BB - BlackBerry

[FrankArabia]

Palantir, you will do no such thing......

[Guest rimm_never_sleeps]

Per FierceWireless, a new report from IDC Research shows that enterprises will buy more iPhones than BlackBerry devices for the first time ever in 2012. According to IDC, Apple (AAPL) will ship 31.1 million iPhones directly to companies this year, far outpacing the number of BlackBerry phones RIM will ship to companies. The issue for RIM, says IDC, is that even though RIM offers the best security for corporate IT departments, most enterprise users don’t need top-notch security and can get by with either an iPhone or an Android phone. IDC also says that RIM’s recent woes have reduced app developer interest in the platform, a major problem that “hinders its viability going forward.”

 

http://bgr.com/2012/11/27/iphone-blackberry-android-enterprise-market/

[Myth465]

Rimm needs new Management and to be sold.

 

There is a ton of new tech coming out, what makes them think they can spend 2 years developing a phone which will be outdated 6 months after its released. How is share though only 1.6%, suits still pretty much have to use blackberries at most places.

[rmitz]

Rimm needs new Management and to be sold.

 

There is a ton of new tech coming out, what makes them think they can spend 2 years developing a phone which will be outdated 6 months after its released. How is share though only 1.6%, suits still pretty much have to use blackberries at most places.

 

1) My personal experience doesn't seem to indicate that executives "have to" use blackberries at most places.

2) Even if they did, there aren't *that* many executives vs the entire smartphone market...

[LowIQinvestor]

"Yacktman Asset Management doubled its stake in Research In Motion (RIMM) last quarter by purchasing an additional 12.2 million shares in the company. Despite a falling market share, Yactman, like a few others, is confident in the 80 million worldwide BlackBerry users and the upcoming BlackBerry 10 operating system. "

 

“People do like to use the keyboard, and there is a big embedded base,” Yacktman said in an interview with Bloomberg. “This company could be worth a lot more.”

 

http://bgr.com/2012/11/28/rim-stock-blackberry-10-recover/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBoyGeniusReport+%28BGR+%7C+Boy+Genius+Report%29

[Palantir]

^Value investors lining up to jump into a black hole. #Contrarians

[FrankArabia]

i hate using Rim keyboard....it takes me sometimes 5-6 tries to pin in my password cause the letter blocks are so fricken small.... every time i want to buy RIM i say, "just use the product" immediately i i change my mind....

[Guest rimm_never_sleeps]

(This story has been posted on The Wall Street Journal Digital Network's AllThingsD site at http://allthingsd.com.)

By  John Paczkowski

Research In Motion's  contract dispute with  Nokia  has gone south, and in the worst way possible. A Swedish arbitrator overseeing the pair's spat over a license for  Nokia's  standard-essential patents has ruled that RIM is not entitled to sell device's using the Finnish company's Wifi technologies until it pays royalties on them.

The spat between the two companies involves a 2003 licensing agreement that allowed RIM to use some of  Nokia's  standard-essential patents. The BlackBerry maker assumed that  Nokia's  WiFi patents were included in that deal, reasoning that they should be part of any agreement related to standard-essential patents. But in  Nokia's  mind, they were not and the two companies soon began sparring over the issue. Last year they went into arbitration. And now the tribunal that heard their arguments has determined that  Nokia's  WiFi patents were not covered by that 2003 agreement.

This is a huge problem because RIM is already selling a bunch of hardware that uses them and has been for years. And now  Nokia  has filed cases in  the United States ,  Britain  and  Canada  to enforce the arbitrator's ruling.

An unfortunate turn of events for RIM, and one that couldn't come at a worse time. The company is scrambling to launch a new platform and portfolio of handsets that it hopes will help it regain traction in the market it helped pioneer. To have those devices -- and its current ones, as well -- suddenly pulled from major markets would be a crippling blow.

Which is not to say RIM is without options here. It could attempt some sort of workaround. It could fight things out in court. Or it could simply roll over and pay the licensing fee  Nokia  is asking. Of the three, the latter seems the most likely option given the circumstances. As  Jefferies  analyst  Peter Misek  told AllThingsD, "We think RIM has to settle, likely a royalty rate of  $2 to $5  per handsets..."

[stahleyp]

^Value investors lining up to jump into a black hole. #Contrarians

 

While, time will tell if this is a good investment, do you honestly, really think you've done as much research as Yacktman or Watsa (who sits on the board)?  :o

[Guest valueInv]

^Value investors lining up to jump into a black hole. #Contrarians

 

While, time will tell if this is a good investment, do you honestly, really think you've done as much research as Yacktman or Watsa (who sits on the board)?  :o

What research did Yacktman do to figure out people want keyboards on their phones? Looking at the buying patterns of smartphones in the last 5 years?

[stahleyp]

^Value investors lining up to jump into a black hole. #Contrarians

 

While, time will tell if this is a good investment, do you honestly, really think you've done as much research as Yacktman or Watsa (who sits on the board)?  :o

What research did Yacktman do to figure out people want keyboards on their phones? Looking at the buying patterns of smartphones in the last 5 years?

 

We don't hang out so I can't answer that! ;)

 

But, if you're really interested, here ya go.

 

http://www.yacktman.com/contact_us.html

 

 

 

[Parsad]

^Value investors lining up to jump into a black hole. #Contrarians

 

While, time will tell if this is a good investment, do you honestly, really think you've done as much research as Yacktman or Watsa (who sits on the board)?  :o

What research did Yacktman do to figure out people want keyboards on their phones? Looking at the buying patterns of smartphones in the last 5 years?

 

I think investors have to differentiate between a growing dominant brand that is fairly valued, and a stagnant (even dying brand) but trading at less than liquidation value of assets.  Yacktman isn't betting that RIM is going to displace the iPhone.  He's just betting there is enough life left in the product and brand, where the valuation justifies the possible risk/reward.  Cheers!

[alertmeipp]

^Value investors lining up to jump into a black hole. #Contrarians

 

While, time will tell if this is a good investment, do you honestly, really think you've done as much research as Yacktman or Watsa (who sits on the board)?  :o

What research did Yacktman do to figure out people want keyboards on their phones? Looking at the buying patterns of smartphones in the last 5 years?

 

I think investors have to differentiate between a growing dominant brand that is fairly valued, and a stagnant (even dying brand) but trading at less than liquidation value of assets.  Yacktman isn't betting that RIM is going to displace the iPhone.  He's just betting there is enough life left in the product and brand, where the valuation justifies the possible risk/reward.  Cheers!

 

I hope BB10 will work out, their phone is clearing inferior now and when volume drop, production cost per unit goes up and this will kill the company quick.

[Palantir]

 

^Value investors lining up to jump into a black hole. #Contrarians

 

While, time will tell if this is a good investment, do you honestly, really think you've done as much research as Yacktman or Watsa (who sits on the board)?  :o

 

I don't think Mr Watsa or Mr Y doing research has an effect on BB's future market share...I realize that's not what you meant, and Parsad has a point in that they may be looking at it merely as a collection of assets, but I'm skeptical of this approach as a consistently viable investment strategy.

 

Incidentally, people had a chance to buy Apple in the late 90s purely on an asset basis the same way as RIMM...

[LowIQinvestor]

Goldman Sachs boosts rating on RIM, shares surge

 

http://finance.yahoo.com/news/goldman-sachs-boosts-rating-rim-134153852.html

[FrankArabia]

i'm surprised again and again by how much weight some useless opinion from some sellside analyst has on a stock.....who da heck is buying this cause of a research note?

[stahleyp]

;D ;D ;D ;D

[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

[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

 

Yeah, read a similar article on NYT a couple of days ago.

 

http://www.nytimes.com/2012/11/24/technology/internet/ge-looks-to-industry-for-the-next-digital-disruption.html?pagewanted=1&_r=0&smid=tw-share&pagewanted=all

 

Translate that to impacts on RIMM, it means the upside has more ways to play out and the downside has slightly better protection (because it gives more reasons why someone like IBM will be interested to buy part of it).

[portfolio14]

While, time will tell if this is a good investment

 

It's not that simple. Single outcome doesn't necessarily imply it's skills, not luck.

 

p.s. I'm long RIMM.

[portfolio14]

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."

 

How do we reconcile these data with the slowly growing 80m user-base reported in RIMM's filings?

[portfolio14]

I think investors have to differentiate between a growing dominant brand that is fairly valued, and a stagnant (even dying brand) but trading at less than liquidation value of assets.  Yacktman isn't betting that RIM is going to displace the iPhone.  He's just betting there is enough life left in the product and brand, where the valuation justifies the possible risk/reward.  Cheers!

 

+1

[Guest rimm_never_sleeps]

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."

 

How do we reconcile these data with the slowly growing 80m user-base reported in RIMM's filings?

 

 

the user base is growing with low ARPU plans in places like indonesia, south africa and middle east. Subscribers are down and ARPU is down in the USA.

 

"The growth in international markets was offset by continued weak results in the second quarter of fiscal 2013 in the United States where a 12% decline in the subscriber base has caused service revenue to decline by 12%. "

[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. :)

[Guest rimm_never_sleeps]

 

I don't think Mr Watsa or Mr Y doing research has an effect on BB's future market share...I realize that's not what you meant, and Parsad has a point in that they may be looking at it merely as a collection of assets, but I'm skeptical of this approach as a consistently viable investment strategy.

 

Incidentally, people had a chance to buy Apple in the late 90s purely on an asset basis the same way as RIMM...

 

not to mention that PW initial thesis was an earnings based one and not "sum of the parts". cheers!