Research In Motion Limited Message Board
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My prediction..IBM buys a stake in BBRY for mobile computing hardware business
by ddsandhu3 •May 16, 2013 2:20 PMI doubt this will happen but it could.
IBM is one large company that has no position in mobile and they do most other things in the business sector.
That kind of deal would allow them to benefit more than anyone else from such a stake in BB or simply a licensing deal for BBM. - Reply to
The future of BlackBerry 10 & rumours of a ‘dummy tablet’
by blaurute23 •May 16, 2013 9:23 PM..... and you are living proof of that thought.
Sentiment: Hold
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Worthwhile read, if 6 weeks old;
" Cormark analyst Richard Tse said the long weekend provided him a little extra time to review BlackBerry’s Q4 and fiscal 2013 results, which were released last Thursday.
Tse says he came away from the extended review with more confidence in the Canadian smartphone maker, and this morning upgraded the stock to “Top Pick” rating. The Cormark analyst has a $20 one-year target price on BlackBerry.
Tse says BlackBerry’s Q4, in which it reported operating EPS of $0.22 on revenue of $2.7-billion, provided continued evidence that the company’s new management team is more than up to the task of successfully transitioning BlackBerry to its new platform.
“In our view, given the hyper competitive market and major internal product transition, we believe the results of the past two quarters have been nothing short of remarkable,” said Tse. “Operating improvements thus far under such extreme challenges give us reason to believe in BlackBerry’s ability to execute on BB10 as having better odds than we originally would have anticipated.”
Tse says BlackBerry has been able to achieve higher margins than most anyone expected from its BlackBerry 10 rollout, and its average-revenue-per-user numbers on its services revenue is also better than anticipated, with the company now predicting just a single-digit decline next quarter.
While Tse notes that BlackBerry saw a dip in the number of subscribers, he also says the company’s revenue model is changing, and it may not be for the worse, as many assume.
He says an increasing proportion of BlackBerry’s gross margin is coming from smartphones, instead of services. Tse thinks BlackBerry can make money this way, pointing to Apple’s high 40s/low 50s gross margins and Samsung’s mid-30s. What’s more, says the Cormark analyst, BlackBerry has an embedded subscription base it can use to leverage beyond its historical services model. He says the market is attributing no value to this advantage, which he thinks -
I believe he is neither a director nor executive of any kind and is not considered an insider.
Watsa owns a huge amount of the float through two companies he controls..Sentiment: Hold
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..... just Google "ZDnet sandra vogel Q10 review' and you'll get it.
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I see more then one Canadian rimtard has called to replace Thor with a U S CEO
by racebill •May 17, 2013 8:37 PMRacebill thinks that anyone dares to disagree with Americans "hates us".
Get over your victim complex buddy; it's old, it's tired and it's boring.Sentiment: Hold
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Rationing?? We had that during and after WW2.
That was dispensed with by 1950 and BB will be able to supply a marketplace hungry for Z10 and Q10, by mid-year.Sentiment: Hold
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I don't know about PacCrest but Cannacord has very little credibility north of the border.
Sentiment: Hold
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Melodias is #1 hated poster on this MB ........and there is fierce competition for that honour.
Sentiment: Hold
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LOL, good one, Joe.
Sentiment: Hold
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Thorsten tells BBRY employees not to worry about stock price
by this_name_taken_too •May 17, 2013 12:40 PMAccording to some serious financial prognosticators, he may be right..
The US is in for a major realignment in terms of wealth and living standards and we can be sure the 1% will never pay the price for their irresponsibility in 2005-2008..Sentiment: Hold
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US labour laws are significantly weaker than they are in Canada.
Blackberry can do many things but it cannot get a woman pregnant.Sentiment: Hold
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Pentagon clears iPhone & iPad for secure connections
by this_name_taken_too •May 17, 2013 11:17 AMThere is nothing secure about iPhones or Galaxys.
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SO FAR IT HAS RALLIED TO -2 CENTS.
Sentiment: Hold
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Market is up less an 1/2% but bbry is up more than 1/2%
Sentiment: Hold
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Employees in the US who revolt become unemployees.
You know that is true, don't you Joe.Sentiment: Hold
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Verizon outlines disciplinary plan for employees that refuse to use Blackberries
by joelew111 •May 17, 2013 11:22 AMSounds good, Joe.
Sentiment: Hold
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According to a recent report, the Verizon network has made its 10,000 employees switch from Android to Blackberry. The dominating carriers Verizon Communications Inc. (NYSE:VZ) and AT&T Inc. (NYSE:T) are positive on Q10 and BES 10.1. It is estimated that the employees of the sales department at Verizon and AT&T will select BES 10.1 for their MDM choice to customers.
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...... go Blackberry
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Probably the latter.
Sentiment: Buy