makes sense sort of, as they were already in bed. but of course underlining that an alliance of some kind is the way to go for BB too.
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makes sense sort of, as they were already in bed. but of course underlining that an alliance of some kind is the way to go for BB too.
Does this msft news put any pressure on Samsung to maybe act on a bbry acquisition?
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Antoine and family were wonderful hosts to Michelle and I. We had a fabulous time together! Thanks again my friend!
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The link to MSFT's rationale for doing the deal. I found page 9 of interest:
https://forums.crackberry.com/e?link...token=GLqBQmbT
So this deal value NOK at $7bn+, which includes hardware, I wonder what that does for BBRY's valuation. They better ink a deal before the next ER...
I guess BlackBerry will tank tomorrow unless shorts already knew and shorted further as of last report
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Why would BBRY tank because of this news? no one really expected microsoft to purchase BB if lets say it was an outright statement that Lenovo has no interest at all with BB then that will make it tank. I hope im right on this and we start to see a uptrend. Go Green
Because 7 billions for Nokia, I am sure based on that BlackBerry is worth less than that. Windows is growing, BlackBerry is dying.
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Taking their cash in hand with no debts, I don't know how you do your math, I sure hope we all trade base on our own reasons.
None.
The most interesting thing is that this deal is that the price when you take into account the patents they are getting, effectively values the handset business as worthless or near worthless - which is what people have been saying about BBRY's handset business.
Please educate us with your calculations. Microsoft is not buying the patents, they are licensing them. Again, please educate us with factual information as to how they are valuing the hardware division as worthless, or as you say, "near worthless".
Thanks.
Opps, trust me to skim read 30 seconds after I get out of bed, I need to make some coffee.
Let's see if I can get this right - they paid less for this than they did skype?
Yep - they paid 8.5B for Skype I believe. They got a deal on the hardware division; that's for certain.
From the verge...
�Microsoft will pay 3.79 billion Euros for Nokia's business, plus another 1.65 billion Euros for its portfolio of patents. (The 5.44-billion Euro total is considerably less than Microsoft*paid for Skype in 2011.) �
Plus a license for ultility patents which I am guessing is what Fedakd is referring to.
Yeah, It's the utility patents I'm referring to. Personally, I think this is insanely cheap for Nokia, especially considering there has been modest growth in shipments / sales. It will be interesting to see if it gets shareholder approval.
Link: Microsoft's Nokia Deal By The Numbers - John Paczkowski - News - AllThingsDWhile $7.2 billion might be the headline number on Microsoft’s agreement to purchase Nokia’s devices and services business, there are plenty of other figures to consider as part of the transaction. Here’s a quick rundown:
Microsoft is spending about $7.2 billion to acquire Nokia’s core cellphone business
Of that $5 billion is for Nokia’s devices business
The remaining $2.18 billion is to license Nokia’s intellectual property
Nokia’s patent portfolio includes some 8,500 design patents
It also includes approximately 30,000 utility patents and patent applications
About 32,000 Nokia employees are expected to transfer to Microsoft as part of the deal
About 18,300 of those are “directly involved in manufacturing”
But 56,000 Nokia employees will remain at the company once the deal has closed
With 8.7 million units shipped, Windows Phone had an 3.7 percent share of global smartphone market in the second quarter of 2013, according to IDC
Windows Phone has greater than 10 percent share in nine markets, according to Microsoft
Windows Phone is outselling BlackBerry in 34 markets — again, according to Microsoft
Nokia accounted for 81.6 percent of all Windows Phone smartphone shipments during the second quarter of 2013
Microsoft’s gross margin on sales of Nokia’s Windows Phone handsets before the deal: less than $10
Microsoft’s expected gross margin on sales of Nokia’s Windows Phone handsets after the deal: more than $40
Nokia’s share of the smartphone market was 49.4 percent in 2007
By fall of 2012 it was 4.3 percent
Let's wait a minute, can we ?
In fact, I'm quite glad to read this.
Nokia is the natural partner for MSFT, "they're already in bed" and if MSFT choose to acquire another manufacturer, they would have litterally killed them (and offer an opportunity to competitors to buy it even cheaper: the wound would have been terrible for BB).
We're on a drastic move here and MSFT (if confirmed, done, signed, as described in the article) still misses the cross-platform thing.
Unless we hear something about MSFT aquiring BYOD/MDM back end solution, there's nothing drastically changing my mind here.
It won't be a "X buys BBRY as a whole" story IMHO.
As I wrote numerous times, I believe there will be spin offs, joint ventures, branding, licensing and probably other types of commercial alliances/partnerships. Until I read an official statement regarding BBM on WP (this is my personal signal to be proven true/false), I stand convinced something is going to happen. Remember, MS is not in a "niche" strategy, they have twotargetsenemies in mind : APPL and Google (no typo, I don't mean SAMy). Because both threaten them far above the mobility market ...
Let me sum-up my thoughts :
1. Consumer's BB10 launch was not as successful as expected (by BB)
2. Enterprises still have traction for BES10 but its first production capable version is dated may/june.
3. Not a single word from BB regarding MS since ... the launch of the Playbook (and reciprocally). BBM going/not going WP is the trigger/signal.
4. MSFT/Nokia deal is hardware related
5. There's a war (wording accurate) between MSFT/APPL/GOOG
6. MSFT still needs a BYOD/MDM cross-platform solution and - that's cultural - they probably prefer to go there by the side ("pinch my nose") than telling the world "hey, we are nowhere in enterprise mobility" or such.
7. BBRY niche IS enterprises and the only available/efficient starting point for a durable recovery (and later expansion ?)
Conclusion : ... hey, set your own mind ! ;)
Disclaimer : I have no facts and I may mix hopes and reality here.
P.S: In enterprises, the "app missing" song is irrelevant. Maps are mostly vertical ones (specific) or cloud (O365) , Content management (Sharepoint) based. The exact day a deal is signed with MS you will see clients pop like mushrooms (remember the "shadow moving" theory; example : https://partners.blackberry.com/web/...apps_challenge )
Did I wrote a disclaimer already ?
Reciprocal pleasure, my friend !
Having such quality guests made our holidays last an extra day ! :)
P.S: I hope this will balance the U.S open FR/CAN match result ... ;) :)
May be my final (oops, extra-extra-extra-extra) bet to fill my position to 1K shares sharp.
P.S: After that, please hit me if I add more and burn me in public place ;)
I think they already do it via a combination of system center and intune?
This is why I think you are widely off beam - they aren't supporting it due to some secret deal but for the same reason that big players don't support BB10 - because they want to concentrate their resources on the two big OSes.3. Not a single word from BB regarding MS since ... the launch of the Playbook (and reciprocally). BBM going/not going WP is the trigger/signal.
They might asset-strip out a few bits of BBRY but a partnership? You need to be equal to form a partnership.
=> Bring your own device, BYOD - Windows Enterprise
A read and you'll know this is not a "out of the box" solution. Anyone who ever tried to customize O365 knows this will probably turn into nightmare.
(no personal test, but 0365 experience ...)
As of date, I'm on the licensing track for BES (w/ Office365) and encryption (Elliptic Curve) as my low expectation.This is why I think you are widely off beam - they aren't supporting it due to some secret deal but for the same reason that big players don't support BB10 - because they want to concentrate their resources on the two big OSes.
They might asset-strip out a few bits of BBRY but a partnership? You need to be equal to form a partnership.
Again, nothing more/less concrete to backup my theory here (sure can be off beam). But note that - as for iOs and Googl - nothing is preventing BB to develop the WP BBM app (and IMHO that's very simple to port, since it's native = C#/C++). I need to understand the "why" of this situation; until then ...
But that could be applied to the thousands of apps nobody bothers developing for BB10?
BBM client is strategic for BB. iOs and Android ports have been made by BB. So we're not in the same situation here, IMHO. (edited) I believe a story a la "documents to go" (http://crackberry.com/documents-go-b...ndroid-and-ios) is close to happen.
I'm pretty sure BBM for WP already exists, at least as a web app ... oops, "web app" ? So close to the desktop ... ;)
Crazy news to wake up to. What has Nokia essentially have left now?
Am I the only one who thinks deal helps BBRY valuation?
At least we're up 0.35 cents! #jinxed
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Pre market trading is looking green today...
Attachment 198091
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