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  • Smartphone Operating Systems - Third Place Will Go To BlackBerry [View article]
    If scraps equate to multi billion dollar profits then I'd be digging through that garbage all night. Why is it so hard for some shorts to grasp this? Also, if apple and Samsung don't innovate better products they won't be the only ones at the dinner table. Has history taught you nothing?
    May 5 11:33 PM | 5 Likes Like |Link to Comment
  • 2013 "production expectations" for the Z10 (BBRY -1.2%) have been trimmed by 4M-6M units, believes Wedge Partners' Brian Blair, who has been bearish on BlackBerry for years. He adds U.S. Z10 launches " have provided no evidence of meaningful sell-through," and is forecasting <10M 2013 BB10 shipments vs. Street estimates of 20M+. Meanwhile, Pac Crest's James Faucette (previous) believes U.S., U.K., and Canadian Z10 inventories are too high, and that production cuts are a matter of time. Also: BlackBerry says the Q10 is expected to sell for a subsidized $249 in the U.S., $50 more than the 16GB iPhone 5. [View news story]
    I'm all for hearing a factual perspective from bears but this is ridiculous. I can't believe these guys can just through around random numbers and not be called out on it even when it's obvious that their methodology is bogus. I'm guess Blair did a poll of 20 American apple users and extrapolated to reach his 4-6M figure. What a crock!
    Apr 25 02:41 PM | 8 Likes Like |Link to Comment