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poipu1946

poipu1946
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  • 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 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 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 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 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 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 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 10:42 AM | 1 Like Like |Link to Comment
  • 6 Things Missing From BlackBerry's Turnaround Story [View article]
    What about Nanthealth and the Passport. Surely the 2 go hand and hand.
    Oct 1 03:52 PM | 1 Like Like |Link to Comment
  • When The BlackBerry Dam Breaks: Rising Revenue And Other Good Things The Bears Are Not Telling You [View article]
    "Are analysts stuck looking in the rearview mirror?' ... clearly they are. BTW, I have been saying this for 2 years wrt analysts and I have seen comments by many other contributors who see it that way.

    Thanks for the informative, well researched, intelligent SA article.
    Oct 1 02:50 PM | 3 Likes Like |Link to Comment
  • BlackBerry: Some Hardware Strategy Insights [View article]
    They will roll out 3 new phones a year (Amber Kanwar interview on BNNN). Sooner or later they will get it right. I agree with author of this article. They have a plan and are executing flawlessly. The revenue will grow eventually.
    Sep 30 04:58 PM | 4 Likes Like |Link to Comment
  • BlackBerry - Passport Sales Might Be Big Enough To Make A Difference [View article]
    Remember also, when interviewed by BNN's Anwar Kambar, he said there would be 3 roll outs a year going forward. They will eventually have a BB device for the kids. And then, look out Apple. The roles might get reversed.
    Sep 27 11:19 PM | 2 Likes Like |Link to Comment
  • BlackBerry - Passport Sales Might Be Big Enough To Make A Difference [View article]
    ":it is useful to look at unit sales of the new devices per $1 billion of market capitalization" .... brilliant, absolutely brilliant. That is the TRUE comparison...'apples to apples' as it were ... pun intended. Congrats on 'another' great article Michael.
    Sep 27 10:45 AM | 3 Likes Like |Link to Comment
  • BlackBerry Beats By $0.14, Cash Burn Negligible; Will Short Covering Ensue? [View article]
    Kevin O'Leary on CNBC just said he will buy (try) the new passport. Also said they are far superior in many respects (especially e-mail and business) than the competitors. Did show concern about the Revenue flow, but I thought 'nortel new hire' you answered that question. Great article. SA contributors are exceptional (except a few ..I won't give names but initials are Kofi something)
    Sep 26 11:16 AM | 4 Likes Like |Link to Comment
  • BlackBerry's Passport To Profitability By November In 2 Charts [View article]
    Doctors, lawyers, architects, dentists, construction engineers, contractors, hedge fund managers etc etc etc will need the passport. Makes them work quicker, more efficient and will save them loads & loads of money. The connectivity is amazing. They do not need to stick it in their back pocket to show off the size of their 'butt'. Fits their business suits nicely. Should do very well. Very innovative and 'out of the box' thinking by BB engineers.
    Sep 25 09:43 AM | 5 Likes Like |Link to Comment
  • BlackBerry: Robust Z3 Sales In Emerging Markets May Bring Early Return To Profitability [View article]
    Great article. And of course, BB has not even 'approached' the Chinese market yet. Considering Chen was born in Hong Kong and fluent in chineses, this will eventually help in the future. BTW, Prem Watsa has lots of connections in India. He is a major shareholder in ICICI bank, which I believe is the largest bank in India. The USA has 'written off' BB thus it makes sense to concentrate on Asia. Chen is on top of things.I am very optimistic at this point. Your research just increased my optimism. Brilliant research. Congrats "Streetwise Research" ...
    Sep 24 08:58 AM | 5 Likes Like |Link to Comment
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