[Charles Martin1]

I have been with you Charles and we both thought we would never see it again.

Here we are

Well, I've said it enough times and nobody believed me...I gave up saying it after I figured I'd be booted for sounding too negative.

[OMGitworks]

Looks like we need a billionaire (or two) to step up to the plate...

Prem's already down about $180M and is at 9.9%, so he's probably out for now.

[bigbadben10]

Picked up another 1K at $13.77. That's me done for the time being

[mrfreetruth]

Over the next two reporting of short interest numbers I think we will see well over 185000000 shares short. Taking advantage of the dip and bought a little in the $13.37. Keep a little powder dry for more manipulation.

Posted via CB10

[greggebhardt]

Well, I've said it enough times and nobody believed me...I gave up saying it after I figured I'd be booted for sounding too negative.

Not a chance as I would have been boot months ago!

It is only money!

[koolrosh]

Those Kantar numbers are very concerning. Windows is beating Blackberry in all the markets surveyed.. including GB and France.

I really hope that they me a mistake in the survey, but if the numbers hold true this is very bad for BlackBerry.

Posted via CB10

[Charles Martin1]

Prem's already down about $180M and is at 9.9%, so he's probably out for now.

Nah, if he believes in the company he'll sink another couple of million to maximize his gains. I'm not a billionaire but I'm adding in this opportunity.

[morganplus8]

Look up Key Reversal, please.

[z10fido]

Those Kantar numbers are very concerning. Windows is beating Blackberry in all the markets surveyed.. including GB and France.

I really hope that they me a mistake in the survey, but if the numbers hold true this is very bad for BlackBerry.

Posted via CB10

The bulls tried to bury that news but bbry is lucky to be in the 13s. Msft is.kicking bbrys **** for market share

Posted via CB10

[bigbadben10]

This is a fantastic buying opportunity folks.

[jon_stark_28]

We're well over sold ... could be watching the start of history here ... the big bouce that M8 mentioned ... could be seeing this chart in a stock textbook describing the start of the bbry squeeze

[z10fido]

Whenever your stomach is in knots and you want to vomit that's when you should be buying.

Posted via CB10

[morganplus8]

Those Kantar numbers are very concerning. Windows is beating Blackberry in all the markets surveyed.. including GB and France.

I really hope that they me a mistake in the survey, but if the numbers hold true this is very bad for BlackBerry.

Posted via CB10

What About Kantar Worldpanel?

The latest Kantar Worldpanel survey results from the three month period ending April 2013 show BlackBerry market shares that have barely budged from what they were 2-3 months before. Some may see this as an indication that BlackBerry 10 has not performed well, but we are inclined to hypothesize that Kantar's panel is weighted heavily towards low to medium priced smartphone purchasers, and thus do not capture the sales at the high end of the smartphone market accurately. It is important to note that Kantar Worldpanel numbers are derived from a survey, and have sometimes deviated significantly from the actual reported numbers from carriers and manufacturers.

Below we have compared reported results for iOS and Windows Phone in the U.S. with Kantar Worldpanel's survey results. For example, Kantar Worldpanel pegged iOS' share at AT&T at 63% during the three months ending March 2013, while AT&T's (T) Q1 report mentioned that iPhones accounted for 80% (4.8 million out of 6 million) of smartphone activations. Kantar Worldpanel had iOS' share at Verizon (VZ) at 45.7% versus the 55.6% (4 million out of 7.2 million) that Verizon reported.

On the other hand, Windows Phone numbers appear overstated. Nokia reported 400,000 Lumia sales to North America during Q1. Since Nokia is estimated to have 65% of the Windows Phone market in the US, total Windows Phone sales during Q1 should be around 600,000 units. This is approximately 2% of total US sales during Q1 compared to the 5.6% that Kantar Worldpanel suggested.

Carrier / OS
Kantar Worldpanel % Share (3 Months Ending March 2013)
Actual % Share (Company Quarterly Reports For March 2013)

AT&T / iOS
63.0%
80.0%

Verizon / iOS
45.7%
55.6%

Total U.S. / Windows
5.6%
2.0% (Estimated)


High-end phones such as the iPhone appear to be substantially underrepresented in Kantar Worldpanel's surveys compared to actual numbers. On the other hand, Windows Phone appears to be significantly overrepresented. Windows Phone has an ASP that is under $250 based on Nokia's numbers, which is about 60% below the iPhone and 45% less than BB10 devices. BB10 device pricing is at the high-end of the smartphone market, which if our hypothesis is true, makes it probable that the Kantar Worldpanel survey figures are significantly less than actual sales for BlackBerry. In particular, Kantar Worldpanel's figures for Verizon are improbable, as they'd suggest that BlackBerry only sold 14,000 units at Verizon during February to April, including only a few thousand BB10 units.


http://seekingalpha.com/article/1476...h?source=yahoo

[Charles Martin1]

I added another bunch at $13.38. I'm hoping this is it for the major plunges but somehow I think that they may increase until ER.

[Mange Schillis]

Those Kantar numbers are very concerning. Windows is beating Blackberry in all the markets surveyed.. including GB and France.

I really hope that they me a mistake in the survey, but if the numbers hold true this is very bad for BlackBerry.

Posted via CB10

Those numbers are susually way of for high end devices, even iPhone and Galaxy, I don't bother one bit about them.

[Gesig Boek]

Maybe the recent Kantar numbers for April, which shows no BB10 traction in UK, USA or Europe has got something to do with it...
http://forums.crackberry.com/news-ru...-0-2-a-814105/

[z10fido]

Verizon dropped two year z10 to 99 bucks.

Posted via CB10

[BThunderW]

Still no buyers in sight...no sign of reversal yet

[take99]

They have had one phone model out on the new OS in these markets for most of the 'survey' period. Also consumer only survey, no enterprise. UK numbers seem strange to me still.

Those Kantar numbers are very concerning. Windows is beating Blackberry in all the markets surveyed.. including GB and France.

I really hope that they me a mistake in the survey, but if the numbers hold true this is very bad for BlackBerry.

Posted via CB10

[Charles Martin1]

Windows is at the end of their windows phone disaster, there are going to be a bunch of stories talking about their "gains" until the facts come out. Can anyone here even count ten people that they've seen with a Windows Phone? I can't count a single one, besides the one I saw in the garbage. No lie.

[Mange Schillis]

Maybe the recent Kantar numbers for April, which shows no BB10 traction in UK, USA or Europe has got something to do with it...
http://forums.crackberry.com/news-ru...-0-2-a-814105/

I read earlier today that those numbers have been 10-15 precentage points off for iPhone5 and GalaxyS3 before, that is a huge margin of error, it is just a survey and with sales of BB10 still being so low thoese numbers really are meningless.

[Acumenight]

If I ever needed cold hard cash, it is NOW!

[Charles Martin1]

Our trouble today is the low volume...all of this and still at 10 million shares traded...the bulls are too busy enjoying the weather.

[MrBurns2U]

He owns just under another 10% with a holding company called Hamblin Watsa if my memory serves me correct. Fairfax also has significant cash sitting on the sidelines. He is probably waiting for a lower entry.

Prem's already down about $180M and is at 9.9%, so he's probably out for now.

[abouthsu]

As scary as this may be for me, I just bought more at 13.88 TSX. Fingers crossed!!