Seeking Alpha


Send Message
View as an RSS Feed
View LYogi's Comments BY TICKER:
Latest comments  |  Highest rated
  • Plug Power -8.2%, hits short-sale circuit breaker [View news story]
    Unlike PLUG, BLDP actually DOES have a deal with Volkswagen and is in talks with two other OEMs.

    The recent mania in PLUG was misplaced because it actually looks to have a foundation in Ballard which has the IP and diverse applications for their fuel cell technology to become a major player in the clean energy sector.
    Mar 18 02:36 PM | 9 Likes Like |Link to Comment
  • BlackBerry BBM Is Not WhatsApp [View article]
    Poor guy.
    Feb 27 07:16 AM | 9 Likes Like |Link to Comment
  • Bloomberg: BlackBerry to get major boost from Ford [View news story]
    the use of iOS is limited to 'non-secure communication' in the DoD

    in other words: window dressing.
    Feb 23 11:15 AM | 9 Likes Like |Link to Comment
  • BBM Is Worth More To BlackBerry Integrated Than On A Standalone Basis [View article]
    A case of the whole being worth more than the sum of its parts. A welcome shift from the thinking of only last Autumn.

    Great sign.
    Feb 21 07:28 PM | 9 Likes Like |Link to Comment
  • BlackBerry's BBM chief departs [View news story]
    so let's see:

    Fairfax is underwater let's say 500 Million Dollars. So Prem Watsa in all his (supposed David653 brilliance) decides to lend another 250M to the company to save his 500M. Only the 250M is secured.

    Do you see the fallacy in your logic?
    Feb 10 02:54 PM | 9 Likes Like |Link to Comment
  • BlackBerry's Next Phone Code Named 'Jakarta' [View article]

    Someone else wrote this comment and I saved it. Helps explain the strategy of the dual-focus that you seem to be tripping over:

    I suppose the people who still think BBRY's future is in hardware are just stone deaf. The company has a good plan to build on strengths of its enterprise systems. Hardware on the low end will make the brand visable in emerging nations and provide some cash flow. High end BBRY made hardware will ultimately be a supplement to the enterprise, but not right now. Ideas like Balance will catch on, because when you have got your BYOD, then your boss will wonder what you are leaking out and you'll be wondering what your boss is looking at that you want private. And everyone likes a unified solution that BBRY offers. The phones will eventually be seen for what they are, but not in 2014.

    QNX is real. Talk of android and iOS in the car isn't the same as QNX. QNX's value is in embedded systems that don't ever or can't be rebooted (your car). iOS, android and QNX can fight over what rides on top of the OS, not the OS itself.

    BBM will be monetized. Security is not just for government types. If a bank uses BES for security, might they be inclined to run a BBM Money concept, for secure phone mediated transactions? That's a soon to be reality.

    So, handsets? Not today, maybe not 2014, but they will be back. And my position is I don't own any financial vehicles in BBRY. I do use a Z10 and for anyone who hasn't tried it, you're really missing out. But you'll have one in the future.
    Feb 4 12:17 AM | 9 Likes Like |Link to Comment
  • BlackBerry selling 3M+ sq. feet of real estate, shares +4.1% AH [View news story]
    The pros are in charge of this company now, cutting the dead-weight, leaning up, securing contracts, off-loading risk.

    Future is Black

    and it is Bright.
    Jan 21 05:07 PM | 9 Likes Like |Link to Comment
  • Israeli researchers find flaw in Samsung security platform [View news story]
    The world is BlackBerry's to conquer.
    Dec 24 06:36 AM | 9 Likes Like |Link to Comment
  • Short BlackBerry After Earnings [View article]
    Ah haven't you forgotten about the cost saving measures such as 40% workforce cuts? The company directors have gone on record saying the company is well-funded to last at least 6Q not six months and a lot will change well before then.
    Dec 20 01:00 AM | 9 Likes Like |Link to Comment
  • BlackBerry reportedly abandons sale efforts, replacing CEO; shares plunge [View news story]
    The silver lining in this for BlackBerry bulls is that we get to keep our shares and participate in the eventual upside once a competent management team takes over.
    Nov 4 08:29 AM | 9 Likes Like |Link to Comment
  • Why Apple Will Buy BlackBerry [View article]
    The author has basically outlined the reasons why ANY company who can afford to should attempt to buy Blackberry !!
    Oct 30 10:05 AM | 9 Likes Like |Link to Comment
  • Baird: BlackBerry burned through $1/share in cash in FQ2 [View news story]
    Now now there is nothing wrong with the phone itself instead the issue lies with the sales force.

    Phone is great, gets consistently high reviews.
    Sep 20 07:11 PM | 9 Likes Like |Link to Comment
  • Watsa puts together funding for BlackBerry bid [View news story]
    I can hear the sound of the shorts musical!
    Sep 9 08:09 AM | 9 Likes Like |Link to Comment
  • AT&T and Best Buy have slashed the BlackBerry Z10's (BBRY -1.1%) subsidized price to $49 amidst weak U.S. sales, and Verizon has cut its price to $99. News of the price cuts comes shortly after the WSJ reported BlackBerry recently fired its U.S. sales chief, and Thorsten Heins put the blame for the Z10's soft U.S. launch on poor sales/marketing efforts and training. [View news story]
    Stock is massively undervalued despite this hiccup
    Jul 12 01:06 PM | 9 Likes Like |Link to Comment
  • BlackBerry (BBRY -0.4%) is downgraded to Underperform at Exane BNP, which says its profit pools are drying up. While news flow around the BB10 likely will remain the primary driver for the shares in the short-term, the firm says BBRY's long-term profitability prospects hinge essentially on the longevity of its service revenues, which are "unsustainable." [View news story]
    ridiculous statements by Exane BNP. Service revenues can indeed be sustainable, especially once BES is adopted as the standard in corporate security.

    Take this downgrade with a grain of salt and see it for what it is, another desperate attempt by a bear to shake the longs.

    In other news short position decreased in Canada on $BB.TO by 2 million shares.
    May 22 10:55 AM | 9 Likes Like |Link to Comment