txlaw Posted November 19, 2012 Share Posted November 19, 2012 Thorsten Heins interview with Cnet. Link to comment Share on other sites More sharing options...
roundball100 Posted November 19, 2012 Share Posted November 19, 2012 Thorsten Heins interview with Cnet. I guess this is the link: http://www.cnet.com/8301-17918_1-57551147-85/rim-ceo-well-win-back-users-with-blackberry-10-q-a/ Link to comment Share on other sites More sharing options...
txlaw Posted November 20, 2012 Share Posted November 20, 2012 Thorsten Heins interview with Cnet. I guess this is the link: http://www.cnet.com/8301-17918_1-57551147-85/rim-ceo-well-win-back-users-with-blackberry-10-q-a/ Whoops, yes. Thanks. Link to comment Share on other sites More sharing options...
portfolio14 Posted November 20, 2012 Share Posted November 20, 2012 Haha, I don't think I was proven wrong on the security front by anything you or portfolio14 said. Where did I say I wanted to prove anyone wrong? ;) http://www.portfolio14.com/2012/11/internet-heartbeat-canadian-way.html Link to comment Share on other sites More sharing options...
Guest valueInv Posted November 20, 2012 Share Posted November 20, 2012 I realize you've been in Silicon Valley for over 15 years or something like that, and that you went to B-school and whatnot, and that you have an RSS feed where you subscribe to a gazillion tech related sites and blogs, but something tells me you're not an expert in data and communications security. As for the point about data efficiency, I was simply pointing out that that would be an additional reason for why there is value in RIM's network infrastructure. I wasn't trying to wriggle out of anything. Would you care to tell us what % of mobile traffic is M2M? Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted November 21, 2012 Share Posted November 21, 2012 The National Transportation Safety Board, which investigates plane accidents, disclosed its plan to switch to Apple Inc. (AAPL)’s iPhone 5 in a document posted last week to a federal website. The BlackBerrys have been “failing both at inopportune times and at an unacceptable rate,” according to the NTSB’s notice. Link to comment Share on other sites More sharing options...
txlaw Posted November 21, 2012 Share Posted November 21, 2012 Heins interview with The Verge. http://www.theverge.com/2012/11/21/3674394/on-the-verge-episode-011-thorsten-heins-interview-video Link to comment Share on other sites More sharing options...
txlaw Posted November 21, 2012 Share Posted November 21, 2012 Heins in Wired. http://www.wired.com/gadgetlab/2012/11/rim-ceo-interview/ Link to comment Share on other sites More sharing options...
portfolio14 Posted November 21, 2012 Share Posted November 21, 2012 The National Transportation Safety Board, which investigates plane accidents, disclosed its plan to switch to Apple Inc. (AAPL)’s iPhone 5 in a document posted last week to a federal website. The BlackBerrys have been “failing both at inopportune times and at an unacceptable rate,” according to the NTSB’s notice. This is bad news. Each time RIMM loses an enterprise account, it sends a chill down my spine. But it seems the world is focusing on Jeffco analyst Peter Misek's upgrade. http://wallstreetpit.com/97881-research-in-motion-rimm-upgraded-could-be-a-43-stock-in-12-months/ This is a strange world.... Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted November 21, 2012 Share Posted November 21, 2012 interesting comment from communities dominate. bada - 5.2 million smartphones, 3% market share And Samsung's bada is a very rare animal at most Western markets, perhaps with the exception of France but is doing brisk sales in places like Russia and India. This OS was launched at the same time as the highly visible Windows Phone two years ago, and quietly, targeting low-cost customers, only powered by Samsung brand, where the primary Samsung effort went to Android, this little engine that could has totally bested Microsoft's effort, even where Nokia was brought in to put the best Lumia effort to sell Windows Phone. bada holds a steady 3% market share globally, as Samsung is preparing to do the first launches of its new OS, Tizen, developed with Intel and which is expected to take over or be merged with the bada project. First Tizen smartphones are expected to be out in early 2013 and one of the early prototype handsets is, no surprise here, a port of the Galaxy S3 to Tizen. Tizen also has many global operator/carrier groups supporting it, so if you ever thought what the carriers meant when they said they wanted a new platform to rival Android and iOS, they were not talking about Windows, they were talking about Tizen. So who are those operators supporting Tizen then? Telefonica, Sprint, Vodafone, Orange, NTT DoCoMo, SK Telecom.. Plus manufacturers part of Tizen alliance include Panasonic, NEC and Huawei. Do not dismiss this challenger for next year... Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted November 21, 2012 Share Posted November 21, 2012 The National Transportation Safety Board, which investigates plane accidents, disclosed its plan to switch to Apple Inc. (AAPL)’s iPhone 5 in a document posted last week to a federal website. The BlackBerrys have been “failing both at inopportune times and at an unacceptable rate,” according to the NTSB’s notice. This is bad news. Each time RIMM loses an enterprise account, it sends a chill down my spine. But it seems the world is focusing on Jeffco analyst Peter Misek's upgrade. http://wallstreetpit.com/97881-research-in-motion-rimm-upgraded-could-be-a-43-stock-in-12-months/ This is a strange world.... He also said there is a 60% chance rimm could be a zero. but that wasn't the headline. ;) Link to comment Share on other sites More sharing options...
Smazz Posted November 22, 2012 Share Posted November 22, 2012 Is someone here covering today? Link to comment Share on other sites More sharing options...
berkshiremystery Posted November 23, 2012 Share Posted November 23, 2012 Is someone here covering today? smazz,... not sure, if I would cover them yet,... well,... if I would own them (yeah, quite honestly, my opinion shouldn't count much, since I don't own RIMM directly,... only indirectly through FFH), but I personally wouldn't cover them yet. The psychological positive vacuum should persist over the next 2 1/2 months until we see the first actual opinions from consumers. But please don't follow my thoughts,...they might be foolish. I was some weeks away, and was only following loosely the board in the last week again. Link to comment Share on other sites More sharing options...
txlaw Posted November 23, 2012 Share Posted November 23, 2012 Extensive interview with VP of software and services: http://www.itweb.co.za/index.php?option=com_content&view=article&id=60261:q&a-with-rim:-blackberry-10 Link to comment Share on other sites More sharing options...
Smazz Posted November 23, 2012 Share Posted November 23, 2012 smazz,... not sure, if I would cover them yet,... well,... if I would own them (yeah, quite honestly, my opinion shouldn't count much, since I don't own RIMM directly,... Im not shorting. It was a tongue in cheek comment as the huge price jump was in progress. Link to comment Share on other sites More sharing options...
stahleyp Posted November 24, 2012 Share Posted November 24, 2012 ;D ;D ;D Link to comment Share on other sites More sharing options...
berkshiremystery Posted November 25, 2012 Share Posted November 25, 2012 RIMM: Target 18M BB10 Units for Profit in FY14, Says Raymond James Barrons - November 23, 2012 http://blogs.barrons.com/techtraderdaily/2012/11/23/rimm-target-18m-bb10-units-for-profit-in-14-says-raymond-james/ ----- RIM gets big bounce — and it’s still cheap MarketWatch - November 23, 2012 http://blogs.marketwatch.com/thetell/2012/11/23/rim-gets-big-bounce-and-its-still-cheap/ Link to comment Share on other sites More sharing options...
valuesource Posted November 26, 2012 Share Posted November 26, 2012 Herb Greenberg says RIM is "uninvestable". His hedge fund buddies must still be short. He always looks sweaty and nervous. Link to comment Share on other sites More sharing options...
Parsad Posted November 26, 2012 Share Posted November 26, 2012 Herb Greenberg says RIM is "uninvestable". His hedge fund buddies must still be short. He always looks sweaty and nervous. I met him in real life after the first Value Investing Congress, and he was sweating profusely then too as I grilled him about his articles on Fairfax. I believe he may have some sort of hormonal issue...thus the abnormal perspiration, as well as the stupid things that come out of his mouth! ;D Cheers! Link to comment Share on other sites More sharing options...
Smazz Posted November 27, 2012 Share Posted November 27, 2012 Herb Greenberg says RIM is "uninvestable". His hedge fund buddies must still be short. He always looks sweaty and nervous. OMG that's funny. what is that guy up to these days. I notice the word journalist is used very loosely these days. Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted November 27, 2012 Share Posted November 27, 2012 international markets following N/A markets lower. rimm USA share at 1.6%. http://bgr.com/2012/11/27/blackberry-market-share-2012-analysis/ "The Kantar autumn numbers in these markets are brutal. BlackBerry’s share tanked from 24% to 3% in Spain in just one year. RIM’s share is also down from 9% to 3% in Brazil and down from 16% to 7% in France." Link to comment Share on other sites More sharing options...
stahleyp Posted November 27, 2012 Share Posted November 27, 2012 :( :( :'( Link to comment Share on other sites More sharing options...
FrankArabia Posted November 27, 2012 Share Posted November 27, 2012 How accurate is this data? Link to comment Share on other sites More sharing options...
Guest rimm_never_sleeps Posted November 27, 2012 Share Posted November 27, 2012 How accurate is this data? roughly right. Link to comment Share on other sites More sharing options...
Palantir Posted November 27, 2012 Share Posted November 27, 2012 I might short this bad boy the next time we see a rise. Link to comment Share on other sites More sharing options...
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