in Q10 sales altogether, says Thorsten Heins in a Bloomberg TV appearance (video). Given BlackBerry's own sales figures as well as 3rd-party forecasts, he might be getting ahead of himself. Meanwhile, RBC has raised its May quarter BB10 shipment forecast to 2.75M from 2M, citing signs of "pent-up demand" for the Q10. (Jefferies report) [View news story]
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
Early signs from the U.K. Q10 launch are "very very good" and BlackBerry (BBRY +3.1%) foresees "several tens of millions" in Q10 sales altogether, says Thorsten Heins in a Bloomberg TV appearance (video). Given BlackBerry's own sales figures as well as 3rd-party forecasts, he might be getting ahead of himself. Meanwhile, RBC has raised its May quarter BB10 shipment forecast to 2.75M from 2M, citing signs of "pent-up demand" for the Q10. (Jefferies report) [View news story]
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]
"Our checks indicate Z10 sales in Canada, U.S., and UK remain steady with no excess inventory or return issues," writes Jefferies' Peter Misek, once more defending BlackBerry (BBRY +2.4%) as other analysts provide a more downbeat take. Also, like SA contributor Michael Collins, Misek reports of strong U.K. Q10 demand on launch day at Carphone Warehouse outlets found within Selfridges department stores. Some expected the Q10 to see a stronger launch than the Z10, given it's aimed more squarely at BlackBerry's traditional base. (previous) [View news story]
Some Apple (AAPL) commentary: 1) Horace Dediu estimates the iPhone and iPad's component costs respectively rose 29% and 65% Y/Y in FQ2, well above rev. growth of 3% and 40%. This, along with a mix shift towards iPads, is mostly responsible for Apple's gross margin drop (rather than price pressure). 2) Tero Kuittinen sees similarities between 2013 Apple and 2007 Nokia. "The strongest parallel is in the weird way both companies started fighting the consumer preference for larger displays … and then dug in as margins began eroding rapidly." Tim Cook may have just hinted a bigger iPhone will eventually arrive. But how long will it take? (yesterday) [View news story]
This alone will slowly turn the tide away from AAPL.
BlackBerry Bear Case Is Flawed - Shares Should Double [View article]