BB - BlackBerry

[DCG]

Is this what the BB10 is going to look like?

 

http://www.theverge.com/2012/9/25/3386444/blackberry-10-beta-3-hands-on-photos-video

 

That looks like a poorly designed iPhone clone.

[Uccmal]

Is this what the BB10 is going to look like?

 

http://www.theverge.com/2012/9/25/3386444/blackberry-10-beta-3-hands-on-photos-video

 

That looks like a poorly designed iPhone clone.

 

Before passing summary judgement you may want to check out the BB Jam presentation by Mr. Heins.  It has no home button.  Its operation doesn't resemble any Iphone I have used.  IMHO, it looks much easier to use. They may have a winner here, finally. 

 

 

[VAL9000]

That looks like a poorly designed iPhone clone.

 

You must be joking.  Do you see how angular the corners are on that device?

 

;)

 

The video suggests that this device is just a parts container so that developers can begin working with the phone before they release the final device to the public, which I agree with.  This is a pretty smart move on RIM's part.  It's a developer friendly approach that also acts as a beta test for the new platform.  This is a (small) advantage that RIM has over Apple's top-secret product development approach.

[Guest valueInv]

Is this what the BB10 is going to look like?

 

http://www.theverge.com/2012/9/25/3386444/blackberry-10-beta-3-hands-on-photos-video

 

That looks like a poorly designed iPhone clone.

 

Before passing summary judgement you may want to check out the BB Jam presentation by Mr. Heins.  It has no home button.  Its operation doesn't resemble any Iphone I have used.  IMHO, it looks much easier to use. They may have a winner here, finally.

 

It's just a beta phone, a test model and not the final one. The final one is probably very different.

 

And I am biased?

[txlaw]

 

One of the interesting things about BB10 is the way that they are pushing for developers to write HTML5 apps and wrap them so that they have access to native features.

 

That is pretty much a standard way to write apps on all mobile platforms. That's how FB was written and how the current Groupon app is written. In the immediate future, there is going to be some movement away from HTML5:

 

http://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5/

 

It's standard, but it's not.  It's really Webworks that's the interesting thing about BB10 because it gives HTML5 apps more access to native features than iOS.  Not sure about Android.

 

I think Zuckerberg was talking about betting on HTML5 in the context of having a partner -- Apple -- that is really anti-HTML5 and that would never make things easy for developers who want to develop for iOS in something other than Objective C.  Facebook's approach could have been why it took so long for them to be integrated into iOS.

 

That's why RIM's approach is pretty cool.  Roger McNamee is right -- Apple is acting like a dumb monopolist trying to keep HTML5 down.

[txlaw]

That looks like a poorly designed iPhone clone.

 

You must be joking.  Do you see how angular the corners are on that device?

 

;)

 

The video suggests that this device is just a parts container so that developers can begin working with the phone before they release the final device to the public, which I agree with.  This is a pretty smart move on RIM's part.  It's a developer friendly approach that also acts as a beta test for the new platform.  This is a (small) advantage that RIM has over Apple's top-secret product development approach.

 

VAL is exactly right about the fact that it's a parts container phone.  Let's try to leave our biases at the door.

 

The point of the presentation was to demonstrate some of the major UI features in BB10.

 

I don't see how anyone can look at the Blackberry Jam video and say that RIM has no idea how to build a "modern OS."  As to whether it will gain traction, that is debatable.

[Guest valueInv]

That's why RIM's approach is pretty cool.  Roger McNamee is right -- Apple is acting like a dumb monopolist trying to keep HTML5 down.

 

Because Roger has been so right before:

 

http://appadvice.com/appnn/2009/03/palm-investor-says-iphone-will-lose-to-pre

[txlaw]

That's why RIM's approach is pretty cool.  Roger McNamee is right -- Apple is acting like a dumb monopolist trying to keep HTML5 down.

 

Because Roger has been so right before:

 

http://appadvice.com/appnn/2009/03/palm-investor-says-iphone-will-lose-to-pre

 

Ha, yeah, that was a boneheaded call. 

 

In any case, I agree with the concept of Apple making these mistakes, regardless of the guy being a blowhard.  Probably wouldn't agree with him on most stuff.

 

It's sort of surprising how not ready for prime time some of these new features are in iOS 6.

[Guest rimm_never_sleeps]

they surely know how to "buy" a modern OS, work on it for two years, and copy all the great features of Meego, WebOS, Android, IOS, and WP. Now whether they can translate Demoware into an actual product is another matter. And even if they do make a decent product, it will go nowhere. Go read the tech blogs. Its' being derided by all the commentors as being me too and too late.

 

tx: you did it again. Instead of simply making your point directly and clearly, you couldn't resist making a comment that derides anybody who happens to disagree. way too defensive. can you think of another way you could have made this statement without sounding so hyper sensitive to criticism of your investment attachments, be they companies or heroes? why not stop making people who disagree your focus and concentrate on the facts?

 

"I don't see how anyone can look at the Blackberry Jam video and say that RIM has no idea how to build a "modern OS."

[txlaw]

they surely know how to "buy" a modern OS, work on it for two years, and copy all the great features of Meego, WebOS, Android, IOS, and WP. Now whether they can translate Demoware into an actual product is another matter. Go read the tech blogs. Its' being derided by all the commentors as being me too and too late.

 

tx: you did it again. You couldn't resist making a comment that digs anybody who happens to disagree, instead of simply making your point. way too defensive. can you think of another way you could have made this statement without sounding so hyper sensitive to criticism of your investment attachments, be they companies or heroes? stop making people who disagree your focus and concentrate on the facts.

 

"I don't see how anyone can look at the Blackberry Jam video and say that RIM has no idea how to build a "modern OS."

 

Would you have felt better had I directly quoted your post saying that RIM has no competency to build a "modern OS"?  I actually thought I was avoiding hurting your feelings -- or at least, avoiding getting into another exchange -- by not directly quoting you. 

 

Sorry.  I will directly quote you next time I try to demonstrate why I believe your assertions on RIM are wrong.

 

I haven't seen all of these tech blogs deriding the OS itself, although plenty point out that it might be too little too late.

[txlaw]

I would love to concentrate on facts, btw, rimm_never_sleeps.  ;)

 

Although to be frank, I'm getting tired of posting on this thread.  I cannot tell if anyone finds my posts on RIM useful or not.  So I'll probably take a hiatus for now.

[VAL9000]

Although to be frank, I'm getting tired of posting on this thread.  I cannot tell if anyone finds my posts on RIM useful or not.  So I'll probably take a hiatus for now.

 

Gee tx, I didn't take you as the sort of guy who would go digging for compliments. ;)

 

I think your perspective on RIM is both unique and interesting.  As an investment, I believe that RIM is far more attractive today than it has been in at least 5 years.  The primary reason is price, but the business has a number of upside opportunities that could transform the business.  That said, an earlier point about tax loss selling has me thinking that the best is yet to come price-wise.

[Guest rimm_never_sleeps]

"As a side note -- and to be very blunt -- anyone who says that HWIC doesn't have any better understanding of the mobile industry today versus when they first bought RIM is smoking crack. "  ;D

[txlaw]

Although to be frank, I'm getting tired of posting on this thread.  I cannot tell if anyone finds my posts on RIM useful or not.  So I'll probably take a hiatus for now.

 

Gee tx, I didn't take you as the sort of guy who would go digging for compliments. ;)

 

I think your perspective on RIM is both unique and interesting.  As an investment, I believe that RIM is far more attractive today than it has been in at least 5 years.  The primary reason is price, but the business has a number of upside opportunities that could transform the business.  That said, an earlier point about tax loss selling has me thinking that the best is yet to come price-wise.

 

Haha, getting a little fatigued, I guess.  I need some back up.  Where you been?  ;D

[txlaw]

"As a side note -- and to be very blunt -- anyone who says that HWIC doesn't have any better understanding of the mobile industry today versus when they first bought RIM is smoking crack. "  ;D

 

I stand by that post.  ;)

[VAL9000]

Haha, getting a little fatigued, I guess.  I need some back up.  Where you been?  ;D

 

Fighting over GOOG it seems.  Although at > $750 there's a lot less to fight about.

 

I haven't been too active posting or researching lately.  I have been lazy with looking at new ideas and am mostly struggling with selling things now - the when, the what, and the how much.

 

[14value]

I was at a gathering the other day and was having a conversion with several F.B.I agents.

One of them gets a phone call and out of the pocket comes the device.

"What phones are you using these days?"  I ask.

"BlackBerry" he tells me.  "They won't allow us to have anything else."

I have no position in RIMM, but thought I would share my experience for what it is worth.

[Shawn]

RIM is now my second largest Canadian dollar holding, I'm confident the business will be fine and it will thrive. There's not a lot of companies even around the world with a track record like RIM's that are selling at incredible bargains.

[compoundinglife]

I was at a gathering the other day and was having a conversion with several F.B.I agents.

One of them gets a phone call and out of the pocket comes the device.

"What phones are you using these days?"  I ask.

"BlackBerry" he tells me.  "They won't allow us to have anything else."

I have no position in RIMM, but thought I would share my experience for what it is worth.

 

I have talked to some people involved with high security IT in .gov space and the impression they gave me was that they were actively looking to achieve the same functionality they get from RIM on other devices using MDM style capabilities. Not saying that your information is not accurate, I would not be surprised if the FBI has that requirement. But the FBI is not enough to keep RIM alive and from what I have read they have a history of poor IT/IS execution so I don't imagine them to be a good proxy for government IT (totally my opinion). Especially with RIM in the situation its in now, I would guess .gov IT departments are probably increasing their efforts on alternative platforms just as a contingency.

 

That being said I am not predicting RIM will bite the dust, I still think they have a fighting chance. But .gov loyalty to their product offering IMO is not a factor in their survival, it's all execution.

[stahleyp]

not too bad of a quarter. stock is up 20%.

[Uccmal]

Tolerable quarter under the current situation.  The stock is down massively in this calendar year so I still think there will be alot of tax loss selling.  Building cash by cutting is not exactly an Apple-esque method.  Good to see the bleed has stopped, for now.

 

These new sales still contribute in terms of monthly fees via Bbm, and BES. 

[DCG]

Losing $ 235 million is still pretty awful.

[Guest valueInv]

BB10 device  leaks:

 

http://www.slashgear.com/blackberry-10-demo-video-gives-first-glimpse-of-qwerty-hero-device-27249563/

 

Looks a little bulky. Also looks like they're not targeting a business niche but rather going after the mainstream. Hmmm....

[DCG]

BB10 device  leaks:

 

http://www.slashgear.com/blackberry-10-demo-video-gives-first-glimpse-of-qwerty-hero-device-27249563/

 

Looks a little bulky. Also looks like they're not targeting a business niche but rather going after the mainstream. Hmmm....

 

not really seeing anything innovative in the pics and video. Looks like they're just taking features from Android and iOS.

[PlanMaestro]

Facebook Messenger is killing BBM which RIM has to ignore for the sake of Blackberry 10

http://thenextweb.com/ca/2012/09/29/facebook-messenger-killing-bbm-rim-ignore-sake-blackberry-10/

 

 

RIM has a relationship with Facebook like it does with many companies. As Facebook continues to grow, especially in mobile and especially with RIM’s competitors (see Facebook promises to update its mobile apps every 4 to 8 weeks), the Canadian company can’t keep shunning what Facebook produces. Mobile users really want to use Facebook (Messenger).

 

Yet it goes deeper than that. RIM’s killer app is still BBM, but as the cross-platform Facebook Messenger (it’s also available on Windows, and soon for Mac) keeps growing, that is becoming less and less of a selling point. RIM wants to sell BlackBerry 10 for its various innovations, not just because it comes with the latest version of BBM.