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Crispin_in_Waterloo

Crispin_in_Waterloo
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  • BlackBerry: India Import Data Appears To Show Z Phone Imports Doubling In June [View article]
    That is better supply management than with the 9900 Bold which ran out (badly) of processors from Intel costing them tens of millions in device sales and BIS 7 fees.

    That led directly to the over-stocking of Z10's BTW.
    Jul 2 11:54 AM | 3 Likes Like |Link to Comment
  • The Key To BlackBerry's Success: BES 12 [View article]
    Author: I think that while there may be 'threats' to BBRY, there are significant threats to APPL, MSFT and Samsung: BlackBerries.

    Z3 and a good Samsung: not much between them except OS in which the BB is a winner hands down. Much better typing too of course. When 10.3 is installed it will exceed the "Sung's" on several counts.

    In the matter of quality the BB is much better and durability reputation for BB is top notch. In China the blocking of Google apps is a very big frustration.
    Jul 2 11:44 AM | 2 Likes Like |Link to Comment
  • The Key To BlackBerry's Success: BES 12 [View article]
    When in China over the weekend I checked the functions of a Z3 against a much more expensive Samsung running Android. There wasn't anything the Z3 couldn't do. It just did it in 1/2 the RAM or less. The Android system used 1 gig of RAM with nothing running, just overhead. I was surprised.

    There were many things the Samsung couldn't do that a Z3 can. Multi-tasking is one and the hub is another. He loaded BBM and to my surprise (because I haven't seen it announced anywhere) BBMVoice works in China on Android devices. It was very clear with a significant delay of about 1/3-1/2 of a second operating on ChinaMobile wifi.

    Now we can soon add to the list that it can go on line and get Android apps from within China. You were moaning for ages about BB's having no apps. Now it is Google who is shut out of the Chinese market as the great firewall has closed many of its leaks and trapdoors. Only over-priced and second hand iPhones and Blackberries can get the majority of available apps.

    Expect Tizen to make a rapid appearance in China (it launched in Russia already).
    Jul 2 11:31 AM | 6 Likes Like |Link to Comment
  • BlackBerry: Passport's Rave Reviews Cause Short Squeeze [View article]
    637281 There is nothing left to know. The bad news bears are not just reduced to repeating things from 2 or 3 years ago, they are reduced to saying there is a secret piece of bad news that the elite are privy to but the unwashed shorts aren't. Is that the meme now?

    The world of device purchase and selling is highly fashionable but not unpredictable.

    I just spent 3 days in Beijing and there is a buzz going around, albeit one of vague despair and resignation:

    Here is some perspective from China that is very relevant to this sector.

    About a month ago Google (or the gov of China) changed the way attempts to access things like Google Plus are blocked. Previously some people had been able by various methods to use Google maps, Google+ and access Android apps at their store which is the point I will focus on.

    Chinese users of Android devices the great majority, can't access Google apps anymore. It has been difficult but now even skilled users can't.

    Very few IPhones are sold in China compared with Androids, but buying a Samsung now means not having access to a lot of apps. IPhone users can access the iStore but Android users can't even if the same product is available for multiple platforms.

    BBRY's deal to access non-Apple and non-Google apps via a third path gets around the problem of the China-Google spat over internet search filtering. This will give an advantage to BB's as they can install both BB and Android apps, and gives an advantage to iPhones as well.

    At the moment, or let's say in a couple of months, if you want a full range of apps and on line services, you buy either a BB or an iPhone. For those who imagine that W8 and Office On Line are still standing, there was a large article in the English language China Daily yesterday saying that the tussle between the government and MSFT over the Microsoft Office has gotten a lot more serious with accusations that spyware is embedded in MS products. You can pretty much guess the content of the messages from both sides.

    The number of users involved is very large. A massive change in purchase profile can take place in a few months.

    - From Singapore
    Jul 2 02:47 AM | 14 Likes Like |Link to Comment
  • When Will BlackBerry Reach Its Tipping Point? [View article]
    Try forwarding that UPS email to a friend and attaching a photo of the item to the message from either the phone or your desktop at work. IPhones work they just don't work as well.
    Jun 30 08:38 PM | 8 Likes Like |Link to Comment
  • BlackBerry rallies as Passport images/specs leak [View news story]
    It is a mini tablet, basically, with a very large battery, killer processor and masses of RAM. I presume it has an HDMI port and the usual antennas (4 band or better).

    Why is it going up? Because institutions see a good opportunity for a short squeeze. The technical are right, the products are good, launches are happening, they are leading in Enterprise and devices once again. What's not to like?

    I will report from Indonesia in a few days. All the numbers and 'successes' here are speculation - I will see what is on the ground and in the hand.
    Jun 30 02:43 PM | 10 Likes Like |Link to Comment
  • BlackBerry Is Going To $10.50, Z3 Is Launching In More Countries [View article]
    Re: $200

    The Z3 is $182 in Indonesia and that is for an unlocked device. They sold for $135 to $155 networked locked. I expect the same will apply in India.

    People pay what the carriers ask for, not Foxconn.
    Jun 29 10:11 AM | 13 Likes Like |Link to Comment
  • BlackBerry - Cinderella Story Or False Hope? [View article]
    Shaned

    BBRY has achieved critical mass on MDM so by your reasoning Apple can't expand in that sphere.

    BTW did you see the news about MobileIron getting hacked? That was supposed to run BBRY out of business (too).
    Jun 27 08:36 PM | 6 Likes Like |Link to Comment
  • BlackBerry - Cinderella Story Or False Hope? [View article]
    Manic:

    1) have you heard of the internet?
    2) have you seen the gross margin numbers?
    Jun 27 08:26 PM | 4 Likes Like |Link to Comment
  • BlackBerry - Cinderella Story Or False Hope? [View article]
    I was in Mongolia until yesterday. 'upper management' uses Q10. Nuff said.
    Jun 27 08:24 PM | 7 Likes Like |Link to Comment
  • BlackBerry - Cinderella Story Or False Hope? [View article]
    Ellas, you got that 100% right. I suspect that is the medical device they were talking about, and possibly for other industries.

    The health sector is going much more digital including dentistry. People look at scans a lot but at present they have to do it on a desktop or special hardware.

    Networking hospital records is old hat but the systems were really internal. The BES10 offering with the Passport is a hardware combination that extends the access, convenience and reach of specialists and the family doctor. And of course security is obviously a 'given'.
    Jun 27 08:23 PM | 8 Likes Like |Link to Comment
  • BlackBerry: Back Up The Bus; I'm Buying More [View article]
    Truth I really can't see how it would drop to $8. There are just too many things in BlackBerry's favour. The susceptible shorts ran for cover. The hedged ones are hanging in.

    From my Z3 in Beijing
    Jun 27 11:46 AM | 6 Likes Like |Link to Comment
  • BlackBerry Bulls Should Not Throw Caution To The Wind [View article]
    Scott, I don't think Chen is 'hoping to expand into' other markets. They are already in all markets.

    "One of the main reasons for the BB10 flop was due to the lack of apps and users."

    This is an old wives tale. In the US the market was tied up by strange contracts requiring carriers to sell a minimum number of iPhones, in particular, and large penalties were assessed on carriers that did not meet their quotes. Those quotas were demanded in order to be allowed to sell them in the first place. Apparently this is legal. When people asked for the new BB's they were told they were not available, not worth it, not wanted, not carried and so on. Apparently this is also legal in the USA.

    The 'apps thing' certainly applies to a certain sector and is now a non-issue. Well, let's see if the rest of the world thinks the same way.

    Everywhere I go, people want to see BB's and aspire to them. The Z3 + BB10.2 is a very attractive package. 10.3 is even better (you can try the Beta if you want).
    Jun 25 08:18 PM | 5 Likes Like |Link to Comment
  • BlackBerry: 4 Reasons Why Shorts Are Doomed [View article]
    "Chen is clearly conserving cash by not advertising the Z3 very much."

    Devices are normally advertised by carriers, not BBRY. It may be in a language and place with which you are not familiar. That's all.
    Jun 25 08:24 AM | 2 Likes Like |Link to Comment
  • BlackBerry: 4 Reasons Why Shorts Are Doomed [View article]
    sfinvestor:

    Were you not crowing about the overall loss when Venezuela cash didn't come through, thus important, failing to note that it was 'one time'. Now that the cash has come home, it is 'one time' and therefore not important?

    Cash on hand v.s. annual turnover: that is a solid balance sheet.
    Jun 25 08:22 AM | 2 Likes Like |Link to Comment
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