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I am not sure cutting out the middleman is such a great idea because I think there is a lot of dealers making a lot of money from enterprise customers. These dealers spend lots of money doing whatever it takes to get and maintain these accounts. Profit motivated.
I'm thinking that if a CIO has a choice between ordering directly from BlackBerry or something else offered by these face-to-face dealers then the constant pressure (and potential gifts and business lunches) may sway the CIO to purchase from the dealer which I assume will be pushing IOS and Droid.
What do you think?09-29-13 12:06 PMLike 7 - Why BlackBerry should ‘license’ its OS for free — GigaOM Pro
The importance of partnering with manufacturers
If Fairfax can close the deal and opts to keep BlackBerry intact, then, it could increase its prospects by expanding its hardware lineup. And because manufacturing is so expensive, it should consider partnering with other vendors willing to build BlackBerry handsets. It’s highly unlikely others would pay to license BlackBerry 10, of course, because sales are so slow. And while BlackBerry could conceivably take its OS open source, doing so would give rise to platform fragmentation and other problems that have slowed Android’s penetration in the enterprise market that has long been the company’s bread and butter.
Rather than going open source or trying to license its platform, BlackBerry could increase its (admittedly long) odds by giving away it away to manufacturers willing to build smartphones and tablets that support it, at least for a limited time. The mobile manufacturing business is more competitive than ever – just ask HTC or any other struggling vendor – so BlackBerry might be able to convince one or two to gamble on BlackBerry 10. Doing so would not only allow BlackBerry to expand its hardware portfolio with minimal expense, it might also result in devices that are substantially less expensive than its current lineup even as it retains complete control over the software. Such a move isn’t without risk, of course – it could sound the death knell for the manufacturing operation that is an underpinning for BlackBerry– but the company’s future is clearly in software and services. If Fairfax Financial truly wants to move forward in the smartphone business, it’s a risk worth taking.09-29-13 12:34 PMLike 4 - 09-29-13 12:34 PMLike 12
- M8 your take is plausible, but to be conservative I am going to assume that Prem deal is the only one as of now.
I really wish they would let this whole thing play out for a couple of years.
I just think that this whole thing has been very high risk as all of this negative press must be impacting their business. That in itself could lead to a downhill spiral, even if things aren't so bad yet.
Posted via CB1009-29-13 12:45 PMLike 2 - Why BlackBerry should ‘license’ its OS for free — GigaOM Pro
The importance of partnering with manufacturers
If Fairfax can close the deal and opts to keep BlackBerry intact, then, it could increase its prospects by expanding its hardware lineup. And because manufacturing is so expensive, it should consider partnering with other vendors willing to build BlackBerry handsets. It’s highly unlikely others would pay to license BlackBerry 10, of course, because sales are so slow. And while BlackBerry could conceivably take its OS open source, doing so would give rise to platform fragmentation and other problems that have slowed Android’s penetration in the enterprise market that has long been the company’s bread and butter.
Rather than going open source or trying to license its platform, BlackBerry could increase its (admittedly long) odds by giving away it away to manufacturers willing to build smartphones and tablets that support it, at least for a limited time. The mobile manufacturing business is more competitive than ever – just ask HTC or any other struggling vendor – so BlackBerry might be able to convince one or two to gamble on BlackBerry 10. Doing so would not only allow BlackBerry to expand its hardware portfolio with minimal expense, it might also result in devices that are substantially less expensive than its current lineup even as it retains complete control over the software. Such a move isn’t without risk, of course – it could sound the death knell for the manufacturing operation that is an underpinning for BlackBerry– but the company’s future is clearly in software and services. If Fairfax Financial truly wants to move forward in the smartphone business, it’s a risk worth taking.
The devices and the OS are a big of a red herring in this context.09-29-13 12:49 PMLike 0 - M8 your take is plausible, but to be conservative I am going to assume that Prem deal is the only one as of now.
I really wish they would let this whole thing play out for a couple of years.
I just think that this whole thing has been very high risk as all of this negative press must be impacting their business. That in itself could lead to a downhill spiral, even if things aren't so bad yet.
Posted via CB10
We could hear from others, I feel this is likely 50% but the Prem deal is 25% and the turning down of Prem is 25% ..... to me at least. Prem has made the statement that he is open to offers and will not stand in the way of a better deal. I believe him. The media shouldn't be consulted in all of this because they failed to understand what happened in the pre-announcement telling me they are useless at this kind of business dealing.
If you can't understand the pre-announcement how can you comment on where BB is today? BlackBerry needs to continue to launch BBM-X and BB 10.2, that's all they need to do in the next 3 weeks. Let's leave them to it!!09-29-13 01:00 PMLike 4 - Now the fun begins, with all of the posts on this thread rationalizing that "BBRY couldn't be worth more than $ 9.00/shr today", and that "there is no way an offer could come in because we have analyzed the value of the company based upon the latest Q report and they are lucky if they can survive" ............... what a load of nonsense. They downsided the company and reduced overhead. Unless total sales of handsets drop below $ < 800 miliion, they are now no longer burning cash, they are now able to sell free phones on their books for $ 280/unit which is cost (direct to BES10.1 enterprise), and well below the $ 450 they have been trying to get, and they have BES10.1 at the very beginning of growth. Now that they aren't marketing for the masses, costs will be dropping off in a big way. Heins could come out stating that they will be profitable going foward with these changes alone, but no one believes him any more so that only a modest plus.
BB is in deep trouble, and any offer will recognize this. Things are only going to deteriorate further.rodan01 likes this.09-29-13 01:04 PMLike 1 - $800 million is only around 2-3 million handsets ($260-400 each). BB is perilously close to that already in BB7 sales sales, which has been dropping very steadily and could accelerate, and BB10 shipments may be in the hundreds of thousands only.
BB is in deep trouble, and any offer will recognize this. Things are only going to deteriorate further.
Posted via CB1009-29-13 01:13 PMLike 4 - When Heins job as cleanup man is done I think it would be a good idea, for "image and appearance" sakes. I think Heins lost his street cred.
I also think they should give the BOD tree a good hard shake. (This may not be required if a "sale" takes place.)
Time will tell.Shanerredflag and sidhuk like this.09-29-13 01:19 PMLike 2 -
- When Heins job as cleanup man is done I think it would be a good idea, for "image and appearance" sakes. I think Heins lost his street cred.
I also think they should give the BOD tree a good hard shake. (This may not be required if a "sale" takes place.)
Time will tell.rodan01 likes this.09-29-13 01:40 PMLike 1 - No for the simple reason that using a OS or building a phone is in many respects the cheap bit, who is going to spend the many many billions to build a competitive ecosystem that matches up to google play or itunes?
The devices and the OS are a big of a red herring in this context.
much like Android has developed09-29-13 01:45 PMLike 0 -
Best to concentrate on their real strength - enterprise and security for enterprises and forget about dreams of empire in a war that was fought and lost. OSes are like any other product they go through the stage of 'potential' (which is when other people would be interested) to other success (where you lock out other people) to 'has-been' (where you desperately try to sell on the lemon to other people) - BB10 has missed the middle and gone straight to the 'has-been' stage in regards to commercial interest. Chris U is perfectly right when he notes that the fact that the maker couldn't turn a dollar on it makes it completely unattractive to anyone else.09-29-13 01:47 PMLike 0 -
- $800 million is only around 2-3 million handsets ($260-400 each). BB is perilously close to that already in BB7 sales sales, which has been dropping very steadily and could accelerate, and BB10 shipments may be in the hundreds of thousands only.
BB is in deep trouble, and any offer will recognize this. Things are only going to deteriorate further.09-29-13 01:52 PMLike 7 - What have they already done? The only thing of note in that respect is BBM and that is currently MIA in regards to cross-platform.
Best to concentrate on their real strength - enterprise and security for enterprises and forget about dreams of empire in a war that was fought and lost. OSes are like any other product they go through the stage of 'potential' (which is when other people would be interested) to other success (where you lock out other people) to 'has-been' (where you desperately try to sell on the lemon to other people) - BB10 has missed the middle and gone straight to the 'has-been' stage in regards to commercial interest. Chris U is perfectly right when he notes that the fact that the maker couldn't turn a dollar on it makes it completely unattractive to anyone else.morganplus8 likes this.09-29-13 01:53 PMLike 1 -
Look at the graph. BB7 shipments is trending towards 0 in less than 3 quarters, and thats before BB said they are stepping away from the consumer market. If they stop marketing in their strong developing markets, or even discontinue handsets there (only 4 BB10 handsets going forward) this will obviously happen even sooner.
We have no idea what the size of the BB10 market is yet, but it certainly seems less than 3 million a quarter, and that is without stopping marketing to consumers. If they plan only to sell direct to business we could be talking hundreds of thousands.rodan01 likes this.09-29-13 02:10 PMLike 1 -
Look at the graph. BB7 shipments is trending towards 0 in less than 3 quarters, and thats before BB said they are stepping away from the consumer market. If they stop marketing in their strong developing markets, or even discontinue handsets there (only 4 BB10 handsets going forward) this will obviously happen even sooner.
We have no idea what the size of the BB10 market is yet, but it certainly seems less than 3 million a quarter, and that is without stopping marketing to consumers. If they plan only to sell direct to business we could be talking hundreds of thousands.
Posted via CB1009-29-13 02:20 PMLike 2 -
Sent from my XT890 using Tapatalk 409-29-13 02:20 PMLike 0 -
Posted via CB1009-29-13 02:27 PMLike 9 -
The only thing failing is their ability to market past the competing fanboy pessimism...hopefully their new strategy succeeds.
Posted via CB1009-29-13 02:27 PMLike 7 - Why do you keep used the term "failed" OS...it's not failed...have you tried it? It's really quite pleasant to use. The new OS is not eight months old yet...has received three carrier updates and many many leaks if one wants to go that route.
The only thing failing is their ability to market past the competing fanboy pessimism...hopefully their new strategy succeeds.
Posted via CB1009-29-13 02:31 PMLike 0 -
Posted via CB1009-29-13 02:34 PMLike 4 -
From the low numbers in BB's PR it is clear they sold most of their BB10 handsets to the consumer market, and this is exactly the market they are abandoning.09-29-13 02:38 PMLike 0
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