1. kfh227's Avatar
    It's for an investment Web site....

    What should I focus on for bull case?

    Short interest
    Balance sheet
    Revenue sources... BES is forgotten.
    Prem watsa

    What else. I could do multiple parts if enough information is available.

    Give me ideas!

    Posted via CB10
    tdovey likes this.
    05-10-13 01:35 PM
  2. Shanerredflag's Avatar
    Mobile Computing.

    Your own personal cloud...personal or corporate.

    Stages releases maintaining relevance in the market place.



    Posted via CB10
    kfh227 likes this.
    05-10-13 01:45 PM
  3. Shanerredflag's Avatar
    Secure NOC...ideal for many many services yet unannounced ( that will generate revenue).

    Posted via CB10
    kfh227 likes this.
    05-10-13 01:46 PM
  4. theRock1975's Avatar
    Stock still below book value

    Pent up demand

    Massively higher App revenue

    Shorts nervously in red

    Lower costs for carriers

    Leaner workforce

    Cost optimization restructuring completed ahead of schedule

    4x cash reserves in 2 years

    Android and ios on BES (90% margin)

    Good word of mouth (best marketing)

    Q10 in high demand

    Costs luring devs already paid

    Paratek savings

    No debt

    Patent applications as heavy as ever





    Posted via CB10
    05-10-13 02:08 PM
  5. theRock1975's Avatar
    Let me know how much seeking alpha pays you


    Posted via CB10
    05-10-13 02:10 PM
  6. kfh227's Avatar
    Mobile Computing.

    Your own personal cloud...personal or corporate.

    Stages releases maintaining relevance in the market place.



    Posted via CB10
    Might be tricky since it is speculative. Could explain BlackBerry Link though and how it works everywhere.

    Posted via CB10
    Shanerredflag likes this.
    05-10-13 02:53 PM
  7. kfh227's Avatar
    Let me know how much seeking alpha pays you


    Posted via CB10
    Won't be seeking alpha. Guru focus.com is who I write for on occasion.

    Posted via CB10
    05-10-13 02:55 PM
  8. Acumenight's Avatar
    Root Device! ! !

    Also, like the SA article today, clairly indicate how the Bears have been wrong and yet they keep improving their outlook while spinning it negatively.

    But yea, Root Device & Car 2 updates
    05-10-13 03:47 PM

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