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- As things are fairly slow, allow me this, from a few days ago.
Slightly OT but it has to do with a friend of ours...
I don't have the scientific/medical background to really appreciate the endeavour but it seems pretty fascinating.
"NANTHEALTH UNVEILS WORLD’S FIRST FULLY INTEGRATED GENOMIC, TRANSCRIPTOMIC SUPER COMPUTING ENGINE FOR CANCER"
NANTHEALTH - NANTHEALTH06-05-14 02:08 PMLike 6 - This ‘connected car’ comes with gesture control and Wi-Fi — and it knows if you’re drunk
"The entire package is tied together by a real-time QNX operating system, Car2, which controls all the technologies and enables them to interoperate."
This 'connected car' comes with gesture control and Wi-Fi -- and it knows if you're drunk | VentureBeat | Mobile | by John Koetsier - Automotive IT News06-05-14 03:49 PMLike 7 - Author talks as if only Apple and Google exists and quotes:
"However, the rapid rise of connected devices in the IoT landscape has raised security concerns from some quarters, with Palo Alto Networks' Australia and New Zealand regional director, Armando Dacal, suggesting last month that new strategies will be needed to combat the elevated security risks associated with the sheer volume of new devices coming online."
Note: My comment is let's get some BB news out there and wake them up.
Internet of Things market to hit $7.1 trillion by 2020: IDC | ZDNet06-05-14 03:57 PMLike 7 - OT ALERT: HALO
Good afternoon Morgan and all HALO followers!
I have a quick and simple question. How does HALO go from being a minimum $12 stock for a steady 5 months, then Ph2 for PEGPH20 is placed on clinical hold by the FDA, driving the stock to the $7 range, then the hold is lifted, and we are only at $9? I am having a hard time seeing the logic here. Shouldn't we expect to be right back at $12+? What I know I may be over simplifying things, but I would appreciate if you could offer your thoughts or explanation here. And if patience is the answer... no worries, I've got plenty of practice with my BBRY holdings. Thanks much in advance!06-05-14 03:57 PMLike 3 - BlackBerry’s QNX Announces New Partnership, Connected Car Platform
Yankee Group Associate Analyst Ryan Martin comments
“In talking with various QNX execs at the show, as well as demoing the company’s latest and greatest connected car tech, it’s became clear the independent division of BlackBerry views its role in automotive as more than just the platform enabling digital clusters or in-vehicle infotainment (IVI) systems. Rather, the software company aims to serve both worlds.
But until recently, there’s been concern about how integrating digital cluster and IVI systems might compromise the integrity of a vehicle’s safety/security. New QNX technology disaggregates these two spheres in a way that allows the car to run uninterrupted even in the event of an (unlikely) failure to its IVI system. It’s exactly this line of thinking that will be essential to the longevity of connected car systems – because while it’s important that the various components in a vehicle communicate with each other, it’s also essential that they’re able to operate independently. The ability to layer in additional services such as those provided by each the Apple- and Android-tailored platforms will also be integral to driving this level of flexibility.”
BlackBerry�€™s QNX Announces New Partnership, Connected Car Platform :: Mobile and Connected Device Strategies :: Yankee Group06-05-14 04:05 PMLike 12 - OT ALERT: HALO
Good afternoon Morgan and all HALO followers!
I have a quick and simple question. How does HALO go from being a minimum $12 stock for a steady 5 months, then Ph2 for PEGPH20 is placed on clinical hold by the FDA, driving the stock to the $7 range, then the hold is lifted, and we are only at $9? I am having a hard time seeing the logic here. Shouldn't we expect to be right back at $12+? What I know I may be over simplifying things, but I would appreciate if you could offer your thoughts or explanation here. And if patience is the answer... no worries, I've got plenty of practice with my BBRY holdings. Thanks much in advance!06-05-14 04:14 PMLike 5 - OT ALERT: HALO
Good afternoon Morgan and all HALO followers!
I have a quick and simple question. How does HALO go from being a minimum $12 stock for a steady 5 months, then Ph2 for PEGPH20 is placed on clinical hold by the FDA, driving the stock to the $7 range, then the hold is lifted, and we are only at $9? I am having a hard time seeing the logic here. Shouldn't we expect to be right back at $12+? What I know I may be over simplifying things, but I would appreciate if you could offer your thoughts or explanation here. And if patience is the answer... no worries, I've got plenty of practice with my BBRY holdings. Thanks much in advance!
As with any stock, you would think the share price would bounce back to pre-existing levels, I think this will happen soon enough. There are some issues outstanding here, they have to conform to the new guidelines, and, there are a large number of corporate stock options rolling over here. They warned that we would see some selling by senior management in the months of May and June as their stock options expire. This means that today, we saw some of those shares come into the market but won't know the details of the sale until a couple of weeks pass. Even the knowledge that corporate shares are coming to market can slow down a rally. The final thing to keep in mind is that while the news is great, it is a delay of sorts and the Phase II study is still on the back burner until they comply, there is no revenue stream associated with this move, and, many shares traded well below today's closing price and I would think that plenty of profit-taking is going on today. All of these big volume days bring out the large traders to complete their position squaring on volume.
I'm sure that the 11 MM shares that are short, helped slow the advance today as well. The good news came today from Helen Torley who stated that we will hear from HALO again next week when they present their paper/findings on the Phase 1B study, the details should be very good indeed. It is important to know that while the new enlistments into the Phase II study were halted, they also had just over 100 patients in the program taking the drug and all of them were allowed to continue with the program, that's how important this study is, patients are living much longer than the placebo group and that is huge. Think about how much data they had to look at and still everyone wanted the study to go ahead again, the data must be very good at this stage. The last thing to remember is that they never stopped working towards another application for PEGPH20, whether it is for breast cancer or not, it is slated for a major mainstream illness and they will announce that program in the months ahead.
What I do is take the price of the stock today, compare it to its 52 week high, is that number comparable to others in the sector? No .... it isn't for HALO, the stock needs to get to $ 12.00/shr just to equal it's position within the sector on no news.06-05-14 04:25 PMLike 8 - BrantaRetired Network ModOnce again this thread has required moderator time which we would rather had been deployed elsewhere. multiple posts removed, multiple warnings and infractions, and one member serving a 7 day stretch in the forum jail
[WARN]
Personal Attacks or Insults to Members - Constructive discussions, debates and free speech are encouraged in the forums. However, it is not constructive to either criticize or insult another member because their opinion differs from yours. Consider the tone of your posts before pressing the submit button. If you are irritated by a post, thread, question, or topic; you are in no way obligated to respond and are encouraged to move along to another thread.
Play Nice, Be Helpful, and have Respect!This means keep the language clean, keep your posts polite, and don’t get into arguments over dumb things. If somebody responds to a thread you posted in poor fashion, ignore it, and the moderation team will quickly clean it up (you can always message or email a moderator at any time if you observe anything that is in poor taste/against the rules). Think back to what your parentals and teachers used to lecture - if you don't have something nice to say, don't say anything at all.
Always remember that we are all unique and at different levels here - some of us are experienced BlackBerry users and forum junkies, while others are just starting out. If you’re on the experienced side, have patience for those just joining in on the fun and be helpful. With a little patience and a little help they won’t be newbies for long. Also remember that it is our differences that keeps this place interesting. If everyone was from the same place and at the same experience level it would be boring. This is a worldwide community united by a common interest - our love, or addiction as some would call it, for the BlackBerry![/warn]06-05-14 06:58 PMLike 9 - OT for after hours Related Technologies file, doing - cough - research on various uses of mobile phones and tablets - cough - solely for commercial and technology business interests.
Porn's big data sift: Half of all adult traffic is mobile | ZDNet06-05-14 07:10 PMLike 3 - As things are fairly slow, allow me this, from a few days ago.
Slightly OT but it has to do with a friend of ours...
I don't have the scientific/medical background to really appreciate the endeavour but it seems pretty fascinating.
"NANTHEALTH UNVEILS WORLD�S FIRST FULLY INTEGRATED GENOMIC, TRANSCRIPTOMIC SUPER COMPUTING ENGINE FOR CANCER"
NANTHEALTH - NANTHEALTH
Posted via CB1006-05-14 08:29 PMLike 0 - OT ALERT: HALO
Good afternoon Morgan and all HALO followers!
I have a quick and simple question. How does HALO go from being a minimum $12 stock for a steady 5 months, then Ph2 for PEGPH20 is placed on clinical hold by the FDA, driving the stock to the $7 range, then the hold is lifted, and we are only at $9? I am having a hard time seeing the logic here. Shouldn't we expect to be right back at $12+? What I know I may be over simplifying things, but I would appreciate if you could offer your thoughts or explanation here. And if patience is the answer... no worries, I've got plenty of practice with my BBRY holdings. Thanks much in advance!
I'm reading about the conglomerate fad on the 60s. It's different but in spirit, it's repeating itsellf.
Posted via CB1006-05-14 08:37 PMLike 0 - New Q30 Prototype Images Show White Keyboard, Curved Edges
http://berryflow.com/2014/06/new-q30...-curved-edges/
Posted via CB10
Posted via CB1006-05-14 08:45 PMLike 0 - 06-05-14 09:18 PMLike 2
- nah nothing too much, i'm sad i had to see everything from the cb10 app because blocking doesnt work properly. BUT we finally get some peace and quiet! no show here peeps move along
Back on topic! we finally closed above 50 dma onto 200!
06-05-14 09:27 PMLike 5 - Preface,
For those that don't know, Motley Fool is no better than seeking alpha and articles written could be written by anyone. So apply critical thinking to everything you read.
Also note, the author appears to be the ever-bullish George K.
That said, the logic here appears quite sound to me.
http://www.fool.com/investing/genera...ook-cheap.aspx
"One of the problems with trying to put a valuation on BBRY has always been that BlackBerry is not exactly a pure-play devices company like Apple or Samsung, but rather a devices and mobile device management, or MDM, software company. Simply put, there are no pure-play MDM companies trading in the U.S., so it's difficult to get a feel for the valuation of the sector and BlackBerry itself.
Two major MDM players are about to be listed soon. However, this void of public MDM companies is coming to an end soon. Recently, two of the biggest independent MDM companies have filed for IPOs, and soon investors will have something to compare BlackBerry to.
MDM software firm MobileIron has filed to sell about 11.1 million new shares at a midpoint offering range of about $9 per share, according to the company's recent S1 filling. If successful, the company will raise about $100 million, giving it a market cap of about $670 million.
MobileIron reported revenue of $13.8 million in 2011, $41.1 million in 2013, and $105.6 million in 2013, and reported net losses of $25.7 million, $46.5 million, and $32.5 million, respectively. As for the first quarter of 2014, things are not looking that good.
Growth has stalled compared to the same period a year ago. The company reported total revenue of $28.2 million in the first quarter of 2014 compared to $25.8 million in the first quarter of 2013, or a 9.3% increase in total revenue. At the same time, it reported a net loss of $14 million. At these levels, the run-loss rate is much higher than 2013.
Another MDM company coming to market is Good Technology. According to the company's S1 filling, Good had revenue of $85 million in 2011, $116 million in 2012, and $160 million in 2013. It lost $41 million in 2011, $90 million in 2012, and a record $118 million in 2013. As for the first quarter of 2014, the company reported revenue of $46 million and a net loss of $24 million. The company aims to raise a maximum of $100 million, but we can not as of yet calculate a market cap, because we have no intelligence as to the number of shares offered and at what price.
Lets play the comparative valuation game
In the case of MobileIron, the $670 estimated market cap gives the company a price-to-sales ratio of about 6.5 times trailing sales. Now let's put that in perspective against BlackBerry.
BlackBerry's fourth quarter 2014 revenue was $976 million, of which 63% was generated by services and software sales, and the other 37% was hardware sales. That puts services and software at approximately $614 million
Assuming BlackBerry stabilizes and replicates these numbers over the next three quarters, it will probably generate $2.4 billion in service and software sales for the full year. If we leave BlackBerry's hardware division aside, assuming it doesn't exist or it is worth zero, and we value BlackBerry's service and software revenue at 6.5 times sales -- as the MobileIron IPO is being priced; then BlackBerry could be worth around $15 billion.
That's about four times higher than where it is trading today.
What this might mean for BlackBerry
Granted BlackBerry has problems, but it is not losing anywhere near the money the two soon-to-be-public companies are losing, and BlackBerry is still the leader in this space. If the market prices MobileIron at 6.5 times sales, then this might give BlackBerry's stock a boost, because currently BlackBerry trades at just more than 1 times forward sales and 0.58 times trailing sales.
The bottom line
While no one knows if the two IPOs mentioned above will perform well or not once shares hit the market, one can't help but notice that MobileIron is priced at 6.5 times sales, when BlackBerry currently trades slightly above one time forward sales.
So unless these IPOs tank after their shares start trading, on an apples-to-apples relative comparison, these two IPOs will probably make BlackBerry look cheap."
Dominate the MCAT C0012A8A606-05-14 09:39 PMLike 10 - Your "guy" is actually a girl =)
And for all readers here, yes, I happen to have 117 followers perhaps because I never took to asking for followers until after Demystified 6 came out and I updated my profile, after seeing what other Contributors do.
Also, while the followers are few, for someone with only 13 articles, I place 30 to 32 on the ranking system for Technology stocks. Guess this guy forces me to come in here and toot my own horn. I did get a few CB addicts telling me to join, but being a rather private and peaceable person in real life, I've not been too keen to get in here too, but hey! you only can take so much before you really need to get in the boxing ring and lob a few shots at the opponent yourself!
If CrackBerry addicts could help Tweet or email Chen if you have his contact, and make sure he gets the message in the lower half on my article, that would be awesome!
Fruit Fight: BlackBerry And Apple Going Head To Head In September And October - BlackBerry Ltd. (NASDAQ:BBRY) | Seeking Alpha
It was not easy making the decision to write this one. In the end, I think tough love for an amazing product/ Canadian company warrants getting it to know and avoid issues before the Q20 launch. Hope you agree!
My personal least favorite article was D7 (think I was suffering burnout writing it). My favorites were D1 (Everything Wall Street is Not Telling You) and D3 (Enterprise Surprise).
Hope to have you join the conversation at SeekingAlpha! I do my best to protect my/ our interest in the stock by staying informed and inviting bears out to sling some real mud =)
Here's a start if you want to get reading.... D1: BlackBerry Demystified 1: Everything Wall Street Is Not Telling You - BlackBerry Ltd. (NASDAQ:BBRY) | Seeking Alpha06-05-14 11:49 PMLike 20 - Your "guy" is actually a girl =)
And for all readers here, yes, I happen to have 117 followers perhaps because I never took to asking for followers until after Demystified 6 came out and I updated my profile, after seeing what other Contributors do.
Also, while the followers are...
I'll beat SuperFly to the punch, by saying
A hearty welcome to 'the' humble little thread. Good to have some analysts here. In case you didn't know, George K. Also stops by for a hello once in a while. Hey George! You here??
Anyway, I am sure that I speak for the majority by saying that your SA articles seem fair, and we enjoy your contribution to our BlackBerry. Yes, it's ours because most of us own the stock; in case it wasn't painfully obvious!
Don't be a stranger, ok?06-06-14 01:13 AMLike 16
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