BB - BlackBerry

[portfolio14]

Two M2M- and Internet of Things-related articles in the WSJ today.

 

One on heart care devices that send data across the web.  One on GE's big push for the Internet of Things and M2M and a new report they just released. 

 

See GE report at http://files.gereports.com/wp-content/uploads/2012/11/ge-industrial-internet-vision-paper.pdf

 

And Information Week on GE's report:

http://www.informationweek.com/global-cio/interviews/what-ges-15-trillion-industrial-internet/240142639

 

rimm management has not mentioned one word about this new business in the last 2 conference calls. :)

 

Good point. Well spotted.

 

But we know how well RIMM communicates. (e.g. Half a year ago, when they showcased the BB10 platform, they gave everyone the impression there would no longer be a model with QWERTY keyboard.)

[Guest rimm_never_sleeps]

Two M2M- and Internet of Things-related articles in the WSJ today.

 

One on heart care devices that send data across the web.  One on GE's big push for the Internet of Things and M2M and a new report they just released. 

 

See GE report at http://files.gereports.com/wp-content/uploads/2012/11/ge-industrial-internet-vision-paper.pdf

 

And Information Week on GE's report:

http://www.informationweek.com/global-cio/interviews/what-ges-15-trillion-industrial-internet/240142639

 

rimm management has not mentioned one word about this new business in the last 2 conference calls. :)

 

Good point. Well spotted.

 

But we know how well RIMM communicates. (e.g. Half a year ago, when they showcased the BB10 platform, they gave everyone the impression there would no longer be a model with QWERTY keyboard.)

 

I don't see this as lack of communication. I see it as lack of something to communicate. :)

[Myth465]

LOL - rimm

 

Have you ever detailed the meaning of your username?

[Guest valueInv]

Two M2M- and Internet of Things-related articles in the WSJ today.

 

One on heart care devices that send data across the web.  One on GE's big push for the Internet of Things and M2M and a new report they just released. 

 

See GE report at http://files.gereports.com/wp-content/uploads/2012/11/ge-industrial-internet-vision-paper.pdf

 

And Information Week on GE's report:

http://www.informationweek.com/global-cio/interviews/what-ges-15-trillion-industrial-internet/240142639

 

rimm management has not mentioned one word about this new business in the last 2 conference calls. :)

 

Maybe because they know what % of total traffic constitutes M2M.  ;)

[txlaw]

Two M2M- and Internet of Things-related articles in the WSJ today.

 

One on heart care devices that send data across the web.  One on GE's big push for the Internet of Things and M2M and a new report they just released. 

 

See GE report at http://files.gereports.com/wp-content/uploads/2012/11/ge-industrial-internet-vision-paper.pdf

 

And Information Week on GE's report:

http://www.informationweek.com/global-cio/interviews/what-ges-15-trillion-industrial-internet/240142639

 

rimm management has not mentioned one word about this new business in the last 2 conference calls. :)

 

Good point. Well spotted.

 

But we know how well RIMM communicates. (e.g. Half a year ago, when they showcased the BB10 platform, they gave everyone the impression there would no longer be a model with QWERTY keyboard.)

 

You gotta skate to where the puck is going.

 

Let's see what RIM unveils in the next few months.  I'm sure their strategic advisors have been helpful in this regard.  Also, that conference article I pointed to shows that they are starting to discuss this aspect of why their assets could be worth a good amount. 

 

And, btw, your post about IBM's interest in this aspect of RIM's assets was spot on, as IBM intends to be a big player in M2M and the Internet of Things.

[ERICOPOLY]

LOL - rimm

 

Have you ever detailed the meaning of your username?

 

no. but it isn't hard to figure out if you're an old fogie. :)

https://www.youtube.com/watch?v=l7E6kQ2aLHo

 

Yourself, you wrote "it's better to burn out, than it is to rust.".

 

Rimm itself is constantly degrading our society, just as rust constantly acts upon iron?

 

I'm not sure I get what you want it to mean at all.

[Guest rimm_never_sleeps]

it doesn't mean anything. :)

[meiroy]

 

Had a business lunch the other day with a couple of guys, one of them being the owner, they both had two BBs each due to the type of their business; somehow the conversation turned into apple/BB and friends.  The reason they are still using BB is because they are not interested in spending the time to learn something new.  They have been using it for years, it fulfills its purpose. That's it.

[Uccmal]

it doesn't mean anything. :)

 

Young guys dont have a clue.  We know Rust Never Sleeps, down by the river.  Only love can break your heart, when you have a heart of gold, and fell in love with the Cowgirl in the Sand.

 

 

 

 

 

[cwericb]

You gotta question why “rimm_never_sleeps” devotes such an inordinate amount of time trashing the company. Obviously he doesn't own RIM shares. But he takes a user name with RIM in it. His avatar contains a picture of RIM’s founders. He never has anything positive to say about the company and searches the web for negative articles to quote.

 

So you have to question the motivation. My guess is that he has a personal axe to grind with RIM. Then I see that rimm_never_sleeps is from Waterloo, Ontario - coincidentally the home of RIM’s head offices.

 

I like to hear both sides of the story about any investment, but when someone goes out of his way to post negative information about a company for personal reasons, his objectivity and motive is suspect. One would suspect that rimm_never_sleeps, or someone close to him is probably a former employee of RIM who has some very strong feelings about the company.

[stahleyp]

You gotta question why “rimm_never_sleeps” devotes such an inordinate amount of time trashing the company. Obviously he doesn't own RIM shares. But he takes a user name with RIM in it. His avatar contains a picture of RIM’s founders. He never has anything positive to say about the company and searches the web for negative articles to quote.

 

So you have to question the motivation. My guess is that he has a personal axe to grind with RIM. Then I see that rimm_never_sleeps is from Waterloo, Ontario - coincidentally the home of RIM’s head offices.

 

I like to hear both sides of the story about any investment, but when someone goes out of his way to post negative information about a company for personal reasons, his objectivity and motive is suspect. One would suspect that rimm_never_sleeps, or someone close to him is probably a former employee of RIM who has some very strong feelings about the company.

 

very good observation.

[giofranchi]

it doesn't mean anything. :)

 

Young guys dont have a clue.  We know Rust Never Sleeps, down by the river.  Only love can break your heart, when you have a heart of gold, and fell in love with the Cowgirl in the Sand.

 

Well Uccmal,

I am young, but I was On The Beach and I saw Cortez The Killer coming with a Powderfinger, and it looked Like an Hurricane. I said to my love: “See The Sky About To Rain”, she answered: “Don’t Let It Bring You Down”, I said: “Tell Me Why”, she answered: “because you are a Soldier and I Am The Ocean”, and I said: “I Believe In You”.  ;D

 

giofranchi

 

[rmitz]

 

Had a business lunch the other day with a couple of guys, one of them being the owner, they both had two BBs each due to the type of their business; somehow the conversation turned into apple/BB and friends.  The reason they are still using BB is because they are not interested in spending the time to learn something new.  They have been using it for years, it fulfills its purpose. That's it.

 

This is actually a reason I agree with; when you get used to something you hold on until it really doesn't make sense.

 

They'll move on eventually.  The new stuff RIMM is coming out with will be just as uninteresting to them, and there's no reason to go with a minority provider.

[Guest rimm_never_sleeps]

You gotta question why “rimm_never_sleeps” devotes such an inordinate amount of time trashing the company. Obviously he doesn't own RIM shares. But he takes a user name with RIM in it. His avatar contains a picture of RIM’s founders. He never has anything positive to say about the company and searches the web for negative articles to quote.

 

So you have to question the motivation. My guess is that he has a personal axe to grind with RIM. Then I see that rimm_never_sleeps is from Waterloo, Ontario - coincidentally the home of RIM’s head offices.

 

I like to hear both sides of the story about any investment, but when someone goes out of his way to post negative information about a company for personal reasons, his objectivity and motive is suspect. One would suspect that rimm_never_sleeps, or someone close to him is probably a former employee of RIM who has some very strong feelings about the company.

 

you got to wonder why cwericb made this post. at least I do. what really motivates him? I mean now he is trying to make this about personalities instead of the ideas presented. He's from Canada. I wonder if he works at Rimm, or if he has family members who work at rimm? I wonder if he has a large investment in rimm, and now seeks to protect it? I don't have a position.

 

He wants to cast aspersions on anybody who might have something negative to say about this investment. He seems to have strong feelings about the company, enough so that he feels the need to come to it's defense against a harmless anonymous poster on the Internet.

 

You have to be emotionally invested to let some anonymous poster with an audience in the tens offend you. what's up with his motivation? what would cause him to make a post like that which draws attention away from the company under discussion and over to the person raising the issues? I keep going back to the idea that maybe he currently works at rimm. He is from Canada after all. I am not. I just like to put little flags up saying I am. :)

[ERICOPOLY]

He is from Canada after all. I am not. I just like to put little flags up saying I am. :)

 

So you are living in Waterloo, Canada then?  Not that I care where you live, but this comment you made is a little strange saying that you are not from Canada but that you like to put up little flags saying that you are.

[Guest rimm_never_sleeps]

He is from Canada after all. I am not. I just like to put little flags up saying I am. :)

 

So you are living in Waterloo, Canada then?  Not that I care where you live, but this comment you made is a little strange saying that you are not from Canada but that you like to put up little flags saying that you are.

 

I live in usa left coast.

[stahleyp]

rimm never sleeps, why don't you tell us why you hate rimm so much, beyond its investment merits?

 

I mean, you try to post any negative thing you can find about it and you even created your name with it...it goes beyond a normal short, I would think.

[Guest rimm_never_sleeps]

rimm never sleeps, why don't you tell us why you hate rimm so much, beyond its investment merits?

 

I mean, you try to post any negative thing you can find about it and you even created your name with it...it goes beyond a normal short, I would think.

 

I don't hate rimm. that's a very un-useful emotion. There was a very bullish Canadian bias on rimm in this forum. it hurt quite a lot of people. I think people should have both sides and all the information available so that they don't get pulled in by sentimentality, emotions, and guru cloning. all I do is post my opinion and facts and opinions from others I find valuable. the reader can determine whether it's useful or not.

 

perhaps you are the one with emotions tied up in rimm and not me? perhaps you are the one who takes this all too seriously? I mean do you not understand that my name is simply a Gag? that the picture is a gag? that the flag is a gag? it means absolutely nothing. yet you attach some great meaning to it all.

 

I have no position in the security though I reserve the right to take one in the future. And I say many positive things about companies that are doing well and doing the right things. I never said anything bad about WEB.  If you follow me, and it appears you do, you will notice that I write short posts and long posts on many many different threads covering many different topics. now you may say you think everything I post is garbage and not worth reading. But I must ask then, why do you bother and waste your precious time?

[stahleyp]

rimm never sleeps, why don't you tell us why you hate rimm so much, beyond its investment merits?

 

I mean, you try to post any negative thing you can find about it and you even created your name with it...it goes beyond a normal short, I would think.

 

I don't hate rimm. that's a very un-useful emotion. perhaps you are the one with emotions tied up in rimm and not me? perhaps you are the one who takes this all too seriously? I have no position in the security though I reserve the right to take one in the future. And I say many positive things about companies that are doing well and doing the right things. I never said anything bad about WEB.  If you follow me, and it appears you do, you will notice that I write short posts and long posts on many many different threads covering many different topics. now you may say you think everything I post is garbage and not worth reading. But I must ask then, why do you?

 

Creating a strawman?  :-\

 

Yes, you can see that I have some emotions tied to it.

 

What possessed you to create a name with rimm in it and take up a ton of your time researching a company that you have no position in?

 

[Guest rimm_never_sleeps]

 

Yes, you can see that I have some emotions tied to it.

 

 

why did web study IBM for decades then take a position? how long have you been investing anyway? an emotional investor is a bad investor. your buttons are easily pushed. you can trash any of the companies I am invested in. I do not Care. I have an investment in SHLD that is doing very badly. Go ahead. Have at it. Make my day. :)

[Guest rimm_never_sleeps]

it doesn't mean anything. :)

 

Young guys dont have a clue.  We know Rust Never Sleeps, down by the river.  Only love can break your heart, when you have a heart of gold, and fell in love with the Cowgirl in the Sand.

 

his covers aren't too bad either. :)

https://www.youtube.com/watch?v=v3yYoRHJCAQ

[stahleyp]

rimm never sleeps, why don't you tell us why you hate rimm so much, beyond its investment merits?

 

I mean, you try to post any negative thing you can find about it and you even created your name with it...it goes beyond a normal short, I would think.

 

I don't hate rimm. that's a very un-useful emotion. perhaps you are the one with emotions tied up in rimm and not me? perhaps you are the one who takes this all too seriously? I have no position in the security though I reserve the right to take one in the future. And I say many positive things about companies that are doing well and doing the right things. I never said anything bad about WEB.  If you follow me, and it appears you do, you will notice that I write short posts and long posts on many many different threads covering many different topics. now you may say you think everything I post is garbage and not worth reading. But I must ask then, why do you?

 

Creating a strawman?  :-\

 

Yes, you can see that I have some emotions tied to it.

 

What possessed you to create a name with rimm in it and take up a ton of your time researching a company that you have no position in?

 

why did web study IBM for decades then take a position? how long have you been investing anyway? an emotional investor is a bad investor. your buttons are easily pushed. you can trash any of the companies I am invested in. I do not Care. I have an investment in SHLD that is doing very badly. Go ahead. Have at it. Make my day. :)

 

Dude, you are totally avoiding the question. I've been investing for around 16 years. Just because I get emotional doesn't mean I act on the emotions.

[Guest rimm_never_sleeps]

 

Just because I get emotional doesn't mean I act on the emotions.

 

why are you so emotional about rimm? what's the back story?

[Kraven]

He is from Canada after all. I am not. I just like to put little flags up saying I am. :)

 

So you are living in Waterloo, Canada then?  Not that I care where you live, but this comment you made is a little strange saying that you are not from Canada but that you like to put up little flags saying that you are.

 

I live in usa left coast.

 

I don't get it.  You don't live in Canada yet you have a Canadian flag.  Is this like, you know, satire?  Hell, maybe you just have fallen prey to the siren song of Rush, Triumph, The Guess Who and even Aldo Nova.  You wouldn't be the first.

[Guest rimm_never_sleeps]

 

I don't get it.  You don't live in Canada yet you have a Canadian flag.  Is this like, you know, satire?  Hell, maybe you just have fallen prey to the siren song of Rush, Triumph, The Guess Who and even Aldo Nova.  You wouldn't be the first.

 

cut my teeth on "American Woman". one of the great rock and roll songs ever.  maybe they should write a new song: "American Short...stay away from meeeee." :)