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Crispin_in_Waterloo

Crispin_in_Waterloo
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  • It's A Margins Game For BlackBerry [View article]
    Thanks for the detailed analysis. Although there is much said about BBRY getting out of hardware I am not so sure this is the plan. The PR has been helpful in convincing investors to stick with them, but the behaviour doesn’t really support the meme.

    There have been, what, ten new or mooted devices in the past 15 months all of which we should see by year's end. That is not the mark of a software company. Yes Foxconn is making most of them, but they are to specs supplied by BBRY. Just because production is farmed out to contractors doesn't mean one is not in the hardware business.

    The recent acquisition of SecuSmart is a case in point. It is a hardware product with enabling software. A large number of the patents are on hardware. Where is the hardware licence revenue? Hardware gross margins were lately above the industry average. I can't see them giving this up even if it suits Chen to play to pit during restructuring.

    They have some sort of deal cooking with Citric that has to do with remote desktopping. How's that going to work without hardware? There is hardware at each end of any cloud based system. The future is foggy but not clouded.
    Aug 26 06:26 PM | 8 Likes Like |Link to Comment
  • Thoughts On BlackBerry's Leaked Device Roadmap [View article]
    What about the 4G LTE Z3? It is a sort of inbetweener.

    The Classic is clearly a Q10 substitute.

    I find the comment that the Z30 isn't high end. Best device available and best OS and still not high end? Hmmm...
    Aug 26 09:14 AM | 10 Likes Like |Link to Comment
  • BlackBerry's Typo Lawsuit Won't Boost The Stock, But Might Boost Morale [View article]
    BBRY hold a patent on the unique combination of a smartphone device with a qwerty keyboard. Motorola has been paying for years to licence the patent. Adding a keyboard to an existing device as an aftermarket part is novel, but is a piggy back patent - only usable if a licence to add a keyboard is first obtained. Adding a kb after market does not mean it isn't a keyboard.

    Blatantly ripping off the visual appearance and then bragging about it is a fast trip to the poorhouse. Copying the appearance while associating it with a well known brand is "passing off" in that a customer is induced to believe the product is from or approved by the well known brand.

    $5000 per unit sold would be a good start for various infringements.

    Punitive amounts depend on the reputational damage and the flagrancy of the infringement. I'd put this one in "deep poop" category. A compulsory licence is unlikely to be awarded.
    Aug 26 08:12 AM | Likes Like |Link to Comment
  • Blackberry's 'Total Recall' [View article]
    Mag1205

    I am in Bali at the moment typing on a Z3. Compared with other offerings, it is a really good deal. It is now selling for 10% more that it was listed at in May when it was launched. It sells for 30% more in India and 50% more in South Africa. None if that is bad for the bottom line.
    Aug 25 06:20 PM | 12 Likes Like |Link to Comment
  • Blackberry's 'Total Recall' [View article]
    David your comment contains an insinuation of bias and idle speculation. Both are baseless.
    Aug 25 06:15 PM | 7 Likes Like |Link to Comment
  • BlackBerry's Typo Lawsuit Won't Boost The Stock, But Might Boost Morale [View article]
    Apart from making a BlackBerry lookalike keyboard they advertised it as providing the 'BlackBerry experience' on a iPhone. Well, duh! Two issues: blatant ripoff of the design copyright and what is known as trading in someone's reputation. Saying it provides a BlackBerry experience acknowledges the product being mimicked. It also tries to induce the purchaser to buy the product on the basis of the well known quality of a BlackBerry keyboard, while substituting an inferior device. This is a separate claim that stands independent of any patent issue.

    Even when mounted on an iPhone the typing experience would by crappy without the features of the far superior BB10 operating system and autocorrect typing features so the claim is false on its face to begin with.

    Maybe Typo thought BBRY was going to disappear.
    Aug 25 06:07 PM | 7 Likes Like |Link to Comment
  • BlackBerry Limited: Before You Buy Or Sell, Hold The Phone! An Algorithmic Perspective [View article]
    Here is what the medical app thing is about for the Passport. This is an independent Canadian app but it addresses the same need. The paramount need for privacy will need no explanation.

    http://bit.ly/1s1FyuO

    You don't need to have all the medical encyclopedias if you have access to the latest everything via your handheld device.
    Aug 20 11:10 PM | 3 Likes Like |Link to Comment
  • BlackBerry Limited: Before You Buy Or Sell, Hold The Phone! An Algorithmic Perspective [View article]
    Interesting that subscriber numbers are still increasing during this period of restructuring. It seems now negative analysts and bashers are US-based and convinced that is the global market. When BBRY was 'so popular' the number was 25m. Now about 80m and it is 'failing'. I wish my company had similar fails.

    The penetration of smartphones in Singapore is 160% of subscribers. If 20% of India, China, Indonesia, Nigeria, Southern Africa and oh, maybe, Russia bought a smartphone and 1% went to multiple ownership, the US is a minor portion of the global market.

    With BB sales expanding in Indonesia, India and South Africa the total number may continue to increase no matter what happens elsewhere.

    An unmentioned indicator is the decreasing short position. Those purchases are sales resulting from analyses made with conviction.
    Aug 20 09:05 PM | 3 Likes Like |Link to Comment
  • Sorry, But The BlackBerry Passport Is Not Being Panned [View article]
    Waterloo has more than 300 startups some of which are whole teams from BBRY's Silicon Platform team (hardware). Hiring and house prices are up.
    Aug 19 09:24 PM | 1 Like Like |Link to Comment
  • Sorry, But The BlackBerry Passport Is Not Being Panned [View article]
    In Indonesia the Z3 is displacing Samsung sales. These customers are not former BB owners. They especially want BBM and Hub functions

    Crispin in Yogyakarta
    Aug 19 09:22 PM | 2 Likes Like |Link to Comment
  • Sorry, But The BlackBerry Passport Is Not Being Panned [View article]
    Two years ago Mike L announced a deal with Citric. We have not yet seen what the result of that is. The most likely is screen sharing and remote access. Net meetings is a possibility as well. There is a big corporate market for these already.
    Aug 19 09:18 PM | 1 Like Like |Link to Comment
  • Why Does BlackBerry Even Bother With Hardware? [View article]
    "BlackBerry has decisively lost the smartphone war to Apple, Google and Microsoft..."

    Microsoft is decisively winning the smartphone war with BBRY? In which market segment?

    Author: You have strangely failed to divide the market into segments that are relevant to a discussion of the product. Ferrari has a vanishingly small percentage of the global car market - I checked. But everyone knows what it is. A lot of people admire and buy them.

    Basically you arte saying that any trend has to continue. It that were true BBRY stock would be $1000 by now. The most relevant take-away from the piece above is that the fortunes of any leader are liable to change sooner than later. And that works both ways.
    Aug 18 12:44 PM | 4 Likes Like |Link to Comment
  • As Encrypted Messaging Enters Mainstream, BlackBerry In Catbird Seat [View article]
    APPL will do what 'the letter' tells them to and claim they did not to the public.
    Aug 18 10:04 AM | 3 Likes Like |Link to Comment
  • As Encrypted Messaging Enters Mainstream, BlackBerry In Catbird Seat [View article]
    For build quality no one has surpassed BBRY. For security needs no one has surpassed BBRY.
    Aug 18 10:02 AM | 4 Likes Like |Link to Comment
  • As Encrypted Messaging Enters Mainstream, BlackBerry In Catbird Seat [View article]
    The Q10 has a square screen and it is doing quite well. The Bold 9900 has a square screen and it has been reintroduced to the USA because of popular demand. As I have mentioned before, it is one of the best quality smartphones ever made in the history of Mankind. The Passport has a large square screen. It allows the display of a 4.5" wide high resolution image with space under it for touch screen functions which I expect to accompany many apps.

    In other words I expect it to have a fixed set of typing keys and a set of on-screen touch keys that can be altered by swiping the surface of the touch-sensitive keys. It is an amazing innovation.
    Aug 18 10:01 AM | 3 Likes Like |Link to Comment
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