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  • BlackBerry: Making Progress In The U.S. Market [View article]

    Great effort to analyze the US market sale. But most of them is non-substantial.

    It is all about the new platform and what the money flow could be generated from it. BB10 has weaker service revenue compared to BB7. It could be all gone for individual users.

    But BBRY do have tremendous leverage on this new platform. That will depend on how the management utilize it.

    Q10 should weight more than Z10, in another words, you should better use your time then.

    Good luck.

    I long BBRY too, but wait for better price. Shake could happen before squeeze.
    Apr 9, 2013. 09:15 PM | Likes Like |Link to Comment
  • Can Repros Therapeutics Maintain Its Momentum? [View article]

    The only concern is possibility of new equity offering. But I will think that could be a positive event with the release of registered number. Holding the SPA is huge deal for the small Cap company.
    Apr 5, 2013. 08:45 AM | Likes Like |Link to Comment
  • BlackBerry Shorts Have Little To Gain, Much To Lose [View article]

    Two arguments as following:

    The service revenue is too optimistic and old model will lose BBRY money instead of making profit.
    Feb 27, 2013. 05:14 PM | Likes Like |Link to Comment
  • BlackBerry Shorts Have Little To Gain, Much To Lose [View article]

    Jaberwock: you did a great work on the enterprise value of BBRY. But I need to mention following parts for argument:

    1.The older models ASP is around $240 which is not profitable and may be written down in near future (you put 900 million revenue in place);

    2. Service charge would not be the same, it is declining yoy by almost 50% ($4/user to $2/user);

    3. Total operation cost is about 4.5 Billion/year, it wont be profitable this year if BB10 associated device only sold less than 10 million units. Not to mention it may cut the sale of existing device and more competition down the road.
    Feb 27, 2013. 05:05 PM | Likes Like |Link to Comment
  • Earnings Preview: Sina Reports Q2 Results Wednesday [View article]
    Given the uncertainty of government regulation, it should be given enough discount for SINA stock price. 30-40% discount of 8 Bil of twitter's value, it is a fair value so far between $90-100.
    Aug 16, 2011. 06:35 PM | Likes Like |Link to Comment
  • Netflix - 100 Year Old Wall Street Game of Blind Enthusiasm and Fooling of Retail Investors Continue [View instapost]
    GS gave NFLX 6 month tgt $330 price, unusual time period, not faking pump. It is a prediction for the peak after NFLX complete its expansion phase.
    Jul 29, 2011. 10:52 PM | Likes Like |Link to Comment