txlaw Posted August 24, 2012 Share Posted August 24, 2012 One final thought. RIM's bizblog post on ActiveSync was very good and that combined with its press release issued in response to BGR's post would certainly clear up any misconceptions that tech savvy people might have about BES/MobileFusion. And I don't think that any IT folks considering upgrading to BES10 in order to support BB10 devices were fooled by any of this breaking news. Instead, I think the misinformation is most likely to have had an effect on investors and their assessment of the value of RIM's software and services division. Because RIM is undergoing strategic review and there are tons of rumors out there right now, RIM's press release response probably should have been more clear and more airtight. Unfortunate but not the end of the world. Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 24, 2012 Share Posted August 24, 2012 What exactly does the new BES do for Android and IOS devices? What does "manage" entail? BES 10 will incorporate Mobile Fusion. Mobile Fusion is RIM's mobile device management (MDM) software. See http://ca.blackberry.com/business/software/blackberry-mobile-fusion.html Don't have time to explain MDM software at the moment, but Google searches will lead you to the right info. You mean like these guys: Zenprise MobileIorn Good Sybase Airwatch Aruba And many others Also Meraki is offering it for free. Very overcrowded space with the other guys having a headstart for IOS and Android. I take it your question wasn't really a question? ;) Yes, there are lot of folks in the MDM space. No doubt about it. Actually, it was. The reason is that if RIM is just doing generic MDM, they have no advantage of any of the other vendors unless an enterprise is rolling out BB10. In fact, they are likely to be behind. In other words, the new BES is dependent on the traction of BB10 and is unlikely to develop into its own business. If, on the other hand, they have far superior MDM capabilities compared to other vendors (for IOS and Android devices), they may have a shot. Even then, the MDM business is unlikely to offset declines in the other parts of the business. Hence, the question "What does mange entail?" Link to comment Share on other sites More sharing options...
Guest valueInv Posted August 24, 2012 Share Posted August 24, 2012 True, companies will have to keep running the old BES on a separate server in order to keep the old BB devices running on the network. But this is only an issue if a company wants to support both old BB devices and new BB10 devices. Any company even considering BB10 is likely already a RIM customer. They are not going to rip out legacy devices and hand everyone BB10 devices on day one when few applications would have been ported to the new platform. This is a big issue. And even if they do want to continue to use old BB devices (which I'm sure you and ValueInv contend nobody wants to do), it wouldn't be a nightmare to have two servers running while you transition old BB devices out of the company. I No, what I am contending is that few are likely to want to use the new devices. The old ones a legacy that will take time to run off. They are going to have to be able to easily keep data synchronized between the two servers, otherwise, it will be a nightmare. Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted August 24, 2012 Share Posted August 24, 2012 crackberry always delivers the positive rimm spin. it's their charter. be that as it may, it simply confirms that BGR got it 100% right. if I was invested in rimm I would block the site. It's a great source to feed confirmation bias. this to me looks like a big dent in the BES franchise longer term. "For individuals and "bring your own device" users, Blackberry 10 can sync directly using ActiveSync (Exchange, Gmail), for email, calendar, and contacts, without the need for BES 10. " Link to comment Share on other sites More sharing options...
txlaw Posted August 24, 2012 Share Posted August 24, 2012 crackberry always delivers the positive rimm spin. it's their charter. be that as it may, it simply confirms that BGR got it 100% right. if I was invested in rimm I would block the site. It's a great source to feed confirmation bias. this to me looks like a big dent in the BES franchise longer term. "For individuals and "bring your own device" users, Blackberry 10 can sync directly using ActiveSync (Exchange, Gmail), for email, calendar, and contacts, without the need for BES 10. " I'm sure crackberry is as you described. I never read it. But BGR certainly fed a lot of confirmation bias in this situation (;)), and it definitely did not get anything 100% right. Examination of the facts proves the opposite. BES 10 is for people who want to use RIM's infrastructure. It doesn't put a dent in the BES franchise. It gives companies options because it incorporates Mobile Fusion. Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted August 24, 2012 Share Posted August 24, 2012 on the contrary. bgr could not feed confirmation bias when it came to the same conclusion that crackberry did. it looks to me like bb10 works better with industry standard, activesync, than previous os bb7, which relied on rimm proprietary protocol. I think it can't be good for a product when you need to use it less. Link to comment Share on other sites More sharing options...
txlaw Posted August 24, 2012 Share Posted August 24, 2012 True, companies will have to keep running the old BES on a separate server in order to keep the old BB devices running on the network. But this is only an issue if a company wants to support both old BB devices and new BB10 devices. Any company even considering BB10 is likely already a RIM customer. They are not going to rip out legacy devices and hand everyone BB10 devices on day one when few applications would have been ported to the new platform. This is a big issue. Existing RIM customers are almost certainly considering BB10 and BES10, and there will certainly be new customers who use BB10 where security is a big concern. Further, outside of NA, enterprises are still adopting RIM, and they are surely taking into consideration BB10. I agree that many (perhaps most) are not going to rip out old devices, especially the big enterprises. As I said above, companies who transition will just run two servers. I disagree with you that that this is a big issue. I'm suggesting that any IT department who wants to continue to use BB infrastructure and also use BB10 will just run two servers. It's not that big of a deal as you make it out to be. And even if they do want to continue to use old BB devices (which I'm sure you and ValueInv contend nobody wants to do), it wouldn't be a nightmare to have two servers running while you transition old BB devices out of the company. I No, what I am contending is that few are likely to want to use the new devices. The old ones a legacy that will take time to run off. They are going to have to be able to easily keep data synchronized between the two servers, otherwise, it will be a nightmare. Fair enough on your view of old BB devices. Don't think it will be as much of a nightmare as you think. More work sure, but that's what IT guys do -- they solve these sorts of problems. Link to comment Share on other sites More sharing options...
txlaw Posted August 24, 2012 Share Posted August 24, 2012 on the contrary. bgr could not feed confirmation bias when it came to the same conclusion that crackberry did. Clearly you are reading the two articles differently than I am. The facts were much better laid out in the crackberry article, and the "analysis" and conclusions were also quite different between the two articles. Link to comment Share on other sites More sharing options...
Mikenhe Posted August 24, 2012 Share Posted August 24, 2012 More work sure, but that's what IT guys do -- they solve these sorts of problems. or make them..... Link to comment Share on other sites More sharing options...
txlaw Posted August 24, 2012 Share Posted August 24, 2012 As we cut to the chase, we agree that the facts are not in dispute. It's just that your belief is the facts were "better laid out" in the crackberry article. and people do interpret facts differently. It's par for the course that an independent site would have a different angle on this news than one captive to rimm has. It also would not surprise me in the least that Crackberry's interpretation and analysis of the facts may be more aligned with the rimm bull's view of the world. My post prior to pointing out the crackberry post lays out my view of the facts after having dissected the BGR article, the CIO article, RIM's press release, RIM's bizblog post on ActiveSync, and utilizing my former understanding of the situation with BES. I only found the crackberry article after I posted. As it turns out, though, that site did a good job of laying out the facts in a non-biased way, despite the fact that the site is almost certainly a fanboy site. Now you can dispute their analysis, but I thought it was actually on point, though I certainly would not discount the notion that they always view RIM related news with rose-colored glasses. BGR's presentation of the facts, on the other hand, was very misleading, with all sorts of implications that turn out not to be true. Moreover, the poster's analysis was wrong, IMO. Link to comment Share on other sites More sharing options...
txlaw Posted August 24, 2012 Share Posted August 24, 2012 More work sure, but that's what IT guys do -- they solve these sorts of problems. or make them..... Haha, that's a very jaded view of IT. I actually think IT guys have a pretty tough job and are treated unfairly by their users/clients. But I agree that they don't necessarily think the same way as their users/clients and sometimes have blind spots that keep them from choosing solutions that make everything "just work" properly. There are, of course, competing costs and benefits to having everything "just work." Security being one of the biggies. Link to comment Share on other sites More sharing options...
txlaw Posted September 2, 2012 Share Posted September 2, 2012 More from RIM on Blackberry Enterprise Service 10: http://bizblog.blackberry.com/2012/08/blackberry-enterprise-service-1/ Link to comment Share on other sites More sharing options...
Mikenhe Posted September 3, 2012 Share Posted September 3, 2012 More work sure, but that's what IT guys do -- they solve these sorts of problems. or make them..... Haha, that's a very jaded view of IT. I actually think IT guys have a pretty tough job and are treated unfairly by their users/clients. But I agree that they don't necessarily think the same way as their users/clients and sometimes have blind spots that keep them from choosing solutions that make everything "just work" properly. There are, of course, competing costs and benefits to having everything "just work." Security being one of the biggies. maybe I'm a little jaded.... :d seen too often where solutions are IT driven and don't do the full job.. which means the users get a system that does 90% of the job really well but there are no effective savings because the other 10% takes longer to do! IT then gets a pat on the back and a bonus for developing a system and the users get hauled over the coals for taking so long doing the other 10%... jaded - but thats what I've seen. I know its not all IT and all users... it just feels like it at times. and to be fair theres a lot of users that dont do themselves any favours... Link to comment Share on other sites More sharing options...
Liberty Posted September 4, 2012 Share Posted September 4, 2012 Good idea or desperation? http://devblog.blackberry.com/2012/09/built-for-blackberry-10k-developer-commitment/ Link to comment Share on other sites More sharing options...
shalab Posted September 5, 2012 Share Posted September 5, 2012 Good idea or desperation? Neither. I develop apps for the phone/tablet. If I didn't write apps for Blackberry before, I wouldn't write new apps now. The learning curve of a new platform, making the quality adequate and going through the hoops is going to cost money, probably more than $10K. This is a non starter on a platform that is not developer friendly and with a rapidly shrinking market share. RIMM would be better off paying developers to write an app and let them keep the profits. Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted September 6, 2012 Share Posted September 6, 2012 nokia and msft have succeeded in establishing a third ecosystem with win phone 8 and lumia. elop made the right call to abandon a burning platform. the argument that carriers want an alternative to android and apple has been answered by microsoft/nokia. if they want an alternative they surely have one now. imagine that your business is to build a new OS and establish it in the marketplace. and your competition is msft aapl and goog. would you even start that business? Link to comment Share on other sites More sharing options...
Guest valueInv Posted September 6, 2012 Share Posted September 6, 2012 nokia and msft have succeeded in establishing a third ecosystem with win phone 8 and lumia. Define succeeded? Link to comment Share on other sites More sharing options...
Guest valueInv Posted September 11, 2012 Share Posted September 11, 2012 If this is true, its very, very, bad: http://venturebeat.com/2012/09/11/blackberry-sales-report/ Link to comment Share on other sites More sharing options...
kevin4u2 Posted September 11, 2012 Share Posted September 11, 2012 I don't have a interest in Blackberry, but it looks like Verizon is interested in the devices based on the CEO's comments below. Another contender, Research In Motion, has fallen on hard times and will miss out on 2012 holiday sales as it has delayed its next BlackBerry system until next year. Verizon has also said it wants to sell the next BlackBerry phones when they are ready in early 2013. Verizon's McAdam said it was too soon to count RIM out of the game and that it was not yet clear which system will win third place going forward. http://www.reuters.com/article/2012/09/07/verizon-samsung-idUSL2E8K7AGK20120907 Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted September 11, 2012 Share Posted September 11, 2012 that's all he could say. there was no other response. Link to comment Share on other sites More sharing options...
fareastwarriors Posted September 12, 2012 Share Posted September 12, 2012 http://professional.wsj.com/article/SB10000872396390444082904577605552824161264.html?mod=WSJPRO_hps_MIDDLEForthNews .... Still, sales in the developing world are helping to lift RIM's world-wide subscriptions, now roughly 80 million-strong. BlackBerrys are the top smartphone in Indonesia, the Philippines, South Africa and a host of other countries, according to RIM. Users across Latin America, Africa, the Middle East and Asia are flocking to BBM, in particular, for some of the same reasons North American teenagers once embraced it. A BBM message is typically cheaper than a cellphone text. It also uses RIM's own network, often making it more dependable than a cellphone connection in places with shaky telecoms and power infrastructure. ... "In this country, to be a superstar," another well-known rapper, Trouble Boy, brags in the song, "you need to have a BB."... I am definitely missing out. Link to comment Share on other sites More sharing options...
Guest valueInv Posted September 14, 2012 Share Posted September 14, 2012 A datapoint for patent value: http://online.wsj.com/article/SB10000872396390444433504577651481017327876.html Link to comment Share on other sites More sharing options...
stahleyp Posted September 21, 2012 Share Posted September 21, 2012 And...it gets worse. Maybe Sanj's $5 buy target will be here soon enough. http://www.chicagotribune.com/business/breaking/chi-blackberry-outage-in-europe-middle-east-and-africa-20120921,0,1357022.story Link to comment Share on other sites More sharing options...
FrankArabia Posted September 21, 2012 Share Posted September 21, 2012 i looked at buying this thing...but its not a high quality business.....the only thing good about it its how it looks to the current balance sheet and financial statements....i reckon overtime, it'll look worst.... Link to comment Share on other sites More sharing options...
Uccmal Posted September 21, 2012 Share Posted September 21, 2012 Reviewed their numbers just yesterday. I think it will be had for alot cheaper yet. Tax loss selling season is coming soon. Recall BAC last December at 4.99. I bet you get Rimm for less than the cash on the balance sheet around then. Watch FFH. If they increase their position then we know something good may be coming down the pipe. I am taking a wait and see. I dont see governments moving off BB when government spending is under a microscope. Then there are the non-phone applications. Link to comment Share on other sites More sharing options...
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