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mikebator

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  • Morgan Stanley: BlackBerry's FY16 software target appears unattainable [View news story]
    MS Faucette = MOBL = NotCredible
    May 29, 2015. 03:28 PM | 4 Likes Like |Link to Comment
  • BlackBerry: I Hope Analysts Are Wrong [View article]
    Chen Good, revenue bad.
    Broken Sales channels being tweaked open but only a trickle so far.
    Image, from dead to oh, um, hey you are still around?

    BES12 seems to be getting traction if we read into MOBL "sales didn't close as expected" scenario and the proud Chen mentioning a good chunk of new licenses coming from competitors customers but is it enough? 15% SAF handicap on growth.

    I am Long but from buy to hold, at least from my entry point. Based on some pieces in place, they need to show it will reverse the sales trend. As for marketing money it's a wild card that can't be played until revenue stabilization occurs because you need to get positive balance sheet numbers where cash is coming in.
    May 28, 2015. 12:25 PM | 1 Like Like |Link to Comment
  • BlackBerry: I Hope Analysts Are Wrong [View article]
    I reduced my bloated position because I just don't trust the manipulation and can't see a very good quarter based on the change in tone, lack of carriers pushing the product.

    Even though MOBL and MS manipulation seems to have abated I wonder who else out there will spin it down. I also reduced other positions as to increase cash for any corrections that might be on the way.
    May 28, 2015. 11:40 AM | 4 Likes Like |Link to Comment
  • BlackBerry: Obsession With Cash Flow Hurting Shareholders [View article]
    @Cliff,

    Get a sim card adapter. I use one to switch between Q10 and Passport, Q10 is family backup but I have a nano sim unlike the kids and wife who all have z30s.
    May 28, 2015. 11:31 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Obsession With Cash Flow Hurting Shareholders [View article]
    @Author,

    Tone has changed and a long long after bloating my position I have recently cut it to a more normal percentage. I am still very long but long with eyes wide open. Ultimately I believe they will get the word out on the phones as they are truly amazing and different, highly productive and reliable with a build quality superior to most.

    Long Blackberry with eyes open for adding and reducing the position.
    May 28, 2015. 10:59 AM | 2 Likes Like |Link to Comment
  • BlackBerry Is History [View article]
    @kia,

    Pentagon, link? Last I read the DoD was holding a z30 saying this is what we will be handing out and the maintenance staff might have iPhones but anyone with security clearance in the secret realm won't.
    May 27, 2015. 10:22 PM | 2 Likes Like |Link to Comment
  • BlackBerry Is History [View article]
    @author,

    RIM is History, BlackBerry is rising from the ashes. No substance here, time I won't get back, reminds me of Koffi. Long BlackBerry
    May 26, 2015. 06:29 PM | 14 Likes Like |Link to Comment
  • BlackBerry CEO Chen's compensation figures [View news story]
    @Randal,

    Maybe Note 4 Isn't as good as Passport and that would be my choice if I couldn't have BlackBerry 10 but I haven't touched my Playbook or Galaxy Tab 4 nor my laptop but for programming and intense spreadsheets I use my computer. I have 160 gigs on my Passport and watching a movie is like an iPhone sideways but with bars on the top and bottom, I prefer to use mine or the kids phones to mirror cast screen share to my TV vs laptop.

    Different folks for different strokes but I believe this guy more than Bob.
    May 25, 2015. 01:27 PM | 1 Like Like |Link to Comment
  • BlackBerry CEO Chen's compensation figures [View news story]
    @denis,

    I do banking, edit documents, spreadsheets, sharepoint sites and docs, movies, music, games (the odd time), print docs, killer communications (hub so sweet), run teams I coach, and ya I don't use my Galaxy Tab 4 or playbook (flash sites and sim city only) so I get what he is saying as I only use the PC for pivot tables and programming.
    May 23, 2015. 06:05 PM | 1 Like Like |Link to Comment
  • BlackBerry launches 12M-share buyback; shares +2.2% [View news story]
    @bob,

    So, Apple has been doing this for quite some time if I understand correctly and from what you are saying it's an instrument for financial engineering. Interesting indeed. BlackBerry gets a sales partner it's bad, Apple gets a partner iBM and it's good and this sounds just like that double standard argument. Thanks for the glass half empty but I prefer mine half full.
    May 21, 2015. 07:30 PM | 17 Likes Like |Link to Comment
  • BlackBerry launches 12M-share buyback; shares +2.2% [View news story]
    Me too me too, a note from Apples playbook? Just show rev increase, device increase and BES12 adoption but hey I will be take it.
    May 21, 2015. 04:43 PM | 6 Likes Like |Link to Comment
  • BlackBerry: It's Time [View article]
    @C,

    You are correct but we need this revenue thing to pick up. Growth trajectory here is good but 50 mil base to 60 is 10 mil. We need 500 mil so while headed in the right direction we have some distance to cover.

    Really for me the play is get those Fleet Models ready, remember we are competing with i5s and Good packages primarily and BES12 CLassic/Leap competes well with more premium choices i6 vs Passport and Z30. Not all those 2-3k conversions were MOBLS "they didn't close as expected" I am sure a Good chunk of that was from Good as well. Lots of BES5 out there, now it's time to see if the BlackBerry and Partners can "close as expected".
    May 19, 2015. 08:34 PM | Likes Like |Link to Comment
  • BlackBerry: It's Time [View article]
    @scott,

    Is that Good report any good cause I have lost faith in what competitors say these days since BlackBerry fact check and MOBL MS fiasco. Good doesn't support BlackBerry so it's not bias or horribly wrong... nah
    May 18, 2015. 10:55 PM | 1 Like Like |Link to Comment
  • BlackBerry briefly spikes on unconfirmed Microsoft rumor [View news story]
    @TheGang,

    12.50 target for year end. Software increase with BES12 and value adds from recent acquisitions. The reopening and opening of sales channels like T-Mobile, Vodephone will help offset SAF revenue. QNX Car 2 at Ford along with existing customers will also start contributing.

    Hardware numbers should start to reach the 2.2 million per quarter with the Oslo and slider wild cards leaving the classic, passport and leap to carry the immediate load along with IMO the most under rated phone Z30 floating around kicking in.

    Near the end of the year I think BlackBerry BES12 with Fleet Friendly Leap and Classic. If you think about it Chen really wanted to out do the i5 Good/MOBL type combos as well as s4 and s5 combos. With the legal issues of all the MS MOBL Faucette nonsense having taking its course BlackBerry should find a lift in the form of the FUD head wind disappearing.

    Just still believe in 12.50.
    May 16, 2015. 01:49 AM | 2 Likes Like |Link to Comment
  • BlackBerry briefly spikes on unconfirmed Microsoft rumor [View news story]
    Doh,

    Damn rumors, I can't wait until Chen shows BES12 traction picking on the soon to be carcass of MOBL
    May 15, 2015. 04:03 PM | 13 Likes Like |Link to Comment
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