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- No problem with disagreeing. Some of it is simply a matter of opinion and we are all welcome to have one. As for the Apple stuff.... once it is is shipped, it's considered sold. Don't quote me on this but I would assume that it's a matter of semantics. Of course I could be wrong and those are the sell through but seeing as they sell direct via their retail stores and online, coupled with carriers, they would probably group them as one number and call it sold.
An example is the Facebook phone from HTC that AT&T was basically giving away for .99. Did AT&T still have to pay full price for the phone or did HTC eat that?06-30-13 01:31 PMLike 0 -
Now of course it goes without saying that I have no idea what's cooked into the contracts, but I have worked in retail and having non movers happens but they are paid for in full. It then comes down to limiting the downside via discounts in order to free up cash away from holding dead inventory.06-30-13 01:37 PMLike 0 - true story that happened this evening:
so i was talking with a young cousin of mine in the UK (9 years old-female) and the conversation went something like this:
9 yr old cousin: 'are you getting the new blackberry'
me: 'the new blackberry? which one'
9 yr old cousin: 'the new one that's coming out soon' (i.e the q5)
me: '=O where did u hear about the new blackberry?'
9 yr old cousin: 'i heard about it on tv, and at school my friends are talking about it; they told me they are getting it'
maybe all is not lost if the young ones are showing interest 8)06-30-13 01:43 PMLike 12 - true story that happened this evening:
so i was talking with a young cousin of mine in the UK (9 years old-female) and the conversation went something like this:
9 yr old cousin: 'are you getting the new blackberry'
me: 'the new blackberry? which one'
9 yr old cousin: 'the new one that's coming out soon' (i.e the q5)
me: '=O where did u hear about the new blackberry?'
9 yr old cousin: 'i heard about it on tv, and at school my friends are talking about it; they told me they are getting it'
maybe all is not lost if the young ones are showing interest 8)
They just need to market the NEW part aggressively, highlighting all the features that BB10 offers.bungaboy likes this.06-30-13 02:03 PMLike 1 - It's been years since I've done anything in retail, and that was car sales, which is really convoluted. I had read this on Friday, so it got me thinking*.
Facebook’s HTC First, the smartphone herald of Facebook Home, will be discontinued by carrier partner AT&T, according a report from BGR Monday. The phones, released just over a month ago, will be returned as unsold inventory to HTC, with only 15,000 handsets making it into customers’ hands.
*Maybe dangerous.06-30-13 02:15 PMLike 0 - Though my own projections suggest a loss in Q2, I think the expected 4 million bb10 devices is grossly conservative.
I say this because Q1 sold 2.7 devices with Q10 availability in only Canada and UK and for only one month.
Launch dates suggest that Q2 will see two months in the broader market including the US, which is both nearly 4 times the size of UK/Canada combined but also a great target, IMO, for the Q10. The Q10 is the dream business phone and the US is home to the 60% of Fortune co's that have installed BES 10.
Additionally, Q2 is scheduled to see two months of Q5 availability in Indonesia, India and the UK (+ other markets?)
Add the monetization potential for bbm channels, BES 10, x-platform bbm and QNX. (side note: does anyone know if BES licenses are recorded as software revenue or services revenue?)
Considering again that the SP is well below reasonable book value, I consider the above to be free potential growth. You do not need to pay for it at today's SP. It has already proven to be a growth story last quarter, just a little slower than hoped.
Posted via CB1006-30-13 02:15 PMLike 5 -
It wouldn't take many Q10s to make up $300 M. Plus Q5 launch prep.
Posted via CB10morganplus8 likes this.06-30-13 02:19 PMLike 1 - true story that happened this evening:
so i was talking with a young cousin of mine in the UK (9 years old-female) and the conversation went something like this:
9 yr old cousin: 'are you getting the new blackberry'
me: 'the new blackberry? which one'
9 yr old cousin: 'the new one that's coming out soon' (i.e the q5)
me: '=O where did u hear about the new blackberry?'
9 yr old cousin: 'i heard about it on tv, and at school my friends are talking about it; they told me they are getting it'
maybe all is not lost if the young ones are showing interest 8)mikeo007 likes this.06-30-13 02:20 PMLike 1 - It's been years since I've done anything in retail, and that was car sales, which is really convoluted. I had read this on Friday, so it got me thinking*.
Facebook’s HTC First, the smartphone herald of Facebook Home, will be discontinued by carrier partner AT&T, according a report from BGR Monday. The phones, released just over a month ago, will be returned as unsold inventory to HTC, with only 15,000 handsets making it into customers’ hands.
*Maybe dangerous.dusdal likes this.06-30-13 02:41 PMLike 1 - Now, i know looking at the gs stat counter is not the smartest thing to gauge but what the heck, Just had first Michelob ultra and here is my beloved Canada as of today. cheers.
StatCounter Global Stats - Browser, OS, Search Engine including Mobile Market Share06-30-13 02:45 PMLike 2 -
I have been working full time all weekend. Damn deadlines...
But if I didn't spend so much time reading this thread, I would have gotten it done long ago. Lol
Posted via CB1006-30-13 03:04 PMLike 8 - true story that happened this evening:
so i was talking with a young cousin of mine in the UK (9 years old-female) and the conversation went something like this:
9 yr old cousin: 'are you getting the new blackberry'
me: 'the new blackberry? which one'
9 yr old cousin: 'the new one that's coming out soon' (i.e the q5)
me: '=O where did u hear about the new blackberry?'
9 yr old cousin: 'i heard about it on tv, and at school my friends are talking about it; they told me they are getting it'
maybe all is not lost if the young ones are showing interest 8)
Posted via CB1006-30-13 03:06 PMLike 0 - Now, i know looking at the gs stat counter is not the smartest thing to gauge but what the heck, Just had first Michelob ultra and here is my beloved Canada as of today. cheers.
StatCounter Global Stats - Browser, OS, Search Engine including Mobile Market Share
StatCounter Global Stats - Browser, OS, Search Engine including Mobile Market Sharemikeo007 likes this.06-30-13 03:19 PMLike 1 - Now, i know looking at the gs stat counter is not the smartest thing to gauge but what the heck, Just had first Michelob ultra and here is my beloved Canada as of today. cheers.
StatCounter Global Stats - Browser, OS, Search Engine including Mobile Market Share06-30-13 03:22 PMLike 4 - I still dont get why you are not more angry about this gross fraud and manipulation. I assume its due to confirmation bias. A good way to lose money.
StatCounter Global Stats - Browser, OS, Search Engine including Mobile Market Share
that may be the case, however why only Canada? why not rest of the world? or why not USA. USA ip addresses easily available.Last edited by sidhuk; 06-30-13 at 03:44 PM. Reason: just expanded the question
dusdal likes this.06-30-13 03:37 PMLike 1 -
It seems you are arguing that the installed base of BB users could have doubled in Canada in one day. Thats obviously impossible. I think anyone who references this statcounter data positively should actually be considered suspect.mikeo007 likes this.06-30-13 03:56 PMLike 1 -
That's just one possible explanation. I could probably think of others. Not going to. Waste of time until there's a reason to think this issue is worth the effort...06-30-13 04:24 PMLike 3 - I am not claiming to know why what is going on is going on, only that the data is patently being falsified, and very few people are recognizing it.
It seems you are arguing that the installed base of BB users could have doubled in Canada in one day. Thats obviously impossible. I think anyone who references this statcounter data positively should actually be considered suspect.
Nothing more, nothing less. If you think this information isn't useful for judging BlackBerry uptake that's fine. Why don't you think it's useful?
As for it being falsified, they seem to be quite transparent. Why do you think they have falsified this info?
Posted via CB10bungaboy likes this.06-30-13 04:26 PMLike 1 - God, I hope so. Given the customers available, it best be by a multiple of at least 20.cjcampbell likes this.06-30-13 04:28 PMLike 1
- There are other possible explanations. Simpler ones too (Occam's Razor and all).
I agree that counter is quite suspect, but it's possible the suspicious results stem from something other than a technical mistake (though that's probably the most likely explanation) or fraud (not one of the most likely). If they're measuring this based on the browser's "user agent" string, for example, it's possible that an update by BB around the time in question resulted in queries from BB10 devices suddenly being recognized as such when they were previously (mistakenly) treated as iOS queries.
See Statcounter's graph for Finland for example, where something weird is going on with S40 data.
StatCounter Global Stats - Browser, OS, Search Engine including Mobile Market Share
I find it strange that many accept that that shorts will spend millions manipulating the stock market, but not spend thousands manipulating a previously trusted market share resource.06-30-13 04:31 PMLike 0 - It's not saying that installed base doubled. It is saying that of the 15 million websites that it tracks, xx % of those visits were from BlackBerry OS browsers.
Nothing more, nothing less. If you think this information isn't useful for judging BlackBerry uptake that's fine. Why don't you think it's useful? As for it being falsified, they seem to be quite transparent. Why do you think they have falsified this info?mikeo007 likes this.06-30-13 04:37 PMLike 1 - cgk, i didn't say 9 year olds will go out an buy phones lol; my point was that an interest is clearly there; my cousin's parents both have iphones and she didn't come to me talking about an iphone or a samsung..she asked me about a blackberry; it's up to BB to capitalize on the interest that's out there
btw, the q5 is �320 sim free BlackBerry Q5 mobile phone - On Various networks | The Carphone Warehouse06-30-13 04:48 PMLike 5 - There are a number of more likely explanations.
Plenty of people on old bbos simply don't use the browser because it's quite painful. Thus an existing BlackBerry user could upgrade to BlackBerry10 and start hitting the tracked sites when they never went to them on their phones before.
There was suggestions before of bb10 browser being reported as iOS (apologies no source) if this was remedied on 10.1 it could not only boost bb10 hits but proportionately reduce iOS hits.
There are many other, more rational explanations.
I think we've soundly disproven the analyst short manipulations. They were right on their figures and obviously did their due diligence. Similarly I don't think the most likely answer to the data anomaly here is purposeful falsification.
Posted via CB1006-30-13 04:50 PMLike 4
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