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poipu1946

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  • BlackBerry Ekes Out A Profit Despite Sales Tanking [View article]
    Welcome back Michael. Great article. You are back to form. Please 'stay' there. I still remember that great article where you effectively took apart the Q5 and Q10 for not having that BELT of keystrokes that made BB devises a pleasure to use. Imagine they 'listened' to you (and I'm sure many others) and did exactly what you suggested. Great article. You keep trying to use 'educated guesses' for the numbers but I for one like that because it forces one to look at the 'numeric' direction of sales. I personally think Passport sales will continue to be brisk, and the Classic should do much better .... thanks for the article Michael.
    Dec 20, 2014. 08:48 PM | 1 Like Like |Link to Comment
  • Relax, BlackBerry Earnings Were Just Fine [View article]
    Bullish Events For BB:
    1. Passport Sales will be reported in this last quarter's ER.
    2. Classic Sales will be reported and they will be 'high'
    3. EZ pass ends at end of December. No more 'freebies'.
    4. BBM up to 90 million users, Chen said he would monetize soon.
    5. BES 12 wih 5.7 million licenses will start generating REVENUE (only 3.4 last q.)
    6. Chen says he is NOW focused on increasing Revenues. Believe him.
    7. They are working on 'new' smartphones. Improvements to the Passport.
    8. As new 'enterprises' join BES12 they will be newsworthy and bullish.
    9. AT&T will carry BB smartphones in the USA beginning of new year. T Mobile?
    10 Rogers, Telus, BCE are fully on board with BB smartphones.
    11. .... I'm sure ... I'm sure there's going to be lots of bullish news.

    GOOD LUCK TO THE LONGS. Shorts, have fun trying to get out of the 'trap' that was specially set up for you.
    Dec 20, 2014. 08:28 PM | 8 Likes Like |Link to Comment
  • BlackBerry Finally Takes E-Commerce Seriously, Hardware Looking Bullish [View article]
    You have to recognize the fact that the 'carriers' were really 'stiffing' BB during the past few years. This is a great way for them to get back market share without them. I still like the 'bb booth' in the malls idea. Go BB. The margins must be 'through the roof' through on-line marketing.
    Dec 16, 2014. 09:39 AM | 7 Likes Like |Link to Comment
  • BlackBerry Finally Takes E-Commerce Seriously, Hardware Looking Bullish [View article]
    BBRY is just ridiculously undervalued!...... great points Simonas P. .... your observations and points were 'stellar'. You took a little attention away from the 'author' who also knocked it out of the ballpark. ... Cudos to both of you
    Dec 16, 2014. 09:36 AM | 6 Likes Like |Link to Comment
  • BlackBerry Needs To Sell 8MM - 9MM Smartphones To Meet FY16 Revenue Bogey [View article]
    "to manipulate $3 or more down when it is already low is strange." ... Really? Strange? How long has Faucette been bashing BB. The minute he sees the stock rallying he 'slams' it. Is this a coincidence? Everyone has to be patient with the John Chen team, and they must perform and execute flawlessly. Faucette and bashers like him will beat up on the stock any chance they see it getting up. Makes you wonder why?
    Nov 20, 2014. 10:10 PM | 2 Likes Like |Link to Comment
  • Apple Scores Security Win Over BlackBerry [View article]
    KIA, give it up. You are 'exposed'. You are the 'emperor that has no clothes'. We know why you are doing this. We are not stupid. 'Commercials' and 'propaganda' may work were YOU're from, but not where we come from. Nice try. You are used to not having anyone question or doubt your naiive and simplistic so-called research. We know what you are up to KIA. Give it up. You are embarassing yourself. The 'gang bang' on BB is failing. Pathetic.
    Nov 9, 2014. 01:35 AM | 8 Likes Like |Link to Comment
  • Microsoft May Have Delivered A Knockout Punch To BlackBerry [View article]
    It is unfortunate Michael, with this one article you have 'jeopardized' your credibility, and I will never regard you with the same esteem I had for you in the past. You have now jumped on the 'beat up BB Bandwagon', the 'let's kick him while he's down trend'. Let's lead with a 'sensationalist' headline. Really a shame. The tiltle of your article is 'bombastic' and similar to the 'ugliest phones thing', or the lady who disrespectfully throws her BB down to ground in the Fox piece. The assault of BB is now becoming a 'joke'. You are catering to this insane hatred for this company. Even Kim Kardashian picked up on this destroy BB theme . It is like the spoiled brat who plans the next outrageous prank he can pull to get mommy's attention. Bye bye Michael. You are dead to me.
    Oct 29, 2014. 07:18 AM | 8 Likes Like |Link to Comment
  • BlackBerry: How Many Passport Smartphones Has BlackBerry Actually Sold? [View article]
    KIA, by December we will learn if you are a Smartphone Sales Detective Genius or an overly rambunctious Short whose looking to put a negative spin on John Chen's words. Your research proves NOTHING conclusively. The observtions I have made, without talking to BB officials are the following:
    1. He said he sold 200,000 phones ... done deal ... he would not repeat the Thorsten Heinz error of 1 million z10's sold. No Way ... He is conservative.
    2. There have been NO reports of returns for the PP. Remember Z10 ... horrific.
    3. Customers put it #1. Best Phone ..... Analysts Like the iphone6
    4. Simple phone calls to Carriers show enthusiasm, interest, and sales (all of them)
    5. It is selling in Canada, UK, USA, India, Indonesia, Malaysia, Viet Nam, Singapore, Australia, ..... no negative reports ANYWHERE...
    6. The USA exposure is still to come ..... AT&T exclusive carrier.
    7. Constant 'sold out' ... 'out of stock' is GOOD news. Only a BB short would construe this as somehow bad news. What company would only order 10 phones at a time. That would'nt cover shipping & costs.

    Looking good to me ...and I did'nt have to phone BB.
    Oct 24, 2014. 10:44 PM | 14 Likes Like |Link to Comment
  • Did BlackBerry Sell 200,000 Passports Or A Million? [View article]
    Blackberry Passport in shopblackberry ... Sold Out: English Canada, French-Speaking Canada, UK , France and Germany??? I'm not sure, cannot speak German.
    Oct 19, 2014. 03:55 AM | 1 Like Like |Link to Comment
  • Did BlackBerry Sell 200,000 Passports Or A Million? [View article]
    Little to no returns of Passport. Very significant. Unlike the many returns of the Z10
    Oct 17, 2014. 11:57 PM | 2 Likes Like |Link to Comment
  • Did BlackBerry Sell 200,000 Passports Or A Million? [View article]
    Corey, I have made a few 'channel' checks here in Toronto from 3 different carriers. Phoned several different locations (5 or 6 ).They all reported sales were brisk, slightly behind iphone and about par with Samsung phones. Very unscientific I admit BUT, the important thing to note, when I asked about returns everyone responded 'no returns', customers happy. When I made a similar check with Z10 on it's release, I did get the response that they were plenty of returns..... n0 of returns of PP, very very significant. PP is a keeper.
    Oct 17, 2014. 11:00 PM | 5 Likes Like |Link to Comment
  • BlackBerry: Let's Not Get Too Crazy [View article]
    "With BBRY shifting focus to Enterprise over hardware" , where are contributors getting this impression? Chen is NOT shifting focus from Hardware to ENTERPRISE. He is 'equally' distributing his focus on Hardware, Enterprise, BBM & QNX (iot). That way no part is less significant than the other. It is like owing Coca-Cola, TDBank, WaltDisney & CNRail. It does not mean you want Coke to do better than TDBank. They are all equally important, BUT, you are buying cyclical and marketing diversity and long term strategic diversity.

    He said he will only get rid of Hardware if it losses money. That is not happening any time soon. Passport sales and Z3 sales and impending 'classic' sales virtually guarantee that.
    BTW, not a bad article, looking at share increase through cashin in Convertible Debt was clever. Expecting Revenue to substantially increase is too optimistic, in light of both Chen & his CFO saying they could still go down for a couple of quarters.
    Oct 6, 2014. 10:17 AM | 2 Likes Like |Link to Comment
  • BlackBerry Needs To Focus More On Emerging Markets [View article]
    "Although the management is focused on making this company into a services provider only" ..... What? What? .... this statement invalidates your entire thesis. You lose credibility with a statement like this. Chen has said on many, many occassions they will not give up the handset business unless they lose money. Guest what, last quarter they made money on the handset business... please get your facts straight author.
    Oct 5, 2014. 09:38 PM | 2 Likes Like |Link to Comment
  • Wall Street Accidentally Helps Watsa As BlackBerry Finds Love In New York, Tokyo And Seoul [View article]
    WaveRider 007. This is addressed to YOU. What are you afraid of? Why do you sound almost 'paranoid'? Do you have a 'massive' short position? Us readers have identified people like you 'trashing' everything BB does YET ignoring bendgate, iosMalware, spyware and virus attacks. Have you forgotten what happened to private nude photos easily hacked in Hollywood? You have the NERVE to criticize BB which has the best Security encryption in the world? Really?These 'faults' in other ios's are 'gigantic', 'massive' yet people like you COVER UP for a certain fruit company. Why? Why? Why? That is the million dollare question. Are you really that interested in protecting a 'massive money machine' against a relatively small Canadian company? What are you up to 'oo7' .... That is the question all the readers of SA should be wondering. What are you up to? Do you really think 'massive' smartphone companies need you to trash a small Canadian company?
    Oct 3, 2014. 11:38 AM | 4 Likes Like |Link to Comment
  • Do BlackBerry's Q2 Earnings Prove Turnaround Is Successful? (Spoiler Alert: No) [View article]
    A well written, informative article. BUT, you are stating the obvious. Yes BB needs better marketing, yes BB has fallen behind due to poor execution. However, the big 'problem' with your article is that you are assuming that BB must compete directly with Apple and Android phones to succeed. This is not the case. They are growing in 4 targeted areas. Your entire article is focused on Handset Business. Leaving out the other 3 pillars of growth. BIG MISTAKE .... thus you represent the 'myopic' view of BB prevalent throughout the 'Basher Media".
    Oct 2, 2014. 10:42 AM | 1 Like Like |Link to Comment
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