| reply to donoreo
Re: Blackberry share trading halted. Fairfax financial is offering $9 or so to go private?
Planing to sell to this private group? |
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 elwoodbluesElwood BluesPremium
join:2006-08-30
HarperLand
kudos:1 | My guess is they'll take it private then sell the patents (the only real value BB owns), they'll make a killing on that alone.
The rest of the company, is worth nothing. |
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| said by elwoodblues:My guess is they'll take it private then sell the patents (the only real value BB owns), they'll make a killing on that alone.
The rest of the company, is worth nothing.
Their handset division is worth little to nothing (except for patents they hold in those regards). Their enterprise side (server and what not ) still makes money. IMO they will probably become a service only company, that licenses their software to other handset makers and to business servers
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"The hardest thing about any political campaign is how to win without proving that you are unworthy of winning." ~ Adlai E. Stevenson |
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 LazManPremium
join:2003-03-26
canada | said by BigSensFan:said by elwoodblues:My guess is they'll take it private then sell the patents (the only real value BB owns), they'll make a killing on that alone.
The rest of the company, is worth nothing.
Their handset division is worth little to nothing (except for patents they hold in those regards). Their enterprise side (server and what not ) still makes money. IMO they will probably become a service only company, that licenses their software to other handset makers and to business servers This.
RIM owned corporate email; and still has the best back-end in the mobile/enterprise space...
They tried to become a consumer product, and that killed them... Instead of being the best at what they did; and conceeding the multi-media/consumer market, they lost focus.
I carry a BB for work; it does email better then everything else. |
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elwoodbluesElwood BluesPremium
join:2006-08-30
HarperLand
kudos:1 | Because they were egged on by the "market" |
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LazManPremium
join:2003-03-26
canada | This is where a strong leader, with a vision, would have kept them on the right course...
Of course, it's esay to be an armchair quarterback - but turning into a services company, or at least deversifying into one, 4-5 years ago, would have been a brilliant move. |
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Robrr
join:2008-04-19
Guelph, ON | reply to elwoodblues
said by elwoodblues:Because they were egged on by the "market Thats the unfortunate part of being a public company.
I hope with them going private, they can focus on the product and focus on rebuilding the brand.
I think in time, they'll make a comeback as a niche player. |
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elwoodbluesElwood BluesPremium
join:2006-08-30
HarperLand
kudos:1 | reply to LazMan
The way I see it, strong leader or not, if the "market" demands you compete with the iphone, you better compete or we'll punish your stock!
A few years back Apple had their best quarter to date, wasn't enough, punish the stock.
At some point the board/major shareholders are going to demand you do something to stop the stock slide.
It's a bullshit racket, BB has been a victim of its on ineptitude. As well as market forces
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No, I didn't. Honest... I ran out of gas. I... I had a flat tire. I didn't have enough money for cab fare. My tux didn't come back from the cleaners. An old friend came in from out of town. Someone stole my car. There was an earthquake....... |
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 koiraPoop and ScoopPremium
join:2004-02-16 | Will be interesting to see if other bidders such as Mike Lazaridis for example, come in now, Fairfax has entered the starting bid |
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| reply to elwoodblues
said by elwoodblues:My guess is they'll take it private then sell the patents (the only real value BB owns), they'll make a killing on that alone.
The rest of the company, is worth nothing.
QNX is worth a lot - it's used in automotive control system & aircraft FMS, nuclear power systems, and all sorts of other industrial systems.
Certicom (encryption software) is also worth a ton. NSA is a master licensee of their stuff for US government use. |
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| reply to elwoodblues
said by elwoodblues:Because they were egged on by the "market"
This is what happens when the Board puts a 'financial' type without being steeped in the business in as chair (Barbara Symiest) and doesn't have an 'operator' in the chair.
Look over the history of companies in similar position as RIM and see what happened to them when a financial-type has been parachuted in - same things. |
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 digitalfuturSees More Than ShownPremium
join:2000-07-15
BurlingtonON
kudos:2 | reply to elwoodblues
Correct, and correct.
This marks BB's exit from the consumer phone business, and an exit from the enterprise market as well if Fairfax doesn't see that as financially viable over the long term.
Once again the market has determined who succeeds and who doesn't, which is exactly what is needed: government does not run the economy, nor can it support insolvent companies that are not financially viable.
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Logic requires one to deal with decisions that one's ego will not permit.
All that is necessary for the triumph of evil is that good men do nothing - Edmund Burke. |
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elwoodbluesElwood BluesPremium
join:2006-08-30
HarperLand
kudos:1 | I disagree the market decides based on how much money they can make.
Short the stock, spread some rumors and bingo you made a profit from nothing.
The markets isn't deciding anything, people who have no business interfering in the day to day operations are deciding.
A variety of Q10 like products may have satisfied the needs of the corporate market, but some people decided they need an iphone like product, a tablet etc...cover all your basis even if you sucks at it (Kin, Surface Rt are market driven, spectacular failures).
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No, I didn't. Honest... I ran out of gas. I... I had a flat tire. I didn't have enough money for cab fare. My tux didn't come back from the cleaners. An old friend came in from out of town. Someone stole my car. There was an earthquake....... |
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 GuspazGuspazPremium,MVM
join:2001-11-05
Montreal, QC
kudos:20 | I think it goes beyond that at this point. Windows Phone is outselling Blackberry devices now. Blackberry's marketshare of sales for 2Q2013 was 2.8%.
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Reviews:
 ·Cogeco Cable
| reply to LazMan
said by LazMan:RIM owned corporate email; and still has the best back-end in the mobile/enterprise space...
They tried to become a consumer product, and that killed them... Instead of being the best at what they did; and conceeding the multi-media/consumer market, they lost focus.
I carry a BB for work; it does email better then everything else.
I agree with everything you wrote and wished they'd moved in baby steps supporting their core supporters with the best experience possible, rather than trying to focus on everyone and failing. I'll take best email experience + qwerty keys over large touchy device any day of the week. |
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Reviews:
 ·ELECTRONICBOX
·Execulink Telecom
| said by urbanriot:I agree with everything you wrote and wished they'd moved in baby steps supporting their core supporters with the best experience possible, rather than trying to focus on everyone and failing. I'll take best email experience + qwerty keys over large touchy device any day of the week.
From my understanding,the billion dollar write off was on mostly Z10's. Not sure how the economics would work, but maybe a focus on the QWERTY phones (with less/no money spent on the full touch screens) would be a good business decision. Or perhaps building as you need rather than warehousing a billion dollars worth of phones. |
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elwoodbluesElwood BluesPremium
join:2006-08-30
HarperLand
kudos:1 | Considering the phones are made in different parts of the world, JIT inventory, won't work. |
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Reviews:
·Cogeco Cable
| said by elwoodblues:Considering the phones are made in different parts of the world, JIT inventory, won't work.
This is where buffering warehouses come in. Item manufactured in low cost third world countries, phones reside in key low tariffed buffering warehouses in other areas of the world and are then sent to the various locations they need to go. |
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elwoodbluesElwood BluesPremium
join:2006-08-30
HarperLand
kudos:1 | said by urbanriot:said by elwoodblues:Considering the phones are made in different parts of the world, JIT inventory, won't work.
This is where buffering warehouses come in. Item manufactured in low cost third world countries, phones reside in key low tariffed buffering warehouses in other areas of the world and are then sent to the various locations they need to go. Perhaps I misunderstand, the phones are still manufactured, so whether the phone is in a warehouse in Waterloo,or Mexico , or China, (I think they're made in Mexico ) BB still owns the inventory that's not being sold.
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No, I didn't. Honest... I ran out of gas. I... I had a flat tire. I didn't have enough money for cab fare. My tux didn't come back from the cleaners. An old friend came in from out of town. Someone stole my car. There was an earthquake....... |
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| Yea, and I think that has to do with over-estimating the demand, the same as what happened with the surface. Blackberry should have debut with the Z10 and the Q10 rather than banking entirely on the Z10. |
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