Seeking Alpha

Crispin_in_Waterloo

Crispin_in_Waterloo
Send Message
View as an RSS Feed
View Crispin_in_Waterloo's Comments BY TICKER:
Latest  |  Highest rated
  • Blackphone Takes Aim At BlackBerry [View article]
    There is nothing that attracts me, traveller, consultant and business owner, to get a Blackphone. Does it have a secure battery with password encoded handshaking to prevent malware insertion on bootup? Does it have an HDMI port? Does it have a reliable keyboard? Does it break like an iPhone when it is dropped? Who is assuring that the chips are 'clean' before manufacture?

    I don't think there is a full public description of the security provisions of a top line BlackBerry available. Military grade computing devices are typically 10 years ahead of the market. And the Blackphone is based on public technology??

    Kids stuff.
    Dec 17, 2014. 11:43 PM | 19 Likes Like |Link to Comment
  • More on BlackBerry: New enterprise bundles launched [View news story]
    Excited that BB Blend is in the package. For the corporate user, this is manna from Heaven.
    Dec 17, 2014. 01:44 PM | 10 Likes Like |Link to Comment
  • BlackBerry launches $449 Classic; reviews mixed [View news story]
    It looks great and has the most exciting OS to come along in years. I see BB Blend is included immediately. That is something perhaps only geeks understand at the moment. I got a BBM shout of "Yay!" from a server manager during the launch.

    I will appreciate the track pad for doing things like hitting the "Reply" or "Publish" button here on SA.

    Scrolling without accidentally hitting an active link is a boon. I am fed up with having to 'go back' while trying to swish down to the bottom of some article. Touch screens on small devices are cute and inaccurate.

    It is the little things that make a device wanted for all day work. BBRY will get the customers who wandered away back again, one hack at a time. I see more health data breaches in the news this week. And Sony employees are suing Sony over the big hack against Sony. Kinda makes a company admin think...
    Dec 17, 2014. 12:57 PM | 15 Likes Like |Link to Comment
  • BlackBerry Estimates Decline As Earnings Approach [View article]
    As always I expect some good news and some bad news in the Q report. I don't see any sound basis for changing any estimates of anything. The only hard news is the sell-out of the classic on line but we don't have numbers.
    Dec 17, 2014. 02:24 AM | 9 Likes Like |Link to Comment
  • BlackBerry slides ahead of earnings; analysts cautious [View news story]
    Has the short position increased? I see some heavyweights are noticing and they may come out to make that play.

    It seems no one expects BBRY to be losing money after the end of FY2015. The negativity is basically standing aside to see what happens to the uptake of the new software and the BIS/BES transition.

    I presume the numbers of Classic's available was tuned to make sure they were booked out before Friday so they can announce a sell-out in pre-orders.

    http://bit.ly/1wAEdir

    This is for the US

    http://bit.ly/1wAEdyI

    That is a good PR strategy. Still doesn't tell us anything about volume though.
    Dec 15, 2014. 03:10 PM | 8 Likes Like |Link to Comment
  • BlackBerry: Data Points To Hardware Collapse [View article]
    Frankly I doubt your primary conclusion - that NA market share is down (again). It doubled in the US during the time you say it is dropping. That rise is at odds with your view.

    Classic BB pre-orders are sold out in Canada and the USA.

    http://bit.ly/1wAEdir

    http://bit.ly/1wAEdyI
    Dec 15, 2014. 12:35 PM | 8 Likes Like |Link to Comment
  • BlackBerry Q3 FY2015 Preview: Expect Further Downside Risk [View article]
    I agree re the Lenovo comments. I can't see them leading much. I spent a lot of time selecting a business class laptop with workstation graphics ability and will go with Dell.

    Re the shorting I hope all the old shorts come out of the woodwork this week to take their positions. The upside risk is enormous given the institutional % holding (which would not be sold). Even on BIS revenue it is nothing like a sure thing. It may drop less.

    The potential gain is SP is not earnings, is from the improvement of trust in where things are going. Once it is not as severely underpriced we can start to emphasize changes in revenue flows.

    A good Q report and a big uptick would put the SP up 100% in a year.
    Dec 14, 2014. 03:13 PM | 26 Likes Like |Link to Comment
  • Earnings Preview: BlackBerry Q3 2015 [View article]
    The change to being 'less pessimistic' is reasonable. The shorting of 111m share is crazy. On what basis? Unless the firms have a plan to get out very quickly, they are going to get stung.

    For firms that plan to damage the company, at a cost, then trying to paint a picture of hopelessness (backed by managed shorting and 'worrying rumour') I guess they are getting their money's worth, or have for a few years. I suppose it depends on how important the long term goal is.

    We can see now that the plan to cover BIS subscription losses with BES end-of-freebies is going to take place in a single quarter. This is wise. The earnings call in March is much more difficult to predict than this one.

    I think Chen will report a small profit just to kick the shorts.
    Dec 12, 2014. 02:33 PM | 20 Likes Like |Link to Comment
  • BlackBerry Q3 May Bring A Christmas Present - Profits! [View article]
    Michael I can't fault this analysis. It is in line with what I see and her around the world. I expect some December surprises. The PassPort especially, is difficult to predict but above initial expectations even from within BBRY.
    Dec 10, 2014. 12:20 PM | 12 Likes Like |Link to Comment
  • Blackberry And NantHealth: A Good Start But A Long Way To Go [View article]
    Some seeing a real partnership with a real threat encapsulated in it, and having deep pockets, shorts the stock, sells the shares they borrowed from real investors, and tries to drive the price down. Then, send the hacks into the blogosphere to point out that the stock doesn't go up when there is good news. Someone with a lot of money wants BBRY off the market.
    Dec 10, 2014. 09:51 AM | 7 Likes Like |Link to Comment
  • BlackBerry's BBM Beats WhatsApp To Voice [View article]
    BBM works the same way. I have several devices and only one account.
    Dec 9, 2014. 08:32 AM | Likes Like |Link to Comment
  • BlackBerry to launch genome browser [View news story]
    "ATI, why would any Healthcare professional want to try and figure out what a CT, ultrasound or X-ray on a tiny smartphone when its easier to see on a ipad or Android tablet. "

    Security. Medical info can't be placed on insecure devices. You didn't know that? Have a look at a hospital computer system some time.
    Dec 8, 2014. 07:20 PM | 6 Likes Like |Link to Comment
  • BlackBerry Secusmart: iPhone-Specific Signal App Doesn't Make It Irrelevant [View article]
    Here it is:

    http://seekingalpha.co...
    Dec 8, 2014. 10:01 AM | 2 Likes Like |Link to Comment
  • BlackBerry Secusmart: iPhone-Specific Signal App Doesn't Make It Irrelevant [View article]
    "Both devices would need to be have a Secusmart SD card but that means any device with an SD card slot, capable of running it could be utilised which does leave iDevices out in the cold. "

    Again.
    Dec 8, 2014. 09:56 AM | 6 Likes Like |Link to Comment
  • BlackBerry Secusmart: iPhone-Specific Signal App Doesn't Make It Irrelevant [View article]
    I just saw a crawl on CP24 Toronto saying that a new system allows a doctor with a Passport access secure medical data. It seems it is not only in India that the medical experiment is being run.
    Dec 8, 2014. 09:55 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
1,235 Comments
5,604 Likes