View Poll Results: Did you buy shares ?

1110. You may not vote on this poll
  • Yes, I'm acting now !

    694 62.52%
  • No

    416 37.48%
  1. doctor gonzo's Avatar
    FWIW Still early in the game but....

    Smartphones | Verizon Wireless
    bungaboy, Corbu, rarsen and 2 others like this.
    03-08-15 06:51 PM
  2. Corbu's Avatar
    Just noticed the Qualcomm/QNX Maserati that had been unveiled at CES got some exposure at MWC.

    Maserati unveiled at Mobile Wolrd Congress lets passengers stream content | Daily Mail Online

    Go QNX!
    Last edited by Corbu; 03-08-15 at 08:15 PM.
    rarsen, 3MIKE, bbjdog and 9 others like this.
    03-08-15 07:54 PM
  3. _dimi_'s Avatar
    Down 4,7% in pre-market due to a downgrade (hold to sell) by Goldman...

    Posted via CB10
    bbjdog, theRock1975, Corbu and 1 others like this.
    03-09-15 06:27 AM
  4. rarsen's Avatar
    Solar Impulse 2 (using only solar energy) starting today from Abou Dhabi its around the world trip including using QNX:

    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-si2.jpg

    Live Web site:
    Last edited by rarsen; 03-09-15 at 08:09 AM. Reason: Added Web site:
    Alvin Loh, Corbu, bungaboy and 9 others like this.
    03-09-15 07:25 AM
  5. Shanerredflag's Avatar
    Down 4,7% in pre-market due to a downgrade (hold to sell) by Goldman...

    Posted via CB10

    Classically Posted.
    03-09-15 07:44 AM
  6. jojowan's Avatar
    Had a quick look into the GS report, the key points are as follows:
    1. BES12 will not be able to generate the additional usd250m software revenue. Usd250m is actually more than the revenues of leaders (mobileiron and good) combined. Also they did a numbers of surveys (again?) that the the majority of CIOs and purchasing managers have no intention of using BES12.

    2. BBRY will go to loss again in FY16 due to declining Service revenue. Classic sales may help a bit in revenue but the contribution to bottomline is nothing as the profitability is so low.

    3. Even factoring in the optimistic scenario (software revenue reaching usd500m), the target price will still only be increased to usd10. The current target price of usd9 has already factored in a low probability of M&A happening.

    Posted via CB10
    03-09-15 07:51 AM
  7. q649's Avatar
    Ouch. Let's hope that it's simply the pre-market low volume pushing (overreacting) the price downward.
    bungaboy likes this.
    03-09-15 08:09 AM
  8. jake simmons3's Avatar
    Ouch. Let's hope that it's simply the pre-market low volume pushing (overreacting) the price downward.
    Wow what a crock of ****

    "The stock has a 50-day moving average of $10.31 and a 200-day moving average of $10.32"

    and look were it has settled in pre market. Can't have this thing above the 50 and 200 day moving average. Shorts don't like that
    Corbu, rarsen, CDM76 and 1 others like this.
    03-09-15 08:40 AM
  9. theRock1975's Avatar
    Tweet from BNN host about Prem not supporting a takeover. Long term bullish. Yes!

    The BBRY Café.  [Formerly: I support BBRY and I buy shares]-img_20150309_085935_edit.png

    Posted via CB10
    georg4BB, Corbu, 3MIKE and 14 others like this.
    03-09-15 09:06 AM
  10. _dimi_'s Avatar
    (k) Amber (l)

    Posted via CB10
    03-09-15 09:23 AM
  11. Corbu's Avatar
    (k) Amber (l)
    morganplus8 and bungaboy like this.
    03-09-15 09:25 AM
  12. jake simmons3's Avatar
    Come one guys dont talk about my gf that way
    03-09-15 09:31 AM
  13. bizzarothor's Avatar
    This may just be a great time to average down for some of us...

    Yes, I am the glass half full kind of guy!

    Posted via CB10
    morganplus8, Corbu, rarsen and 1 others like this.
    03-09-15 09:44 AM
  14. jake simmons3's Avatar
    This may just be a great time to average down for some of us...

    Yes, I am the glass half full kind of guy!

    Posted via CB10
    What if GS is right ?
    03-09-15 09:51 AM
  15. rarsen's Avatar
    OT rom the Related Technologies and Security files:

    5 Reasons NOT To Buy An Apple Watch!

    Comment: Your smart phone is about a thousand times more powerful and more useful than any smart watch at this point, so you might be better off just sticking with that — for now.
    Last edited by rarsen; 03-09-15 at 10:54 AM. Reason: Added comment
    03-09-15 09:52 AM
  16. Heinz Katchup's Avatar
    Same GS analyst on IoT.

    The Sectors Where the Internet of Things Really Matters

    Keep calm and stay long people. Nothing but a little pre-earnings manipulation.

    Posted with X10 via CB10
    03-09-15 09:59 AM
  17. randall2580's Avatar
    BlackBerry Falls As Goldman Cuts To Sell On Turnaround Challenges

    By Teresa Rivas

    BlackBerry (BBRY) was lower Monday morning following a downgrade from Goldman Sachs.

    Analysts Simona Jankowski and Doug Clark cut their rating on the stock from Neutral to Sell, and lowered their price target by $1, to $9.

    They write that BlackBerry has risen more than 60% since John Chen took over as chief executive and started the company’s turnaround, and while he has had success so far, it will be a challenge for the company to shift gears from just cutting costs to actually driving revenue. Indeed, they see widening losses in fiscal 2016 and 2017 rather than the return to profitability that many expect.

    From their note:

    We think the success of BlackBerry’s turnaround hinges on its ability to grow its Enterprise Mobility Management (EMM) software business, where competitors include Mobile Iron, Airwatch (part of VMware (VMW)), and Good. BlackBerry has set a target of $500mn in Software segment revenues for FY16(Feb), up from $250mn in FY15. We expect it to fall well short of that target and model revenues of $426mn, for two reasons. First, our surveys show very low buying intentions for BlackBerry’s EMM solution. Second, its target implies that it would leapfrog the market leaders in just one year, which we view as unlikely given the competitors’ much better traction (based on our survey). Meanwhile, we forecast below-consensus Service revenues (down 47% in FY16E). While we see significant upside in Hardware revenues, those are “empty calories” as they are not profitable. Thus, we see widening losses based on the shortfall in high-margin Software and Services revenues.

    They write that stiff competition is a bigger hurdle than many expect, leading BlackBerry to miss expectations and profitability targets. Their thesis centers on three main points:

    1. Software-driven turnaround likely to disappoint – BlackBerry has guided for $500mn in Software revenues in FY16 (Feb), up from $250mn in FY15, as it ramps a new Enterprise Mobile Management business. We expect it to fall short as its target assumes that it can leap frog market leaders Airwatch, Mobile Iron and Good– contrary to our customer surveys. We model $426mn in Software revenues.

    2. Expect losses to widen in 2016, prompting more restructuring – We expect widening losses and below-consensus EPS as the legacy high-margin Service revenue falls faster than consensus expectations, while the new Software business grows slower than expected/guided. We model ($0.26) in FY16 EPS vs. consensus of ($0.12), worse than our estimate of ($0.19) in FY15E.

    3. Expect sizeable miss in February quarter – While our thesis is primarily driven by our below-consensus view of Software and Services in FY16/17, we also expect a sizeable (13%) near-term revenue miss in the February quarter on weak hardware sales due to a delayed rollout of the Classic. However, we expect that to prove temporary, and expect Hardware sales to drive revenue upside to consensus estimates for FY16/17 on higher ASPs, though not contribute much to EPS given lack of profitability.

    BlackBerry was down 4.8% at recent check.
    BlackBerry Falls As Goldman Cuts To Sell On Turnaround Challenges - Tech Trader Daily -
    03-09-15 10:05 AM
  18. Superfly_FR's Avatar
    And now S.A (email).
    Hi gang.
    Let's stay calm and see opportunities ...

    BlackBerry -5.2% on Goldman downgrade • 10:08 AM
    Eric Jhonsa, SA News Editor

    • Believing the company will post a "sizable miss" for FQ4 (the February quarter) and that losses will widen in FY16 (ends Feb. '16), Goldman's Simona Jankowski has downgraded BlackBerry (NASDAQ:BBRY) to Sell, and cut her target by $1 to $9.
    • Jankowski sees BlackBerry posting FY16 software revenue of $426M, well below a target of $500M (twice FY15's $250M); she cites Goldman surveys that "show very low buying intentions" for BES12, and notes the target implies BlackBerry will "leapfrog" market leaders such as VMware/AirWatch, MobileIron, and Good Technology in just a year, something viewed as unlikely "given the competitors’ much better traction."
    • She expects services revenue (already forecast by BlackBerry to fall 50% in FY16) to drop 47% in FY16. "Significant upside" is seen for hardware revenue, but Jankowski dismisses hardware growth as "empty calories" due to a lack of related profits. Her FY16 EPS estimate of -$0.26 is well below a -$0.08 consensus.
    • Goldman upgraded BlackBerry to Buy on Nov. 29, 2012 - the company was still known as RIM back then - when shares were at $11.10. FQ4 results arrive on March 27.
    morganplus8, jxnb, Mr BBRY and 3 others like this.
    03-09-15 10:15 AM
  19. masterful's Avatar
    Who's next for the downgrade? I like to pickup some cheap shares

    bungaboy likes this.
    03-09-15 10:16 AM
  20. bizzarothor's Avatar
    What if GS is right ?
    He could be, but on the long term, I don't think so. Goes to show how much investors are in with a short term horizon IMHO

    Posted via CB10
    spike12 likes this.
    03-09-15 10:18 AM
  21. Corbu's Avatar
    From Fairfax Chariman's Letter to Shareholders dated March 6, 2015:
    Fairfax - Financials - Chairman?s Letters to Shareholders

    Regarding our investment in BlackBerry, it is now a little more than a year since John Chen became Executive Chairman and CEO. Although the company had just lost $1 billion when he joined, he immediately set an objective of cash flow breakeven for fiscal 2015 (ending February), and he achieved that objective by the third quarter. Cash in the holding company exceeds $3 billion as he monetized real estate assets and tax loss carry forwards. He has flawlessly introduced two magnificent new products, the Passport, which I use, and the BlackBerry Classic, but he has said the future of BlackBerry would be in the Internet of Things. The Internet of Things is a system that connects data generators (devices that could monitor useful information) with people who want to track the data (data consumers). BlackBerry’s QNX subsidiary, which dominates automobile infotainment systems, plans to play a major role in the development of the Internet of Things.

    Having achieved cash flow breakeven, John is now focused on building the revenue and profits of BlackBerry organically and through acquisitions and we have no doubt he will be successful. His outstanding 15-year record at Sybase precedes him.

    I have learned that the tech world is very difficult to predict and things change very quickly. Yesterday’s hit can be today’s dog, but with the right leadership, things can also change very quickly for the positive. We continue to be excited to be long term shareholders of BlackBerry and have no intention of supporting a takeover of BlackBerry.
    03-09-15 10:19 AM
  22. La Emperor's Avatar
    GS should have pasted (below ) this with their downgrade....and to release it during the quiet period of BBRY, a bit of conflict thinks.

    MobileIron, Inc. Announces Pricing of Initial Public Offering
    June 12, 2014

    MOUNTAIN VIEW, Calif. June 11, 2014 MobileIron, Inc. (Nasdaq: MOBL) today announced the pricing of its initial public offering of 11,111,111 shares of its common stock at a price of $9.00 per share. The shares are expected to begin trading on the NASDAQ Global Select Market on June 12, 2014 under the ticker MOBL. All of the common stock is being offered by MobileIron, Inc. In addition, MobileIron, Inc. has granted the underwriters a 30-day option to purchase up to 1,666,666 additional shares of common stock from MobileIron, Inc.

    Morgan Stanley & Co. LLC and Goldman, Sachs & Co. are acting as lead joint book-running managers for the offering.
    03-09-15 10:28 AM
  23. Corbu's Avatar
    03-09-15 10:28 AM
  24. Corbu's Avatar
    GS should have pasted (below ) this with their downgrade....and to release it during the quiet period.
    Indeed. We've seen it last week with Faucette's report on MOBL... Same old story, insofar as MS and GS are concerned.

    Let me extract what was probably the most important part...

    Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision.
    Last edited by Corbu; 03-09-15 at 10:51 AM.
    Andy_bb_king, sidhuk, jxnb and 7 others like this.
    03-09-15 10:32 AM
  25. jake simmons3's Avatar
    call options are tanking hard today
    03-09-15 10:39 AM
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