BlackBerry (BBRY -6.9%) plummets as the WSJ reports AT&T (T) "doesn't appear to be highlighting" the Z10 on its launch day, or "giving it prominent shelf space at its stores." The paper observes "fewer than 20 people" arrived at two Manhattan AT&T stores to see the Z10, and that a San Francisco store chose to display it "at a back corner of the store, away from a large sign advertising the iPhone 5." (earlier) [View news story]
no big deal. BB's future, as well as that of every phone manufacturer lie more on a global vs. American landscape.
BlackBerry (BBRY -3.3%) continues to get whipsawed: Shares are giving back a portion of last week's big gains following news Home Depot has become the latest enterprise client to abandon the company; BlackBerry's U.S. corporate smartphone share has already fallen to a fraction of the iPhone's, thanks in part to the BYOD trend. The company announced this morning it will show off BB10's enterprise feature set at an event tomorrow. [View news story]
great time to buy the stock.
market is totally overreacting to the Home Depot news.
BlackBerry (BBRY) loses another big enterprise customer as Home Depot is reportedly switching to Apple's (AAPL) iOS for all store managers and corporate-level employees. The move will have the company swapping out about 10K Blackberrys for iPhones. At this point the approximately 60K Motorola phones used by floor employees will not be affected. [View news story]
Heres how one reviewer explains the epidemic that is soon to sweep the globe:
"Ignoring the fact that the Z10 has got a long way to go to catch up with the likes of Apple’s App Store, the new gesture based control system is fantastic. Everything is a single digit swipe away. Swipe down: I get system settings toggles. Swipe right: and I get the Hub which contains all my notifications. Swipe left: apps and folders. When I’m on the recent apps screen I can scroll up and down and easily close any apps I no longer need. Although the iPhone has always been regarded as being easy to use, BlackBerry has trumped it with BB10. There’s no back button, or home button. It’s all done with a simple gesture. While it did take me a little time to get accustomed to the new way of doing things, I soon find myself trying to dismiss apps on my iPhone in the same way. In essence: BlackBerry has done the impossible, and made iOS seem complicated. So much so, that I’ve often been picking the Z10 up in before the iPhone to achieve tasks like checking email, Facebook and Twitter. It just feels more natural."
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.
Early feedback on U.K./Canadian BlackBerry Q10 (BBRY -4%) sales indicate volumes below expectations, says Cleveland Research. The firm also thinks Z10 sell-thru is likely half of what it was around launch time, and believes BB10 build targets for the next few quarters could fall to 6M-8M from 10M-12M. Likewise, Pac Crest remains bearish, and calls the U.K./Canadian Q10 launches a "mess." The remarks follow a pessimistic note about BB10 sales on Monday from Canaccord, and one on April 25 from Wedge Partners. Jefferies has been more positive. [View news story]
$BBRY will be a slow-growth success story. It's the best UI and OS out there hands down and there won't be a competitor for quite some time.
Patience pays, keep adding on the dips and block out the 'noise.'
"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.
Why Investors Should Consider Selling The Rally In RIM Shares Now [View article]
BlackBerry's Stars Are Aligned [View article]
Low tide is beginning to ebb, here comes the flood.
BlackBerry (BBRY -6.9%) plummets as the WSJ reports AT&T (T) "doesn't appear to be highlighting" the Z10 on its launch day, or "giving it prominent shelf space at its stores." The paper observes "fewer than 20 people" arrived at two Manhattan AT&T stores to see the Z10, and that a San Francisco store chose to display it "at a back corner of the store, away from a large sign advertising the iPhone 5." (earlier) [View news story]
BlackBerry (BBRY -3.3%) continues to get whipsawed: Shares are giving back a portion of last week's big gains following news Home Depot has become the latest enterprise client to abandon the company; BlackBerry's U.S. corporate smartphone share has already fallen to a fraction of the iPhone's, thanks in part to the BYOD trend. The company announced this morning it will show off BB10's enterprise feature set at an event tomorrow. [View news story]
market is totally overreacting to the Home Depot news.
Long BB
BlackBerry Shorts Are On Borrowed Time [View article]
If the thunder don't get you, the lightning will!
BlackBerry: Do Short Sellers Feel Lucky? [View article]
BlackBerry Shows No Signs Of A Turnaround [View article]
BlackBerry (BBRY) loses another big enterprise customer as Home Depot is reportedly switching to Apple's (AAPL) iOS for all store managers and corporate-level employees. The move will have the company swapping out about 10K Blackberrys for iPhones. At this point the approximately 60K Motorola phones used by floor employees will not be affected. [View news story]
"Ignoring the fact that the Z10 has got a long way to go to catch up with the likes of Apple’s App Store, the new gesture based control system is fantastic. Everything is a single digit swipe away. Swipe down: I get system settings toggles. Swipe right: and I get the Hub which contains all my notifications. Swipe left: apps and folders. When I’m on the recent apps screen I can scroll up and down and easily close any apps I no longer need. Although the iPhone has always been regarded as being easy to use, BlackBerry has trumped it with BB10. There’s no back button, or home button. It’s all done with a simple gesture. While it did take me a little time to get accustomed to the new way of doing things, I soon find myself trying to dismiss apps on my iPhone in the same way. In essence: BlackBerry has done the impossible, and made iOS seem complicated. So much so, that I’ve often been picking the Z10 up in before the iPhone to achieve tasks like checking email, Facebook and Twitter. It just feels more natural."
BlackBerry Z10 vs. iPhone 5 – Hardware Comparison
http://bit.ly/12AunQi
BlackBerry Success: More Than Meets The Eye [View article]
cheers.
BlackBerry Wasn't Bluffing, But Already Showed Their Cards [View article]
London Calling On The BB10 [View article]
When Will Research In Motion Short Sellers Cover? [View article]
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]
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.
Early feedback on U.K./Canadian BlackBerry Q10 (BBRY -4%) sales indicate volumes below expectations, says Cleveland Research. The firm also thinks Z10 sell-thru is likely half of what it was around launch time, and believes BB10 build targets for the next few quarters could fall to 6M-8M from 10M-12M. Likewise, Pac Crest remains bearish, and calls the U.K./Canadian Q10 launches a "mess." The remarks follow a pessimistic note about BB10 sales on Monday from Canaccord, and one on April 25 from Wedge Partners. Jefferies has been more positive. [View news story]
Patience pays, keep adding on the dips and block out the 'noise.'
"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.