[Shanerredflag]

Lol...yes, called VPN and no doubt in full play

Posted via CB10

[mrfreetruth]

I think the bottom has been hit or very close. The screams from shorts is quite interesting. Almost every BlackBerry site has been bombarded with negativity and naysayers all telling you they sold or BlackBerry is going to burn through the $3.1 billion in cash like they said BlackBerry would burn through their $2 billion before bb10 would even come out. Who are these people and why would they be posting 24/7? I think shorts are getting worried that soon BBRY will be hit with a jump in value investors and short covering wave. We are grossly oversold and grossly undervalued. Going to be buying if it can get into the $8.50-$8.60 range as I already hold a lot. Also that the same price point a lot of investors are looking to jump into BBRY.

Posted via CB10

[Shanerredflag]

Now for something completely different.




Posted via CB10

[danprown]

According to Mobile Device Management Market Won't Last: Gartner, the MDM market in 2014 will be 1.6 billion, but currently MDM penetration is 30%. It appears, therefore, that if there some sort of a catalyst, penetration can expand, and the pie could get bigger. If, and that is only an if, there is some sort of breakthrough in the chimeric "internet of things," then the mobile THINGs management can explode and there will be lots of other pies.

So it looks like there are theorietically a couple of years for BBRY to make a successful "Hail Mary" in the MDM market and potentially new markets.

What I can't find is Gartner's research on the size and penetration of the current MDM market and their methodology.

I'm trying to figure all this out. So your input is appreciated.

I'll need to bake that into estimates. What percent would be government though? 5%? I'd also need a grasp on risk. what are the chances that BBRY gets 0% of that segment?

I kept chugging along looking at smaller company statistics. I now think BES revenue potential is at $14 million or so. Probably more though since the MDM market is supposed to increase. Those big companies (300 of the Fortune 500) make smaller firms (17,700 of them) insignificant. At best, I'd estimate $20 million in BES revenues.

Keep in mind that MDM is about a $1 billion business. If BBRY gets 10% of it, that's still only $100 million in revenues. That is nothing when trying to figure out how BBRY gets to Prem's $40/share number. BBRY needs to control more along the lines of 50% of the MDM market. To be frank, they might need to acquire one or two of the leading competitors before they get to big.

More bad news. If BBRY gets 33% of the BES market in the USA when it is 66% mature), that represents about $50 million in revenues. The only good news is that they might get 33% of the market in Canada, the UK, India, etc ....

[sidhuk]

watched this few months ago. CB just put it up today.
"Why I hate the BlackBerry Z10" | CrackBerry.com

"my phone is too fast now, i gotta slow it down" LOL

[shadowy banger from a shadowy duplex]

I think the bottom has been hit or very close. The screams from shorts is quite interesting. Almost every BlackBerry site has been bombarded with negativity and naysayers all telling you they sold or BlackBerry is going to burn through the $3.1 billion in cash like they said BlackBerry would burn through their $2 billion before bb10 would even come out. Who are these people and why would they be posting 24/7? I think shorts are getting worried that soon BBRY will be hit with a jump in value investors and short covering wave. We are grossly oversold and grossly undervalued. Going to be buying if it can get into the $8.50-$8.60 range as I already hold a lot. Also that the same price point a lot of investors are looking to jump into BBRY.

Posted via CB10

Interesting. Didn't you think the bottom was 10.35?

You now state that "a lot of investors" will jump in at $8.50 to $8.60.
Please share your evidence for this admirably specific statement.

[Aham1984]

This might help:

The Gartner Magic Quadrant for Mobile Device Management Software report provides Gartner’s view of the competing players in the MDM market. Complete the form below to view the full 2013 report.

Gartner Magic Quadrant 2013 - Mobile Device Management (MDM) Report - BlackBerry - UK

According to Mobile Device Management Market Won't Last: Gartner, the MDM market in 2014 will be 1.6 billion, but currently MDM penetration is 30%. It appears, therefore, that if there some sort of a catalyst, penetration can expand, and the pie could get bigger. If, and that is only an if, there is some sort of breakthrough in the chimeric "internet of things," then the mobile THINGs management can explode and there will be lots of other pies.

So it looks like there are theorietically a couple of years for BBRY to make a successful "Hail Mary" in the MDM market and potentially new markets.

What I can't find is Gartner's research on the size and penetration of the current MDM market and their methodology.

[danprown]

From Gartner's report or a report... kindly provided by Aham1984.



"BlackBerry

One of the new entrants in this Magic Quadrant this year, BlackBerry is a global public company with headquarters in Waterloo, Ontario. It ended its fiscal year in February 2013 with $11.1 billion in sales, including $4.2 billion in software and services. BlackBerry's focus has been on developing the new BlackBerry 10 (BB10) devices to compete with existing smartphone platforms. The vendor launched its first cross-platform MDM server, called Mobile Fusion, after the last Magic Quadrant research was developed, so it did not qualify. Its latest MDM product was released in January 2013 as part of the BlackBerry Enterprise Service 10 (BES 10) announcements to support the new devices. BES 10 has limited experience supporting non-BlackBerry devices, but still leads the way for mobility management based on its own platform. Although there hasn't been much adoption of cross-platform MDM from BlackBerry, there has been significant interest among its core base. Its success in MDM will rely on uptake of the new BB10 devices and the updating of older versions of BES to BES 10. BlackBerry is not considered much of an innovator in cross-platform MDM; although it does manage Android, it does not yet support advanced Android APIs from Samsung Safe-certified devices, but does have the strongest offering to manage and support BlackBerry devices. Although some vendors offer limited BlackBerry device support, these devices have a closed system that doesn't allow deep support outside the devices' own servers. BlackBerry has also created a unique and secure way to route MDM traffic through its infrastructure, eliminating the need to use a separate VPN. BlackBerry is positioned in the Niche Players quadrant and should only be considered for BlackBerry management or for cross-platform if iOS is needed and BES 10 has been purchased.

Strengths

BlackBerry has designed an easy upgrade path to support BB10 devices by which current BES 5 customers can get a free upgrade, with over 12,000 installs of BES 10 by May 2013.
BlackBerry supports basic iOS and Android device policies equal to other MDM vendors and provides industry leadership functionality for its own devices.
The containerization of BlackBerry devices, called BlackBerry Balance, is the best example of the separation of corporate data from personal data while retaining a strong user experience.

Cautions

BlackBerry has been more focused on policy management and the management and enablement of cross-platform enterprise mobility than on mobile content management. It still requires a third-party partner to provide extended Android support.
Combined with BlackBerry device support, cross-platform MDM can get very expensive and it does not have a cloud offering or partner.
BlackBerry uses third-party solutions to secure and containerize iOS and Android.
"

[notfanboy]

That really surprises me. The way Heins goes on about mobile computing and BES, I got the impression that Blackberry was a visionary and dominant player in the MDM space. That Gartner report tells a completely different story.

[Aham1984]

The product is new and I believe that's one of the primary reasons it's listed as a niche player. BES10 Has not been widely adopted as they just released it. What I find important is that all the weaknesses that the report states have been addressed already by BlackBerry, i.e Secure Work Space for Android and ios devices and SaaS functionality provided by Bes10 as a cloud service. These additions, in my view, make the BlackBerry offering one of the few complete packages in the mdm space. I'll be interested in seeing how blackberry shift in the quadrant in the next report.

That really surprises me. The way Heins goes on about mobile computing and BES, I got the impression that Blackberry was a visionary and dominant player in the MDM space. That Gartner report tells a completely different story.

[lcjr]

Hello from the patio gang! Another beautiful day here in Texas at 95F in the shade. Luckily I can keep cool with some beers and home made margaritas for the wife. Got to keep focused as we listen to some country music and talk about BlackBerry. Dang I have a great woman. Hope everyone else is enjoying life too. Here's a virtual beer to everyone out there!

[spike12]

Hello from the patio gang! Another beautiful day here in Texas at 95F in the shade. Luckily I can keep cool with some beers and home made margaritas for the wife. Got to keep focused as we listen to some country music and talk about BlackBerry. Dang I have a great woman. Hope everyone else is enjoying life too. Here's a virtual beer to everyone out there!

LCJR, your posts always brighten up this thread. Cheers bud, here's to a great coming week.

[lcjr]

I have my best buddy and his wife and kids visiting us from this coming Wednesday night through Saturday. He's the IT guru that keeps me updated with what's going on with DISA and BlackBerry. We know we have to share space with other devices now but we don't know all the parameters, especially since the DoD is creating their own cloud, wifi, and server. BlackBerry is a big part of that and my buddy is going to TRY to explain what all this means. He's so smart with IT stuff he often speaks past me but ill make him slow down for this redneck. I can't wait to see them and learn some more about all this new technology.

[Shanerredflag]

Beer of champions...I'm kinda liking it....enjoy your day, here is what I'm working on:



Posted via CB10

[Shanerredflag]

Interesting.

Mike E???


Posted via CB10

[Superfly_FR]

i wouldn't say making one big bet betting everything on one event happening (hitting black) is a diversified bet. but perhaps the casino analogy is a bad analogy. the bottom line is you want to spread the risk out over many stocks - that's why i like Indexing.

Size matters
While I get the whole rhetoric and logic, of all this is purely theoretical for us tiny investors.
In fact this is even worse that having all eggs in the same basket. Because if you want to diversify, you also need to move +/- fast.
And each trade will shrink massively any gain (on non speculative stock, those with SP changes of 1-5%) making this less remunerative than your bank standard bearing account (witch is not diversified ... at all lol).

I'll try to put it in another "trader compatible" sight : we are on a risk/reward [tiny] investment.
Our most terrible case is : we lose 50%.
Our average case is : we're break even for a loooong time
Our most terrific case is : we count returns in multiples. Some of us believe this multiple can be up to 10 ... in yearS

That's a tough bet, and yes it is nothing but gut investment, backed with some knowledge of BlackBerry history and their potential.
Everything can be screwed up, and we're done.
But so far, if we can step back enough to read the story and not only the titles, some of us still believe - despite numerous comments, articles and analysis - that our risk/reward ratio is not really impacted by the current trade level.
"We".are.not.traders. We're so long that their computers don't even have this scale in their algorithms.
And I believe it might be our only breach to beat the fat guys.

P.S: I've skipped a lot of pages, I believe that's better. Hope everybody was nice
oh ... (1/2 OT: it's titled: "do not remain passive" )
https://soundcloud.com/supairfly/fau...aisser-faire-1

[Superfly_FR]

From Gartner's report or a report... kindly provided by Aham1984.



"BlackBerry

One of the new entrants in this Magic Quadrant this year, BlackBerry is a global public company with headquarters in Waterloo, Ontario. It ended its fiscal year in February 2013 with $11.1 billion in sales, including $4.2 billion in software and services. BlackBerry's focus has been on developing the new BlackBerry 10 (BB10) devices to compete with existing smartphone platforms. The vendor launched its first cross-platform MDM server, called Mobile Fusion, after the last Magic Quadrant research was developed, so it did not qualify. Its latest MDM product was released in January 2013 as part of the BlackBerry Enterprise Service 10 (BES 10) announcements to support the new devices. BES 10 has limited experience supporting non-BlackBerry devices, but still leads the way for mobility management based on its own platform. Although there hasn't been much adoption of cross-platform MDM from BlackBerry, there has been significant interest among its core base. Its success in MDM will rely on uptake of the new BB10 devices and the updating of older versions of BES to BES 10. BlackBerry is not considered much of an innovator in cross-platform MDM; although it does manage Android, it does not yet support advanced Android APIs from Samsung Safe-certified devices, but does have the strongest offering to manage and support BlackBerry devices. Although some vendors offer limited BlackBerry device support, these devices have a closed system that doesn't allow deep support outside the devices' own servers. BlackBerry has also created a unique and secure way to route MDM traffic through its infrastructure, eliminating the need to use a separate VPN. BlackBerry is positioned in the Niche Players quadrant and should only be considered for BlackBerry management or for cross-platform if iOS is needed and BES 10 has been purchased.

Strengths

BlackBerry has designed an easy upgrade path to support BB10 devices by which current BES 5 customers can get a free upgrade, with over 12,000 installs of BES 10 by May 2013.
BlackBerry supports basic iOS and Android device policies equal to other MDM vendors and provides industry leadership functionality for its own devices.
The containerization of BlackBerry devices, called BlackBerry Balance, is the best example of the separation of corporate data from personal data while retaining a strong user experience.

Cautions

BlackBerry has been more focused on policy management and the management and enablement of cross-platform enterprise mobility than on mobile content management. It still requires a third-party partner to provide extended Android support.
Combined with BlackBerry device support, cross-platform MDM can get very expensive and it does not have a cloud offering or partner.
BlackBerry uses third-party solutions to secure and containerize iOS and Android.
"

Thanks for that.
Just a warning about it. I believe at the time it was written (May ?) BES10 1.1 was not out in the wild. There's even a bigger gap between BES 10.0 and 10.1 than between BBOS10.0 and 10.2 ... we should hear about it soon.

Good nite all !

[bungaboy]

Mike E???
Posted via CB10

Noise. Lots of noise. Just like in here.

[bungaboy]

Found in another thread. Untwists the negative spin.

BlackBerry Issues Updated Statement Regarding Alleged Email Credentials Harvesting

BlackBerry’s Discovery Service uses credentials provided by the user to communicate and connect with the mail server. This process is done to simplify the setup allowing BlackBerry to configure the various options for server names, ports, protocols and server options. The user credentials are only used during the setup of the account and BlackBerry does not store the usernames and passwords. This process is covered in the Terms and Conditions that the user accepts when they start using the device. Users can bypass the Discovery Service by using the Advanced Configuration option to manually enter all of the required server configuration information.”

BlackBerry Issues Updated Statement Regarding Alleged Email Credentials Harvesting - N4BB

[Shanerredflag]

Noise. Lots of noise. Just like in here.

I am patiently waiting for his reply now that I have figured out who he is

Posted via CB10

[bungaboy]

Did "dat" fellah get a perma ban of just corner time. Trying to find thred.

[Shanerredflag]

Not sure...was wondering why I was enjoying reading so many posts and it donned on me that something was missing lol. Yes, the "special" flavor he added was missing, so I went looking on his profile...that's all I know.

Posted via CB10

[lcjr]

Who maybe got banned??

[bungaboy]

Who maybe got banned??

dat . . . . . . is the $64 question. LoL

[lcjr]

Well, I cleaned up my truck so that's all that counts right now, and my beer, and my smoking hot wife, and my steaks on the grill, and my....lol