1. sandman10's Avatar
    "Misek says the BlackBerry Z10 interest from AT&T’s business channels is healthy, and that checks indicate Verizon’s business sales are strong."

    AT&T BlackBerry Z10 Sales "Better Than Modest Expectations," says Peter Misek - N4BB
    03-25-13 08:52 PM
  2. randall2580's Avatar
    So, Misek is a guru again? I need a scorecard I have trouble keeping up with who we like and who we don't. Do we like BGR yet?
    cgk, mikeo007, sydsam and 1 others like this.
    03-25-13 08:56 PM
  3. Iamanonymous62's Avatar
    "Misek says the BlackBerry Z10 interest from AT&T’s business channels is healthy, and that checks indicate Verizon’s business sales are strong."

    AT&T BlackBerry Z10 Sales "Better Than Modest Expectations," says Peter Misek - N4BB
    Don't tell me we're now going to start quoting Misek! When did he start knowing what he's talking about?
    randall2580 likes this.
    03-25-13 08:58 PM
  4. missing_K-W's Avatar
    Doesn't surprise me. Shouldn't take long to sell 2 million US devices
    03-25-13 08:58 PM
  5. dbmalloy's Avatar
    Human nature.... people tend to quote those who they agree with..... Misek has been back and forth on BB.... would not doubt what he is saying... if you noticed all the "flop" analyst did not mention the business sales which is actually ATT bread butter....
    03-25-13 09:36 PM
  6. world traveler and former ceo's Avatar
    planning to buy more Blackberry shares tomorrow ....
    TheQuietRioter likes this.
    03-26-13 01:55 AM
  7. toujours_frais's Avatar
    Misek has conflict of interest... He makes money when BBRY stock price goes up
    03-26-13 02:36 AM
  8. world traveler and former ceo's Avatar
    Misek has conflict of interest... He makes money when BBRY stock price goes up
    not true ... in fact for the longest time he was very anti-blackberry ....
    03-26-13 06:47 AM
  9. RubberChicken76's Avatar
    Analyst A: Our checks indicate that the sky is falling;

    Analyst B: Our checks indicate that the sales are fine

    What's happening in Canada and UK is now spilling over into the US. All we can do is wait for an update from BlackBerry this week with their real numbers.
    03-26-13 06:57 AM
  10. sam_b77's Avatar
    Before the regular "You know Who's" take over, all I would like to say that I didn't believe these analysts when they said that BlackBerry is dead and I don't believe them when they claim that BlackBerry has risen like the Phoenix.
    Let's just wait for the numbers to be announced by BlackBerry before jumping any which way. Till then one person talking about one store in some American village is neither here nor there.
    Too many people try to claim that their speculation is analysis.

    Posted via CB10
    03-26-13 07:17 AM
  11. TgeekB's Avatar
    BBRY up 0.24 this am which is a refreshing start.
    03-26-13 08:56 AM
  12. travaz's Avatar
    There was a story on Phoenix Channel 10 this morning saying how bad the sales of BB10 are in the us. Wow its 3 days and 1 carrier. I don't get it. (puts head in sand)
    03-26-13 09:13 AM
  13. Rooster99's Avatar
    "... we THINK demand is SLIGHTLY better than our VERY MODEST expectations ..." (note : caps are mine for emphasis)

    This is pretty faint praise.

    - R.
    03-26-13 11:46 AM
  14. ibpluto's Avatar
    I'm still a little leary of this guy, but he has consistently grown more and more bullish since end of last year. Would rather him a bull then a bear for us, as his word carries a lot of weight.

    As a holder of BB stock, I will gladly take his positive spin
    03-26-13 11:50 AM
  15. Anonymous94587689's Avatar
    "... we THINK demand is SLIGHTLY better than our VERY MODEST expectations ..." (note : caps are mine for emphasis)
    This is pretty faint praise.
    - R.
    Well, full article N4BB is referring to is a bit more interesting :
    from StreetInsider.com - BlackBerry (BBRY) U.S. Z10 Launch Slightly Above Modest Expectations - Jefferies

    While Goldman Sachs downgraded BlackBerry (NASDAQ: BBRY) Monday, on what it called a disappointing Z10 U.S. launch, Jefferies' Peter Misek is more sanguine. He said the pace of sales was slightly above modest expectations.

    Following checks with 30+ stores, Misek said, "we think demand is slightly better than our very modest expectations." At AT&T stores, checks indicate that initial sell-in appears to be generally 10+ per store. Most cited sales as okay with a few slower and a handful stronger, the analyst noted.

    He said the AT&T Business is seeing significant interest and could account for a meaningful portion of demand.

    "We note that even if BBRY only has a niche 5% of the U.S. smartphone market with BB10 that represents a substantial rebound from its current <2% share," he said.

    Verizon (NYSE: VZ) will launch the Z10 on 3/28, and the analyst believes the recent 1 million BB10 order was from Verizon. "Our checks indicate that Verizon business sales are apparently very strong. We estimate that Blackberry's BB10 build plans were at 1M a month, went to 1.2-1.5M a month, and now are ~2M a month.

    Misek also said that while near-term focus continues to be on the phone, BlackBerry's mobile device management (MDM) opportunity is underappreciated.

    The firm maintained a Buy rating and price target of $19.50 on BlackBerry
    03-26-13 11:50 AM

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