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Crispin_in_Waterloo

Crispin_in_Waterloo
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  • BlackBerry: Q1 May Herald The Beginning Of A Recovery [View article]
    Go with the Q10 because the advantages with BB10.2 and 10.3 are awesome and the BB7 simply doesn't have the RAM and horsepower to handle the really high end functions.
    Jun 16 12:58 PM | 4 Likes Like |Link to Comment
  • BlackBerry: Q1 May Herald The Beginning Of A Recovery [View article]
    "Blair is still flogging flawed analysis from third party sellers "

    How do you know - you didn't read the article.
    Jun 16 12:55 PM | 6 Likes Like |Link to Comment
  • BlackBerry: Q1 May Herald The Beginning Of A Recovery [View article]
    Roll: Source?
    Jun 16 12:53 PM | 4 Likes Like |Link to Comment
  • BlackBerry: Q1 May Herald The Beginning Of A Recovery [View article]
    kr6420 (Krypton 6??)

    There is a motivation: there are PR companies who 'put out messages' hired by hedge funds which short stocks and ramp the market up or down. It is a fact of life. BBRY was and is heavily shorted - there are only perhaps 350m shares available to trade - many are locked away. A lot of institutions holding BBRY are long and have no intentions to sell for several years.

    That puts the shorts at huge risk of a squeeze. Their response is to keep drumming the "BBRY is dead" drum trying to make sure that good news about BBRY is directly opposed with a rant about how things went from bad to worse since 2009 or 10 or 11. The typical response to me saying that is to say 'there is no good news about BBRY'. and so on. The point is to keep the dribble bile running into people's ears so a squeeze doesn't get started. Look what happened with Netflix. It is a one-way trip.

    The bad news bears and the worst bashers put out their stories on Thursdays to bash the market sentiment all day then look for a drop on Friday which sits over the weekend. This is a tactic which drives home to the weekend investor that they should sell BB. Every little bit of gloom and doom helps, maybe.

    There are other motivations of course. The reasonable value for BBRY right now is 18-20 and the realistic market value is 30-50. That is why some major names have been buying positions over the past year - people who don't need to make money right now. Each major investor basically drops the available pool of shares for a short to cover. When it runs it will be pretty spectacular if there is a significant fire starter - that can come unexpectedly and timing is not important.

    BBRY is not going away and it is re-orienting itself as a different sort of company - the transition is not something that started 8 months ago. There are many in Canada (and elsewhere?) who will not buy a foreign-made BB - so there is still a plant running in Cambridge. I don't expect to see Taiwan-made products ending up in Canada but who knows, times change.

    With a new BB product every 2-3 months this year somewhere in the world they are out-innovating most others (as usual). Most people do not know that during the past few years, say, the average some between different products (which may look identical on the outside) was about 2 weeks. No kidding. Carriers get BB's with made-to-order specs for their service area and price point. About 25 variations per year.

    I have an unlocked Z3 which works at 4G on Rogers, Ontario, but 3G in Jakarta and Beijing and Ulaanbaatar where I am this week. Where did you ever read there was a 4G Z3? Nowhere. But here it is. Under ideal conditions on Rogers it will run more than 10 programmes at once up to 40 mBits/sec. Not too shabby for $180.

    There is more than meets the eye at BBRY.
    Jun 16 12:52 PM | 13 Likes Like |Link to Comment
  • BlackBerry: Q1 May Herald The Beginning Of A Recovery [View article]
    I agree with your 'small recovery of inventory' because of Z10 sales above the marked down value.

    There is a rumour the Bold 9900, described by a materials researcher as "the highest quality phone ever manufactured in the history of mankind" is going back on to the US market at 299 "by popular demand" from BB aficionados. I did not expect that. Amazing.

    I hope the Q20 gets out of Beta soon.
    Jun 16 12:30 PM | 5 Likes Like |Link to Comment
  • BlackBerry: A Golden Contrarian Opportunity Is Never Offered Twice [View article]
    Moose, a contrarian would bet against John Chen.
    Jun 13 09:54 AM | Likes Like |Link to Comment
  • BlackBerry: A Golden Contrarian Opportunity Is Never Offered Twice [View article]
    A major Canadian insurance company went to iPhones. Got severely hacked. Now back with BB. It is a no-brainer.
    Jun 13 09:51 AM | Likes Like |Link to Comment
  • BlackBerry: A Golden Contrarian Opportunity Is Never Offered Twice [View article]
    Stormin you are blowing smoke. BB out sells iPhone in Toronto. Why? Because Toronto is a business centre, just like Waterloo is an innovation centre. The Q20 will bury the iPhone further.
    Jun 13 09:49 AM | Likes Like |Link to Comment
  • BlackBerry: A Golden Contrarian Opportunity Is Never Offered Twice [View article]
    Good summation Boberry1.

    Posted from my Z3 in Canada, maybe the only one because they are hard to score.
    Jun 13 09:45 AM | Likes Like |Link to Comment
  • BlackBerry: A Golden Contrarian Opportunity Is Never Offered Twice [View article]
    You predicted 100% failure dozens of times. Why should we listen to you?
    Jun 13 09:42 AM | Likes Like |Link to Comment
  • BlackBerry: A Golden Contrarian Opportunity Is Never Offered Twice [View article]
    He has not changed an iota in a year, Toastypro. SA occasionally sees a faint praise Bull with another agenda, usually riding a wave so as to be able to express shock and disappointment when it inevitably slows or ticks down.

    All we need to do is evaluate the prospects of product lines and strategies. At the moment the BBRY offering is a formidable package in a rapidly evolving sector. It is particularly cognizant of the demographic element in the emerging markets. Ref: Harry S Dent.
    Jun 13 09:39 AM | Likes Like |Link to Comment
  • BlackBerry: A Golden Contrarian Opportunity Is Never Offered Twice [View article]
    Even old Bold 9900's have NFC.
    Jun 13 09:27 AM | Likes Like |Link to Comment
  • BlackBerry: A Golden Contrarian Opportunity Is Never Offered Twice [View article]
    Barnes I read your comment and to me you were saying BlackBerry products were entirely without merit.

    Are you changing your position on this?
    Jun 13 09:25 AM | Likes Like |Link to Comment
  • BlackBerry: A Golden Contrarian Opportunity Is Never Offered Twice [View article]
    Address, that is a copy-paste of the same comment you made at least twice before. Do you have any analysis to offer?
    Jun 13 09:20 AM | Likes Like |Link to Comment
  • BlackBerry: A Golden Contrarian Opportunity Is Never Offered Twice [View article]
    What did Carl Icahn do with his stake?
    Jun 13 08:01 AM | 1 Like Like |Link to Comment
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