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Cyvult

Cyvult
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  • "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]
    No. Indeed I think, as you point it out, that it is a very important distinction: that Misek doesn't maliciously distort, unlike some of the short-side analysts.
    Apr 29, 2013. 02:21 PM | Likes Like |Link to Comment
  • "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 am long BBRY, but gentlemen...

    ...Peter Misek is just too bullish. Make no mistake, I somewhat enjoy reading his reports but in term of investing/trading, it's like I already know his reports will be bullish before I even read them.
    Apr 29, 2013. 11:15 AM | 1 Like Like |Link to Comment
  • Lenovo (LNVGY.PK) can't afford to buy BlackBerry (BBRY -4%) even if it wanted to, argues Pac Crest's James Faucette, trying to cool off fresh speculation on the subject. BlackBerry's current market cap of $7.4B isn't far removed from Lenovo's $11.2B, he notes. Moreover, Lenovo has only $4.1B in cash, and the company would have to hold onto $2.4B of it to maintain its traditional minimum cash-to-sales ratio of 7%. [View news story]
    Isn't BBRY's market cap supposed to be something near 13 billions since it's traded in the NASDAQ and on the TSE?
    Mar 12, 2013. 03:31 PM | 1 Like Like |Link to Comment
  • Lenovo (LNVGY.PK) can't afford to buy BlackBerry (BBRY -4%) even if it wanted to, argues Pac Crest's James Faucette, trying to cool off fresh speculation on the subject. BlackBerry's current market cap of $7.4B isn't far removed from Lenovo's $11.2B, he notes. Moreover, Lenovo has only $4.1B in cash, and the company would have to hold onto $2.4B of it to maintain its traditional minimum cash-to-sales ratio of 7%. [View news story]
    Isn't BBRY mkt cap something near 13 billions since it's traded on the NASDAQ and the TSE?
    Mar 12, 2013. 03:30 PM | Likes Like |Link to Comment
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