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  • BlackBerry Launches BES 12, Partners With Samsung To Ride The MDM Wave [View article]
    Your final assessment does not fit your analysis. You are explaining positive news, then saying the share price target is 20% lower than where it is. Sorry, your logic here escapes me (unless the article as submitted is missing sections...)
    Nov 18, 2014. 08:27 PM | 3 Likes Like |Link to Comment
  • BlackBerry's Margin Of Safety: Part 3 [View article]
    I think you folks are missing the point here. Forward looking analysis by its nature relies upon making sound supported "assumptions". The if/then statements you are all deriding. The assumptions here are not earth shaking and are supported by logic and fairly decent research for comparatives. If you don't like the assumptions, refute them with your own reasearch and explain why they are flawed and how your position improves upon the original assumption. Until someone comes up with the all elusive "magic ball" that we can all look into to see the future, we must rely upon reasoned argument of supportable positions.
    Oct 14, 2014. 03:30 PM | 11 Likes Like |Link to Comment
  • BlackBerry: Passport To A Turnaround? [View article]
    Please, please, please stop harping on about the OS ecosystem. With Android apps playing natively in BB10 OS, it is a total non-issue.
    Sep 23, 2014. 09:54 AM | 1 Like Like |Link to Comment
  • Lenovo (LNVGY.PK) can't afford to buy BlackBerry (BBRY -4%) even if it wanted to, argues Pac Crest's James Faucette, trying to cool off fresh speculation on the subject. BlackBerry's current market cap of $7.4B isn't far removed from Lenovo's $11.2B, he notes. Moreover, Lenovo has only $4.1B in cash, and the company would have to hold onto $2.4B of it to maintain its traditional minimum cash-to-sales ratio of 7%. [View news story]
    As has sort of been alluded to here, the discussion of whether Lenovo would or could buy BB is moot. The Canadian government would never allow such a sale. Would be considered a sensitive asset/industry and would block it at every opportunity.
    Mar 12, 2013. 03:30 PM | Likes Like |Link to Comment