portfolio14 Posted October 2, 2012 Share Posted October 2, 2012 Not sure Acer's exact strategic thinking here (someone cares to deconstruct?), but if Alibaba could convince a vendor to try a brand new ecosystem, RIMM would have a good chance to get its OS licensed: http://news.cnet.com/8301-1035_3-57513559-94/google-alibabas-os-is-an-incompatible-version-of-android/ Link to comment Share on other sites More sharing options...
portfolio14 Posted October 2, 2012 Share Posted October 2, 2012 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.... It's unclear from the vid. But if RIMM has really managed to signed up those celebrities, I reckon RIMM has finally got its marketing on track. Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted October 3, 2012 Share Posted October 3, 2012 Microsoft chooses not to license OS 10. http://www.bgr.com/2012/10/02/microsoft-surface-phone-release-date-windows-phone-8/ Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted October 9, 2012 Share Posted October 9, 2012 no bb10 till March. http://www.bgr.com/2012/10/09/rim-blackberry-10-release-date-rumor-march/ but then there is this.. http://www.itworld.com/business/129291/rim-rides-analyst-upgrade-big-day-wall-street Link to comment Share on other sites More sharing options...
stahleyp Posted October 9, 2012 Share Posted October 9, 2012 haha thanks for posting that, rimm. Bullish at 60! Bearish at 8! ??? Link to comment Share on other sites More sharing options...
Guest valueInv Posted October 12, 2012 Share Posted October 12, 2012 http://venturebeat.com/2012/10/10/rim-blackberry-10-flow/ Look at how many times he hits the wrong action in the demo, even though he is the expert user. Bad UI design! The "flow" concept looks promising though. The problem for them is to be able to articulate its value. Link to comment Share on other sites More sharing options...
Eric50 Posted October 16, 2012 Share Posted October 16, 2012 "The BlackBerry as Black Sheep" in today's NYT: http://www.nytimes.com/2012/10/16/technology/blackberry-becomes-a-source-of-shame-for-users.html Link to comment Share on other sites More sharing options...
portfolio14 Posted October 24, 2012 Share Posted October 24, 2012 http://www.minyanville.com/sectors/technology/articles/AAPL-RIMM-GOOG-YHOO-MSFT-NOK/10/23/2012/id/45283?page=full Link to comment Share on other sites More sharing options...
txlaw Posted October 24, 2012 Share Posted October 24, 2012 More on ICE dropping RIM: http://arstechnica.com/business/2012/10/us-federal-agency-dropping-17000-blackberries-in-favor-of-iphones/ “RIM, a distant fourth, is under significant pressure to maintain its dwindling position,” the agency noted. “This directly translates into third-party product vendors and software developers that support the market leaders.” Yikes. Even government agencies are dinging RIM for lagging among consumers. And the RFP: https://www.fbo.gov/index?s=opportunity&mode=form&id=186e774db8ef58c216dcd06c5479d34f&tab=core&_cview=0 Link to comment Share on other sites More sharing options...
txlaw Posted October 24, 2012 Share Posted October 24, 2012 On the bright side, RIM is being tapped to provide the security for NFC payments in Canada: http://www.ctvnews.ca/sci-tech/rim-enstream-deal-to-enable-mobile-wallet-purchases-1.1005330 Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted October 24, 2012 Share Posted October 24, 2012 http://www.businessweek.com/news/2012-10-18/blackberry-dropped-by-booz-allen-for-apple-android Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted October 24, 2012 Share Posted October 24, 2012 http://money.cnn.com/2012/10/22/technology/mobile/rim-blackberry-washington/index.html Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted October 31, 2012 Share Posted October 31, 2012 DOD seeks alternatives. http://www.washingtonpost.com/business/economy/pentagon-plans-to-buy-iphones-androids-in-threat-to-blackberrys-market-share/2012/10/28/aeafb0a4-1f8f-11e2-ba31-3083ca97c314_story.html Link to comment Share on other sites More sharing options...
txlaw Posted November 1, 2012 Share Posted November 1, 2012 RIM loses exclusive contract with DOD: http://news.cnet.com/8301-1035_3-57543397-94/defense-department-drops-exclusive-contract-for-blackberry/ More headwinds in NA. Let's see what happens to the subscriber base in the next two quarters. Link to comment Share on other sites More sharing options...
txlaw Posted November 9, 2012 Share Posted November 9, 2012 One of the more useful articles I've read about RIM recently: http://www.ottawacitizen.com/business/sees+world+opportunities+secure+network/7514153/story.html Paul Lucier, vice-president of global government solutions, said RIM already has one of the world’s most secure and reliable networks, so extending that network to other devices and systems that need security just makes sense. “We are in the middle of a major transformation,” said Lucier. “This isn’t just about releasing a new hand-held (device), that’s just the first part of this project. Soon sensors are going to be everywhere — you need to have infrastructure to run that on.” ---- In late October RIM announced it had been chosen by EnStream, a company set up by Canada’s three largest wireless networks, to provide the security infrastructure that would enable Canadians to begin paying for goods and services with their cellular phones at checkouts. The payment system known as a “mobile wallet” will work with many brands of cellular phones, not just RIM devices. ----- “We have a secure, efficient global network that ties all of our users together. That secure global network is unique to RIM and will become one of our most important assets.” ----- Embedded software. M2M communications. Encryption technologies. Network infrastructure. So, will the market finally give some credit to RIM for this? Link to comment Share on other sites More sharing options...
Guest valueInv Posted November 9, 2012 Share Posted November 9, 2012 One of the more useful articles I've read about RIM recently: http://www.ottawacitizen.com/business/sees+world+opportunities+secure+network/7514153/story.html Paul Lucier, vice-president of global government solutions, said RIM already has one of the world’s most secure and reliable networks, so extending that network to other devices and systems that need security just makes sense. “We are in the middle of a major transformation,” said Lucier. “This isn’t just about releasing a new hand-held (device), that’s just the first part of this project. Soon sensors are going to be everywhere — you need to have infrastructure to run that on.” ---- In late October RIM announced it had been chosen by EnStream, a company set up by Canada’s three largest wireless networks, to provide the security infrastructure that would enable Canadians to begin paying for goods and services with their cellular phones at checkouts. The payment system known as a “mobile wallet” will work with many brands of cellular phones, not just RIM devices. ----- “We have a secure, efficient global network that ties all of our users together. That secure global network is unique to RIM and will become one of our most important assets.” ----- Embedded software. M2M communications. Encryption technologies. Network infrastructure. So, will the market finally give some credit to RIM for this? No, because those are buzzwords that describe other companies' producers. Link to comment Share on other sites More sharing options...
txlaw Posted November 9, 2012 Share Posted November 9, 2012 One of the more useful articles I've read about RIM recently: http://www.ottawacitizen.com/business/sees+world+opportunities+secure+network/7514153/story.html Paul Lucier, vice-president of global government solutions, said RIM already has one of the world’s most secure and reliable networks, so extending that network to other devices and systems that need security just makes sense. “We are in the middle of a major transformation,” said Lucier. “This isn’t just about releasing a new hand-held (device), that’s just the first part of this project. Soon sensors are going to be everywhere — you need to have infrastructure to run that on.” ---- In late October RIM announced it had been chosen by EnStream, a company set up by Canada’s three largest wireless networks, to provide the security infrastructure that would enable Canadians to begin paying for goods and services with their cellular phones at checkouts. The payment system known as a “mobile wallet” will work with many brands of cellular phones, not just RIM devices. ----- “We have a secure, efficient global network that ties all of our users together. That secure global network is unique to RIM and will become one of our most important assets.” ----- Embedded software. M2M communications. Encryption technologies. Network infrastructure. So, will the market finally give some credit to RIM for this? No, because those are buzzwords that describe other companies' producers. Huh? Link to comment Share on other sites More sharing options...
txlaw Posted November 9, 2012 Share Posted November 9, 2012 Oh, "products." Rapid fire response there, I guess. Embedded systems --> QNX (see, generally, http://www.qnx.com/) M2M communications -- Future of QNX (point of article) Encryption technologies -- Obviously utilized by RIM if you know anything about the company Network infrastructure -- Same as above #facts Link to comment Share on other sites More sharing options...
Guest valueInv Posted November 9, 2012 Share Posted November 9, 2012 Oh, "products." Rapid fire response there, I guess. Embedded systems --> QNX (see, generally, http://www.qnx.com/) M2M communications -- Future of QNX (point of article) Encryption technologies -- Obviously utilized by RIM if you know anything about the company Network infrastructure -- Same as above #facts #imagination Link to comment Share on other sites More sharing options...
txlaw Posted November 9, 2012 Share Posted November 9, 2012 Oh, "products." Rapid fire response there, I guess. Embedded systems --> QNX (see, generally, http://www.qnx.com/) M2M communications -- Future of QNX (point of article) Encryption technologies -- Obviously utilized by RIM if you know anything about the company Network infrastructure -- Same as above #facts #imagination "Irrational bias." Trolling. Link to comment Share on other sites More sharing options...
Uccmal Posted November 9, 2012 Share Posted November 9, 2012 Rimm stock is ripe for tax lossing selling season and possible investment in late December. Txlaw, Valueinv doesn't understand the nature of Rim's business on a go forward basis. Link to comment Share on other sites More sharing options...
portfolio14 Posted November 12, 2012 Share Posted November 12, 2012 These are interesting developments. But the world is converging towards the TCP/SSL networking stack (a.k.a. the internet) which is proven to be secure enough. (e.g. internet banking) I don't know how valuable a proprietary secure network is against this backdrop. i.e. if I were a company offering RFID tags, why did I want to run my secure tracking system on RIM's network instead of the internet? Robustness? Internet (which was designed to survive in nuclear wars) should have higher redundancy. More secure? Maybe. But one can always use bigger keys (e.g. 256bits instead of 128bits) to improve security anyway. So, not sure what it means by saying RIM's network is more secure. Adopting RIM's network is going against the megatrend. A CTO got to have good reasons to bet on it if he doesn't want to lose his job.... One of the more useful articles I've read about RIM recently: http://www.ottawacitizen.com/business/sees+world+opportunities+secure+network/7514153/story.html Paul Lucier, vice-president of global government solutions, said RIM already has one of the world’s most secure and reliable networks, so extending that network to other devices and systems that need security just makes sense. “We are in the middle of a major transformation,” said Lucier. “This isn’t just about releasing a new hand-held (device), that’s just the first part of this project. Soon sensors are going to be everywhere — you need to have infrastructure to run that on.” ---- In late October RIM announced it had been chosen by EnStream, a company set up by Canada’s three largest wireless networks, to provide the security infrastructure that would enable Canadians to begin paying for goods and services with their cellular phones at checkouts. The payment system known as a “mobile wallet” will work with many brands of cellular phones, not just RIM devices. ----- “We have a secure, efficient global network that ties all of our users together. That secure global network is unique to RIM and will become one of our most important assets.” ----- Embedded software. M2M communications. Encryption technologies. Network infrastructure. So, will the market finally give some credit to RIM for this? Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted November 12, 2012 Share Posted November 12, 2012 One of the more useful articles I've read about RIM recently: http://www.ottawacitizen.com/business/sees+world+opportunities+secure+network/7514153/story.html Paul Lucier, vice-president of global government solutions, said RIM already has one of the world’s most secure and reliable networks, so extending that network to other devices and systems that need security just makes sense. “We are in the middle of a major transformation,” said Lucier. “This isn’t just about releasing a new hand-held (device), that’s just the first part of this project. Soon sensors are going to be everywhere — you need to have infrastructure to run that on.” ---- In late October RIM announced it had been chosen by EnStream, a company set up by Canada’s three largest wireless networks, to provide the security infrastructure that would enable Canadians to begin paying for goods and services with their cellular phones at checkouts. The payment system known as a “mobile wallet” will work with many brands of cellular phones, not just RIM devices. ----- “We have a secure, efficient global network that ties all of our users together. That secure global network is unique to RIM and will become one of our most important assets.” ----- Embedded software. M2M communications. Encryption technologies. Network infrastructure. So, will the market finally give some credit to RIM for this? why would the market give credit for this? this is simply rimm produced PR supplied to a friendly media outlet. this is not going to drive shareholder value. what would drive shareholder value? how about a long shot, the successful launch of bb10? I would not go to rimm sourced PR for investment information. they are desperately trying to stay a part of the conversation in the face of losing their grip on many large customers. Link to comment Share on other sites More sharing options...
Guest valueInv Posted November 12, 2012 Share Posted November 12, 2012 These are interesting developments. But the world is converging towards the TCP/SSL networking stack (a.k.a. the internet) which is proven to be secure enough. (e.g. internet banking) I don't know how valuable a proprietary secure network is against this backdrop. i.e. if I were a company offering RFID tags, why did I want to run my secure tracking system on RIM's network instead of the internet? Robustness? Internet (which was designed to survive in nuclear wars) should have higher redundancy. More secure? Maybe. But one can always use bigger keys (e.g. 256bits instead of 128bits) to improve security anyway. So, not sure what it means by saying RIM's network is more secure. Adopting RIM's network is going against the megatrend. A CTO got to have good reasons to bet on it if he doesn't want to lose his job.... +1. A rule in security is that you protect assets according to their worth. For example, you are not going to spend $1000 on a car alarm for your $2000 clunker. Even if RIMM could be the only one to deliver a high level of security(above SSL/TLS) it is hyping, there are likely only a few applications that will require and pay for it. Link to comment Share on other sites More sharing options...
txlaw Posted November 13, 2012 Share Posted November 13, 2012 These are interesting developments. But the world is converging towards the TCP/SSL networking stack (a.k.a. the internet) which is proven to be secure enough. (e.g. internet banking) I don't know how valuable a proprietary secure network is against this backdrop. i.e. if I were a company offering RFID tags, why did I want to run my secure tracking system on RIM's network instead of the internet? Robustness? Internet (which was designed to survive in nuclear wars) should have higher redundancy. More secure? Maybe. But one can always use bigger keys (e.g. 256bits instead of 128bits) to improve security anyway. So, not sure what it means by saying RIM's network is more secure. Adopting RIM's network is going against the megatrend. A CTO got to have good reasons to bet on it if he doesn't want to lose his job.... Well, I don't think you are wrong if you are saying that a large percentage of transactions over the communications networks will have no use for RIM's infrastructure/encryption for security purposes. However, that does not mean that there is no value in the network with regards to security. Clearly, the Enstream announcement demonstrates that there is value there. We shall see if they truly do have more announcements coming on this front. Having said that, I must admit that I'm not a secure communications expert, so your guess is as good as mine is with respect to how valuable the centralized NOC model might be when it comes to security versus other models. I would note, however, that there are other reason why there is value in the proprietary network. Data efficiency, for example, is a big one. Availability across the globe is another. Not sure about the point about the CTO. I would think that using RIM's proprietary network would be the opposite of what you are saying -- that is, I don't think it would be considered a bet on a huge unknown that could possibly get you fired. Link to comment Share on other sites More sharing options...
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