Seeking Alpha


Send Message
View as an RSS Feed
View cfezziwig's Comments BY TICKER:
Latest comments  |  Highest rated
  • BlackBerry: The Class Action Lawsuit Resulting From The 'Jeep Hack' Could Negatively Impact QNX Sales [View article]
    re: Af Af the problems and seemingly monthly hacks of Android, I am convinced that consumers don't care.

    True, but with cars peoples lives are at stake, with smartphones its selfies and maybe credit card access.

    All security breaches are good for Blackberry but when the steaks are higher its even better, who wants a second rate uconnect system when BBRY can develop an end to end solution?
    Aug 8, 2015. 03:56 PM | 3 Likes Like |Link to Comment
  • BlackBerry Counting On Emerging Markets [View article]
    Agreed. The normal negative sentiment in the media is changing surprisingly quickly....I wonder who will be the last to jump off the bash bb bandwagon, my money is on CNBC and The Street, those 2 couldn't get yesterdays weather right.
    Jan 26, 2014. 02:48 PM | 3 Likes Like |Link to Comment
  • BlackBerry Counting On Emerging Markets [View article]
    Its clear Wallstreet knows nothing about I.T.

    First they pump the stock up after mis-reading an article one day and re-reading it the next day take it back down, are people managing millions of dollars that stupid?
    Jan 24, 2014. 01:30 PM | 9 Likes Like |Link to Comment
  • John Chen's First Mistake [View article]
    Windows support is coming, give it some time and a few more % points of market share increase for mobile, Chen is right to point out its too early now, next year is another story.

    Desktop PC's won't be far behind. Remember, they just released it to iOS and Android just a few months ago and those products need to mature first, focusing on those market segments is their priority understandably, once those products mature the desktop and windows phones are next.
    Jan 23, 2014. 01:54 PM | Likes Like |Link to Comment
  • BlackBerry: Rebirth Of The Original Gangster [View article]
    They've already guided the next few quarters will be financial trainwrecks, anything better than a trainwreck is positive, the bar is low, Chen was looking at 6 quarters before profitability.
    Jan 22, 2014. 08:48 PM | 1 Like Like |Link to Comment
  • BlackBerry: Rebirth Of The Original Gangster [View article]
    I'm curious too, wasn't it released several months ago in Indonesia? Do they take a fee for each transaction like Paypal, if so this would be another major cashcow. It should be be ready for prime time after 6+months of beta testing, sure would like to hear a surprise like that for 2014, especially to shut up those BBM critiques who seem to think it isn;t worth anything while other similar services are worth a fortune.
    Jan 22, 2014. 06:51 PM | Likes Like |Link to Comment
  • VMware's Purchase Of Airwatch May Be Bullish For BlackBerry [View article]
    I thought it just highlighted how much better BB is in the MDM space. What CIO wants to deal with 3-4 companies when they can deal with one comprehensive solution for their mobile needs?

    With Blackberry you get MDM, Messeging, Cloud services, BB10 handset all integrated from the ground up. Look at the alternative, a patchwork system of multiple companies to satisfy the same needs, its a management nightmare, will cost more to role out and maintain and be less secure trying to coordinate 3-4 different vendor products.

    In addition, the alternatives are all typically considered inferior on a one to one basis: BES10 vs Airwatch/Good/Knox, BB10 phones rated higher by consumers than iphone/android phones (I know thats debatable), BBM vs nothing (or maybe Skype) in the mdm space, why would you go with 3 inferior products and services from 3 different companies?

    In short, IT Managers and CIO's would have to be masochists to not go with Blackberry for their MDM needs.
    Jan 22, 2014. 03:29 PM | 6 Likes Like |Link to Comment
  • Keep Holding BlackBerry Shares, They Will Soar Higher [View article]
    re: The bad news around the company will continue

    Its been all good for the last 3 weeks.

    Next few months of news will have blockbusters:

    1] Full Android support (app argument dies)
    2] Voice and Video and Channels BBM for iOS and Android
    3] Foxconn phones hit market
    4] BES10 adoption growing

    It is possible they can bleed cash more than expected but the layoffs and property sales should keep that from being worse than expected and any bearish news results.

    Even the most notorious bear media outlets are changing their tune. Yes its risen a lot in a short time but most are realizing it was previously priced according to a company that was supposed to go bankrupt.

    BB stock valuation is driven by news headlines and the headlines look exciting for the next 4 months.
    Jan 22, 2014. 02:02 PM | 3 Likes Like |Link to Comment
  • BlackBerry Name Change And Spin-Offs Next? [View article]
    Agreed. BB products and services work best together and provide competitive edges, even against 500lb gorillas like Apple, Samsung and Microsoft.

    There is no other company on the planet that can provide enterprises messaging, mdm and handsets under one roof.

    The only alternatives are patchworks of multiple company products and services, a costly management nightmare ie android/ios handsets, Knox/Good mdm, whatsapp/skype CIO in their right mind would choose that fiasco over BB.
    Jan 22, 2014. 01:50 PM | 1 Like Like |Link to Comment
  • BlackBerry Could Beat Earnings Estimates In Fiscal Year 2015 [View article]
    You're mostly correct. Software services are a big part of their future and those margins are awesome, but handsets support those services and foxconn is years away from manufacturing 100% of Blackberry's phones, if ever.

    They could almost give away BB10 phones to enterprise customers and still turn a profit off the licensing fees. This is one scenario where its hard for apple and samsung to compete, enterprises would have to buy an iPhone/Galaxy and Knox/Good MDM licenses, no one is suggesting that combination is better than BES10/BB10, unless it was cheaper they cannot compete.

    Kind of like printers, they almost give them away but make money off selling the ink.
    Jan 21, 2014. 09:25 AM | 3 Likes Like |Link to Comment
  • BlackBerry: Set To Soar, Target Price $17 [View article]
    I miss all those Pac Crest Faucette and MKM reports, better than a comic strip, can't believe the mainstream media prints their 'analysis'. What will I do for entertainment during the short squeeze?
    Jan 20, 2014. 09:03 PM | 2 Likes Like |Link to Comment
  • BlackBerry: Set To Soar, Target Price $17 [View article]
    In 8 quarters BB10 will be in its prime and iOS and Android will be bloated dinosaurs...the roles have reversed from a mere 5 years ago !
    Jan 20, 2014. 08:57 PM | 2 Likes Like |Link to Comment
  • BlackBerry: Set To Soar, Target Price $17 [View article]
    re: once its cash is all gone

    I'll miss those comments....enjoy the short squeeze people !
    Jan 20, 2014. 08:54 PM | 4 Likes Like |Link to Comment
  • BlackBerry Set To Plummet [View article]
    re: BlackBerry Set To Plummet

    Another 8% gain today on the tse:BB , your dire prediction is hilarious.

    How much have you missed since publishing this article?
    Jan 20, 2014. 08:09 PM | Likes Like |Link to Comment
  • BlackBerry: Set To Soar, Target Price $17 [View article]
    Perhaps someone got wind of the DoD blackbery order that justs making it to the mainstream press today, thats major news for BES10 and enterprise adoption, 80k phones and BES10 licenses by Jan30th $$.
    Jan 20, 2014. 07:27 AM | 10 Likes Like |Link to Comment