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  • Apple Stabs BlackBerry In The Heart [View article]
    IBM's German subsidiary will offer BlackBerry's BES10 as a hosted service for customers across Europe. You see, the Apple/IBM partnership does not prohibit IBM from doing business with BlackBerry.

    "BlackBerry offers BES10 as a hosted service through partners"

    http://bit.ly/1jWljj1
    Jul 23 09:25 PM | 2 Likes Like |Link to Comment
  • Apple Stabs BlackBerry In The Heart [View article]
    I don't buy it.

    IBM won't stop selling Microsoft and other competitor products, and will also keep managing Blackberry phones with BES.

    Corporate tech clients are pretty savvy and won't let themselves get locked in by any tech giant. Gone are the days where fortune 500 companies would outsource their entire IT operations to one vendor. Now they pit them against each other by outsourcing different bits and pieces to multiple vendors in order to keep costs down.
    Integrating all these vendors is a challenge for the contractor with the largest slice of the pie, who is often responsible for these joint projects. For example, installing an ATM involves coordinating numerous players from competing organizations that must work together: Telecoms (who own the circuits), client IT departments ; Multiple Service Providers (IBM/CSC/HP/CGI etc) sharing a contract, ATM providers etc, outsourced technicians on site, and the list goes on.
    IBM could provide end to end ATM services (except for the Telco portion): They sell IBM ATM's, but most often install a competitors ATM; IBM can physically install the ATM's themselves, but that portion is usually contracted out to a much cheaper local outfit; IBM can provide the software to manage those ATM's but often clients use a competitors applications, usually much cheaper; IBM can provide ATM Helpdesk support for the bank, but application support will probably be handled by another vendor, or vice versa.

    It would be a lot smoother if one vendor was in charge of everything rather than trying to coordinate multiple competing groups who cannot be held accountable when something goes wrong: because you can't fire someone from another company for screwing up your project (and it's not the client's problem, it's yours)... but this is what IT service companies must live with today. IBM/Apple won't be treated any differently. They will get some business, but they won't get all the business, no way.

    BlackBerry faces the same landscape and challenges as other players in the field... but BlackBerry is nimble enough to compete against IBM/Apple. Few Fortune 500 companies will allow themselves to be totally locked in by IBM/Apple. Apple is notorious for locking users in to their iTunes ecosystem, and IBM also tries very hard to lock you in on IBM Iron and all the related services. IBM/Apple products and services won't come cheap because IBM is prisoner of it's size and can't budge much on price, although they do provide high quality and you get a lot of useful tools and support. But often, clients choose the cheapest alternative (like Apache/linux/Microsoft). I think the same will happen between IBM/Apple and BlackBerry.
    Jul 23 05:38 PM | 8 Likes Like |Link to Comment
  • BlackBerry Is Now An Obvious Buyout Target, And 4 Other Reasons Not To Worry About The Apple/IBM Deal [View article]
    @ihadnihn.

    Nobody expects Apple to switch to QNX... Apple hired the ex BB VP so he could improve iOS.

    You've developed for iOS, and QNX? or was it iOS and BB10?

    You say QNX doesn't do anything special, it's just another *NIX... so why is QNX mostly used in critical systems where safety is a serious concern (nuclear power plants, medical devices, automobiles, etc)? UNIX and it's many variations have been around just as long as QNX so why haven't they been adopted as widely as QNX in the embedded space? I'm not saying it's special, but it obviously does do some things better than the other *NIX.
    Jul 16 04:24 PM | 2 Likes Like |Link to Comment
  • BlackBerry Is Now An Obvious Buyout Target, And 4 Other Reasons Not To Worry About The Apple/IBM Deal [View article]
    Hello Mr Knowitall,

    Yes it's well known IBM does Big Data (and many other interesting things) and has the expertise. Blackberry has a lead in the mobile and embedded space with QNX. There are millions of devices ranging from automobiles to medical devices running QNX. In the medical field they are already collecting and sending data to be analyzed by companies like NantHealth.

    Project Ion is not in the "dreamy vaporware stages", it's in the trial stage:

    "Canada's BlackBerry is attempting to make a dent in the internet of things space by launching a healthcare service that will integrate thousands of medical devices to enable early detection of illnesses.

    "The NantHealth platform is currently installed at about 250 hospitals globally, and connects more than 16,000 medical devices collecting more than 3 billion vital signs annually."

    "We are running trials with multiple hospitals in India. It includes integration with different hospital information systems as well as various medical equipment." "

    http://bit.ly/1t6HPcQ

    IBM can install some useful business apps on iPads, but I don't see how that competes with BlackBerry's end to end offering.
    Jul 16 03:47 PM | 4 Likes Like |Link to Comment
  • BlackBerry Is Now An Obvious Buyout Target, And 4 Other Reasons Not To Worry About The Apple/IBM Deal [View article]
    TimRunge spot on about two different cultures. They are both great companies to work for, but have very different management styles. I think it would be easier for an IBM employee to work for Apple than the other way around.
    Many IBM innovators tried to pitch their ideas to management but were ignored. So they quit and founded their own successful businesses which have been competing with IBM since: SAP, EDS, Citrix, Cray, just to name a few. Someone at IBM probably had a few good ideas about growing opportunities in the mobile space a few years ago, but as you can see, not much happened.
    Jul 16 03:00 PM | 1 Like Like |Link to Comment
  • BlackBerry Is Now An Obvious Buyout Target, And 4 Other Reasons Not To Worry About The Apple/IBM Deal [View article]
    Exactly James... I laughed when the stock went down. I had a mental picture in my mind of a bunch of jittery meerkats diving in their holes, and then popping their heads out again when they realized it was just an elephant passing by at a distance.

    Personally, I believe IBM is in panic mode... IoT and project Ion are a big threat for Big Blue. IBM does not want another competitor getting ahead of them in Big Data (NantHealth deal: processing and analysis of data collected from thousands of medical devices).
    BBRY already has a lead in Big Mobile Data and IBM is just too big and slow, and full of red tape to respond quickly enough. Every product or service they offer is more expensive than the competition. So whatever Apple/IBM comes up with, it will not be cost effective... especially if clients can only buy Apple hardware.
    Jul 16 12:22 PM | 7 Likes Like |Link to Comment
  • BlackBerry's Price-To-Sales Ratio Is... What? [View article]
    Back in 96 Commentators sounded a lot like today... some things never change.

    http://nyti.ms/1kVZnzp

    When Apple Hit Bottom

    * Fortune, 2/19/1996: “By the time you read this story, the quirky cult company…will end its wild ride as an independent enterprise.”
    Jul 14 01:22 PM | 2 Likes Like |Link to Comment
  • BlackBerry: Wireless Carriers Can Sell More Z3 Phones By Bundling Them With Affordable Data Plans [View article]
    BlackBerry Z3's initial stock sold out two weeks since launch

    "We've sold about 75 per centof the stock that we got," Himanshu Chakrawarti, chief executive at The Mobile Store, told ET. "The Z3 has done well so far, benefiting from the easy installment options and discounts."

    "Industry insiders reveal about 25,000 to 30,000 Z3 devices were imported to India, a large part of which has been allocated to large format retailers."

    Read more at:
    http://bit.ly/1yf7bVf

    The Mobile Store's website does show the Z3 in the "Hot & Happening" section.
    Jul 14 12:31 AM | Likes Like |Link to Comment
  • BlackBerry: Wireless Carriers Can Sell More Z3 Phones By Bundling Them With Affordable Data Plans [View article]
    Alcaraz Research ,

    From what I read in various articles, India has higher VAT taxes, and "carrier fees" were also mentioned as a factor, but I don't know if these fees are applied equally.

    The Z3 disappeared from Flipcart's best seller section in only one week, while the Z10 still is at the bottom of that same list. There is little difference in price between the Z10 and Z3... so are people choosing the better specs of the Z10 over the Z3?

    The Z10 is at the bottom of Flipcar'ts best seller list, but at least it IS on the list. So sales must not be all that bad for the Z10, right? I haven't followed Flipcart BB sales before so I can't tell you how long the Z10 has been on it. But it does bother me that the Z3 is NOT on the list anymore.

    When initially released in India, the Z10 flopped because it was as expensive as an iPhone. Then earlier this year, BB lowered the price and Z10 sales picked up dramatically. Now, either Indians are waiting for lower Z3 prices, or they are choosing to pay a little more now and get the better Z10.

    Is the Z10 still a flop in India? or was that last year? Does Blackberry make more money on the Z10 than the Foxconn built Z3? It would be useful to get some sales or inventory data on both these devices.

    Personally, I think the Classic and Passport will do much better globally.

    -----

    Why would carriers promote BB phones over other brands? What incentives are there for them?
    Jul 13 03:41 PM | 3 Likes Like |Link to Comment
  • BlackBerry Back In The Black [View article]
    Richie_L

    The Z3 should do well where it is priced lower. Unfortunately in those countries where it is priced higher (cost of doing business/taxes) the Z3 will have a much harder time. It will probably flop in India, the best sellers there are affordable Motorola phones and the Z3 can't compete. What makes it worse is that it is only slightly cheaper than the Z10, which has better specs, so Indians who can afford a Z3 are figuring out the Z10 is in fact a better deal so they are opting for the Z10.
    During the first week of it's release the Z3 was listed in Flipcart.com best seller section, but if you look today it is no longer there... but the Z10 is! (at the bottom of the list). I don't know if this is all bad, but I hope the same does not happen in South Africa and those other countries where the price is higher.
    Jul 12 04:29 PM | 1 Like Like |Link to Comment
  • BlackBerry Will Continue Its Rise [View article]
    Guest Eh, Eventually all this downsizing will have a positive impact.

    BlackBerry has approx 6,300 employees while Apple has over 73,000 so I believe BB can still make a profit in niche markets like Enterprise/Medical even if they don't sell as many phones as Apple. Add to this potential increasing revenues from BES, QNX and BBM secure and they should start making a profit.
    If BlackBerry's new phones gain moderate traction in the consumer market then the shorts should really start worrying.
    Jul 9 04:14 PM | 2 Likes Like |Link to Comment
  • Momentum Is On The Side Of BlackBerry, Profit-Taking Will Not Slow It Down [View article]
    Elmo Harris on Disqus posted these Talking Heads lyrics on the BB fact-check portal:

    Facts are simple and facts are straight
    Facts are lazy and facts are late
    Facts all come with points of view
    Facts don't do what I want them to
    Facts just twist the truth around
    Facts are living turned inside out
    Facts are getting the best of them
    Facts are nothing on the face of things

    Facts are useless in emergencies
    Jul 2 03:46 PM | 2 Likes Like |Link to Comment
  • The Passport Can Help BlackBerry Fly Higher [View article]
    944761... yes, it fits in normal sized pockets, and my current phone is just a little taller than my passport so the device is not over-sized at all.

    In my opinion Chen made all the right moves building this phone, for once BB did not skimp on the specs so reviewers won't have much to criticize on the hardware side. Yes, critics are already saying it's ugly and it's form factor makes it hard to hold while typing (even though they've never seen one up close or even handled one), but it's good news if that's all they have to criticize. If the BB10.3 update is as good as what is being claimed and first time BB users find it easy to use then maybe... we have a turnaround on our hands.
    Jul 2 02:08 PM | 1 Like Like |Link to Comment
  • The Passport Can Help BlackBerry Fly Higher [View article]
    David, would I buy it? I sure will... but individual tastes are hard to gauge in the market. If your wife opened a clothes store for women, how long would she stay in business if she only stocked the shelves with the products/styles she liked?
    Jul 2 01:38 PM | Likes Like |Link to Comment
  • The Passport Can Help BlackBerry Fly Higher [View article]
    As innovative as the Passport is, there is no guarantee it will be a success so I understand why you would stay on the sidelines for now.

    The critics keep moving the goal posts further away for BB. Since the iPhone came out, bloggers and journalists always have had advice for Blackberry:
    First they said BB7 screens were too small, the browser was too slow, and the devices crashed too often (fixed with BB10). Then they said BB needed a touch device because nobody wants KB phones anymore (fixed with Z10 Z3 Z30). Soon after they said BB10 doesn't have enough apps (fixed with Android runtime and now Amazon app store deal). Or it was too expensive (fixed with Z3). And from the beginning they said BB10/Z10/Q10 wasn't innovative and just a mere copy of Apple/Android (fixed with Passport). “Too little too late” they said each time.

    The good news is Chen is being proactive rather than reactive, BBRY stopped taking advice from the press because nobody told him to build a phablet with a kb, and big square screen. Most agree the new form factor should make working with documents, images, maps, webpages, and emails a lot better than “normal” phones. Now we have to wait and see if and how many users/enterprise really care about productivity... few care about security these days so I hope it's not the same for productivity.
    What concerns me is the Passport’s future retail price… and if US carriers (and which ones) will choose to sell it in their stores rather than just online. And will the BYOD crowd like it enough to switch?
    Jul 2 02:16 AM | 2 Likes Like |Link to Comment
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