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ElecMun

ElecMun
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  • BlackBerry: Z10 Likely To Fail, Q10 And Q5 Give Hope [View article]
    A very one-sided propagandist article. How can you constantly refer to iPhone as high end device in words and neglect to do an actual comparison of iPhone's absolute bottom of the barrel specs? Where is this balance you claim your article has?

    Every time anything good is inserted into the article about BB it is followed up with a BUT BB also sucks b/c (all in the same sentence). Negative praise is hardly balanced. It would be fine if you represented all phones with this negative praise but alas that is not the case. I like how you put the top 3 S4 specs in bold font, now there's some real objective balance for you.

    You also completely miss the OS, the user experience and the overall build quality.

    In addition the Z10 was brought out to compete with the iPhone and the S3, the A10 will be spec'd similar to the S4. BB has already stated the Z10 will be mid-tier.

    "I eagerly await the first sell-through data of the Q10 and, more importantly.." A very Faucette like statement. Now while sell-through is important why do no analysts quote sell-through for BB over the last 5-6 quarters when they were actually selling-through 2M + more per quarter than they were selling-in. Why are we trying to compare sell-through of BBRY vs sell-in of Apple/ Samsung?

    The article seems like it was written in Feb/ Mar and a few tidbits of up to date info sprinkled in. It seems a very "Apple" and US centric biased, as if you are trying to sell the world on the superiority of the two year old iPhone.

    In conclusion, I find the majority of your articles good reads, whether I agree with your conclusions or not. This article, not so much.
    Jun 19, 2013. 01:09 PM | 2 Likes Like |Link to Comment
  • More on SocGen's upgrade of BlackBerry (BBRY +4.8%): Analyst Andy Perkins says checks indicate FQ1 (May quarter) BB10 phone sales may have topped 5M, which is soundly above a 3M-4M consensus. He also still thinks "there is demand for the 9220, 9320 and 9900 [BB7] handsets but that this is falling rapidly." [View news story]
    Q5 in July (UK). Z5 has not been announced but extrapolating from BB roadmap and execution strategy Z5 hits UK for the back to school season (late Aug). Back to school with the Q5, extrapolated US release date also hits mid to late Aug. Nice.
    Jun 13, 2013. 12:50 PM | 7 Likes Like |Link to Comment
  • BlackBerry: When's The Next Short Squeeze? [View article]
    Yes the author does leave out QNX, BBM, BES 10, etc. Blackberry appears to be evolving into mobile computing solution, and these services will be big drivers. However, not only are they long term drivers, but how does one go about building an analytical model to capture incoming revenues with the current guidance from BB? We need some sort of forward guidance and some sort of a monetization model from these services.
    Any authors blog/articles should be just a portion of the whole pie on any commodity. You parse them all together (plus your own research) , filter out the garbage, drill down into interesting facts, and get a somewhat readable story.
    Jun 10, 2013. 04:26 PM | Likes Like |Link to Comment
  • BlackBerry: Time To Throw In The Towel? [View article]
    You decide to start your article off with "I have been bullish on BlackBerry (BBRY) for the better part of this year." , which appears to be completely contradicted in your earlier articles. Namely the articles of 17-Jan, 29-Jan, 21-Feb and even 20-Mar. (I viewed this as a simply the sell the news article prior to earnings release). The only bullish from this author has been your article of Apr. 30. So you have been bullish 1 out of the last 10 months.
    When the first statement in an article is shown to be misleading it just makes one wonder if there is any validity in the entirety of the article.
    May 30, 2013. 10:58 AM | 10 Likes Like |Link to Comment
  • Who's On Third? Nokia And BlackBerry Have Surprisingly Strong Positions In Some Markets [View article]
    Love your articles but I believe you have run the wrong set (on my of graphs. You show "Top 10 Mobile Vendors in "Countryx"...This is both smart and feature phone (Again depending on your definition they are smart phones). If you expanded on the timeframe you could watch the slow death of the Symbian platform but it will tell you virtually zero on whats happening with Windows platform.

    The graphs "Top 10 Mobile Vendors by "Operating Systemx" (or some slight variation on) give you a nice study on how RIM OS is competing vs Microsoft, Symbian, iOS, Android, etc.
    I made the same initial mistake when I first started running analysis on BB (I took me awhile to figure out the confusion).
    May 29, 2013. 04:26 PM | Likes Like |Link to Comment
  • Toronto Stores Report Strong Sales Of The BlackBerry Q10 [View article]
    The staggered launch for the Q10 will follow similar patterns to the the Z10. From my analysis BB has not been able to manufacture the BB10 fast enough and their early sales figures are above BB's own expectations. According to Misek they started out in Feb at 1M (units per month), quickly had to ramp up to 1.5M, then 2M and now 2M+(as of middle of April).
    BB has to be sensitive with US stock levels (You don't want to give the US shorties and negative propaganda machine any "factual" fuel).
    So I believe as fast as they can produce the Q10 (while stockpiling x.xM units for the US launch) BB are putting these units on the shelves. As they come off the line they are already earmarked for a specific country. That also explains the smaller allotment to each store.
    I do not see any advantage for BB to try and create pent up demand, they have been unintentionally doing this for almost two years now as we all waited on the successful launch of BB10.
    May 2, 2013. 11:55 AM | 2 Likes Like |Link to Comment
  • "We are not dumping BlackBerry (BBRY +2.1%) as Electronista and others have indicated," says a DoD spokesman. "We're moving to multiple devices, and that includes BlackBerry." The spokesman doesn't appear to confirm or deny the part of Electronista's report that mentions an order for 650K iOS (AAPL) devices will be placed. The DoD currently deploys 470K BlackBerrys to go with 41K iOS and 8.7K Android devices. Update: Electronista's sources continue to insist the iOS order is on tap, pending the end of the sequester. [View news story]
    The remarks about the 100 K appear in both articles including today's. In today's release it states the DoD released via email "...As clarified in the recent release of the Commercial Mobile Device Implementation Plan...". He refers us back and does not need to re release the Plan.
    Mar 21, 2013. 10:32 PM | Likes Like |Link to Comment
  • "We are not dumping BlackBerry (BBRY +2.1%) as Electronista and others have indicated," says a DoD spokesman. "We're moving to multiple devices, and that includes BlackBerry." The spokesman doesn't appear to confirm or deny the part of Electronista's report that mentions an order for 650K iOS (AAPL) devices will be placed. The DoD currently deploys 470K BlackBerrys to go with 41K iOS and 8.7K Android devices. Update: Electronista's sources continue to insist the iOS order is on tap, pending the end of the sequester. [View news story]
    Those remarks about supporting 100 K appear to be made in both cases, including today. It states DoD released via email "...As clarified in the recent release of our Commercial Mobile Device Implementation Plan...". DoD are referring you to that release and have no need in re releasing word for word.
    In addition the DoD only have approx. 600K devices, it wouldn't make logical sense to upgrade all at once, especially if they ignore the Android.
    Mar 21, 2013. 10:30 PM | Likes Like |Link to Comment
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