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BBRY: AT&T And GM To Bring 4G LTE In-Car Starting In 2014

|Includes: BlackBerry Ltd. (BB)

AT&T just stole the in-Car wireless contract to bring 4G LTE for GM and OnStar from suddenly-out-of-the-picture Verizon Wireless. OnStar is QNX-powerwed, and QNX is a Blackberry property. Already in pre-market trading Blackberry is up over 4%.

The Detroit News

As Blackberry fans may know, AT&T has been by far the most loyal Blackberry carrier, currently listed as the only source for legacy (Bold, Torch) phones, and a prime soon-to-be distributor of QNX-era Blackberry phones (Z10, Q10, et. al).

In view of the extensive QNX concept cars shown at CES 2012 (Porsche 911) and 2013 (Bentley Continental) and QNX long-established position as a core technology partner to GM OnStar (as well as integration in many other car makes) this naturally will lead to a large uptick in BBRY shares today (predicted).

Potential market for 4G LTE equipped cars is in the millions. Also, early comments indicate 4G LTE in-car apps will be largely if not totally implemented in HTML5, which Blackberry QNX-based phones already lead (485 score on HTML5 test, compared to 386 for iPhone).

There is much talk that there will be an Android-HTML5 interface so the news seems to be a big win for BBRY due to it's full ownership of QNX and a peripheral big win for Android. Bodes badly for Apple left out of the picture along with it's buddy Verizon, and also bodes badly for the future of Apple's application store concept, since it is clear now that Blackberry intends to wage a fight based on the premise which they have bet heavily on that seamless app integration across car and mobile device is going to be HTML5 standardized.

Cheers Blackberry Faithful! This day, we fight!

Disclosure: I am long BBRY.

Additional disclosure: Call options, heavily leveraged.