BB - BlackBerry

[Smazz]

Great Piece by Chris U on the CB site.

http://crackberry.com/what-s-really-going-detwiler-s-false-accusations-and-how-blackberry-handling-it-beautifully

 

A guy that gets it and shows what ulterior motives some have and the unethical and illegal depths  will stoop too.

 

While I can't say much about the analyst firm, I can say that the article is full of it.

WOW you have Detwiler there but you think the article is full of it? Lol

[Guest valueInv]

Great Piece by Chris U on the CB site.

http://crackberry.com/what-s-really-going-detwiler-s-false-accusations-and-how-blackberry-handling-it-beautifully

 

A guy that gets it and shows what ulterior motives some have and the unethical and illegal depths  will stoop too.

 

While I can't say much about the analyst firm, I can say that the article is full of it.

WOW you have Detwiler there but you think the article is full of it? Lol

 

1, Returns can be higher than sales if sales in say the first two weeks is high and then drops off in the later weeks. It is not absurd but possible.

2, The article talks about how Detweiler is paid by institutional buyers but that does not mean that their research is necessarily wrong.

3, Because they are a 6 person firm does not mean they are not capable of hiring bodies to go out to stores and count people buying  or returning Z10s

4, They say that Verizon buying through Brightstar makes no sense but offers no reason for it.

5, Analyst reports I've read have never disclosed much details about their research methods so nothing unusual about Detwiler in that regard.

6,

 

I could go on and on. Bottom line, I see a lot of claims from the article with little evidence to back it up. I haven't read the analyst report, so I can't comment on it. But the article is just blowing smoke.

 

[Guest wellmont]

perhaps we need more reports like this from bbry Perma-bull Jefferies that discuss "tone" and "commentary" instead of numbers and facts.

 

9:29 EDT  -  Asia Pacific  has been a refuge for  Research in Motion  (BBRY) the last 2 years as its BlackBerrys fell out of favor in the US, remaining popular in places like  Indonesia  and  Thailand . Jefferies thinks demand for the new BB 10 devices will remain strong in  Asia  and that production plans there for new phones have "steadily" increased since February. In  China  and  Singapore , "the tone and commentary was materially better than we expected" regarding BlackBerrys. Jefferies also downplays a recent analyst report that contended there's been higher-than-normal returns of the Z10, saying its checks "indicate typical return rates."

[Guest valueInv]

Txlaw - Funny, they must have forgotten to mention RIM:

 

http://gigaom.com/2013/04/25/att-launches-its-internet-of-things-effort-and-its-pretty-big/

[Guest wellmont]

Txlaw - Funny, they must have forgotten to mention RIM:

 

http://gigaom.com/2013/04/25/att-launches-its-internet-of-things-effort-and-its-pretty-big/

 

blackberry inside?  ;)

[Smazz]

 

 

I could go on and on. Bottom line, I see a lot of claims from the article with little evidence to back it up. I haven't read the analyst report, so I can't comment on it. But the article is just blowing smoke.

Again, you are bashing a person writing HIS OPINION but sticking up for Detweiler? HIS IS NOT AN ANALYSTS REPORT (he was yes, that his not his current role) !!!!!! DETWEILER Yes they are. LOL. 

Funny, it is them who are going to be investigated.

How can you go against his claims against Det yet you havent even read the report.

 

I could also go pt for pt but obviously you have the blinders on for your own reasons.

 

Ok, there is no need to go on here with you.

Thnks

[Guest valueInv]

 

 

I could go on and on. Bottom line, I see a lot of claims from the article with little evidence to back it up. I haven't read the analyst report, so I can't comment on it. But the article is just blowing smoke.

Again, you are bashing a person writing HIS OPINION but sticking up for Detweiler? HIS IS NOT AN ANALYSTS REPORT (he was yes, that his not his current role) !!!!!! DETWEILER Yes they are. LOL. 

Funny, it is them who are going to be investigated.

How can you go against his claims against Det yet you havent even read the report.

 

I could also go pt for pt but obviously you have the blinders on for your own reasons.

 

Ok, there is no need to go on here with you.

Thnks

 

So your reasoning is that since the article is an opinion, he doesn't have to prove any of his claims? And you think I have blinders on?

[TwoCitiesCapital]

Spoke to a friend who just got the Z10. He's a blackberry fan and has had experience using iphones and androids at work. His blackberry is his primary personal phone.  Some quick notes from our convo:

 

1) He loves the touch keyboard.  Said its way better than anybody else's

2) mentioned the lack of apps as a problem and said some apps that were offered were awful and didn't seem to work well

3) battery got extremely hot one day and he could barely hold the phone.

4) has only had one issue with OS. Some bug prevented him from responding to a single email for a 24 hour period.

 

Overall, he really likes it but was honest about the bugs and lack of apps being frustrating.  Also said he may return it before 30 days is up and get the Q10 to try it out. He still prefers this to the iphone he uses at work though.

[txlaw]

Txlaw - Funny, they must have forgotten to mention RIM:

 

http://gigaom.com/2013/04/25/att-launches-its-internet-of-things-effort-and-its-pretty-big/

 

What does this article have to do with BBRY/QNX?  Just because it is related to IoT? 

 

Stick to enlightening us about AAPL, my man.

[Guest valueInv]

Txlaw - Funny, they must have forgotten to mention RIM:

 

http://gigaom.com/2013/04/25/att-launches-its-internet-of-things-effort-and-its-pretty-big/

 

What does this article have to do with BBRY/QNX?  Just because it is related to IoT? 

 

Stick to enlightening us about AAPL, my man.

 

We know how you love posting about M2M and cloud. For instance, the MIT article you posted. 

Just wanted to help you out  ;)

[texual]

I played with the device in stores a few times now and still find it very difficult to use. And I am a relatively (hah) young guy, who uses an iPhone and knows a bit about android. I think the price of the subsidized Z10 is too high. For 200 dollars you are not getting a great build quality or software. The iPhone 5 towers over this at the same price point! And I would rather get an Android device on Verizon before the Z10.

 

I also heard the Q10 is priced at 249. That pig won't fly no matter how much lipstick you put on it.

[txlaw]

Txlaw - Funny, they must have forgotten to mention RIM:

 

http://gigaom.com/2013/04/25/att-launches-its-internet-of-things-effort-and-its-pretty-big/

 

What does this article have to do with BBRY/QNX?  Just because it is related to IoT? 

 

Stick to enlightening us about AAPL, my man.

 

We know how you love posting about M2M and cloud. For instance, the MIT article you posted. 

Just wanted to help you out  ;)

 

Oh, not because I post things on Apple that could be construed as negative (although, I think I'm a realist)? 

[txlaw]

I played with the device in stores a few times now and still find it very difficult to use. And I am a relatively (hah) young guy, who uses an iPhone and knows a bit about android. I think the price of the subsidized Z10 is too high. For 200 dollars you are not getting a great build quality or software. The iPhone 5 towers over this at the same price point! And I would rather get an Android device on Verizon before the Z10.

 

I also heard the Q10 is priced at 249. That pig won't fly no matter how much lipstick you put on it.

 

I'm a relatively young guy as well, and I didn't think the Z10 was difficult to use at all, but I may be an outlier. 

 

I will say that the Z10 was definitely laggy compared to the iPhone 5, and I don't actually like the way you jump between apps in BB10.  I want to pinpoint quickly which app I want to switch to, and it's not as easy to do that in BB10.  Also, I can see how the Hub would be great for people whose use for their smartphone is communications/social network-centric.  But that's not for me.  The best OS on which to consume content continues to be iOS -- for now. 

 

Bottom line: I personally would not switch to BB10.  If anything, I'm likely to dump my iPhone 5 for an LTE Nexus device.

 

Q10 pricing is about getting money from people who just love their keyboards and will be willing to pay that amount, as well as taking advantage of enterprise's ability to pay that amount.  Makes sense to me.  We'll see whether the Q10 is a pig that won't fly.  I actually think it's the Z10 that could possibly be considered a pig that doesn't fly.

[texual]

I personally think Blackberry will be bought by Lenovo in a year or two ;)

[Guest wellmont]

I played with the device in stores a few times now and still find it very difficult to use. And I am a relatively (hah) young guy, who uses an iPhone and knows a bit about android. I think the price of the subsidized Z10 is too high. For 200 dollars you are not getting a great build quality or software. The iPhone 5 towers over this at the same price point! And I would rather get an Android device on Verizon before the Z10.

 

I also heard the Q10 is priced at 249. That pig won't fly no matter how much lipstick you put on it.

 

the z10 is going to sit on the shelf once the HTC One, S4, the next Galaxy Note, the next Iphone, the next Lumia, and the Moto X phone are all out there. It's probably already getting stale on the shelf. The q10 is a niche device and they are simply trying to extract every dollar they can from buyers who lack other options. nice way to treat loyal customers ehh?

[txlaw]

I personally think Blackberry will be bought by Lenovo in a year or two ;)

 

Perhaps.  I'm not sure that a sale of BBRY in its entirety would be approved by the US and Canadian governments, though.

 

Maybe a hardware ops, where Lenovo gets to exclusively license BB10?  That would be a good split.  Lenovo would be able to use its scale to make low cost mobile devices (a la Samsung), they could market BB10 devices on the high end (differentiation from other Android manufacturers), and then the security sensitive aspects of the BB10 platform would remain under control of North America.

 

I could see that happening.

[CorpRaider]

Is this claimed youth relative to Charlie and Warren?

[Guest valueInv]

I played with the device in stores a few times now and still find it very difficult to use. And I am a relatively (hah) young guy, who uses an iPhone and knows a bit about android. I think the price of the subsidized Z10 is too high. For 200 dollars you are not getting a great build quality or software. The iPhone 5 towers over this at the same price point! And I would rather get an Android device on Verizon before the Z10.

 

I also heard the Q10 is priced at 249. That pig won't fly no matter how much lipstick you put on it.

 

I'm a relatively young guy as well, and I didn't think the Z10 was difficult to use at all, but I may be an outlier. 

 

I will say that the Z10 was definitely laggy compared to the iPhone 5, and I don't actually like the way you jump between apps in BB10.  I want to pinpoint quickly which app I want to switch to, and it's not as easy to do that in BB10.  Also, I can see how the Hub would be great for people whose use for their smartphone is communications/social network-centric.  But that's not for me.  The best OS on which to consume content continues to be iOS -- for now. 

 

Bottom line: I personally would not switch to BB10.  If anything, I'm likely to dump my iPhone 5 for an LTE Nexus device.

 

Q10 pricing is about getting money from people who just love their keyboards and will be willing to pay that amount, as well as taking advantage of enterprise's ability to pay that amount.  Makes sense to me.  We'll see whether the Q10 is a pig that won't fly.  I actually think it's the Z10 that could possibly be considered a pig that doesn't fly.

 

Boy, what a change of tune from just 6 months ago :D :D

 

 

[Fairfaxnut]

Came from an Iphone 4s to the Z10 and I can honestly say that this phone rocks. The multitasking and hub have been huge for me... time savers. If you use this phone for a week you would never look back... and that's the problem. BlackBerry needs to find a way to get this phone into more users hands. I think user experience is key to selling the Z while loyalists will buy the Q. The store model with the zip tie around the demo does not do this thing justice. Regardless, bbry is filthy cheap at these levels with BES 10 on the horizon.

 

[Guest valueInv]

Skype arrives for BB10:

 

http://techcrunch.com/2013/04/26/skype-for-blackberry-10-arrives-but-its-a-world-of-hurt

[Guest wellmont]

Came from an Iphone 4s to the Z10 and I can honestly say that this phone rocks. The multitasking and hub have been huge for me... time savers. If you use this phone for a week you would never look back... and that's the problem. BlackBerry needs to find a way to get this phone into more users hands. I think user experience is key to selling the Z while loyalists will buy the Q. The store model with the zip tie around the demo does not do this thing justice. Regardless, bbry is filthy cheap at these levels with BES 10 on the horizon.

 

lots of people would look back. the people that need apps. IOS has them. bb10 does not. So you would not look back. but lots and lots of people certainly would, if they even made the switch at all. we don't always do things for rational reasons "Fairfaxnut". lol

[txlaw]

Is this claimed youth relative to Charlie and Warren?

 

Haha . . . in my case, no.  I'm 32, but I still feel like I'm 26!

[txlaw]

I played with the device in stores a few times now and still find it very difficult to use. And I am a relatively (hah) young guy, who uses an iPhone and knows a bit about android. I think the price of the subsidized Z10 is too high. For 200 dollars you are not getting a great build quality or software. The iPhone 5 towers over this at the same price point! And I would rather get an Android device on Verizon before the Z10.

 

I also heard the Q10 is priced at 249. That pig won't fly no matter how much lipstick you put on it.

 

I'm a relatively young guy as well, and I didn't think the Z10 was difficult to use at all, but I may be an outlier. 

 

I will say that the Z10 was definitely laggy compared to the iPhone 5, and I don't actually like the way you jump between apps in BB10.  I want to pinpoint quickly which app I want to switch to, and it's not as easy to do that in BB10.  Also, I can see how the Hub would be great for people whose use for their smartphone is communications/social network-centric.  But that's not for me.  The best OS on which to consume content continues to be iOS -- for now. 

 

Bottom line: I personally would not switch to BB10.  If anything, I'm likely to dump my iPhone 5 for an LTE Nexus device.

 

Q10 pricing is about getting money from people who just love their keyboards and will be willing to pay that amount, as well as taking advantage of enterprise's ability to pay that amount.  Makes sense to me.  We'll see whether the Q10 is a pig that won't fly.  I actually think it's the Z10 that could possibly be considered a pig that doesn't fly.

 

Boy, what a change of tune from just 6 months ago :D :D

 

Not at all. 

 

I have always contended that we ought to value RIM/BBRY as a run-off and resource conversion play.  Moreover, six months ago, I was arguing that it was too soon to ring the death knell for BBRY, not that BB10 would be the best thing since sliced bread. 

 

But BB10 is exactly what RIM needed to put together to go after its niche market.  Very smart of them not to join the Android bandwagon.  BB10 provides a fantastic proof of concept for building off of QNX, which is an ideal base for M2M and IoT-centric applications.  We'll have to wait a bit longer to see how it goes for the BB10 OS, but those engineers  at RIM should be really proud about what they've accomplished. 

 

Note that I have been pretty open in the past about how much I like Apple products -- as I've mentioned before, I have an iPhone, iPad, and MacBook Pro.  That hasn't changed.

 

But liking the products is very different from valuing a company.

[Fairfaxnut]

Came from an Iphone 4s to the Z10 and I can honestly say that this phone rocks. The multitasking and hub have been huge for me... time savers. If you use this phone for a week you would never look back... and that's the problem. BlackBerry needs to find a way to get this phone into more users hands. I think user experience is key to selling the Z while loyalists will buy the Q. The store model with the zip tie around the demo does not do this thing justice. Regardless, bbry is filthy cheap at these levels with BES 10 on the horizon.

 

lots of people would look back. the people that need apps. IOS has them. bb10 does not. So you would not look back. but lots and lots of people certainly would, if they even made the switch at all. we don't always do things for rational reasons "Fairfaxnut". lol

 

 

Actually, I know several converts that haven't looked back.  The less 3rd party apps the phone requires, the better.  Yes, I'm a Fairfax shareholder so there is some bias in my remarks.  On the other hand If you've never owned a Z10 or Q10, viewers should take your posts with a grain of salt.  Either way, BBRY is cheap, and your negative bias only supports this.

[Fairfaxnut]

Good read on QNX:

 

http://forums.crackberry.com/blackberry-10-os-f269/its-all-about-qnx-changes-everything-essay-774931/