[Bacon Munchers]

Well it's 12:30AM while I type this first message on my shiny new Z30.
I was just doing some innocent shopping to find a gift for the mother-in-law, while the Z30 caught my eye, calling me from afar.
So, I broke down and had to have one. I type this with the giddiness of an elementary school girl!
what a beast indeed! Still have my Z10 in reserve, just for nostalgia(!)


PS - perhaps the UK GP's should invest in blackberry.com in lieu of the mentioned:

Thanks to Care.data, your secrets are no longer safe with your GP

http://www.wired.co.uk/news/archive/...nhs-healthcare

Man! When will folks learn to just get with BES!?

[Komoto]

Because the consumer market is vastly bigger than the enterprise market.
You can make 40%+ margins on enterprise, and only 10%+ margins on consumer. But the market sizes are something like 1:100.

So even if you capture only 1% of the consumer market, that will make the equivalent of capturing 25% of the enterprise market.

Disclaimer: All values above are for demonstration purposes. But it is to show that the consumer market is pretty important.

What you forget is you can also lose money in the consumer market because it is more cutthroat and a more crowded space.

If you look at a risk adjusted return you will probably find your margins are actually even lower.

Still doesn't make sense. What is the point in being in a big market, what matters is profit and growth, you can get all of this from the enterprise space.

Posted via CB10

[Superfly_FR]

Thanks.

I had to quote the juicy part!

. . . In my opinion there is a high probability that BlackBerry will defy the odds and re-emerge as a stronger company. Strong long-term BUY.

Nice summary of OP !

[cgk]

What you forget is you can also lose money in the consumer market because it is more cutthroat and a more crowded space.

If you look at a risk adjusted return you will probably find your margins are actually even lower.

Still doesn't make sense. What is the point in being in a big market, what matters is profit and growth, you can get all of this from the enterprise space.

Posted via CB10

Plus in enterprise, you can build a niche or specialism - in consumer you have to take on both the main players AND all the also-rans as the same time. Look at the size of Blackberry now, it's sub-scale for the consumer side.

[bergeron37]

So today is supposed to be the day for AT&T to release 10.2...I guess we'll see if that one comes true.

[bungaboy]

Well it's 12:30AM while I type this first message on my shiny new Z30.
I was just doing some innocent shopping to find a gift for the mother-in-law, while the Z30 caught my eye, calling me from afar.
So, I broke down and had to have one. I type this with the giddiness of an elementary school girl!
what a beast indeed! Still have my Z10 in reserve, just for nostalgia(!)


PS - perhaps the UK GP's should invest in blackberry.com in lieu of the mentioned:

Thanks to Care.data, your secrets are no longer safe with your GP

Thanks to Care.data, your secrets are no longer safe with your GP (Wired UK)

Man! When will folks learn to just get with BES!?

Congrats on the new mobile computing device. Without question, the best at present!

[early2bed]

Plus in enterprise, you can build a niche or specialism - in consumer you have to take on both the main players AND all the also-rans as the same time. Look at the size of Blackberry now, it's sub-scale for the consumer side.

Just think of the staggering number of retail outlets you have to be sold in to really compete on the consumer side. You've got to be in every carrier store, electronics store, Walmarts, kiosks, not to mention some of your main competition has its own stores. When you run an ad campaign, you'd better have your phone on display wherever your consumers decide to go that day. Consumer is a big-players game and I would be surprised if any more than a half-dozen smartphone companies could afford to play in that game.

[cgk]

Just think of the staggering number of retail outlets you have to be sold in to really compete on the consumer side. You've got to be in every carrier store, electronics store, Walmarts, kiosks, not to mention some of your main competition has its own stores. When you run an ad campaign, you'd better have your phone on display wherever your consumers decide to go that day. Consumer is a big-players game and I would be surprised if any more than a half-dozen smartphone companies could afford to play in that game.

Yes and that is only on the surface and before you get into the murky world of co-funding - so if you want the carrier to push your device, you need to give them a bribe - sorry did I say bribe? I meant co-funded marketing dollars for POS stands, staff incentives and promotions and the like - without that, even if your devices are in stores, they ain't going to get much love from the retail staff. Moreover, we know from what people like HTC have said that the majority of consumers already have decided on device before they even enter a store - so without billions to spend to convince them , you are on a loser. You have to be able to compete against craziness like Samsung subbing their own news-stand magazine in some countries!

[cgk]

Back over $10 this morning.

[Komoto]

All of this confirms that JC has the right plan.

Posted via CB10

[plasmid_boy]

Yes and that is only on the surface and before you get into the murky world of co-funding - so if you want the carrier to push your device, you need to give them a bribe - sorry did I say bribe? I meant co-funded marketing dollars for POS stands, staff incentives and promotions and the like - without that, even if your devices are in stores, they ain't going to get much love from the retail staff. Moreover, we know from what people like HTC have said that the majority of consumers already have decided on device before they even enter a store - so without billions to spend to convince them , you are on a loser. You have to be able to compete against craziness like Samsung subbing their own news-stand magazine in some countries!

Couple weeks ago, a college friend stayed over at my house on her way moving back to Canada. She was using a new Q10. She went into a store (in Canada) to buy the Q10 specifically, but the sales personal relentlessly tried to talk her out of it. She said that she had to say no for more than 30 mins. The sales rep sold her the Q10 only after she said that she is going to leave if she can't get the Q10 now. No wonder why BlackBerry can't sell many phones through consumer outlets.

[cgk]

Couple weeks ago, a college friend stayed over at my house on her way moving back to Canada. She was using a new Q10. She went into a store (in Canada) to buy the Q10 specifically, but the sales personal relentlessly tried to talk her out of it. She said that she had to say no for more than 30 mins. The sales rep sold her the Q10 only after she said that she is going to leave if she can't get the Q10 now. No wonder why BlackBerry can't sell many phones through consumer outlets.

It's how the market is structured - effectively you get the level of support from the carriers that you can afford to pay for - which is why with a limited pot, if they are going to stick to hardware, they should pay to their strengths and concentrate on enterprise - which I think we are seeing anyway because of how the Foxconn deal is structured.

[early2bed]

As an official sponsor for the Sochi Olympics, Samsung is giving every athlete a free Galaxy Note 3. Athletes are also required to cover up any Apple logos on their devices. They actually banned the Apple logo (or any other smartphone logo) on any device used at the Olympics. That's some major consumer marketing muscle, there. I wonder how many millions that cost.

Sochi Fail: Apple Logos Banned

It's kind of funny because I was watching the snowboarding events and most of the athletes have white earbuds on during their runs. Whoever came up with the idea for the trademark white earbud for the iPod (probably Jobs) was a genius.

[BBUK14]

As an official sponsor for the Sochi Olympics, Samsung is giving every athlete a free Galaxy Note 3. Athletes are also required to cover up any Apple logos on their devices. They actually banned the Apple logo (or any other smartphone logo) on any device used at the Olympics. That's some major consumer marketing muscle, there. I wonder how many millions that cost.

Sochi Fail: Apple Logos Banned

It's kind of funny because I was watching the snowboarding events and most of the athletes have white earbuds on during their runs. Whoever came up with the idea for the trademark white earbud for the iPod (probably Jobs) was a genius.

This isn't anything unusual. It's perfectly normal for athletes to have to tape over or cover brands that 'clash' with a major sponsor.

Posted via CB10

[morlock_man]

I get the feeling we're going up today.

Posted via CB10

[BBUK14]

What you forget is you can also lose money in the consumer market because it is more cutthroat and a more crowded space.

If you look at a risk adjusted return you will probably find your margins are actually even lower.

Still doesn't make sense. What is the point in being in a big market, what matters is profit and growth, you can get all of this from the enterprise space.

Posted via CB10

What you forget is you can also lose money in the consumer market because it is more cutthroat and a more crowded space.

If you look at a risk adjusted return you will probably find your margins are actually even lower.

Still doesn't make sense. What is the point in being in a big market, what matters is profit and growth, you can get all of this from the enterprise space.

Posted via CB10

With respect, this is a loser's mindset. I'm not calling you a loser; I'm saying that running out of the arena, tail between legs, is a loser's strategy.

Also, have you thought about what would happen if BlackBerry decided to quit consumer sales? Enter a HUGE tidal wave of negative press and fresh BlackBerry is dead chanting. It would be catastrophic, and would not go away quickly. I think BlackBerry would struggle to survive such a thing. In addition, they wouldn't sell phones at all well to enterprise either. Enterprise folks aren't going to want a phone that BlackBerry have given up selling. Can you imagine the sales meeting in which the BlackBerry rep tries to convince a company to buy thousands of phones no one has even heard of? No thanks, they will say; we will keep our iPhones. With respect, it's a terrible idea, and one that I think would put BlackBerry at risk of going out of business very quickly.

BlackBerry, for now, are doing the right thing: they just need to shut up and get on with their goals, and be patient. The Foxconn deal shows that Chen isn't stupid about consumer sales, and that BlackBerry will almost certainly continue making increasingly great phones.

Relax, have a cup of tea, and buy more stock if you can. That's my view at this point.

Posted via CB10

[Im Mo Green]

andrewe bocking BBM head gone from blackberry.

[koolrosh]

andrewe bocking BBM head gone from blackberry.

This is not a good sign...

Play Starcraft? Join our Channel: C001242DE

[Saberhagen]

Thats really interesting.

Black cards, Black cars - All BlackBerry-thing!

[leafs123]

I'm surprised as to why BB didn't release a statement about the head of BBM being no longer with the company.

They only responded once asked by BGR.

http://bgr.com/2014/02/10/blackberry...-news-3041062/

[Saberhagen]

I'm surprised as to why BB didn't release a statement about the head of BBM being no longer with the company.

They only responded once asked by BGR.

http://bgr.com/2014/02/10/blackberry...-news-3041062/

Probably because they are not happy that he has left.

Black cards, Black cars - All BlackBerry-thing!

[BThunderW]

Looks like SMA200 got rejected again and we have a reversal in progress.

[leafs123]

Probably because they are not happy that he has left.

Black cards, Black cars - All BlackBerry-thing!

Whether they are happy or not, they have a duty to notify shareholders. This is the new regime, the one that communicates and is transparent.

[morlock_man]

There's the bounce. Interesting action on the RSI at 1:44, wonder what caused the spike?

[zyben]

There's the bounce. Interesting action on the RSI at 1:44, wonder what caused the spike?

The article suggests a possible spin-off of BBM, which could be the reason for the bounce:



In a statement today, BlackBerry confirmed �that Andrew Bocking, EVP, BBM has made the decision to leave BlackBerry. We thank him for his years of leadership and contribution.�

Bocking was with BlackBerry since 2000 where he started out as a Project Manager, then held various positions within the company until taking the lead on BBM in June of 2013. His LinkedIn profile still shows he�s with BlackBerry and there�s no reason for his sudden departure, nor where he�s heading.

According to BGR, who first broke the news, BlackBerry is once again considering making BBM into a separate company, something that was rumoured when BlackBerry was for sale last year.

BBM, BlackBerry�s popular messaging platform, is currently available on BlackBerry, iPhone and Android and has seen over 80 million downloads. There are also rumours that BlackBerry will be bringing BBM to the desktop in the near future.

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