BB - BlackBerry

[Guest wellmont]

cwericb - I agree with you. It's far from deceased. And I am rooting for bbry. I hope what I post here does not hurt it or derail it in any way, i.e. the butterfly effect.

[txlaw]

Annual meeting transcript:

 

http://seekingalpha.com/article/1540982-research-in-motion-s-ceo-hosts-annual-and-special-meeting-of-shareholders-conference-transcript?part=single

[prevalou]

http://www.idownloadblog.com/2013/07/11/apple-and-google-are-no-longer-americas-hottest-brands/

[DCG]

http://www.idownloadblog.com/2013/07/11/apple-and-google-are-no-longer-americas-hottest-brands/

 

well..this is a site that nobody has ever heard of, is based in England, doesn't really clarify the criteria their using, and they lost me by listing Ford as #1.

[prevalou]

what is wrong with being based in England ?

[Guest wellmont]

http://www.idownloadblog.com/2013/07/11/apple-and-google-are-no-longer-americas-hottest-brands/

 

and this relates to bbry how?

[DCG]

what is wrong with being based in England ?

 

Well, it's someone in England writing an article on 'America's hottest brands'. Not sure if they're basing this on guessing, rumors, or actually spending a lot of time in the U.S..

[prevalou]

Well, Someone In America in a the middle of nowhere (Nebraska)!invested in a chinese company (Petrochina) and a korean one (Posco). Not sure he is spending a lot of time In China and Korea  ;)

[Guest wellmont]

google to spend Half Bill to market new phone.

 

http://bgr.com/2013/07/12/moto-x-marketing-campaign/

 

windows phone breakthrough

 

http://bgr.com/2013/07/12/nokia-lumia-1020-windows-phone-impact-analysis/

[Guest valueInv]

google to spend Half Bill to market new phone.

 

http://bgr.com/2013/07/12/moto-x-marketing-campaign/

 

windows phone breakthrough

 

http://bgr.com/2013/07/12/nokia-lumia-1020-windows-phone-impact-analysis/

 

Something tells me that the operating losses at Motorola are going to increase:

 

http://www.engadget.com/2013/07/12/microsoft-sues-us-customs-and-border-protection/

[deadspace]

What was your thesis for buying shares as you seem to mostly identify the faults with Blackberry.  Perhaps you can share what you see as positives?

 

because I see change. I see their biggest shareholder underwater. I see him wanting to get out of tech. they are closer to change now because it's becoming more obvious the device business is not going to work. it's too soon for me really. but I would probably buy the stock if they got out of the device business.

 

 

They cant seem to make money on the hardware side.  If they cannot break into the mdm space though the party may be over.  The only hope will be for a sale of assets to someone who can use them profitably -  and that is relying on the kindness of strangers

http://ca.finance.yahoo.com/blogs/dashboard/blackberry-now-only-niche-player-lucrative-mdm-space-155802737.html

[Guest valueInv]

What was your thesis for buying shares as you seem to mostly identify the faults with Blackberry.  Perhaps you can share what you see as positives?

 

because I see change. I see their biggest shareholder underwater. I see him wanting to get out of tech. they are closer to change now because it's becoming more obvious the device business is not going to work. it's too soon for me really. but I would probably buy the stock if they got out of the device business.

 

 

They cant seem to make money on the hardware side.  If they cannot break into the mdm space though the party may be over.  The only hope will be for a sale of assets to someone who can use them profitably -  and that is relying on the kindness of strangers

http://ca.finance.yahoo.com/blogs/dashboard/blackberry-now-only-niche-player-lucrative-mdm-space-155802737.html

 

I was just at a conference talking about MDM. I heard the same, RIM is far from a leader in this space.

 

[Guest valueInv]

Sure enough:

 

http://www.washingtonpost.com/business/technology/blackberry-z10-price-drops-at-best-buy/2013/07/12/2db8e9ac-eb0e-11e2-aa9f-c03a72e2d342_story.html

[Guest wellmont]

 

I was just at a conference talking about MDM. I heard the same, RIM is far from a leader in this space.

 

no more hyping up phones imo, although the pr department did exemplary work to keep rimm in the media when there was nothing positive going on. the only things you will be hearing about rimm in the media will pertain to restructuring. the company now needs to radically restructure around a new business plan. you're already hearing about a new round of cuts and management leaving. I also believe the company is being actively shopped.

[Guest valueInv]

 

I was just at a conference talking about MDM. I heard the same, RIM is far from a leader in this space.

 

no more hyping up phones imo, although the pr department did exemplary work to keep rimm in the media when there was nothing positive going on. the only things you will be hearing about rimm in the media will pertain to restructuring. the company now needs to radically restructure around a new business plan. you're already hearing about a new round of cuts and management leaving. I also believe the company is being actively shopped.

An acquisition would be the best way out. Question is who is willing to buy and at what price?

[Guest wellmont]

this is very similar to sun micro, a company that missed where things were going, and got washed out. But they were also a mix of software and hardware and still owned some interesting patents and IP. oracle bought them. I could see them kick the tires here.

[Guest valueInv]

this is very similar to sun micro, a company that missed where things were going, and got washed out. But they were also a mix of software and hardware and still owned some interesting patents and IP. oracle bought them. I could see them kick the tires here.

 

Once bitten, twice shy:

http://finance.yahoo.com/news/oracle-earnings-miss-hardware-revenue-204131278.html

 

 

 

 

[Guest wellmont]

this is very similar to sun micro, a company that missed where things were going, and got washed out. But they were also a mix of software and hardware and still owned some interesting patents and IP. oracle bought them. I could see them kick the tires here.

 

Once bitten, twice shy:

http://finance.yahoo.com/news/oracle-earnings-miss-hardware-revenue-204131278.html

 

I never understood the logic of them buying sun. but they did. :) hp bought palm. so there has to be a buyer for rimm right? right? :)

[deadspace]

this is very similar to sun micro, a company that missed where things were going, and got washed out. But they were also a mix of software and hardware and still owned some interesting patents and IP. oracle bought them. I could see them kick the tires here.

 

Once bitten, twice shy:

http://finance.yahoo.com/news/oracle-earnings-miss-hardware-revenue-204131278.html

 

I never understood the logic of them buying sun. but they did. :) hp bought palm. so there has to be a buyer for rimm right? right? :)

 

Well I think the answer is "yes" but the issue is the price.  I think this is only a safe purchase as an investment if it falls below net current assets.  ANd I would give the inventories about a 50% haircut in that calculation.  So probably a purchase below $7 per share would have some merit assuming Heins can hold back the bleeding to a trickle.  SO far he has done a great job at managing expenses but  I'm not sure how much more he can cut.  If there was any significant debt here I would not be interested but with no net debt this leaves the companies some options to manoeuvre .

[TwoCitiesCapital]

What was your thesis for buying shares as you seem to mostly identify the faults with Blackberry.  Perhaps you can share what you see as positives?

 

because I see change. I see their biggest shareholder underwater. I see him wanting to get out of tech. they are closer to change now because it's becoming more obvious the device business is not going to work. it's too soon for me really. but I would probably buy the stock if they got out of the device business.

 

 

They cant seem to make money on the hardware side.  If they cannot break into the mdm space though the party may be over.  The only hope will be for a sale of assets to someone who can use them profitably -  and that is relying on the kindness of strangers

http://ca.finance.yahoo.com/blogs/dashboard/blackberry-now-only-niche-player-lucrative-mdm-space-155802737.html

 

I was just at a conference talking about MDM. I heard the same, RIM is far from a leader in this space.

 

This makes sense though since before their market was limited by their market share. Now BES

provides services to comprehensively cover all devices on the market. Is it really that optimistic to think their standing will improve here? Is anyone else able to provide MDM for all of the platforms at once? I guess I'm just curious why someone would go with another solution that doesn't comprehensively cover multiple platforms.

[deadspace]

What was your thesis for buying shares as you seem to mostly identify the faults with Blackberry.  Perhaps you can share what you see as positives?

 

because I see change. I see their biggest shareholder underwater. I see him wanting to get out of tech. they are closer to change now because it's becoming more obvious the device business is not going to work. it's too soon for me really. but I would probably buy the stock if they got out of the device business.

 

 

They cant seem to make money on the hardware side.  If they cannot break into the mdm space though the party may be over.  The only hope will be for a sale of assets to someone who can use them profitably -  and that is relying on the kindness of strangers

http://ca.finance.yahoo.com/blogs/dashboard/blackberry-now-only-niche-player-lucrative-mdm-space-155802737.html

 

I was just at a conference talking about MDM. I heard the same, RIM is far from a leader in this space.

 

This makes sense though since before their market was limited by their market share. Now BES

provides services to comprehensively cover all devices on the market. Is it really that optimistic to think their standing will improve here? Is anyone else able to provide MDM for all of the platforms at once? I guess I'm just curious why someone would go with another solution that doesn't comprehensively cover multiple platforms.

 

 

http://boxtone.com/devices.aspx

[Guest valueInv]

What was your thesis for buying shares as you seem to mostly identify the faults with Blackberry.  Perhaps you can share what you see as positives?

 

because I see change. I see their biggest shareholder underwater. I see him wanting to get out of tech. they are closer to change now because it's becoming more obvious the device business is not going to work. it's too soon for me really. but I would probably buy the stock if they got out of the device business.

 

 

They cant seem to make money on the hardware side.  If they cannot break into the mdm space though the party may be over.  The only hope will be for a sale of assets to someone who can use them profitably -  and that is relying on the kindness of strangers

http://ca.finance.yahoo.com/blogs/dashboard/blackberry-now-only-niche-player-lucrative-mdm-space-155802737.html

 

I was just at a conference talking about MDM. I heard the same, RIM is far from a leader in this space.

 

This makes sense though since before their market was limited by their market share. Now BES

provides services to comprehensively cover all devices on the market. Is it really that optimistic to think their standing will improve here? Is anyone else able to provide MDM for all of the platforms at once? I guess I'm just curious why someone would go with another solution that doesn't comprehensively cover multiple platforms.

 

My definition an MDM manages all platform or at least the popular ones. That said, I am seeing MDM vendors adding support for Windows and dropping support for BBRY. RIM's marketshare is too low to justify the cost.

[Guest wellmont]

Is anyone else able to provide MDM for all of the platforms at once? I guess I'm just curious why someone would go with another solution that doesn't comprehensively cover multiple platforms.

 

the answer is that enterprises are focusing on 3 main platforms - ios android and windows. bbry lost their grip on the enterprise. and yes there are myriad companies that can offer platforms that manage these three systems. bes will be viable for a shrinking subset of customers that need to manage bb only environment, or a combination of bbry and a mix of others.  bbry was late to recognize that enterprises were shifting to a bring your own device model. other vendors recognized this trend and began to develop management platforms that could address this shift. consequently, they are facing a slew of competitors who got their first.

[Guest valueInv]

this is very similar to sun micro, a company that missed where things were going, and got washed out. But they were also a mix of software and hardware and still owned some interesting patents and IP. oracle bought them. I could see them kick the tires here.

 

Once bitten, twice shy:

http://finance.yahoo.com/news/oracle-earnings-miss-hardware-revenue-204131278.html

 

I never understood the logic of them buying sun. but they did. :) hp bought palm. so there has to be a buyer for rimm right? right? :)

 

The greater fool theory.

[Guest wellmont]

nokia makes windows phone the clear #3 ecosystem.

from allthingsd

 

While investors are rightly noting  Nokia's  continued challenges in the entry- level phone space, its Windows Phone business appears to be gaining momentum.

One statistic to put this in perspective is that  Nokia  sold 7.4 million Lumia devices in the second quarter - the highest quarterly total since  Nokia  began making Windows Phones. That figure is also more than the total number of BlackBerry devices sold in its most recently reported quarter (6.8 million BlackBerry devices for the three months ended  June 1 .)

And that includes not only new BlackBerry 10 devices but also those running its older operating systems. Only 2.7 million BlackBerry 10 devices sold during the quarter.