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Crispin_in_Waterloo

Crispin_in_Waterloo
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  • Don't Worry About Apple, BlackBerry Already Is Bottoming Out [View article]
    Titicaca, the only anecdotal evidence is a vendor in Jakarta (the Z3 has not been launched in all cities in Indonesia yet, just some) who said it is selling well, about three times as many as any other device. He has two stores and they sell about 100 each per month. BB's outsell Samsung in South Africa which another of their 5 too target markets.

    I expect when the LTE version comes out it will be launched in more developed markets. The Z3 is a 4G device (also called 3.5G) but has no LTE or NFC capabilities.
    Aug 14 12:20 PM | 1 Like Like |Link to Comment
  • Don't Worry About Apple, BlackBerry Already Is Bottoming Out [View article]
    Andrews you have again repeated the falsehood that Z3's "overheat and have swelling batteries". I am typing on one right now and your repeated claim is bunk. I am not trying to shame you for making things up I am just letting investors know that your rampant bashing of BBRY is in service of an agenda that has nothing to do with investment advice.
    Aug 14 12:04 PM | 1 Like Like |Link to Comment
  • Don't Worry About Apple, BlackBerry Already Is Bottoming Out [View article]
    Know it, that is a baseless assertion, conflating numerical value with precision. Go stand in the corner until recess.
    Aug 14 11:58 AM | 1 Like Like |Link to Comment
  • Don't Worry About Apple, BlackBerry Already Is Bottoming Out [View article]
    I want to quibble about the OS and the iPhone. It was the GUI that made the iPhone popular. It is hands down great. As an OS, not so much. The one button thing is of course a major fail but that is how Jobs ran the show. Two buttons are confusing.

    As hardware, the iPhone has several major fails, first the screen which was supposed to be unbreakable plastic and ended up being glass in a flimsy bezel designed for the plastic original. That is why they break so easily.

    They must exist, but I have never seen a BlackBerry with a cracked or broken screen. It is not something people complain about. They have not complained that there are three spy services running in all iOS products because they didn't know they were there. Let's see what is running in the next version.
    Aug 14 11:55 AM | 1 Like Like |Link to Comment
  • Don't Worry About Apple, BlackBerry Already Is Bottoming Out [View article]
    Oboist1

    The big plus for BBRY that is very difficult for anyone to match is the system if secure NOC's. These are a system of encrypted servers that communicate with each other somewhat like a parallel Internet. To be "as secure as BBRY" means not only have a very secure and robust operating system, it means having your own Internet that does not use the large servers in SE Asia for any part of the trip.

    This is a formidable hurdle which even companies like MSFT and APPL have not created. BBRY is not a lightweight player in all this. MobileIron is an MDM system, not a secure NOC system.

    No doubt competitors will emerge. Just not immediately.
    Aug 14 11:36 AM | 1 Like Like |Link to Comment
  • BlackBerry And Its Declining Short Interest [View article]
    BB's are outselling Samsung in South Arica. Don't be surprised if that is the case in Indonesia soon. You can look at that by price point or overall and track trends. Things are changing all the time in this market.
    Aug 13 08:46 PM | 2 Likes Like |Link to Comment
  • EZ Pass, Enterprise Server Business Will Be Key For BlackBerry's Future [View article]
    The original price for managing non-BB devices was $99 per year. Seems it is down to 60.

    For a cost comparison, keeping servers on site and hiring two experienced IT guys for 24/7 tech support and server maintenance is about $200 K per year. Unless you are managing a large number of devices it is too expensive. The cloud option with support is a no-brainer. Why spend $500 per device per year when BBRY will do it for $50?

    Sent from a 'Jakarta' in Jakarta.
    Aug 13 05:12 PM | 4 Likes Like |Link to Comment
  • Don't Worry About Apple, BlackBerry Already Is Bottoming Out [View article]
    Exactly what 'part' can you see BBRY selling? How would you divide a cohesive MDM system?
    Aug 12 04:07 PM | 1 Like Like |Link to Comment
  • Don't Worry About Apple, BlackBerry Already Is Bottoming Out [View article]
    DWBowers - you must move in the non-business circles. If you want some BBRY-bashing news to repeat, the World Bank will replace all their BB7 devices (all Bold 9900's at the moment?) with 'other things' which means they are declining the offer to upgrade to BES12. They are sorta known for making poor IT decisions but this is a corker.

    Let's watch that space and see what happens when their billion $ deals start to go awry because they were overheard and manipulated, or there was a big hack of documents. Absent BB's and BES, it is only a matter of time.

    As for your sage advice to sell the bits to other companies, that is what those wanting to enter MDM are praying for because until then, they have no meaningful chance with their catch-up devices. As for the three year prediction, thank you for making a falsifiable one. Now we can test your skill as an investment advisor.
    Aug 12 04:05 PM | 1 Like Like |Link to Comment
  • Don't Worry About Apple, BlackBerry Already Is Bottoming Out [View article]
    Production can be moved to Foxconn at any time, but I think you are right - it is a low volume unit at the moment until proven. In general, high security devices are not made in Asia. There is a manufacturing facility in Cambridge just south of Waterloo.
    Aug 12 03:59 PM | 1 Like Like |Link to Comment
  • Don't Worry About Apple, BlackBerry Already Is Bottoming Out [View article]
    Just for the interesting things you can do as an adolescent, and lithium battery will explode if you hammer it with a sharp object. Do not try this at home. Sometimes they just 'fail'. Sony has a recall for Viao's sold in March. I think it is what brought down MH370.
    Aug 12 03:56 PM | Likes Like |Link to Comment
  • Don't Worry About Apple, BlackBerry Already Is Bottoming Out [View article]
    Andreas, investing in what Chen says has worked much better than investing in what you have said (repeatedly).
    Aug 12 03:53 PM | 2 Likes Like |Link to Comment
  • Don't Worry About Apple, BlackBerry Already Is Bottoming Out [View article]
    Andreas, I have had a Z3 since 3 days after launch and it gets no hotter than other phones, if driven hard. My Q10 also gets hot if it is used hard on something with a lot of processing requirement. So does everything else. I can't see what point you are making: a 2-core Z3 uses a lot less energy than a 4 or 8-core Android and generates a lot less heat. Are you claiming there is something technically deficient with the Z3?

    I am in Jakarta this week so I stopped by a vendor to ask how the Z3 is selling (I have one of the limited edition 'JAKARTA' branded first 25,000 which raises interest and easy discussion).

    The response was: At their two shops, the Z3 is outselling other devices 3:1. It is cheaper than its rivals. It is better. Their little holes-in-the-wall sells 100 a month (each).
    Aug 12 03:52 PM | 2 Likes Like |Link to Comment
  • After China's Government Bans Purchases Of Apple Devices, Is BlackBerry In Catbird Seat? [View article]
    The threats are real. Didn't APPL announce they were bringing some of the production back to the US? About 4 months ago?
    Aug 11 07:19 PM | Likes Like |Link to Comment
  • After China's Government Bans Purchases Of Apple Devices, Is BlackBerry In Catbird Seat? [View article]
    chenmj

    Can you imagine if every false, bunk-and-doom-filled article about BlackBerry have to be pulled from SA just because it was later shown to have been baseless?

    To me, there are many valuable psychological insights provided by the content of the attacks on BBRY. Invest accordingly.
    Aug 11 07:17 PM | Likes Like |Link to Comment
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