[early2bed]

This is a dangerous thread to chime-in on so I'll try to tread lightly and not set off any landmines

I think most of the long-term participants of this thread have come to view it as a kind of private club or their local tavern. Coming in here is like accidentally popping in to the local watering hole - the old timers turn around to see what the new guy's story is. There isn't much tolerance for someone trying to take over the conversation as a newcomer. There are house rules posted but after-hours the locals pretty much get to do whatever they want including lewd photos of women, random beverages, and whatever you made for dinner.

Underlying this is a heightened sensitivity and circling of the wagons because the home team has been taking a prolonged and savage beating. BBRY has lost well more than half of its value since the thread was started. How many other tech stocks have actually lost value in the past four years? We're in a tech stock bull market that rivals the dot-com boom. So the canon here is that technical analysis unquestionably works, shorts are evil, analysts are criminals, most investors are idiots, and naysayers are paid shills. Anyone who disagrees is welcome to leave or be physically thrown out. There is even the forum equivalent of the wall of martyrs - tributes to the fallen that will never be forgotten (investors that threw in the towel). They are spoken of fondly so don't besmirch their name by asking about them. And, whatever you do, don't make fun of Cliff or Norm. They live here and that simply won't be tolerated.

The problem is that this place exists in a public thoroughfare - due to its constant updates, people who browse the CrackBerry forum via its New Posts feature can't help but see it several times per day. On a regular basis, there seems to be something interesting going on here, especially during game day (earnings reports, launches, media events, etc.). There's action here - the thrill of victory...the agony of defeat. The human drama of smartphone competition (must be over 40 to get this reference).

Now the cops are getting fed up at all of the constant calls about incidents so the management better do something to keep the peace or their liquor license is going to get pulled. I think this is pretty much what you need to know to understand what is going on in this thread.

What's going to ultimately happen? I don't think you can move a bar to someone's basement and still make it work. The locals need an audience stopping by to show off their colors to and the tourists need something loud and noisy to gawk at night. My guess is that this place is eventually going to lose its lease and be replaced by a Starbucks. Sorry,...Tim's.

[Branta]

There's no debate, I was banned for giving my viewpoint, and I was banned with a message saying that the reason had to do with me posting something against the 'I support BBRY shares', and that the thread was for people who support bbry only.

You raised it in public, I'll correct the misinformation in public. After 6 years as a member who was never found violating the site rules, for whatever reason you started making unprovoked inflammatory posts. You got a short ban because you collected too many infraction points in a period of two months and this triggered an automatic timeout. It wasn't for giving your viewpoint, it was for repeatedly posting flame bait and on one occasion insulting another member's intelligence.

[Bacon Munchers]

I have no doubt that Samsung will avail itself of any assistance from BB or anywhere else in its IoT plans. Samsung wants to leverage Tizen to do that as it gives Samsung control of its own platform. Because of this, I don't see this increasing recurring revenue that would affect stock price.

I feel strongly that Samsung can't be trusted. If they could buy BlackBerry, they would. Smash it apart, dissolve anything that compromises their prized Tizen, and then exploit the remaining parts.
In a few words; Samsung wants world dominance.
I am for any collaborations with the opposition that will strengthen BlackBerry and bolster the stock.

In the end, I see Chen has the golden eye here. He is clearly doing things that are market leading. The points that have me sleeping well at night is that he is a legitimate Engineer, is a shrewd business man, and most important... this is not the first rodeo for him.

[Bacon Munchers]

This is a dangerous thread to chime-in on so I'll try to tread lightly and not set off any landmines

Lol!
Nicely word smithed. Almost as if Christopher Hitchens returned from the dead.

Well done.

Just remember that while you are stopping by our backwoods Turkish bathhouse, you are not allowed to pickup any dropped soap, talk politics, or mention the war.

Don't be a stranger man.

[DaSchwantz]

Hey all. To be honest, I preferred wading through all the beer and babes to find relevant BBRY info than all the blah blah drama. This is a good thread and I think mods have done a good job overall.

I've always been a bit puzzled by the tendency to consider deep dive discussions of competitors, competitors products, or competitors strategies as being OT by many on this thread, but I guess there's a certain knee-jerk whack-a-troll behaviour that becomes a bit automatic once you've been a bbry long for a few years. Still, it's a much better outcome than letting things devolve into the trollpocalypse that the yahoo stock forums have all become (i.e. nothing but troll-on-troll action the whole way down). Let's be civil, and respect the mods.

And above all, let's talk about the company again. I tried several times to bring the discussion back to bbry today unsuccessfully. So yeah, things are off track, but in my books this is a good indicator that if even the most die hards are stressed and bailing it is a good time to buy. Me? I've been loading up on BBRY calls. My puts on NFLX and AAPL are of almost equal value to my BBRY calls so as long as the rotation keeps going it's a good little way to profit from the market downturn even if bbry trades sideways. The volatility alone has already raised all options premiums so I wouldn't recommend this particular options approach anymore, but you can do the same thing with the underlying stocks...I'm intending to clear most of these option positions in the next month or two hopefully, to prevent time decay, especially if things stabilize. Cheers all. Talk stock.

I'm about 40% short and 60% long in my overall portfolio, but with leverage likely >50% short. Guess that puts me on the 'evil' side, hahaha.

Posted via CB10

[BigBadWulf]

Morgan, the best for your health. (I know you can't read PMs, excuse me for the public thing)

Posted via CB10

Amen! G_d speed on your recovery Morgan

[Superfly_FR]

Agreed.

For the last few years it seems the entire world wanted to p*ss on BlackBerry. This forum, this thread, was a safe harbor for those who wanted better for the company. To be constantly 'on the wrong side' of public opinion was tough and the abuse flowed but here we were.

This may sound a bit melodramatic but the point is, many of us came here because we were tired of the non-stop condemnation and criticism of a product and company that we wanted to see thrive and carry on, and in light of that, our support was biased to the positive as a counterweight to the relentless negatives.

Some of us may be forgiven for being a bit defensive and seeing the 'critical side' of the BBRY investment argument as just a continuation of all we've had to listen to for years.

Here's to better times, cheers.

These will be be my final words about this mess. I guess hope.
+1 to the above.

With the particular precision : we've been able to maintain this "safe arbor" alive thanks to :
1. The underlying mods action, the one others can't see, as PMs and easy cleaning at no cost. Hundreds.
2. A certain ability to treat obvious hostility with elegance and style, eventually humor plus mandatory documented reasoning. That was enough to prevent "easy bashing" and "amatory fight". Mods then took care of the duper-heavy-a$$, known elsewhere for their behavior with easier targets.
3. The conscience to be part of a community, beyond "our" thread; we were then participating in many discussions and able to read here things that were already explained and discussed elsewhere. Flames were outside of the house and these counter-arguments were only fire reports. We have to admit that we were comfortable here but somehow lost the vision of the big picture, outside our "gang".

As for those that believe that they are here in a hostile environment, I'd tend to suggest the listening of the lyrics of this particular tune, which I randomly but regularly play while driving :



And finally, me fossil will shake my osteoarthritis and gain some positive energy this morning, thanks to Godfather, wishing that's what we're gonna read feel in the next pages.



"Get up offa that thing and try release that pressure"

C'mon guys ... let's ...

[audio_Rx]

Has the market corrected itself, or will we still see a drop in share prices?

Posted via CB10

[3MIKE]

Has the market corrected itself, or will we still see a drop in share prices?

Posted via CB10

Markets point to another rough day, but you never know it could bounce back before the end of the trading session ! Sit back and watch and try not to bite off your fingernails !!

[audio_Rx]

Markets point to another rough day, but you never know it could bounce back before the end of the trading session ! Sit back and watch and try not to bite off your fingernails !!

Thanks. I'm waiting for the price to go down to around 9.50. I missed out on the really low price a few days ago, just want a really good bargain now


Posted via CB10

[JohnQQ365]

This is a dangerous thread to chime-in on so I'll try to tread lightly and not set off any landmines

I think most of the long-term participants of this thread have come to view it as a kind of private club or their local tavern. Coming in here is like accidentally popping in to the local watering hole - the old timers turn around to see what the new guy's story is. There isn't much tolerance for someone trying to take over the conversation as a newcomer. There are house rules posted but after-hours the locals pretty much get to do whatever they want including lewd photos of women, random beverages, and whatever you made for dinner.

Underlying this is a heightened sensitivity and circling of the wagons because the home team has been taking a prolonged and savage beating. BBRY has lost well more than half of its value since the thread was started. How many other tech stocks have actually lost value in the past four years? We're in a tech stock bull market that rivals the dot-com boom. So the canon here is that technical analysis unquestionably works, shorts are evil, analysts are criminals, most investors are idiots, and naysayers are paid shills. Anyone who disagrees is welcome to leave or be physically thrown out. There is even the forum equivalent of the wall of martyrs - tributes to the fallen that will never be forgotten (investors that threw in the towel). They are spoken of fondly so don't besmirch their name by asking about them. And, whatever you do, don't make fun of Cliff or Norm. They live here and that simply won't be tolerated.

The problem is that this place exists in a public thoroughfare - due to its constant updates, people who browse the CrackBerry forum via its New Posts feature can't help but see it several times per day. On a regular basis, there seems to be something interesting going on here, especially during game day (earnings reports, launches, media events, etc.). There's action here - the thrill of victory...the agony of defeat. The human drama of smartphone competition (must be over 40 to get this reference).

Now the cops are getting fed up at all of the constant calls about incidents so the management better do something to keep the peace or their liquor license is going to get pulled. I think this is pretty much what you need to know to understand what is going on in this thread.

What's going to ultimately happen? I don't think you can move a bar to someone's basement and still make it work. The locals need an audience stopping by to show off their colors to and the tourists need something loud and noisy to gawk at night. My guess is that this place is eventually going to lose its lease and be replaced by a Starbucks. Sorry,...Tim's.

very well written!

Posted via the CrackBerry App for Android

[_dimi_]

http://finance.yahoo.com/news/blackb...115935565.html

WOW! BlackBerry acquires Good Technology!


Posted via CB10

[Superfly_FR]

Dimi you're fast !!!
So, I was wrong for MOBL
God save their soul...

Posted via CB10

[Corbu]

http://www.marketwired.com/press-rel...ry-2052953.htm

BlackBerry to Acquire Good Technology

Acquisition to expand BlackBerry's leadership in secure cross-platform mobility management

WATERLOO, ONTARIO and SUNNYVALE, CALIFORNIA--(Marketwired - Sept. 4, 2015) - BlackBerry Limited (NASDAQ:BBRY)(TSX:BB), a global leader in secure mobile communications, today announced that it has entered into a definitive agreement to acquire Good Technology for $425 million in cash.

The acquisition of Good is aligned with BlackBerry's strategy to offer customers the most complete, end-to-end solution that secures the entire mobile enterprise, across all platforms. Enhanced by Good, BlackBerry will expand its ability to offer a unified, secure mobility platform with applications for any mobile device on any operating system – supported with security that has been certified by governments around the world embedded in every component of the mobility infrastructure.

Good will bring complementary capabilities and technologies to BlackBerry, including secure applications and containerization that protects end user privacy. With Good, BlackBerry will expand its ability to offer cross-platform EMM solutions that are critical in a world with varying deployment models such as bring-your-own-device (BYOD); corporate owned, personally enabled (COPE); as well as environments with multiple user interfaces and operating systems. Good has expertise in multi-OS management with 64 percent of activations from iOS devices, followed by a broad Android and Windows customer base.(1) This experience combined with BlackBerry's strength in BlackBerry 10 and Android management – including Samsung KNOX-enabled devices – will provide customers with increased choice for securely deploying any leading operating system in their organization. The proven Good Dynamics platform provides app-level encryption, advanced data loss prevention and secure communication between applications. The platform has more than 2,000 independent software vendor and custom applications built today.

"By acquiring Good, BlackBerry will better solve one of the biggest struggles for CIOs today, especially those in regulated industries: securely managing devices across any platform. By providing even stronger cross-platform capabilities our customers will not have to compromise on their choice of operating systems, deployment models or any level of privacy and security," said John Chen, BlackBerry Executive Chairman and CEO. "Like BlackBerry, Good has a very strong presence in enterprises and governments around the world and, with this transaction, BlackBerry will enhance its sales and distribution capabilities and further grow its enterprise software revenue stream."

Good's technology will integrate with BlackBerry's enterprise portfolio and trusted global network, creating a comprehensive management solution for all mobile devices that protects customers' security and privacy. This holistic experience will provide customers with greater mobile enterprise productivity, including seamless integration of capabilities across multiple applications, including BBM, WatchDox, Good Work and other value added services.

"Enterprise customers today demand stringent security and the most flexible platform across all mobility strategies," said Christy Wyatt, Good Chairman and CEO. "We are excited to join BlackBerry, where together we will be the most comprehensive mobile platform in the market. Good has worked hard to deliver the highest levels of security across operating systems and applications. Our trusted Good solutions will also help BlackBerry to accelerate its Internet of Things platform for managing endpoints beyond mobile devices."

With Good, BlackBerry will expand its presence with global enterprise and government customers. Good serves more than 6,200 organizations, including more than half of the Fortune 100, all of the Fortune 100 commercial banks, aerospace and defense firms, and leaders across healthcare, manufacturing and retail. BlackBerry is the trusted mobility partner of all G7 governments, 16 of the G20 governments, 10 out of 10 of the largest global banks and law firms, and the top five largest managed healthcare, investment services, and oil and gas companies.

BlackBerry has provided the world's most secure mobility solutions for more than two decades, and has earned more than 70 government certifications and approvals, greater than any other mobile vendor. The BlackBerry 10 platform is the first mobility solution to receive the coveted Full Operational Capability (FOC) certification to run on U.S. Department of Defense networks. Good is the only company certified as Common Criteria Evaluation Assurance Level 4 Augmented (EAL4+) for mobile collaboration on both iOS and Android. This is the highest certification level recognized internationally under the Common Criteria program, and is globally regarded as the standard of quality for handling sensitive government data.

BlackBerry expects the transaction to be completed toward the end of the company's 2016 fiscal third quarter and is subject to customary closing conditions, including regulatory approvals. The company anticipates the acquisition to be accretive to earnings and cash flow within the first year after closing. BlackBerry also expects to realize approximately $160 million in GAAP revenue from Good in the first year, including the impact of an expected write-down of certain deferred revenue of Good.

J. P. Morgan Securities LLC and Bank of America Merrill Lynch served as financial advisors to Good Technology, and each provided a fairness opinion to the board of directors of Good Technology.

Conference Call

BlackBerry will host a conference call to discuss the acquisition agreement today at 8:30 a.m. Eastern Time. The live webcast is available at http://edge.media-server.com/m/p/fdbsb3i4. To participate via conference line:

Participant Toll-Free Dial-In Number: (866) 438-1903

Participant International Dial-In Number: (704) 908-0450

About Good Technology

Good Technology is the leader in secure mobility, delivering solutions across all stages of the mobility lifecycle for enterprises and governments worldwide. Good offers a comprehensive, end-to-end solutions portfolio, consisting of a suite of collaboration applications, a secure mobility platform, mobile device management, unified monitoring, management and analytics, and a third-party application and partner ecosystem. More than 6,200 organizations in 189 countries use Good Technology, including 100% of the FORTUNE� 100 commercial banks and aerospace and defense firms as well as leaders across healthcare, manufacturing and retail. Learn more at www1.good.com.

[Bilaal]

John Chen ended Good Technology's party.

Posted via CB10

[_dimi_]

BlackBerry will host a conference call to discuss the acquisition agreement today at 8:30 a.m. Eastern Time.

[Andrew4life]

Wow, that's a little surprising....

Would have thought they would try to go the big route of driving the competition into the ground. It looks like their 2B in cash is being put to Good use. Though now their cash balance is going down.

Posted via CB10

[wojciechp]

An excellent move

The $425M cash deal is expected to close near the end of 2016 FQ3, and should be accretive to earnings and cash flow within the first year after closing. BlackBerry expects to realize about $160M in GAAP revenue in year one from Good.

Sent from my trusty  BlackBerry Passport SE 

[Uzi]

http://press.blackberry.com/press/20...echnology.html

[leafs123]

Good was a pre-IPO company, interesting move. I think the uncertainty in the capital markets helped BlackBerry on this deal.

[Corbu]

Mr BBRY, Superfly_FR and rarsen like this.

[world traveler and former ceo]

John Chen ended Good Technology's party.

Posted via CB10

More like ending MOBL Mobile iron's Party! LOL

Chew on that! MS!

Bbry..let the Good times roll!

Posted via CB10

[Hlao-roo]

This is a good move!

[Corbu]

Related context piece from yesterday:
VMware's AirWatch Deal Clicking In Growing Mobile Market - Investors.com

Corporate spending on computer network software that manages mobile devices amid growing concern over cyberattacks will grow nearly 30% annually on average through 2019, says market research firm Ovum.

The global market for enterprise mobility management (EMM) software will grow to just under $10 billion by 2019, up from $2.7 billion in 2014, says U.K.-based Ovum.

"While security concerns around bring your own device (BYOD) have so far driven this still-immature market," said Ovum analyst Richard Absalom in a report, companies will increasingly upgrade to new business apps for mobile devices.

RBC Capital Markets in a July report said software vendors remain largely focused on security. The crowded market includes VMware's (NYSE:VMW) AirWatch, Citrix Systems (NASDAQ:CTXS), Good Technology, IBM (NYSE:IBM), MobileIron and BlackBerry as well as startup Tanium, which has raised $120 million in a new funding round.

VMware acquired AirWatch for $1.54 billion in early 2014. BlackBerry (NASDAQ:BBRY) turned to mobile security software after its smartphone business collapsed. MobileIron's (NASDAQ:MOBL) stock is trading well below its IPO price in June 2014, while Good Technology has not announced plans to go public.

"Mobile security is more important than ever, share shifts are dynamic and we look for constant disruption as the threat environment evolves," said Mark Sue, an RBC analyst, in the report.

"The challenge for EMM players is the fast pace of velocity for mobile platforms, resulting in maintenance investments related to multiple platforms and operating systems. The question is whether enterprises are willing to pay for the complexity."

While VMware paid a hefty price for AirWatch, the purchase seems on track, said Sue: "AirWatch license bookings grew 60% year over year in the June quarter. VMware expects AirWatch to be earnings neutral in Q4 2015 and begin contributing to profits in 2016.

[Corbu]

BlackBerry to Acquire Good Technology: Executive Point of View | Inside BlackBerry