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  • Can Anything Bring Apple Back? [View article]
    Apple's new phones are plastic - they may keep market share, but will lose profits with low-end gear. That is why they stock is tanking. When your big innovation for a product cycle is going from aluminum to plastic, you are out of gas.

    Android is not a great alternative, enterprise knows Blackberry quality and trusts Blackberry security. iPhones and Androids are too easy to hack. Plus, Blackberry phones can also run Android apps.....with 5 brand new product releases this year, BBRY is clearly the rising star here.
    Jun 13, 2013. 12:15 PM | 2 Likes Like |Link to Comment
  • BlackBerry (BBRY +0.6%) is talking with rival OEMs about having BlackBerry Messenger pre-installed on their phones, says COO Kristian Tear; the remarks come a month after BlackBerry announced iOS/Android versions of BBM would arrive this summer, exciting some investors and stoking fears among others of less hardware differentiation. BBM claims a base of 61M active users (many of them in emerging markets), with 70% of them using it daily. The iOS/Android apps will face competition from WhatsApp (200M+ users and #2 in Google Play free download rankings), Skype (#3), and Facebook Messenger (#4), among others. [View news story]
    I noticed that, but subscribers are different from BBM users - some users have the phone but do not use BBM messaging.

    As well, there are likely more than 73M users of the phone - I for example had a regular data plan with my BB Curve, but did not subscribe to the BB data service, so while I was a 'unit sale', I did not count as a subscriber.
    Jun 5, 2013. 06:13 PM | 2 Likes Like |Link to Comment
  • BlackBerry (BBRY) has upped its component purchases from Taiwanese suppliers thanks to strong BB10 sales, supply chain sources tell Digitimes. The sources add Indonesian and Middle Eastern sales are healthy, and that if other emerging markets prove strong, BlackBerry is likely to ship 30M-40M smartphones in 2013 - Feb. quarter shipments totaled 6M, and were down 23% Y/Y. BBRY +1% in spite of lower NASDAQ futures. The sell-side has been arguing back and forth over BB10's early reception. [View news story]
    Q1 whispers are coming out in the next week, I see many concrete positive data points, nothing negative other than the usual gnashing. $22 after Q1 predicted.
    May 31, 2013. 10:03 AM | 9 Likes Like |Link to Comment
  • BlackBerry Status Report [View article]
    Confirms what I discussed yesterday with multiple sales reps at a large Rogers Wireless store in Canada, in one of the high tech areas west of Ottawa. They said Z10 has sold very well, in the hundreds, on par with iPhone, since launch. They said the Q10 has been inspected by many, with good sales but not at the level of the Z10. Most clients said their companies will be buying them over the next 6-7 months, and they just wanted to come in and check them out.

    When asked about returns, one rep said none - then checked with his manager, who confirmed there were no returns. This is a high-tech corridor in Canada, so likely the clients were able to adapt to the new OS very easily.
    May 15, 2013. 09:36 AM | 12 Likes Like |Link to Comment
  • BlackBerry (BBRY) +1.2% after Barron's provides a semi-favorable writeup about the potential of its BES 10 mobile device management (MDM) platform and network operations centers. The fact BlackBerry can pair its MDM software with a secure network could give it an edge, Barron's notes. However, it also points out MDM competition from startups (AirWatch, MobileIron) and bigger IT names (SAP, Citrix) is intense - Airwatch's chairman argues BES 10 is still "woefully behind" in supporting advanced management features for iOS/Android, such as FIPS 140 encryption. [View news story]
    Blackberry does indeed support FIPS 140 - not surprised a competitor would try to cast them in a negative light, but lying? As an investor, would be skeptical of anything the Airwatch CEO says going forward.
    May 13, 2013. 09:36 AM | 14 Likes Like |Link to Comment
  • BlackBerry Live Next Week Could Bring Shares To Life [View article]
    They need to provide some information about the number of BB10 devices sold to date at BB Live - if it is more than 3-4M, then the bear raid will have no gas.
    May 9, 2013. 08:26 PM | 9 Likes Like |Link to Comment
  • The DOD has approved the use of BB10 phones and tablets on its networks, BlackBerry (BBRY) announces. The statement comes a couple days after the WSJ reported the DOD will sign off on the use of iPhones and iPads, as well as Samsung Galaxy phones. In March, Electronista reported an order is on tap for 650K iOS devices that will replace 470K BlackBerrys; the DOD denied the part about dumping BlackBerry, but didn't confirm or deny the part about the iOS orders.  (PR[View news story]
    Limitations put on iPhone before consideration for DOD use - does it still work as a phone?

    DISA has already produced a Security Technical Implementation Guide for Apple's iOS 6 software on the iPhone 4 and 5. That shows that it would block access to the iTunes App Store, the iMessage messaging app and to the Safari browser on the device because – by defence standards – they pose a security risk. For web browsing, a third-party browser will be used and data will be routed through a Pentagon server.
    May 3, 2013. 10:26 AM | 2 Likes Like |Link to Comment
  • Why Now Is A Good Time To Buy BlackBerry [View article]
    Heins has stated in interviews that new product announcements and direction will be disclosed at the BB Live event on May 14th, in 7 trading days. With current short levels, at this volume it would take 8 days to cover.

    Unless the shorts believe that the announcements at BB Live will bring the stock down (unlikely, rumors of a Phablet, tethered tablet, and less expensive phones for India and Indonesia, Brazil), they have today and tomorrow to cover or they will likely be doing it at $18+
    May 2, 2013. 11:53 AM | 9 Likes Like |Link to Comment
  • BlackBerry Sells Out In 90 Minutes At Selfridges [View article]
    Thanks, Michael, great report - will do the same for Canada on Wednesday
    Apr 26, 2013. 03:08 PM | 8 Likes Like |Link to Comment
  • 2013 "production expectations" for the Z10 (BBRY -1.2%) have been trimmed by 4M-6M units, believes Wedge Partners' Brian Blair, who has been bearish on BlackBerry for years. He adds U.S. Z10 launches " have provided no evidence of meaningful sell-through," and is forecasting <10M 2013 BB10 shipments vs. Street estimates of 20M+. Meanwhile, Pac Crest's James Faucette (previous) believes U.S., U.K., and Canadian Z10 inventories are too high, and that production cuts are a matter of time. Also: BlackBerry says the Q10 is expected to sell for a subsidized $249 in the U.S., $50 more than the 16GB iPhone 5. [View news story]
    Misek visited the productions facilities, and he has the opposite view - production ramping up. These guys 'feel', 'beleive' and 'anticipate' - never set a foot outside their offices - who do you think is more credible? Look up Misek's report.
    Apr 25, 2013. 02:49 PM | 17 Likes Like |Link to Comment