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- Heins' Mobile End Computing Vision Comes To An End; So Must He
Heins' Mobile End Computing Vision Comes To An End; So Must He - Seeking Alpha
I agree 100%. TH must go_dimi_ likes this.07-01-13 10:04 AMLike 1 - I honestly think that for markets like the US it is an entry level device. the Z10 isn't all that from from a mid level device and in the next 6 months will completely be a mid level device. Now would a lower end device for emerging markets be a good idea absolutely. at least from I'm reading though id consider it a low end device by the time it really rolls out here07-01-13 10:05 AMLike 4
- Heins' Mobile End Computing Vision Comes To An End; So Must He
Heins' Mobile End Computing Vision Comes To An End; So Must He - Seeking Alpha
I agree 100%. TH must go07-01-13 10:07 AMLike 8 - He did well initially but he has totally alienated many many believers and investors in this company. There should of been a warning even if it only dealt with the issues in Venezuela. He is not the person to take this company to the next level.07-01-13 10:10 AMLike 0
- I don't see that happening. honestly, at least here in the USA, I see more 13 14 and 15 yr old kids running around wth high end smart phones everyday. both of my younger sisters 14 and 16 have S3's. its sad but true. that's the pattern herefrom what I see. a good entry level phone with bb10 features, i.e. theQ5 SHOULD do very well.
I know bec one wanted the WP until she discovered the app situation ...
Z1007-01-13 10:12 AMLike 0 - Heis not a good spokes person. He is however a good business minded strategist. He should never have handled anything from the roll outs to press statements to ER's. he should stay behind the scenes where he does his best work.07-01-13 10:18 AMLike 0
- Superfly_FRRetired ModeratorWell, considering he raised it from the cave to one of the most traded stock ... I tend to believe he's not that bad, actually.
but
I must say I can hear that pretty well.07-01-13 10:18 AMLike 3 -
Thanks.07-01-13 10:20 AMLike 0 - 07-01-13 10:22 AMLike 0
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Posted via CB1007-01-13 10:23 AMLike 4 -
- I believe the reason that Blackberry at the moment unable to penetrate the consumer smartphone market is because it misses the initiation step, i.e., it does not have the low cost media player with form factor at 4 and 5 inch.
The same reason that Apple and Samsung can sell so many smartphone, is that the young generation got their media players first, then naturally bought the smartphone when they need.
I wish that Blackberry can launch the 4" and 5" media players as soon as possible. Most kids before entering the college, they do not need smartphones, but they all want (or need) a media player.
If Blackberry can sell 10s million of media player under BB10 OS, then the 10's million BB10 media player owners become the potential BB10 smartphone owners.
P.S. If anyone has direct contact with Blackberry top management, please provide this suggestion to the company for consideration.07-01-13 10:26 AMLike 0 - Goldman Sachs Cuts PT on BlackBerry (BBRY) to $12; No Longer Has 'Bull Case' for BB10
Goldman Sachs comments on BlackBerry (Nasdaq: BBRY) following first-quarter 2014 results reported last Friday. The firm has BlackBerry at Neutral, cutting its price target from $17 down to $12.
Analyst Simona Jankowski commented, "We view this quarter as a sharp setback in BlackBerry’s recovery efforts with BB10. In a quarter when the company should have benefited from significant channel inventory fill (with the Z10 available in 147 countries and the Q10 in 96 countries following their January and April launches, respectively), it missed our total BB10 unit estimates by 23%, implying weaker than expected traction."
Jankowski's updated sum-of-parts valuation has BlackBerry at $11, down from a prior valuation of $12. The analyst said, "Our SOTP assigns value to the estimated cash balance 12 months out ($6/share) and the IP portfolio ($5/share), and no value to the operating business given it is losing money. We have reduced the estimated value of BlackBerry’s IP to $2.5bn from $3.3bn on more granular assessment of the closest comp – Motorola Mobility’s IP portfolio – post Google’s sale of the set-top box business to Arris."Jankowski no longer has a "bull case" scenario for BB10, from prior expectations calling for 20 percent. Shipments of 2.7 million BB10 units compares with Goldman's expectation for 3.5 million in shipments.07-01-13 10:27 AMLike 0 -
On the fly today but checking in. From the stock price action it looks like the street thought they got it right on Friday. Too bad I had hoped a silver lining would have merged over the weekend.
I'd buy at 10 but unfortunately I bought at 15..... Life goes on $2500 lighter....07-01-13 10:27 AMLike 0 - I don't see that happening. honestly, at least here in the USA, I see more 13 14 and 15 yr old kids running around wth high end smart phones everyday. both of my younger sisters 14 and 16 have S3's. its sad but true. that's the pattern herefrom what I see. a good entry level phone with bb10 features, i.e. theQ5 SHOULD do very well.
The BB10 media player is going to target the kids from those family.07-01-13 10:28 AMLike 0 - For a family that is not so rich, it can afford the smartphone hardware (with phone company subside) at $199 or $99 but few of the family can or want to pay the monthly subscription fee to the phone company.
The BB10 media player is going to target the kids from those family.
Edit: on a side note it will be a cold day in hell before my kids get phones before they are driving. Even then they will only have emergency minutes no data and NO texting. End parental rant07-01-13 10:33 AMLike 3 - I noticed no one responded to a certain poster who posted the Kantar numbers. But Holy S**** Batman. They are terrible. Maybe I just deluded myself, but I thought demand for the BBOS10 phones would be huge. BBRY numbers actually went down in sales. How could this be? If you think about it, if this is all the pent up demand gave us, what will the next quarter do? At the end of the day, doesn't BBRY have to sell phones to survive?
I use Europe due to all I heard about great sales volume there.
Kantar Worldpanel ComTech UK and Europe smartphone sales data for May 2013 - Kantar07-01-13 10:39 AMLike 0 - I noticed no one responded to a certain poster who posted the Kantar numbers. But Holy S**** Batman. They are terrible. Maybe I just deluded myself, but I thought demand for the BBOS10 phones would be huge. BBRY numbers actually went down in sales. How could this be? If you think about it, if this is all the pent up demand gave us, what will the next quarter do? At the end of the day, doesn't BBRY have to sell phones to survive?
I use Europe due to all I heard about great sales volume there.
Kantar Worldpanel ComTech UK and Europe smartphone sales data for May 2013 - Kantar
I wonder if it is because Nokia started selling a bunch of cheap Lumia phones.
I do think BlackBerry needs to bring out a high-spec'd phone. Like the poster several posts above said, it is the easiest thing to sell. TH has been trying to sell people the experience but it's hard to sell that when not a lot of people are willing to even pick up the phone.
Not saying the experience is not good, it is fantastic actually, but I think this strategy would work if we have some low-entry phones so people wouldn't mind giving it a try without sacrificing too much of their wallet.
A10 absolutely needs to have the top of the line specs to attract the high-end segment so they feel they are getting what they paid for.
Now where is that partnership...07-01-13 10:42 AMLike 0 - If BlackBerry has some great news, and that's a big if, do you think Thursday would be a perfect time to announce it?
Posted via CB1007-01-13 10:45 AMLike 0 - Hi M+8. Your low cost option thesis appears to be a game of chicken for bbry management if true. Your suggesting that C-level management attempt to buy low cost options by sand bagging the ER and risk the company's goodwill/name value by dragged the company through the mud putting at risk the company's future. While this is possible given the root of all evil is money, I am wondering if you observed this type of behavior at any other company?
Thanks.07-01-13 10:46 AMLike 6 - 07-01-13 10:47 AMLike 0
- Heins' Mobile End Computing Vision Comes To An End; So Must He
Heins' Mobile End Computing Vision Comes To An End; So Must He - Seeking Alpha
I agree 100%. TH must go
First he goes out on a rant criticising BlackBerry for launching the Z10 first.. how BBM going cross platform will result in a write-down of Z10s on the balance sheet because the salespeople can no longer sell the device since nobody buys it for peek/flow/hub but only buy it for BBM?! Are you kidding me? I feel insulted.
So now that the Z10 has ruined Q10s chances.. he calls for Thorsten to step down for claiming 'a tablet is not a good business proposal'. Except he claims that the chances of the A10 selling well is close to 0 in the A10 thread on CB... so not quite sure which side he's on.
Posted via CB1007-01-13 10:53 AMLike 6 - Heins' Mobile End Computing Vision Comes To An End; So Must He
Heins' Mobile End Computing Vision Comes To An End; So Must He - Seeking Alpha
I agree 100%. TH must gomorganplus8 and mikeo007 like this.07-01-13 11:11 AMLike 2
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