The BBRY Café. [Formerly: I support BBRY and I buy shares!]
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- 07-01-13 12:11 PMLike 0
- Comparing cash pot to other companies isn't quite the correct way to look at things. You need to compare it to costs. $3 billion is more than Apple has until recently spent on its entire R&D. Assuming the Q10 and Q5 are both at least decently margined phones and they will cell at least as well as the Z10 (and I think everyone is expecting them to sell better), then BBRY really should have no cash issues for at least another nine months.mikeo007 likes this.07-01-13 12:12 PMLike 1
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Having said that, compare these slight drops from the Kantar data in market share to the Global Statcounter data. It is the same
Now that we have determined that your data and Global Statcounter data are saying the same thing, tracking the same percentages and trends, look at the 'current' data from Global Statcounter.
An explosion of blackberry usage in Canada in the month after Q1 reporting and a large uptick in the UK in this current week.
Thoughts?morganplus8 and bungaboy like this.07-01-13 12:14 PMLike 2 - Superfly_FRRetired ModeratorChannel check.
Anecdotal ? Well ... Think inventory. Either ways , you know mine.
http://forums.crackberry.com/news-ru...3/#post874255007-01-13 12:15 PMLike 0 - Anectodal of course: Full disclosure we are only around 500 employees.
My shop has upgraded to BES10 over the past three months. Middle management and up has been receiving Z10 and Q10.
The field staff will be keeping their BB7 and lower curves for the time being. I would expect them to be upgraded when a lower cost BB10 phone is available.07-01-13 12:15 PMLike 0 - fellows, take a look at the details of this earning report. it is pretty fine to me. i think got released this morning and has full details.
http://ca.blackberry.com/content/dam...nal_filing.pdf07-01-13 12:24 PMLike 3 - By demanding TH should step down he sorta can claim he was right all along, if only TH would not have "dropped" the ball. How come nobody is talking about all these Fortune 500 companies that are about to switch to BB10? Everybody stressing the negatives of TH's call and forgetting the positives and then claim TH was negative on the call, yeah tough to win if you are TH.
In 2 months, BES10 could set the stage for a monster rally when it becomes clear the business is ready to order more phones and security than teenagers ever could. We'll have fresh new shareholders by then, and probably some real surprises as we have seen a monster volume of over 150,000,000 shares trades in NA on Friday.
Today we are watching margin calls flow in, and base building, while the last of the analyst adjustments take place. Next week we get the AGM and we have to look forward to BES10 going forward. Personally, I would like it if we can quietly burn off some time without the media to bother us any more. The stock can base out and drift around and let the company get its footing again. We will forget this in the months ahead and certainly if BES 10 looks like it is drawing money from Enterprise. Then the cycle of life repeats itself.07-01-13 12:38 PMLike 18 - fellows, take a look at the details of this earning report. it is pretty fine to me. i think got released this morning and has full details.
http://ca.blackberry.com/content/dam...nal_filing.pdf
Posted via CB1007-01-13 12:39 PMLike 0 -
StatCounter Global Stats - Browser, OS, Search Engine including Mobile Market Share
If we ignore malicious intent (which is my main suspicion) then the only explanation is that mis-classified iPhone traffic is being reassigned to BB. The increase does not inform us of BB sales at all then, as iOS has been steady at around 48% for ages, and did not go up 5% over the last few months due to wrongly assigned BB data.
StatCounter Global Stats - Browser, OS, Search Engine including Mobile Market Sharemikeo007 likes this.07-01-13 12:41 PMLike 1 -
- Well, its the exact same issue as in Canada, isnt it. It all happened in one day (today actually), going up by 5%.
StatCounter Global Stats - Browser, OS, Search Engine including Mobile Market Share
If we ignore malicious intent (which is my main suspicion) then the only explanation is that mis-classified iPhone traffic is being reassigned to BB. The increase does not inform us of BB sales at all then, as iOS has been steady at around 48% for ages, and did not go up 5% over the last few months due to wrongly assigned BB data.
StatCounter Global Stats - Browser, OS, Search Engine including Mobile Market Share
As you mentioned, the iOS data does not drop at the same time that the bb data rises. This makes the browser confusion problem seem less likely.
Now we have two possibilities that we have mentioned: malicious intent and bb10 sales.
So far all of the other data you have is corroborated by the globalstatcounter data. It has shown the same trends and rough proportions.
The only difference has been the data that the other sources haven't revealed. I guess we'll see if they continue to corroborate when their June data is released. That should show the Canada pop, but not the UK one.morganplus8 and bungaboy like this.07-01-13 12:45 PMLike 2 - I'm not sure the only explanation is mis-classified iPhone traffic. It could also be people using their new bb10 devices.
As you mentioned, the iOS data does not drop at the same time that the bb data rises. This makes the browser confusion problem seem less likely.
Now we have two possibilities that we have mentioned: malicious intent and bb10 sales.
Posted via CB1007-01-13 12:50 PMLike 0 - Guys. Great thread. I'm a BB shareholder and a Waterloo grad. Wanted to chime in that I work for a large construction company. Our office (200 people) is slowly adopting bb10 largely on my say so. We are still testing BES 10, with very good feedback from our IT guys. Point is, we were quick off the mark to try BB10 and are still ramping up after 5 months. It's going to take time ( 6 months to a year) for businesses to really embrace BB10. I think all of us are disappointed right now but need to understand this is a longer process than most expected. The market needs to hear that story to get expectations in line with reality imo.
Posted via CB1007-01-13 12:50 PMLike 17 -
"
As at
June 1,
2013
March 2,
2013
Raw materials $ 641 $ 588
Work in process 629 371
Finished goods 80 78
Provision for excess and obsolete inventories (463) (434)
$ 887 $ 603
http://ca.blackberry.com/content/dam...nal_filing.pdf
You can see on page 10 of the financials that most of the inventory is work in process and raw materials, not finished goods. This would imply they are not necessarily sitting on a bunch of Z10's."07-01-13 12:58 PMLike 10 -
They make money by providing organizations specifics and metadata about web hits to their sites.
Also, apparently today is the official Q5 launch in the UK. Hmm...07-01-13 01:01 PMLike 4 - Superfly_FRRetired ModeratorGuys. Great thread. I'm a BB shareholder and a Waterloo grad. Wanted to chime in that I work for a large construction company. Our office (200 people) is slowly adopting bb10 largely on my say so. We are still testing BES 10, with very good feedback from our IT guys. Point is, we were quick off the mark to try BB10 and are still ramping up after 5 months. It's going to take time ( 6 months to a year) for businesses to really embrace BB10. I think all of us are disappointed right now but need to understand this is a longer process than most expected. The market needs to hear that story to get expectations in line with reality imo.
Posted via CB10
Let us know (here and there) how it goes !
Cheers
SupaClownbungaboy likes this.07-01-13 01:06 PMLike 1 - Dont know if it was posted already. At "Netmarketshare" BBRY market share increased from 1.64% to 2.26% for June at least supporting the Statcounter and Kantar stats !?07-01-13 01:07 PMLike 7
- Superfly_FRRetired ModeratorOh Zach is back. Balanced and fair. Cool to be able to see some blue again.
BlackBerry 10 Lumia Smartphone Sales: Struggles continue for Nokia, BB | BGRbungaboy likes this.07-01-13 01:10 PMLike 1 - Well, its the exact same issue as in Canada, isnt it. It all happened in one day (today actually), going up by 5%.
StatCounter Global Stats - Browser, OS, Search Engine including Mobile Market Share
If we ignore malicious intent (which is my main suspicion) then the only explanation is that mis-classified iPhone traffic is being reassigned to BB. The increase does not inform us of BB sales at all then, as iOS has been steady at around 48% for ages, and did not go up 5% over the last few months due to wrongly assigned BB data.
StatCounter Global Stats - Browser, OS, Search Engine including Mobile Market Share
What the HECK is wrong with you guys?
Get off the bashing bandwagon and find another forum. I value respectable opinions, but not one's based in la la land. BB has NEVER shows sales trends to follow web traffic. Ever. BB isn't a web-first device - never has been. So find another data point that shows historical accuracy's with respect to sales trends, and you'll have my attention - but until then, GET A LIFE OUTSIDE OF CB - especially if you don't support the BBRY SP!07-01-13 01:15 PMLike 3 -
iOS:48.22 to 42.73=5.49%
BB:14.58 to19.58=5%07-01-13 01:15 PMLike 0 -
It does appear to mirror the other data for previous months as well as the current Statcounter numbers for June.morganplus8 and bungaboy like this.07-01-13 01:18 PMLike 2 - BB has NEVER shows sales trends to follow web traffic. Ever. BB isn't a web-first device - never has been. So find another data point that shows historical accuracy's with respect to sales trends, and you'll have my attention - but until then, GET A LIFE OUTSIDE OF CB - especially if you don't support the BBRY SP!
07-01-13 01:18 PMLike 0 -
Could be misappropriated browser counts or it could be iphone users jumping ship. Or it could be RIM spending some advert dollars for Global Statcounter to skew their results.
I know four personally that have done so (jumped from iOS to BB10), but that's just anecdotal.morganplus8 and bungaboy like this.07-01-13 01:19 PMLike 2 - You brought up Kantar first earlier in the day - this was after your original posts...morganplus8 and bungaboy like this.07-01-13 01:22 PMLike 2
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