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eieio

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  • BlackBerry: I'm A Buyer On Monday - Yes, Again [View article]
    "…. If John Chen is in the headline for buying a medical device phone maker" is an absolutely dead wrong. BB is NOT buying a company like this.

    Read the information and try to understand the press release.

    They are investing in a sector that can use:

    1) a revised version of their hardware that can show 3D imagery. This will enable medical practitioners to view MRIs and Cat Scans. Much deeper than a Fart APP offers.

    2) utilize their BBM high quality private network. You can't just join this BBM APP you have to be invited!

    3) Take advantage of the super security that BBRY and BBM offer..

    These 3 items are EXTREMELY important when you are dealing with people's medical records and information.

    This is an incredible market to be entering. Think about it!
    Apr 15 09:10 PM | 1 Like Like |Link to Comment
  • Icahn sees opportunities for Apple in TVs. wearables, payments [View news story]
    How cam Icahn estimate … "$40B/year in revenue and $15B/year in op. income if its sold 25M TV sets/year (compares with an estimated 2012 market of 238M units) at a $1,600 ASP, and achieved its current company-wide gross margin of 37.7%…"

    AAPL haven't even announced this product yet!!!

    Aren't Icahns numbers a bit of a stretch??

    Using the same logic you could prognosticate on how much money AAPL would make if it went into the sneaker business. Logoed sneakers sold at every Apple store!!!… LOL
    Jan 23 08:02 PM | 4 Likes Like |Link to Comment
  • BlackBerry: Projecting BBM Downloads And Valuation [View article]
    Murani, what is the problem with downloading BBM for each device? How many devices does the average User have?
    Dec 13 09:55 PM | 4 Likes Like |Link to Comment
  • BBM Android/iOS downloads top 10M [View news story]
    How can people not figure out how to monetize BBM which just added over 10 million Users today. Surely somebody can think of a way to get a nickel every time someone sees an Advertisement. Maybe that is too complicated.
    Oct 23 11:39 AM | Likes Like |Link to Comment
  • BBM Android/iOS downloads top 10M [View news story]
    The BBRY press relaese states ........ "BBM has more than 60 million monthly active customers, with more than 51 million people using BBM an average of 90 minutes per day. BBM customers collectively send and receive more than 10 billion messages each day"

    If someone could cleverly generate 1 penny per year for 10 billion X 365 daily messages then that would generate either $100 million or $1billion in revenue depending on whether you believe a Billion is a thousand million or a million million.
    Oct 23 04:57 AM | 1 Like Like |Link to Comment
  • The Coming Market Impact Of Apple's 64-Bit A7 [View article]
    Why is 64 bit OS desirable?
    Oct 2 05:21 PM | 1 Like Like |Link to Comment
  • A Look Into The Anatomy Of BlackBerry's $1 Billion Loss: More Like An Autopsy Than A Diagnosis [View article]
    Let's assume that it is November and Fairfax is now committed to buy BB at $9.

    1) What is the effect on the 143 million shorts?

    2) What is the effect for those who own Options for any future date?
    Oct 2 04:26 PM | Likes Like |Link to Comment
  • There Is Finally An Angle For Gains On BlackBerry With $9 Buyout Imminent [View article]
    At 3:14 PM last Friday BB was $ 10.76 and Options on TSX were set to expire on Saturday, Sept 21st. If you had a Contract for a Put at $10. you were going to go to bed underwater as your Put would expire worthless.
    At 3:45 the TSX would re open BB and the stock was now at $8,25. Your worthless Put has just increased by at least $2.50 per contract.

    Do the arithmetic! Someone made a mountain of cash by arranging for BB to make their dreadfull announcement literally one day before the takeover announcement was aired!

    Why would the BB Board make such an announcement on the Friday afternoon before the Options expire?
    Sep 23 04:16 PM | 12 Likes Like |Link to Comment
  • There Is Finally An Angle For Gains On BlackBerry With $9 Buyout Imminent [View article]
    Let's assume that the BB Board knew of the Fairfax Offer last week . They must have in order for the proposal to be announced today.
    1) Last week from Monday to Friday (just before 2PM) BB traded anywhere from $10.64 to $11.05.
    2) Around 2PM trading is halted and BB makes their big announcement about writeofffs and firings.
    3) Trading is resumed around 3 PM Friday and BB goes to $8.40 in a selling avalanche based on the bad news. It drops almost 20%4) Monday Fairfax offers $9 bucks which apparently has been accepted by the Board.

    Does anything seem fishy here?

    Isn't this illegal?
    Sep 23 04:16 PM | 16 Likes Like |Link to Comment
  • BlackBerry issues FQ2 warning, cutting 4,500 jobs [View news story]
    It is really great that the company will focus on the enterprise and "prosumer" markets going forward. The people with the money!
    BB so far is the only Vendor that is approved to work on the DOD network. What a great opportunity! The BB company will become the equivalent to them being a Porsche or Maserati seller. They can dedicate their resources to servicing this wealthy segment and make the cost of entry for the other "consumer oriented" vendor prohibitively high. After all of the dust has settled and they have downsized and regrouped they should still have $$$s in the bank, no debt and a quality high end segment that they can cater to quite profitably!
    Sep 20 05:54 PM | 2 Likes Like |Link to Comment
  • Fairfax Financial Might Be The Best Play On BlackBerry [View article]
    Marcap................

    1) ...... "given the major flop that BB10 has been" you say!
    What evidence do you have for such a strong statement. It isn't a major flop in Canada, or Indonesia or Nigeria. How can you generalize without any data?

    2) ....... "There are ~50 companies already in the secure MDM arena" you say!
    How come DOD only certified one company to be able to participate on their "secure" network. You can research which company it was ( hint - probably they are in your group of ~ 50)

    3) Your conclusions include comments like ..."most see the evaluation " and ..." I would value " . Again based upon WHAt data or evidence. You can't continuously rag on BBRY hoping to convince people that your rants are the TRUTH.

    4) " There is not a shed of credible evidence to support ".....you say! In your point #2 you state that .... "which would put a valuation on that segment of BB's business to be not more than $1 billion" That segment, the MDM arena, is totally based upon patents since it is all software. Would your own statement not qualify as " a shred of evidence" that just maybe their patent portfolio is worth $1 billion.


    But then the first 3 statements of your comments make rash statements without the support of credible evidence.
    Sep 10 01:05 AM | 2 Likes Like |Link to Comment
  • Watsa puts together funding for BlackBerry bid [View news story]
    Alex ....How can you force the market cap down to 3 billion when BBRY has almost that amount in cash?
    Sep 9 09:23 AM | 1 Like Like |Link to Comment
  • Has BlackBerry Made A Mistake By Publicly Announcing An Imminent Sale? [View article]
    How can you state ..." The new Q5 seems a total disaster to me. Investors can hold for a 15-20% upside, however it does not make sense to buy the stock now." ?
    How can you possibly know that the Q5 is a total disaster? Based upon what information?

    You also state ....... "The management is also looking passive with no major new announcements or events after the failure of the flagship Q10 and Z10."

    Wouldn't the fact that they announced that they are selling the company be classed as a major announcement?
    Also wouldn't the fact that the DOD in the USA have given BBRY an "Authority to Operate " on the DOD network when NOBODY else has an ATO be considered a major announcement?
    Aug 27 11:38 AM | 16 Likes Like |Link to Comment
  • BlackBerry Insiders Getting Restless [View article]
    BBRY is the ONLY vendor to have received an ATO ( Authority to Operate) on the DOD network. This with a product that has only been on the market for 6 months.

    AAPL & Android have been unsuccessful in achieving this even though they have been marketing their products for years longer.

    Why doesn't the street think that this is HUGE news?

    The Authority to Operate gives the company a ticket to participate in the upcoming RFP from DOD.

    So far there is only one company on the RFP list ( due out this year) with an ATO.......BBRY.

    Now that BBRY has the ATO does it not seem obvious that, like any good sales organization, the DOD sales team for BBRY is furiously engaging with the DOD RFP team in trying to influence the content of the pending RFP?

    This isn't about 10.000 or 30,000 phones. This is about the entire USA government MDM infrastructure + many other "me too" governmental organizations in the USA jumping on board and taking advantage of the millions of man hours of analysis, testing, etc. represented by the DOD decision.

    Think about how many other business segments are acutey interested in security...... Banking, Stock market, etc. Are they not going to be influenced by this DOD decision.

    If you were the pricing team at BBRY and you knew that you were the only horse in the race wouldn't that give you a warm fuzzy feeling about how to respond to the DOD RFP?

    What if BBRY only decided to only pursue the super security government / finance segment that they are currently the only player in?

    So would you invest in a company with the only Authority to Operate within the DOD network with an RFP due this year, with no Debt and with around $3 billion in cash?
    Aug 11 12:20 PM | 1 Like Like |Link to Comment
  • BlackBerry Still Needs To Get Punished For Us To Get Interested [View article]
    I was at the AGM today. TH spoke incredibly well. He was believable, charismatic and did not dodge any questions. He stated that his guidance last Quarter was that "they would approach break-even". He then stated " I don't know how you would translate those words but to me they mean a small loss. Which is exactly what we did".
    He described the mission that they were on:
    * make BBM available to iOS and Android users free. He said the average BB BBM user spends around 90 minutes a day BBMing. He said that if he could capture the other 2 markets then that would be "precious"
    * BBRY has it's super secure fast network in 170 countries around the world. Maybe they could use this to distribute software for other vendors.
    * 20,000 large users are in the process of testing BES10. They could use it to control all of their smart phones and leave the IT department to focus on the "business" and not trying to contro BYOD phones.
    * They would also use their 170 country network and QNX to distribute mobile software updates for every car company.

    If this was a start up with these plans where do you think the stock price would be?

    The BBRY future is more than just sellling phones
    Jul 9 05:26 PM | 4 Likes Like |Link to Comment
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