Replies to post #12366 on BlackBerry Limited (BB)

[maksim]

Struck a nerve eh? Good. I am glad you got my attention.

I am not trying to insult you by calling you a trader. There is absolutely nothing wrong with being a trader. A trader also knows that fundamentals mean squat to trading a security.

What ticks me off about your attitude is just that, your "expertise" yet you lack any credibility to your comments by calling phones calculators and laughing it off with Indian comments.

I know MANY successful traders, with whom I may differ on the opinions, yet we both make money on different sides of the same security. I am NOT a trader, simply because I spend the majority of my time client facing, so my own angle is from the fundamental side of the picture, where more often than not, myself and my team are right.

As far as Blackberry, if you have bothered to speak with more than a few IT people, or actual BB users, you would see how much of a big deal the turnaround is.

BB is not Radio Shack, CC, or Pets.com with no assets. Cash on hand is between $3 and $5 a share. Then, the PATENTS, which you will argue as worthless, at least 3 institutional firms I spoke with, easily value them at $7 to $9. That did not include the new patents for encrypted txt and voice.

Right now, BB is the only company out there that can provide full encrypted communication, between email, txt, instant message and voice.

Was BB overpriced in the past? yeah, just as Facebook, Twitter and other companies are right now.... but just because it was overpriced before, does not mean it is now.

As far as losing public? Who cares? BB does not need to sell a phone to every american. All they need is business consumers.

As a business owner, I can tell you bar none, the most important part is security... not iphone or android can provide that.

If BB is good enough for 8 out of 10 G10 governments, it is good enough for me.

If you are a fundamental short in BB, that should scare you.

If you are a trader, and nothing more, than none of it matters because you are just looking at the charts, right?