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LazMan
Premium
join:2003-03-26
canada
reply to BigSensFan

Re: Blackberry share trading halted.

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.


elwoodblues
Elwood Blues
Premium
join:2006-08-30
HarperLand
kudos:1

Because they were egged on by the "market"



LazMan
Premium
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.


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.


elwoodblues
Elwood Blues
Premium
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
--
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.......



koira
Poop and Scoop
Premium
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


MaynardKrebs
Premium
join:2009-06-17
kudos:4
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.


urbanriot
Premium
join:2004-10-18
Canada
kudos:3
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.

markf

join:2008-01-24
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.


elwoodblues
Elwood Blues
Premium
join:2006-08-30
HarperLand
kudos:1

Considering the phones are made in different parts of the world, JIT inventory, won't work.



urbanriot
Premium
join:2004-10-18
Canada
kudos:3
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.


elwoodblues
Elwood Blues
Premium
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.
--
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.......


urbanriot
Premium
join:2004-10-18
Canada
kudos:3

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.