Saturday, June 29, 2013 2:59:17 PM
Heins is a pretty pragmatic guy (cutting BB10 to Playbook even though he promised he would. But if the performance doesn't work on the two year old Playbooks, what are you going to do). If he has to license out BB10 to some hardware manufacturer that has the volume to compete at the low end of the market, he will do so.
Services is the future of the smartphone market for Blackberry, Apple, Microsoft / Nokia, and maybe even Samsung. The white brand smartphones entering the market are just too cheap to compete with at the low end of the market (and they'll move up stream after a while) and the high end market is saturated.
Heins has to win quite a few BES contracts and then start monetizing some of these other service revenue stream they are chasing (updating car system, BBM Channels, Sending money person to person, etc).
BB10 platform is just getting started. Share price will be in for a rough ride for another quarter or two.
JFF7
It's better to be out wishing you were in than in wishing you were out.
"Markets can remain irrational longer than you can remain solvent". - John Maynard Keynes
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